MAI Capital Management - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$2,384,638
-0.2%
23,411
-1.1%
0.04%0.0%
Q2 2023$2,389,285
+66.9%
23,677
+52.1%
0.04%
+52.2%
Q1 2023$1,431,832
+4.4%
15,563
+2.9%
0.02%0.0%
Q4 2022$1,371,505
+53.2%
15,118
+28.4%
0.02%
+35.3%
Q3 2022$895,000
+27.9%
11,770
+42.1%
0.02%
+30.8%
Q2 2022$700,000
+5.9%
8,283
+10.0%
0.01%
+18.2%
Q1 2022$661,000
+16.2%
7,528
+15.7%
0.01%
+22.2%
Q4 2021$569,000
-51.3%
6,505
-54.5%
0.01%
-60.9%
Q3 2021$1,169,000
-9.7%
14,293
+0.8%
0.02%
-11.5%
Q2 2021$1,294,000
+11.0%
14,180
+4.0%
0.03%0.0%
Q1 2021$1,166,000
+3.6%
13,636
+14.4%
0.03%
-7.1%
Q4 2020$1,126,000
+11.6%
11,924
+2.8%
0.03%
-3.4%
Q3 2020$1,009,000
-5.7%
11,603
-5.3%
0.03%
-14.7%
Q2 2020$1,070,000
+2.7%
12,250
-3.1%
0.03%
-20.9%
Q1 2020$1,042,000
-12.6%
12,643
+0.4%
0.04%
+10.3%
Q4 2019$1,192,000
+247.5%
12,590
+219.0%
0.04%
+160.0%
Q3 2019$343,000
-25.6%
3,947
-21.9%
0.02%
-28.6%
Q2 2019$461,000
-7.6%
5,053
-2.7%
0.02%
-19.2%
Q1 2019$499,000
+5.7%
5,195
-5.5%
0.03%
-7.1%
Q4 2018$472,000
+92.7%
5,499
+121.1%
0.03%
+75.0%
Q1 2015$245,000
-0.8%
2,487
-6.7%
0.02%
-5.9%
Q4 2014$247,000
+15.4%
2,667
-4.3%
0.02%
-39.3%
Q3 2013$214,0002,7860.03%
Other shareholders
NOVARTIS A G shareholders Q3 2023
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