OPTIMUM INVESTMENT ADVISORS - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 908 filers reported holding NOVARTIS A G in Q1 2017. The put-call ratio across all filers is 2.34 and the average weighting 0.5%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of NOVARTIS A G
ValueSharesWeighting
Q4 2023$53,514
+22.2%
530
+23.3%
0.03%
+22.7%
Q3 2023$43,800
-53.8%
430
-54.3%
0.02%
-52.2%
Q2 2023$94,855
+9.7%
9400.0%0.05%
+2.2%
Q1 2023$86,480
+1.4%
9400.0%0.04%
-2.2%
Q4 2022$85,277
+10.7%
940
-7.4%
0.05%
+12.2%
Q3 2022$77,000
-10.5%
1,0150.0%0.04%
-4.7%
Q2 2022$86,000
-13.1%
1,015
-9.9%
0.04%
+2.4%
Q1 2022$99,000
+11.2%
1,126
+10.9%
0.04%
+20.0%
Q4 2021$89,000
+7.2%
1,0150.0%0.04%0.0%
Q3 2021$83,000
-29.7%
1,015
-21.3%
0.04%
-5.4%
Q2 2021$118,000
-25.8%
1,290
-30.6%
0.04%
-21.3%
Q1 2021$159,000
-31.5%
1,860
-24.4%
0.05%
-32.9%
Q4 2020$232,000
+15.4%
2,460
+6.5%
0.07%
+4.5%
Q3 2020$201,000
-0.5%
2,3100.0%0.07%
-4.3%
Q2 2020$202,000
+0.5%
2,310
-5.4%
0.07%
-14.6%
Q1 2020$201,000
-13.0%
2,4420.0%0.08%
+18.8%
Q4 2019$231,000
+9.0%
2,4420.0%0.07%
+3.0%
Q3 2019$212,000
+0.5%
2,442
+5.7%
0.07%
-1.5%
Q2 2019$211,000
-43.6%
2,310
-40.7%
0.07%
-44.7%
Q1 2019$374,000
+12.0%
3,8950.0%0.12%
+7.0%
Q4 2018$334,000
-8.0%
3,895
-7.6%
0.12%
+15.0%
Q3 2018$363,000
+14.2%
4,2150.0%0.10%
+8.7%
Q2 2018$318,000
-12.9%
4,215
-6.6%
0.09%
-14.0%
Q1 2018$365,000
+0.3%
4,515
+4.0%
0.11%
-7.8%
Q4 2017$364,000
-2.4%
4,3400.0%0.12%
-7.2%
Q3 2017$373,000
+3.0%
4,3400.0%0.12%0.0%
Q2 2017$362,000
+12.4%
4,3400.0%0.12%
+9.6%
Q1 2017$322,000
+22.4%
4,340
+20.1%
0.11%
+15.2%
Q4 2016$263,000
-9.6%
3,615
-2.0%
0.10%
-9.2%
Q3 2016$291,000
+3.6%
3,688
+8.2%
0.11%0.0%
Q2 2016$281,000
+13.8%
3,4100.0%0.11%
+12.4%
Q1 2016$247,000
-22.8%
3,410
-8.3%
0.10%
-21.8%
Q4 2015$320,000
-6.4%
3,7200.0%0.12%
-10.1%
Q3 2015$342,000
-6.8%
3,7200.0%0.14%
+19.0%
Q1 2015$367,000
+19.5%
3,720
+12.4%
0.12%
+17.2%
Q4 2014$307,000
-1.6%
3,3100.0%0.10%
-3.9%
Q3 2014$312,000
+1.0%
3,310
-2.9%
0.10%
+3.0%
Q2 2014$309,000
+6.6%
3,4100.0%0.10%
-8.3%
Q1 2014$290,000
+5.8%
3,4100.0%0.11%
+5.8%
Q4 2013$274,000
-21.3%
3,410
-24.9%
0.10%
-28.0%
Q3 2013$348,0004,5400.14%
Other shareholders
NOVARTIS A G shareholders Q1 2017
NameSharesValueWeighting ↓
Newman Dignan & Sheerar, Inc. 3,739$353,074,00056.77%
Susquehanna International Securities, Ltd. 118,837$11,222,0008.15%
MANAGED ASSET PORTFOLIOS, LLC 336,762$31,800,0005.59%
Martin Investment Management, LLC 169,019$15,960,0005.10%
SCHARF INVESTMENTS, LLC 1,197,539$113,083,0004.26%
GARLAND CAPITAL MANAGEMENT INC 50,705$4,788,0004.06%
Mawer Investment Management Ltd. 6,625,594$625,655,0003.69%
SPHERA FUNDS MANAGEMENT LTD. 429,000$40,510,0003.60%
First Fiduciary Investment Counsel, Inc. 196,693$18,574,0003.48%
PROFESSIONAL ADVISORY SERVICES INC 227,971$21,527,0003.46%
View complete list of NOVARTIS A G shareholders