Gradient Investments 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
Gradient Investments LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$583,568
-4.5%
5,729
-5.4%
0.02%
-6.2%
Q2 2023$610,921
+6.0%
6,054
-3.4%
0.02%0.0%
Q1 2023$576,372
+4.4%
6,265
+2.9%
0.02%
-5.9%
Q4 2022$552,224
+9.6%
6,087
-8.1%
0.02%
+13.3%
Q3 2022$504,000
-11.6%
6,625
-1.7%
0.02%
-11.8%
Q2 2022$570,000
-5.0%
6,740
-1.4%
0.02%
+13.3%
Q1 2022$600,000
-4.3%
6,836
-4.6%
0.02%
-6.2%
Q4 2021$627,000
+6.6%
7,163
-0.4%
0.02%0.0%
Q3 2021$588,000
-7.1%
7,193
+3.6%
0.02%
-15.8%
Q2 2021$633,000
+8.0%
6,943
+1.2%
0.02%0.0%
Q1 2021$586,000
-6.5%
6,859
-4.8%
0.02%
-29.6%
Q4 2020$627,000
-8.1%
7,205
-8.1%
0.03%
-6.9%
Q3 2020$682,000
-2.2%
7,841
-1.7%
0.03%
-9.4%
Q2 2020$697,000
-50.1%
7,979
-52.9%
0.03%
-57.3%
Q1 2020$1,396,000
-17.2%
16,926
-4.9%
0.08%0.0%
Q4 2019$1,685,000
+1.0%
17,796
-7.3%
0.08%
-8.5%
Q3 2019$1,668,000
-15.8%
19,198
-11.5%
0.08%
-19.6%
Q2 2019$1,981,000
+10326.3%
21,697
+10748.5%
0.10%
+10100.0%
Q1 2019$19,000
-48.6%
200
-53.4%
0.00%
-50.0%
Q4 2018$37,000
+8.8%
429
+7.2%
0.00%0.0%
Q3 2018$34,000
-5.6%
400
-14.9%
0.00%0.0%
Q2 2018$36,000
+12.5%
470
+17.5%
0.00%0.0%
Q1 2018$32,000
-40.7%
400
-38.3%
0.00%
-33.3%
Q4 2017$54,000
+63.6%
648
+62.0%
0.00%
+50.0%
Q2 2017$33,000
-8.3%
400
-17.0%
0.00%
-33.3%
Q1 2017$36,000
+50.0%
482
+48.8%
0.00%
+50.0%
Q4 2016$24,000
-14.3%
324
-8.2%
0.00%
-33.3%
Q3 2016$28,000
+64.7%
353
+76.5%
0.00%
+50.0%
Q2 2016$17,000
-32.0%
200
-42.4%
0.00%
-33.3%
Q1 2016$25,000
-30.6%
347
-16.8%
0.00%
-40.0%
Q4 2015$36,000
-5.3%
4170.0%0.01%0.0%
Q3 2015$38,000
-7.3%
4170.0%0.01%
-16.7%
Q2 2015$41,000
-8.9%
417
-8.6%
0.01%
-14.3%
Q1 2015$45,000
+136.8%
456
+128.0%
0.01%
+133.3%
Q4 2014$19,0000.0%2000.0%0.00%0.0%
Q3 2014$19,000
-40.6%
200
-42.9%
0.00%
-50.0%
Q2 2014$32,000
-20.0%
350
-24.9%
0.01%
-33.3%
Q1 2014$40,000
+233.3%
466
+200.6%
0.01%
+200.0%
Q4 2013$12,0001550.00%
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