BOSTON FAMILY OFFICE LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,170 filers reported holding NOVARTIS A G in Q4 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,333
+1.0%
13,0850.0%0.11%
+7.9%
Q2 2023$1,320
-3.6%
13,085
-12.1%
0.10%
-8.2%
Q1 2023$1,370
+1.5%
14,888
+0.0%
0.11%
-1.8%
Q4 2022$1,350
-99.9%
14,885
-3.9%
0.11%
+6.7%
Q3 2022$1,178,000
-10.0%
15,4850.0%0.10%
-3.7%
Q2 2022$1,309,000
-5.8%
15,485
-2.2%
0.11%
+10.1%
Q1 2022$1,390,000
-3.0%
15,835
-3.4%
0.10%
+6.5%
Q4 2021$1,433,000
+4.2%
16,385
-2.6%
0.09%
-7.0%
Q3 2021$1,375,000
-13.1%
16,815
-3.1%
0.10%
-11.5%
Q2 2021$1,582,000
+2.3%
17,344
-2.0%
0.11%
-2.6%
Q1 2021$1,547,000
-10.6%
17,694
-3.4%
0.12%
-12.8%
Q4 2020$1,730,000
+8.5%
18,3250.0%0.13%
-8.3%
Q3 2020$1,594,000
-0.4%
18,3250.0%0.14%
-7.1%
Q2 2020$1,601,000
+6.0%
18,3250.0%0.16%
-12.4%
Q1 2020$1,511,000
-13.8%
18,325
-1.0%
0.18%
+6.6%
Q4 2019$1,753,000
-16.3%
18,518
-23.2%
0.17%
-23.0%
Q3 2019$2,095,000
-4.8%
24,107
-0.0%
0.22%
-5.2%
Q2 2019$2,201,000
-5.5%
24,110
-0.4%
0.23%
-9.1%
Q1 2019$2,328,000
+11.0%
24,210
-0.9%
0.25%
-3.4%
Q4 2018$2,097,000
-8.1%
24,433
-7.8%
0.26%
+8.3%
Q3 2018$2,283,000
+14.0%
26,4980.0%0.24%
+6.2%
Q2 2018$2,002,000
-11.0%
26,498
-4.7%
0.23%
-11.7%
Q1 2018$2,249,000
-6.6%
27,813
-3.1%
0.26%
-2.7%
Q4 2017$2,409,000
-3.6%
28,693
-1.5%
0.26%
-7.0%
Q3 2017$2,500,000
-2.5%
29,123
-5.2%
0.28%
-6.3%
Q2 2017$2,563,000
-4.4%
30,707
-14.9%
0.30%
-7.9%
Q1 2017$2,680,000
-6.5%
36,082
-8.3%
0.33%
-11.6%
Q4 2016$2,867,000
-7.8%
39,3580.0%0.37%
-7.7%
Q3 2016$3,108,000
-4.4%
39,358
-0.1%
0.40%
-4.3%
Q2 2016$3,252,000
+12.6%
39,411
-1.2%
0.42%
+10.5%
Q1 2016$2,889,000
-22.4%
39,876
-7.9%
0.38%
-25.3%
Q4 2015$3,724,000
-7.3%
43,286
-1.0%
0.51%
-8.9%
Q3 2015$4,018,000
-9.3%
43,711
-3.0%
0.56%
+0.5%
Q2 2015$4,431,000
-0.5%
45,056
-0.3%
0.56%
+0.7%
Q1 2015$4,455,000
+6.3%
45,183
-0.1%
0.55%
+5.9%
Q4 2014$4,191,000
-1.6%
45,230
-0.1%
0.52%
-4.7%
Q3 2014$4,261,000
+4.0%
45,266
+0.0%
0.55%
+5.4%
Q2 2014$4,097,000
-43.4%
45,251
-46.9%
0.52%
+7.9%
Q1 2014$7,239,000
+102.7%
85,147
+91.7%
0.48%
+2.3%
Q4 2013$3,571,000
+4.4%
44,426
-0.4%
0.47%
-3.3%
Q3 2013$3,421,000
+8.5%
44,601
+0.0%
0.49%
+1.7%
Q2 2013$3,152,00044,5800.48%
Other shareholders
NOVARTIS A G shareholders Q4 2020
NameSharesValueWeighting ↓
GODSEY & GIBB, INC 184,900$15,121,0006.74%
Martin Investment Management, LLC 289,924$23,710,0005.98%
Camber Capital Management LP 2,000,000$163,560,0005.04%
MANAGED ASSET PORTFOLIOS, LLC 381,778$31,222,0004.76%
PROFESSIONAL ADVISORY SERVICES INC 267,779$21,899,0003.22%
SCHARF INVESTMENTS, LLC 1,244,711$101,794,0003.21%
GARLAND CAPITAL MANAGEMENT INC 50,755$4,151,0002.97%
First Fiduciary Investment Counsel, Inc. 167,378$13,688,0002.67%
WILKINS INVESTMENT COUNSEL INC 130,590$10,680,0002.61%
Lowell Blake & Associates Inc. 66,309$5,423,0002.52%
View complete list of NOVARTIS A G shareholders