Laird Norton Wetherby Wealth Management, 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
Laird Norton Wetherby Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$5,176,526
+4.8%
50,820
+3.8%
0.29%
+10.5%
Q2 2023$4,941,563
+19.6%
48,970
+9.0%
0.27%
+9.9%
Q1 2023$4,131,536
+1.4%
44,908
+0.0%
0.24%
-7.6%
Q4 2022$4,073,600
+27.2%
44,903
+6.6%
0.26%
+15.9%
Q3 2022$3,202,000
-19.7%
42,123
-10.7%
0.23%
-16.9%
Q2 2022$3,987,000
-0.5%
47,168
+3.2%
0.27%
+18.3%
Q1 2022$4,009,000
+3.5%
45,685
+3.2%
0.23%
+6.0%
Q4 2021$3,872,000
+9.8%
44,261
+2.6%
0.22%
-0.5%
Q3 2021$3,528,000
-9.2%
43,138
+1.3%
0.22%
-8.0%
Q2 2021$3,885,000
+6.0%
42,577
-0.7%
0.24%
-15.1%
Q1 2021$3,664,000
-6.1%
42,868
+3.7%
0.28%
+5.3%
Q4 2020$3,904,000
+10.9%
41,345
+2.1%
0.26%
-15.3%
Q3 2020$3,520,000
-3.2%
40,483
-2.8%
0.31%
-9.3%
Q2 2020$3,638,000
+5.7%
41,662
-0.2%
0.34%
-10.6%
Q1 2020$3,443,000
-4.5%
41,757
+9.7%
0.39%
+8.7%
Q4 2019$3,604,000
+6.5%
38,059
-2.3%
0.36%
+0.6%
Q3 2019$3,384,000
-0.1%
38,940
+5.0%
0.35%
-4.9%
Q2 2019$3,386,000
+0.0%
37,083
+5.3%
0.37%
-12.1%
Q1 2019$3,385,000
+15.5%
35,210
+3.1%
0.42%
+1.9%
Q4 2018$2,930,000
+7.5%
34,142
+7.9%
0.41%
+22.8%
Q3 2018$2,725,000
+26.0%
31,634
+10.5%
0.34%
+15.0%
Q2 2018$2,162,000
-14.8%
28,616
-8.8%
0.29%
-16.3%
Q1 2018$2,538,000
+0.4%
31,387
+4.2%
0.35%
-0.3%
Q4 2017$2,529,000
+2.2%
30,113
+4.4%
0.35%
-4.6%
Q3 2017$2,475,000
+7.3%
28,832
+4.4%
0.37%
-6.1%
Q2 2017$2,306,000
+18.9%
27,630
+5.8%
0.39%
+12.3%
Q1 2017$1,939,000
-1.4%
26,107
-3.3%
0.35%
-9.4%
Q4 2016$1,966,000
-21.6%
26,998
-15.0%
0.38%
-24.1%
Q3 2016$2,507,000
-2.6%
31,749
+1.7%
0.51%
-11.2%
Q2 2016$2,575,000
+47.4%
31,207
+29.4%
0.57%
+38.6%
Q1 2016$1,747,000
-11.0%
24,111
+5.7%
0.41%
-12.5%
Q4 2015$1,963,000
-12.6%
22,815
-6.6%
0.47%
-18.1%
Q3 2015$2,246,000
+1.0%
24,437
+8.1%
0.58%
+7.5%
Q2 2015$2,224,000
+3.0%
22,615
+3.3%
0.54%
+1.7%
Q1 2015$2,159,000
+3.9%
21,896
-2.3%
0.53%
+0.8%
Q4 2014$2,077,000
+1.2%
22,412
+2.8%
0.52%
-8.7%
Q3 2014$2,052,000
+8.5%
21,808
+4.3%
0.57%
+7.1%
Q2 2014$1,892,000
+2.9%
20,908
-3.2%
0.53%
+1.3%
Q1 2014$1,838,000
+8.2%
21,609
+2.3%
0.53%
+8.9%
Q4 2013$1,698,000
+1.9%
21,122
-2.8%
0.48%
-6.9%
Q3 2013$1,667,000
+15.8%
21,726
+6.7%
0.52%
+3.6%
Q2 2013$1,440,00020,3600.50%
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