FIRST FOUNDATION ADVISORS - 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
FIRST FOUNDATION ADVISORS ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$413,348
-3.3%
4,058
-4.2%
0.02%
+5.6%
Q2 2023$427,455
-0.2%
4,236
-9.0%
0.02%
-10.0%
Q1 2023$428,352
-4.0%
4,656
-5.4%
0.02%
-4.8%
Q4 2022$446,342
+13.0%
4,920
-5.4%
0.02%
+10.5%
Q3 2022$395,000
-25.9%
5,200
-17.6%
0.02%
-20.8%
Q2 2022$533,000
-23.1%
6,308
-20.1%
0.02%
-4.0%
Q1 2022$693,000
-5.6%
7,897
-5.9%
0.02%0.0%
Q4 2021$734,000
+11.2%
8,388
+3.9%
0.02%0.0%
Q3 2021$660,000
-17.4%
8,070
-7.8%
0.02%
-19.4%
Q2 2021$799,000
+7.7%
8,752
+0.8%
0.03%
-3.1%
Q1 2021$742,000
-56.5%
8,681
-51.9%
0.03%
-57.9%
Q4 2020$1,704,000
+9.9%
18,044
+1.2%
0.08%
+5.6%
Q3 2020$1,551,000
+67.3%
17,837
+68.1%
0.07%
+50.0%
Q2 2020$927,000
-0.9%
10,613
-6.4%
0.05%
-15.8%
Q1 2020$935,000
+294.5%
11,337
+311.2%
0.06%
+338.5%
Q3 2017$237,000
+3.0%
2,7570.0%0.01%
-7.1%
Q2 2017$230,000
+13.9%
2,757
-0.5%
0.01%
+7.7%
Q4 2016$202,000
-35.3%
2,772
-29.9%
0.01%
-40.9%
Q3 2016$312,000
-2.8%
3,954
+1.7%
0.02%
-4.3%
Q2 2016$321,000
-79.5%
3,887
-82.0%
0.02%
-79.8%
Q1 2016$1,567,000
-93.2%
21,633
-91.9%
0.11%
-92.7%
Q4 2015$22,899,000
-0.0%
266,147
+6.8%
1.57%
-16.7%
Q3 2015$22,905,000
-6.4%
249,186
+0.1%
1.88%
-3.3%
Q2 2015$24,480,000
+1.3%
248,927
+1.6%
1.94%
-3.7%
Q1 2015$24,154,000
+12.6%
244,949
+5.8%
2.02%
+6.9%
Q4 2014$21,451,000
-2.1%
231,503
-0.5%
1.89%
-13.3%
Q3 2014$21,911,000
-15.0%
232,771
-18.2%
2.18%
-22.4%
Q2 2014$25,776,000
+7.8%
284,726
+1.2%
2.81%
-5.2%
Q1 2014$23,915,000
+12.2%
281,292
+6.1%
2.96%
+3.4%
Q4 2013$21,315,000
+7.9%
265,180
+3.0%
2.87%
-6.7%
Q3 2013$19,749,000
+14.0%
257,453
+5.1%
3.07%
-9.4%
Q2 2013$17,318,000244,9133.39%
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