COLDSTREAM CAPITAL MANAGEMENT INC - 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
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$560,638
-7.7%
5,504
-8.6%
0.02%
-5.3%
Q2 2023$607,529
+11.0%
6,021
+1.2%
0.02%
+5.6%
Q1 2023$547,354
+110.6%
5,950
+107.7%
0.02%
+80.0%
Q4 2022$259,913
-66.6%
2,865
-68.9%
0.01%
-37.5%
Q2 2022$778,000
+87.0%
9,201
+94.0%
0.02%
+14.3%
Q1 2022$416,000
+13.7%
4,743
+13.3%
0.01%
+27.3%
Q4 2021$366,0004,1850.01%
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