PUZO MICHAEL J - 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
PUZO MICHAEL J ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$7,727,100
-4.3%
75,860
-5.2%
2.62%
+2.6%
Q2 2023$8,071,287
+10.0%
79,985
+0.3%
2.56%
+4.4%
Q1 2023$7,338,012
+4.0%
79,761
+2.5%
2.45%
-4.0%
Q4 2022$7,057,925
+19.5%
77,799
+0.1%
2.55%
+13.5%
Q3 2022$5,908,000
-17.3%
77,724
-8.0%
2.25%
-11.4%
Q2 2022$7,141,000
-5.9%
84,484
-2.3%
2.54%
+11.1%
Q1 2022$7,587,000
-3.2%
86,459
-3.5%
2.28%
+3.2%
Q4 2021$7,834,000
+3.0%
89,569
-3.7%
2.21%
-8.2%
Q3 2021$7,606,000
-11.8%
93,002
-1.7%
2.41%
-10.1%
Q2 2021$8,628,000
+3.0%
94,582
-3.5%
2.68%
+0.6%
Q1 2021$8,375,000
-10.0%
97,987
-0.6%
2.67%
-12.3%
Q4 2020$9,310,000
+8.6%
98,598
+0.0%
3.04%
-0.4%
Q3 2020$8,574,000
-0.7%
98,588
-0.2%
3.05%
-5.5%
Q2 2020$8,631,000
+5.5%
98,806
-0.4%
3.23%
-10.3%
Q1 2020$8,178,000
-12.9%
99,204
+0.0%
3.60%
+7.1%
Q4 2019$9,393,000
+8.1%
99,203
-0.8%
3.36%
+2.7%
Q3 2019$8,689,000
-2.8%
99,973
+2.1%
3.27%
-1.4%
Q2 2019$8,939,000
-2.1%
97,908
+3.1%
3.32%
-6.7%
Q1 2019$9,130,000
+12.1%
94,961
+0.1%
3.56%
-1.6%
Q4 2018$8,142,000
-1.6%
94,896
-1.2%
3.62%
+15.8%
Q3 2018$8,278,000
+16.1%
96,062
+1.8%
3.12%
+3.5%
Q2 2018$7,127,000
-4.4%
94,341
+2.4%
3.02%
-4.9%
Q1 2018$7,453,000
-1.1%
92,172
+2.7%
3.18%
+2.3%
Q4 2017$7,535,000
+20.6%
89,764
+23.3%
3.10%
-4.5%
Q3 2017$6,248,000
+3.2%
72,775
+0.3%
3.25%
-0.5%
Q2 2017$6,054,000
+13.2%
72,525
+0.7%
3.27%
+10.0%
Q1 2017$5,349,000
+1.6%
72,050
-0.4%
2.97%
-2.5%
Q4 2016$5,267,000
-7.6%
72,335
+0.2%
3.05%
-7.3%
Q3 2016$5,698,000
+11.7%
72,170
+16.7%
3.29%
-2.3%
Q2 2016$5,100,000
+15.2%
61,820
+1.1%
3.36%
+14.5%
Q1 2016$4,429,000
-11.8%
61,140
+4.8%
2.94%
-16.2%
Q4 2015$5,022,000
-5.4%
58,365
+1.1%
3.51%
-7.0%
Q3 2015$5,308,000
-6.9%
57,727
-0.4%
3.77%
+2.6%
Q2 2015$5,702,000
-0.6%
57,987
-0.3%
3.67%
+0.3%
Q1 2015$5,737,000
+8.4%
58,182
+1.9%
3.66%
+5.5%
Q4 2014$5,290,000
-0.5%
57,092
+1.1%
3.47%
-4.8%
Q3 2014$5,317,000
+3.0%
56,487
-0.9%
3.65%
+1.9%
Q2 2014$5,160,000
+6.3%
56,997
-0.1%
3.58%
+2.5%
Q1 2014$4,852,000
+6.6%
57,082
+0.8%
3.49%
+5.2%
Q4 2013$4,553,000
+11.8%
56,643
+6.7%
3.32%
-2.5%
Q3 2013$4,073,000
+9.3%
53,098
+0.8%
3.40%
+4.0%
Q2 2013$3,728,000
-0.7%
52,6980.0%3.27%
+0.0%
Q1 2013$3,754,000
+11.9%
52,698
-0.6%
3.27%
+2.2%
Q4 2012$3,355,00053,0083.20%
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