SIGNATUREFD, 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
SIGNATUREFD, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$3,510,794
+12.1%
34,467
+11.1%
0.09%
+13.8%
Q2 2023$3,130,618
+18.6%
31,024
+8.2%
0.08%
+11.1%
Q1 2023$2,638,823
+8.9%
28,683
+7.4%
0.07%
+1.4%
Q4 2022$2,422,574
+31.5%
26,704
+10.2%
0.07%
+12.7%
Q3 2022$1,842,000
-6.4%
24,239
+4.1%
0.06%
-6.0%
Q2 2022$1,969,000
-2.6%
23,295
+1.1%
0.07%
+9.8%
Q1 2022$2,022,000
+18.0%
23,038
+17.6%
0.06%
+15.1%
Q4 2021$1,713,000
+3.3%
19,583
-3.4%
0.05%
-7.0%
Q3 2021$1,658,000
-12.4%
20,275
-2.2%
0.06%
-24.0%
Q2 2021$1,892,000
+18.4%
20,741
+10.9%
0.08%
+5.6%
Q1 2021$1,598,000
-8.7%
18,695
+0.8%
0.07%
-14.5%
Q4 2020$1,751,000
+11.9%
18,540
+3.0%
0.08%
-1.2%
Q3 2020$1,565,000
-3.5%
17,996
-3.0%
0.08%
-14.3%
Q2 2020$1,621,000
+19.4%
18,557
+12.7%
0.10%
-16.2%
Q1 2020$1,358,000
-28.1%
16,470
-17.4%
0.12%
-15.8%
Q4 2019$1,888,000
+39.3%
19,936
+27.9%
0.14%
+25.2%
Q3 2019$1,355,000
-2.5%
15,588
+2.4%
0.11%
-7.5%
Q2 2019$1,390,000
-2.7%
15,228
+2.5%
0.12%
-1.6%
Q1 2019$1,428,000
+18.8%
14,856
+6.0%
0.12%
+8.9%
Q4 2018$1,202,000
+19.8%
14,009
+20.3%
0.11%
+9.8%
Q3 2018$1,003,000
+33.7%
11,646
+17.3%
0.10%
+21.4%
Q2 2018$750,000
-5.1%
9,927
+1.6%
0.08%
-9.7%
Q1 2018$790,000
+11.9%
9,766
+16.2%
0.09%
+9.4%
Q4 2017$706,000
+27.0%
8,407
+29.7%
0.08%
+14.9%
Q3 2017$556,000
-19.1%
6,481
-21.3%
0.07%
-26.0%
Q2 2017$687,000
-19.4%
8,232
-28.2%
0.10%
-20.6%
Q1 2017$852,000
+225.2%
11,473
+218.4%
0.13%
+186.4%
Q4 2016$262,000
-37.2%
3,603
-31.7%
0.04%
-27.9%
Q3 2016$417,000
+26.0%
5,278
+31.5%
0.06%
+27.1%
Q2 2016$331,000
+40.9%
4,014
+23.9%
0.05%
+20.0%
Q1 2016$235,000
+12.4%
3,240
+33.6%
0.04%0.0%
Q4 2015$209,000
-5.4%
2,425
+0.7%
0.04%
-20.0%
Q3 2015$221,000
+24.9%
2,409
+34.0%
0.05%
+31.6%
Q2 2015$177,000
+52.6%
1,798
+52.5%
0.04%
+35.7%
Q1 2015$116,000
-1.7%
1,179
-7.1%
0.03%
-3.4%
Q4 2014$118,000
+35.6%
1,269
+37.0%
0.03%
+3.6%
Q3 2014$87,0000.0%926
-3.6%
0.03%
-6.7%
Q2 2014$87,000
-34.6%
961
-38.4%
0.03%
-44.4%
Q1 2014$133,000
-16.9%
1,559
-21.5%
0.05%
-6.9%
Q4 2013$160,000
+68.4%
1,986
+60.9%
0.06%
+41.5%
Q3 2013$95,000
+156.8%
1,234
+135.5%
0.04%
+115.8%
Q2 2013$37,0005240.02%
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