GRIMES & COMPANY, INC. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 922 filers reported holding NOVARTIS A G in Q2 2017. The put-call ratio across all filers is 0.64 and the average weighting 0.5%.

Quarter-by-quarter ownership
GRIMES & COMPANY, INC. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,607,847
-7.4%
15,785
-8.3%
0.06%0.0%
Q2 2023$1,736,738
-86.4%
17,211
-87.6%
0.06%
-88.2%
Q1 2023$12,796,069
-1.2%
139,088
-2.5%
0.52%
-4.0%
Q4 2022$12,944,967
+19.4%
142,691
+0.0%
0.55%
-3.5%
Q3 2022$10,843,000
-9.2%
142,646
+0.9%
0.57%
-6.0%
Q2 2022$11,945,000
-2.0%
141,305
+1.7%
0.60%
-5.3%
Q1 2022$12,193,000
+53.6%
138,958
+53.1%
0.64%
+75.2%
Q4 2021$7,940,000
+9.6%
90,772
+2.5%
0.36%
+15.2%
Q3 2021$7,243,000
-7.6%
88,567
+3.1%
0.32%
-7.4%
Q2 2021$7,835,000
+9.0%
85,871
+2.1%
0.34%
-1.7%
Q1 2021$7,188,000
-6.6%
84,084
+3.2%
0.35%
-13.5%
Q4 2020$7,692,000
+10.6%
81,453
+1.8%
0.40%
-10.1%
Q3 2020$6,954,000
+17.4%
79,976
+18.0%
0.44%
+8.3%
Q2 2020$5,921,000
+4.9%
67,790
-1.0%
0.41%
-20.2%
Q1 2020$5,645,000
-12.6%
68,463
+0.3%
0.52%
+21.7%
Q4 2019$6,462,000
+9.8%
68,239
+0.8%
0.42%
+1.0%
Q3 2019$5,885,000
-3.2%
67,722
+1.8%
0.42%
-9.1%
Q2 2019$6,077,000
-2.5%
66,552
+2.7%
0.46%
-5.5%
Q1 2019$6,230,000
+12.2%
64,798
+0.1%
0.49%
-10.0%
Q4 2018$5,555,000
-1.5%
64,740
-1.1%
0.54%
+19.9%
Q3 2018$5,641,000
-10.5%
65,461
-21.5%
0.45%
-18.9%
Q2 2018$6,301,000
-7.4%
83,411
-0.9%
0.56%
-15.5%
Q1 2018$6,803,000
-1.7%
84,141
+2.0%
0.66%
-1.3%
Q4 2017$6,924,000
+154.8%
82,468
+160.6%
0.67%
+131.1%
Q3 2017$2,717,000
-0.6%
31,647
-3.4%
0.29%
-5.2%
Q2 2017$2,733,000
-59.1%
32,746
-63.6%
0.30%
-58.4%
Q1 2017$6,687,000
+14.3%
90,048
+12.1%
0.73%
+8.0%
Q4 2016$5,852,000
-12.6%
80,329
-5.3%
0.68%
-24.3%
Q3 2016$6,699,000
-7.4%
84,836
-3.2%
0.90%
-7.2%
Q2 2016$7,232,000
+25.9%
87,644
+10.6%
0.97%
+30.9%
Q1 2016$5,743,000
-18.9%
79,278
-3.7%
0.74%
-22.7%
Q4 2015$7,080,000
-6.3%
82,293
+0.1%
0.96%
-1.6%
Q3 2015$7,557,000
-10.4%
82,212
-4.1%
0.97%
-18.2%
Q2 2015$8,432,000
+0.6%
85,738
+0.8%
1.19%
-41.0%
Q1 2015$8,384,000
+8.7%
85,019
+2.2%
2.02%
+1.1%
Q4 2014$7,710,000
-2.4%
83,208
-0.9%
1.99%
-3.6%
Q3 2014$7,902,000
+1.2%
83,951
-2.7%
2.07%
+1.1%
Q2 2014$7,808,000
+7.6%
86,242
+1.0%
2.05%
+0.3%
Q1 2014$7,259,000
+9.8%
85,370
+3.7%
2.04%
+3.1%
Q4 2013$6,614,000
+8.5%
82,287
+3.5%
1.98%
-4.1%
Q3 2013$6,097,000
+13.9%
79,472
+5.0%
2.06%
+5.6%
Q2 2013$5,353,00075,7051.95%
Other shareholders
NOVARTIS A G shareholders Q2 2017
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 335,936$29,213,0005.81%
Martin Investment Management, LLC 170,759$14,849,0005.36%
Mawer Investment Management Ltd. 8,515,391$740,498,0004.84%
SCHARF INVESTMENTS, LLC 1,212,354$105,426,0004.54%
Hansberger Growth Investors, LP 45,645$3,969,0004.50%
GARLAND CAPITAL MANAGEMENT INC 50,905$4,427,0003.95%
First Fiduciary Investment Counsel, Inc. 193,021$16,785,0003.49%
PROFESSIONAL ADVISORY SERVICES INC 224,087$19,487,0003.48%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 362,047$31,484,0003.29%
WILKINS INVESTMENT COUNSEL INC 126,470$10,998,0003.28%
View complete list of NOVARTIS A G shareholders