American Trust Investment Advisors, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,170 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
American Trust Investment Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
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 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