FIRST TRUST ADVISORS LP - 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
FIRST TRUST ADVISORS LP ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$68,328,121
-4.7%
670,804
-5.6%
0.08%
-1.2%
Q2 2023$71,735,402
-3.3%
710,885
-11.8%
0.08%
-4.7%
Q1 2023$74,181,159
+3.1%
806,317
+1.6%
0.09%0.0%
Q4 2022$71,976,623
+7.4%
793,380
-10.0%
0.09%
-1.1%
Q3 2022$67,031,000
+10.0%
881,874
+22.3%
0.09%
+16.0%
Q2 2022$60,962,000
-2.3%
721,189
+1.4%
0.08%
+17.2%
Q1 2022$62,416,000
+0.6%
711,296
+0.3%
0.06%
+6.7%
Q4 2021$62,025,000
+6.5%
709,098
-0.4%
0.06%
-4.8%
Q3 2021$58,250,000
+2.1%
712,282
+13.9%
0.06%
+1.6%
Q2 2021$57,034,000
-0.5%
625,098
-6.8%
0.06%
-10.1%
Q1 2021$57,336,000
-0.0%
670,758
+10.4%
0.07%
-9.2%
Q4 2020$57,350,000
+12.7%
607,332
+3.8%
0.08%
-7.3%
Q3 2020$50,884,000
+14.2%
585,148
+14.7%
0.08%
+6.5%
Q2 2020$44,566,000
+13.6%
510,258
+7.3%
0.08%
-13.5%
Q1 2020$39,221,000
-19.8%
475,693
-7.9%
0.09%
+6.0%
Q4 2019$48,909,000
+13.0%
516,519
+3.7%
0.08%
+3.7%
Q3 2019$43,273,000
+26.8%
497,960
+33.2%
0.08%
+26.6%
Q2 2019$34,132,000
+5694.9%
373,806
+6001.0%
0.06%
+6300.0%
Q1 2019$589,000
-97.6%
6,127
-97.8%
0.00%
-98.2%
Q4 2018$24,250,000
+1.8%
282,605
+2.2%
0.06%
+29.5%
Q3 2018$23,819,000
+1.8%
276,453
-10.7%
0.04%
-8.3%
Q2 2018$23,389,000
+10.4%
309,628
+18.2%
0.05%
-2.0%
Q1 2018$21,184,000
-4.6%
262,010
-0.9%
0.05%
-7.5%
Q4 2017$22,207,000
+11.3%
264,493
+13.8%
0.05%
+3.9%
Q3 2017$19,954,000
+2.4%
232,423
-0.4%
0.05%
-1.9%
Q2 2017$19,486,000
+8.5%
233,445
-3.5%
0.05%
+4.0%
Q1 2017$17,962,000
+19.0%
241,842
+16.7%
0.05%
+11.1%
Q4 2016$15,093,000
+20.2%
207,205
+30.3%
0.04%
+21.6%
Q3 2016$12,555,000
+9.5%
158,999
+14.5%
0.04%
+2.8%
Q2 2016$11,461,000
+1.1%
138,906
-11.2%
0.04%0.0%
Q1 2016$11,337,000
-28.7%
156,497
-15.4%
0.04%
-12.2%
Q4 2015$15,907,000
+6.4%
184,883
+13.7%
0.04%
-4.7%
Q3 2015$14,952,000
+8.4%
162,662
+16.0%
0.04%
+19.4%
Q2 2015$13,790,000
+75.7%
140,229
+76.2%
0.04%
+56.5%
Q1 2015$7,849,000
+6.5%
79,596
+0.1%
0.02%
-8.0%
Q4 2014$7,369,000
+17.5%
79,525
+19.4%
0.02%0.0%
Q3 2014$6,269,000
+12.5%
66,603
+8.2%
0.02%
+8.7%
Q2 2014$5,572,000
+0.3%
61,550
-5.8%
0.02%
-4.2%
Q1 2014$5,557,000
+4.0%
65,362
-1.7%
0.02%
-7.7%
Q4 2013$5,344,000
+2.5%
66,481
-2.2%
0.03%
-7.1%
Q3 2013$5,216,000
+9.1%
67,994
+0.6%
0.03%
-9.7%
Q2 2013$4,781,00067,6080.03%
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