KCM INVESTMENT ADVISORS LLC - 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
KCM INVESTMENT ADVISORS LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,078,392
-0.8%
10,587
-1.8%
0.05%
+6.8%
Q2 2023$1,087,608
+3.8%
10,778
-5.4%
0.04%
+4.8%
Q1 2023$1,047,788
+104994.1%
11,389
+3.6%
0.04%
-2.3%
Q4 2022$997
-99.9%
10,995
+2.0%
0.04%
+13.2%
Q3 2022$820,000
+3.7%
10,784
+15.2%
0.04%
+8.6%
Q2 2022$791,000
-5.5%
9,361
-1.8%
0.04%
+12.9%
Q1 2022$837,000
+11.7%
9,537
+11.3%
0.03%
+19.2%
Q4 2021$749,000
+25.7%
8,566
+17.5%
0.03%
+8.3%
Q3 2021$596,000
-11.3%
7,289
-1.1%
0.02%
-11.1%
Q2 2021$672,000
-41.3%
7,368
-44.9%
0.03%
-47.1%
Q1 2021$1,144,000
-13.6%
13,378
-4.6%
0.05%
-20.3%
Q4 2020$1,324,000
+13.8%
14,017
+4.8%
0.06%0.0%
Q3 2020$1,163,000
-8.8%
13,378
-8.4%
0.06%
-11.1%
Q2 2020$1,275,000
+20.3%
14,597
+13.5%
0.07%
+1.4%
Q1 2020$1,060,000
+18.8%
12,860
+36.6%
0.07%
+47.9%
Q4 2019$892,000
+83.5%
9,417
+68.3%
0.05%
+71.4%
Q3 2019$486,000
+3.4%
5,594
+8.7%
0.03%0.0%
Q2 2019$470,000
-7.1%
5,148
-2.1%
0.03%
-15.2%
Q1 2019$506,000
+14.2%
5,259
+1.8%
0.03%
+13.8%
Q4 2018$443,000
-20.2%
5,168
-19.7%
0.03%
-9.4%
Q3 2018$555,000
-6.4%
6,438
-17.9%
0.03%
-11.1%
Q2 2018$593,000
-87.2%
7,845
-86.3%
0.04%
-74.5%
Q1 2018$4,642,000
+54.5%
57,404
+60.4%
0.14%
-19.9%
Q4 2017$3,005,000
-5.8%
35,794
-3.7%
0.18%
-9.7%
Q3 2017$3,189,000
+12.8%
37,151
+9.7%
0.20%
+10.2%
Q2 2017$2,827,000
+11.8%
33,868
-0.5%
0.18%
+9.3%
Q1 2017$2,529,000
+3.1%
34,054
+1.1%
0.16%
-1.8%
Q4 2016$2,453,000
-33.7%
33,682
-28.1%
0.16%
-34.8%
Q3 2016$3,698,000
-4.4%
46,839
-0.1%
0.25%
-6.3%
Q2 2016$3,868,000
+13.4%
46,878
-0.4%
0.27%
+7.6%
Q1 2016$3,411,000
-10.0%
47,088
+6.8%
0.25%
-16.1%
Q4 2015$3,792,000
-4.8%
44,074
+1.7%
0.30%
-9.7%
Q3 2015$3,984,000
-3.0%
43,347
+3.7%
0.33%
+1.2%
Q2 2015$4,109,000
-0.8%
41,783
-0.5%
0.33%
-1.2%
Q1 2015$4,142,000
+6.0%
42,002
-0.4%
0.33%
+0.9%
Q4 2014$3,907,000
-1.2%
42,170
+0.4%
0.33%
-9.4%
Q3 2014$3,953,000
+2.1%
41,997
-1.7%
0.36%0.0%
Q2 2014$3,870,000
+12.8%
42,745
+5.9%
0.36%
+2.3%
Q1 2014$3,430,000
+8.5%
40,345
+2.6%
0.35%
+2.9%
Q4 2013$3,161,000
+9.8%
39,329
+4.7%
0.34%0.0%
Q3 2013$2,880,000
-10.7%
37,550
-17.7%
0.34%
-11.8%
Q2 2013$3,226,00045,6190.39%
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