Private Wealth Partners, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Private Wealth Partners, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$258,113
+0.9%
2,5340.0%0.02%
+4.2%
Q2 2023$255,706
+9.7%
2,5340.0%0.02%
+4.3%
Q1 2023$233,128
-24.6%
2,534
-22.6%
0.02%
-32.4%
Q4 2020$309,000
-15.3%
3,276
-22.0%
0.03%
-20.9%
Q3 2020$365,000
-0.5%
4,1990.0%0.04%
-14.0%
Q2 2020$367,000
+6.1%
4,1990.0%0.05%
-13.8%
Q1 2020$346,000
-13.1%
4,1990.0%0.06%
+7.4%
Q4 2019$398,000
+49.1%
4,199
+36.8%
0.05%
+28.6%
Q3 2019$267,000
-36.0%
3,069
-32.8%
0.04%
-34.4%
Q2 2019$417,000
-24.3%
4,569
-20.2%
0.06%
-29.7%
Q1 2019$551,000
-69.3%
5,729
-72.6%
0.09%
-74.8%
Q3 2017$1,794,000
+465.9%
20,900
+450.0%
0.36%
+423.2%
Q2 2017$317,000
+21.9%
3,800
+8.6%
0.07%
+19.0%
Q1 2017$260,000
-63.4%
3,500
-64.1%
0.06%
-65.7%
Q4 2016$710,000
-78.7%
9,750
-76.9%
0.17%
-78.9%
Q3 2016$3,330,000
-19.5%
42,175
-15.8%
0.80%
-19.5%
Q2 2016$4,135,000
-46.8%
50,115
-53.3%
0.99%
-46.8%
Q1 2016$7,769,000
-8.1%
107,250
+9.1%
1.87%
-5.5%
Q4 2015$8,455,000
-15.2%
98,270
-9.4%
1.98%
-21.3%
Q3 2015$9,973,000
+8.5%
108,500
+16.1%
2.51%
+21.0%
Q2 2015$9,188,000
-0.6%
93,430
-0.3%
2.08%
-2.5%
Q1 2015$9,243,000
-5.2%
93,730
-10.9%
2.13%
-7.1%
Q4 2014$9,747,000
+136.7%
105,190
+140.4%
2.29%
+153.4%
Q3 2014$4,118,000
+222.7%
43,750
+210.3%
0.90%
+222.9%
Q2 2014$1,276,000
+6.4%
14,1000.0%0.28%
-1.1%
Q1 2014$1,199,000
+5.8%
14,1000.0%0.28%
+11.9%
Q4 2013$1,133,000
+4.7%
14,1000.0%0.25%
-1.2%
Q3 2013$1,082,000
+8.5%
14,1000.0%0.26%
+2.8%
Q2 2013$997,00014,1000.25%
Other shareholders
NOVARTIS A G shareholders Q3 2023
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