Ativo Capital Management 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
Ativo Capital Management LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,161,408
+0.1%
11,402
-0.8%
1.31%
+7.2%
Q2 2023$1,159,811
+3.7%
11,494
-5.5%
1.22%
-10.5%
Q1 2023$1,118,412
+7.7%
12,157
+6.2%
1.37%
+4.7%
Q4 2022$1,038,514
+12.9%
11,447
-5.4%
1.31%
-9.6%
Q3 2022$920,000
-9.9%
12,099
+0.1%
1.44%
+110.0%
Q2 2022$1,021,000
-18.5%
12,082
-15.4%
0.69%
+7.3%
Q1 2022$1,253,000
+0.6%
14,276
+0.3%
0.64%
+16.3%
Q4 2021$1,245,000
+4.7%
14,238
-2.1%
0.55%
-1.1%
Q3 2021$1,189,000
-1.6%
14,538
+9.8%
0.56%
+8.8%
Q2 2021$1,208,0000.0%13,239
-6.3%
0.51%0.0%
Q1 2021$1,208,000
-9.4%
14,1320.0%0.51%
-10.8%
Q4 2020$1,334,000
+8.5%
14,1320.0%0.57%
-2.9%
Q3 2020$1,229,000
-0.4%
14,1320.0%0.59%
-11.4%
Q2 2020$1,234,000
+5.9%
14,1320.0%0.67%
-8.4%
Q1 2020$1,165,000
-14.7%
14,132
-1.9%
0.73%
+16.3%
Q4 2019$1,365,000
+9.0%
14,4130.0%0.63%
+2.6%
Q3 2019$1,252,000
-5.2%
14,413
-0.3%
0.61%
+2.3%
Q2 2019$1,321,000
-4.6%
14,463
+0.4%
0.60%
+2.4%
Q1 2019$1,385,000
-44.8%
14,407
-50.6%
0.58%
-7.5%
Q4 2015$2,511,000
+34.0%
29,182
+37.4%
0.63%
+26.1%
Q3 2015$1,874,000
-13.8%
21,240
+0.0%
0.50%
-34.8%
Q2 2015$2,173,000
-8.6%
21,236
-11.9%
0.76%
-17.8%
Q1 2015$2,377,000
+3.8%
24,104
-2.5%
0.93%
-1.0%
Q4 2014$2,291,000
-4.5%
24,726
-2.9%
0.94%
-0.5%
Q3 2014$2,398,000
+3.9%
25,473
-0.1%
0.94%
-5.4%
Q2 2014$2,307,000
-7.4%
25,488
-13.0%
1.00%
-1.1%
Q1 2014$2,491,000
+6.9%
29,301
+1.0%
1.01%
-1.1%
Q4 2013$2,331,000
+4.7%
29,002
-0.1%
1.02%
-3.2%
Q3 2013$2,227,000
+5.1%
29,032
-3.1%
1.06%
-3.7%
Q2 2013$2,118,00029,9591.10%
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