PATTEN & PATTEN INC/TN - 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
PATTEN & PATTEN INC/TN ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$3,815,676
+2.5%
37,460
+1.5%
0.34%
+8.8%
Q2 2023$3,723,579
+11.1%
36,900
+1.3%
0.31%
+4.4%
Q1 2023$3,352,756
+79236.4%
36,443
-21.8%
0.30%
-23.2%
Q4 2022$4,226
-99.9%
46,582
-6.7%
0.38%
+6.7%
Q3 2022$3,796,000
-12.9%
49,938
-3.2%
0.36%
-6.0%
Q2 2022$4,360,000
-8.5%
51,585
-5.0%
0.38%
+10.1%
Q1 2022$4,767,000
+0.1%
54,323
-0.3%
0.35%
+5.8%
Q4 2021$4,764,000
+2.2%
54,460
-4.4%
0.33%
-7.1%
Q3 2021$4,660,000
-13.6%
56,978
-3.6%
0.35%
-13.9%
Q2 2021$5,391,000
+1.7%
59,088
-4.7%
0.41%
-5.1%
Q1 2021$5,300,000
-12.0%
61,997
-2.8%
0.43%
-17.5%
Q4 2020$6,022,000
+5.3%
63,769
-3.0%
0.52%
-7.9%
Q3 2020$5,720,000
-0.7%
65,772
-0.3%
0.57%
-9.5%
Q2 2020$5,759,000
+5.1%
65,943
-0.8%
0.63%
-12.9%
Q1 2020$5,480,000
-16.8%
66,466
-4.5%
0.72%
+9.2%
Q4 2019$6,588,000
+8.8%
69,575
-0.1%
0.66%
+0.2%
Q3 2019$6,053,000
-8.0%
69,651
-3.4%
0.66%
-7.2%
Q2 2019$6,582,000
-3.1%
72,089
+2.0%
0.71%
-4.4%
Q1 2019$6,793,000
+16.2%
70,662
+3.8%
0.74%
+3.9%
Q4 2018$5,844,000
+4.7%
68,100
+5.1%
0.72%
+29.7%
Q3 2018$5,582,000
+9.3%
64,790
-4.2%
0.55%
+5.5%
Q2 2018$5,106,000
-15.4%
67,598
-9.4%
0.52%
-15.1%
Q1 2018$6,033,000
-3.6%
74,618
+0.1%
0.62%
-1.4%
Q4 2017$6,256,000
-7.6%
74,517
-5.5%
0.63%
-12.3%
Q3 2017$6,773,000
-4.3%
78,890
-6.9%
0.71%
-8.7%
Q2 2017$7,074,000
+12.3%
84,754
-0.1%
0.78%
+7.7%
Q1 2017$6,302,000
-4.2%
84,850
-6.1%
0.73%
-10.3%
Q4 2016$6,580,000
-12.2%
90,339
-4.8%
0.81%
-16.2%
Q3 2016$7,494,000
-4.3%
94,907
-0.0%
0.96%
-11.0%
Q2 2016$7,834,000
+13.4%
94,951
-0.4%
1.08%
+9.8%
Q1 2016$6,906,000
-16.7%
95,337
-1.0%
0.99%
-13.9%
Q4 2015$8,288,000
-3.0%
96,326
+3.7%
1.15%
-12.1%
Q3 2015$8,542,000
-5.1%
92,931
+1.5%
1.30%
-0.2%
Q2 2015$9,003,000
-1.1%
91,549
-0.8%
1.31%
-0.2%
Q1 2015$9,105,000
+5.8%
92,329
-0.6%
1.31%
+0.7%
Q4 2014$8,604,000
-0.6%
92,855
+1.0%
1.30%
-5.5%
Q3 2014$8,656,000
+3.4%
91,961
-0.5%
1.38%
+1.2%
Q2 2014$8,371,000
-14.7%
92,468
-19.9%
1.36%
+2.5%
Q1 2014$9,810,000
+5.0%
115,388
-0.8%
1.33%
+1.9%
Q4 2013$9,347,000
-47.1%
116,288
-51.5%
1.30%
-7.4%
Q3 2013$17,657,000
+106.2%
239,642
+97.8%
1.41%
+0.3%
Q2 2013$8,565,000121,1241.40%
Other shareholders
NOVARTIS A G shareholders Q4 2020
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