Veritable, L.P. - 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
Veritable, L.P. ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2023$498,394
+24.2%
4,939
+13.2%
0.01%
+14.3%
Q1 2023$401,396
+1.0%
4,363
-0.4%
0.01%0.0%
Q4 2022$397,354
+48.8%
4,380
+24.7%
0.01%
+40.0%
Q3 2022$267,000
-12.2%
3,512
-2.4%
0.01%0.0%
Q2 2022$304,0000.0%3,599
+3.7%
0.01%0.0%
Q1 2022$304,000
-4.1%
3,470
-4.4%
0.01%0.0%
Q4 2021$317,000
-1.9%
3,628
-8.1%
0.01%0.0%
Q3 2021$323,000
-9.5%
3,947
+0.8%
0.01%
-16.7%
Q2 2021$357,000
+2.9%
3,917
-3.5%
0.01%0.0%
Q1 2021$347,000
-38.6%
4,061
-32.1%
0.01%
-40.0%
Q4 2020$565,000
-1.9%
5,985
-9.6%
0.01%
-16.7%
Q3 2020$576,000
-27.7%
6,623
-27.5%
0.01%
-29.4%
Q2 2020$797,000
+14.8%
9,130
+8.5%
0.02%0.0%
Q1 2020$694,000
-12.0%
8,417
+1.0%
0.02%
+13.3%
Q4 2019$789,000
+8.1%
8,331
-0.9%
0.02%
+7.1%
Q3 2019$730,000
-4.1%
8,403
+0.8%
0.01%
-6.7%
Q2 2019$761,000
-1.9%
8,336
+3.3%
0.02%
-6.2%
Q1 2019$776,000
+12.1%
8,072
+0.0%
0.02%0.0%
Q4 2018$692,000
-2.4%
8,070
-2.0%
0.02%
+14.3%
Q3 2018$709,000
+16.6%
8,231
+2.2%
0.01%
+7.7%
Q2 2018$608,000
-26.7%
8,051
-21.6%
0.01%
-27.8%
Q1 2018$830,000
-4.2%
10,268
-0.5%
0.02%
+5.9%
Q4 2017$866,000
+24.8%
10,318
+27.6%
0.02%
+13.3%
Q3 2017$694,000
+2.5%
8,087
-0.2%
0.02%0.0%
Q2 2017$677,000
+0.9%
8,106
-10.2%
0.02%
-6.2%
Q1 2017$671,000
+8.9%
9,030
+6.9%
0.02%
+6.7%
Q4 2016$616,000
-26.0%
8,451
-19.8%
0.02%
-28.6%
Q3 2016$832,000
+12.7%
10,534
+17.8%
0.02%
+10.5%
Q2 2016$738,000
-37.1%
8,941
-44.8%
0.02%
-38.7%
Q1 2016$1,173,000
+2.3%
16,196
+21.5%
0.03%0.0%
Q4 2015$1,147,000
-2.5%
13,334
+4.3%
0.03%
-8.8%
Q3 2015$1,176,000
-4.8%
12,789
+1.8%
0.03%
+3.0%
Q2 2015$1,235,000
-47.4%
12,562
-47.2%
0.03%
-32.7%
Q1 2015$2,348,000
+11.3%
23,813
+4.6%
0.05%
+11.4%
Q4 2014$2,109,000
-9.1%
22,758
-7.7%
0.04%
-10.2%
Q3 2014$2,320,000
+17.1%
24,647
+12.6%
0.05%
+19.5%
Q2 2014$1,981,000
+15.2%
21,882
+8.2%
0.04%
+10.8%
Q1 2014$1,719,000
+8.4%
20,217
+2.4%
0.04%
+5.7%
Q4 2013$1,586,000
+7.4%
19,736
+2.5%
0.04%0.0%
Q3 2013$1,477,000
+7.0%
19,251
-1.4%
0.04%
+6.1%
Q2 2013$1,380,000
-1.5%
19,515
-0.8%
0.03%
-5.7%
Q1 2013$1,401,000
+6.9%
19,671
-4.9%
0.04%
-5.4%
Q4 2012$1,310,00020,6950.04%
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