APPLETON PARTNERS INC/MA - 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
APPLETON PARTNERS INC/MA ownership history of NOVARTIS A G
ValueSharesWeighting
Q4 2023$254
-1.6%
2,514
-0.7%
0.02%
-13.0%
Q3 2023$258
-16.0%
2,532
-16.7%
0.02%
-11.5%
Q2 2023$307
+12.0%
3,038
+1.8%
0.03%
+8.3%
Q1 2023$274
-99.9%
2,983
+11.1%
0.02%
+14.3%
Q2 2022$227,000
-3.8%
2,6860.0%0.02%
+10.5%
Q1 2022$236,000
+0.4%
2,6860.0%0.02%
+5.6%
Q4 2021$235,000
-37.0%
2,686
-34.2%
0.02%
-43.8%
Q2 2021$373,000
-9.0%
4,084
-14.8%
0.03%
-15.8%
Q1 2021$410,000
-0.7%
4,793
+9.5%
0.04%
-7.3%
Q4 2020$413,000
+8.1%
4,378
-0.2%
0.04%
-2.4%
Q3 2020$382,000
-0.3%
4,3880.0%0.04%
-8.7%
Q2 2020$383,000
+5.8%
4,3880.0%0.05%
-8.0%
Q1 2020$362,000
-21.3%
4,388
-9.6%
0.05%
-2.0%
Q4 2019$460,000
+1.8%
4,855
-6.7%
0.05%
-7.3%
Q3 2019$452,000
-3.2%
5,203
+1.7%
0.06%
-5.2%
Q2 2019$467,000
-9.0%
5,115
-4.1%
0.06%
-14.7%
Q1 2019$513,000
+14.0%
5,331
+1.6%
0.07%
+1.5%
Q4 2018$450,000
+13.1%
5,245
+13.5%
0.07%
+26.4%
Q3 2018$398,000
-4.1%
4,620
-15.8%
0.05%
-10.2%
Q2 2018$415,000
-46.2%
5,490
-42.5%
0.06%
-49.6%
Q1 2018$772,000
-6.4%
9,551
-2.8%
0.12%
-8.6%
Q4 2017$825,000
-1.8%
9,822
+0.4%
0.13%
-9.9%
Q3 2017$840,000
-13.2%
9,787
-15.6%
0.14%
-12.9%
Q2 2017$968,000
+37.1%
11,595
+22.0%
0.16%
+25.4%
Q1 2017$706,000
-30.6%
9,502
-32.0%
0.13%
-36.9%
Q4 2016$1,018,000
-9.3%
13,975
-1.7%
0.21%
-2.4%
Q3 2016$1,122,000
+8.0%
14,212
+12.8%
0.21%
-0.5%
Q2 2016$1,039,000
-2.6%
12,598
-14.4%
0.21%
+0.5%
Q1 2016$1,067,000
-21.4%
14,723
-6.7%
0.21%
-21.3%
Q4 2015$1,358,000
+5.4%
15,788
+12.7%
0.27%
-8.5%
Q3 2015$1,288,000
+14.9%
14,010
+22.9%
0.29%
+16.7%
Q2 2015$1,121,000
+4.0%
11,400
+4.3%
0.25%
+3.3%
Q1 2015$1,078,000
+29.9%
10,930
+22.0%
0.24%
+27.9%
Q4 2014$830,000
+59.3%
8,960
+61.9%
0.19%
+55.7%
Q3 2014$521,000
+13.5%
5,535
+9.2%
0.12%
+14.0%
Q2 2014$459,000
+13.3%
5,070
+6.4%
0.11%
+11.5%
Q1 2014$405,000
-8.0%
4,765
-13.0%
0.10%
-8.6%
Q4 2013$440,000
+3.5%
5,479
-1.2%
0.10%
-7.9%
Q3 2013$425,000
-99.9%
5,546
+1.2%
0.11%
+1.8%
Q2 2013$387,420,0005,4790.11%
Other shareholders
NOVARTIS A G shareholders Q1 2017
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 335,936$29,213,0005.81%
Martin Investment Management, LLC 170,759$14,849,0005.36%
Mawer Investment Management Ltd. 8,515,391$740,498,0004.84%
SCHARF INVESTMENTS, LLC 1,212,354$105,426,0004.54%
Hansberger Growth Investors, LP 45,645$3,969,0004.50%
GARLAND CAPITAL MANAGEMENT INC 50,905$4,427,0003.95%
First Fiduciary Investment Counsel, Inc. 193,021$16,785,0003.49%
PROFESSIONAL ADVISORY SERVICES INC 224,087$19,487,0003.48%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 362,047$31,484,0003.29%
WILKINS INVESTMENT COUNSEL INC 126,470$10,998,0003.28%
View complete list of NOVARTIS A G shareholders