American Trust Investment Advisors, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,135 filers reported holding NOVARTIS A G in Q1 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.

Quarter-by-quarter ownership
American Trust Investment Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2024$538,688
+7.2%
5,060
-2.6%
0.26%
+9.2%
Q1 2024$502,706
-4.8%
5,197
-0.7%
0.24%
-12.7%
Q4 2023$528,275
+1.3%
5,232
+2.2%
0.28%
-4.5%
Q3 2023$521,523
+0.1%
5,120
-0.9%
0.29%
-1.4%
Q2 2023$521,200
+5.7%
5,165
-3.6%
0.29%
-1.7%
Q1 2023$493,120
+3.4%
5,360
+2.0%
0.30%
-1.7%
Q4 2022$476,734
+21.6%
5,255
+1.9%
0.30%
+19.8%
Q3 2022$392,000
-10.1%
5,155
-0.1%
0.25%
-7.7%
Q2 2022$436,000
-2.5%
5,160
+1.3%
0.27%
+18.7%
Q1 2022$447,000
+5.2%
5,095
+4.8%
0.23%
+8.5%
Q4 2021$425,000
+18.7%
4,860
+11.2%
0.21%
+5.0%
Q3 2021$358,000
-8.4%
4,372
+2.1%
0.20%
-3.8%
Q2 2021$391,000
+23.7%
4,282
+15.9%
0.21%
+14.1%
Q1 2021$316,000
-5.1%
3,693
+4.7%
0.18%
-10.7%
Q4 2020$333,000
+20.7%
3,526
+11.0%
0.21%
+3.0%
Q3 2020$276,000
+10.0%
3,176
+10.6%
0.20%
-1.5%
Q2 2020$251,000
+7.7%
2,871
+1.8%
0.20%
-13.6%
Q1 2020$233,0002,8210.24%
Other shareholders
NOVARTIS A G shareholders Q1 2020
NameSharesValueWeighting ↓
PRENTISS SMITH & CO INC 146,405$11,768,0006.16%
MANAGED ASSET PORTFOLIOS, LLC 104,290$8,383,0005.88%
St. James Investment Company, LLC 645,032$51,848,0005.72%
NORTHROAD CAPITAL MANAGEMENT LLC 160,469$12,898,0004.62%
BROWN BROTHERS HARRIMAN & CO 12,336,767$991,629,0004.48%
Osher Van de Voorde Investment Management 83,754$6,732,0004.35%
SCHARF INVESTMENTS, LLC 1,185,951$95,327,0004.26%
Timber Creek Capital Management LLC 56,233$4,520,0004.22%
PROFESSIONAL ADVISORY SERVICES INC 200,030$16,078,0004.18%
Fayerweather Charles 14,565$1,171,0004.09%
View complete list of NOVARTIS A G shareholders