JFS WEALTH ADVISORS, 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
JFS WEALTH ADVISORS, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$209,323
+64.6%
2,055
+63.1%
0.02%
+81.8%
Q2 2023$127,147
+2.6%
1,260
-6.5%
0.01%
-8.3%
Q1 2023$123,924
-3.4%
1,347
-4.7%
0.01%
-7.7%
Q4 2022$128,278
-30.3%
1,414
-41.5%
0.01%
-35.0%
Q3 2022$184,000
-6.1%
2,419
+4.3%
0.02%
-4.8%
Q2 2022$196,000
-14.0%
2,319
-10.9%
0.02%
-4.5%
Q1 2022$228,000
-10.6%
2,603
-10.8%
0.02%
-8.3%
Q4 2021$255,000
+4.1%
2,917
-2.5%
0.02%
-4.0%
Q3 2021$245,000
+41.6%
2,991
+58.2%
0.02%
-3.8%
Q2 2021$173,000
+15.3%
1,891
+7.9%
0.03%
-16.1%
Q1 2021$150,000
+16.3%
1,752
+28.2%
0.03%
+14.8%
Q4 2020$129,000
+118.6%
1,367
+101.0%
0.03%
+92.9%
Q3 2020$59,0000.0%6800.0%0.01%
-6.7%
Q2 2020$59,000
+5.4%
6800.0%0.02%
-11.8%
Q1 2020$56,000
-12.5%
6800.0%0.02%
+6.2%
Q4 2019$64,000
+8.5%
6800.0%0.02%
+6.7%
Q3 2019$59,000
-4.8%
6800.0%0.02%
-6.2%
Q2 2019$62,000
-4.6%
6800.0%0.02%
-5.9%
Q1 2019$65,000
+12.1%
6800.0%0.02%
+6.2%
Q4 2018$58,000
-1.7%
6800.0%0.02%
+6.7%
Q3 2018$59,000
+15.7%
6800.0%0.02%
+15.4%
Q2 2018$51,000
-10.5%
680
-3.0%
0.01%
-13.3%
Q1 2018$57,000
-3.4%
7010.0%0.02%
+7.1%
Q4 2017$59,000
+13.5%
701
+16.8%
0.01%
+7.7%
Q3 2017$52,000
+4.0%
6000.0%0.01%
-7.1%
Q2 2017$50,000
+13.6%
6000.0%0.01%
+16.7%
Q1 2017$44,0000.0%6000.0%0.01%0.0%
Q4 2016$44,000
-6.4%
6000.0%0.01%
-7.7%
Q3 2016$47,000
-6.0%
6000.0%0.01%
-7.1%
Q2 2016$50,000
+16.3%
6000.0%0.01%
+7.7%
Q1 2016$43,000
-98.4%
600
-98.1%
0.01%
-98.4%
Q4 2015$2,762,000
-6.8%
32,105
-0.5%
0.80%
-39.1%
Q3 2015$2,965,000
-6.8%
32,255
-0.3%
1.30%
-20.1%
Q2 2015$3,182,000
-0.3%
32,3550.0%1.63%
+9.1%
Q1 2015$3,191,000
+6.1%
32,355
-0.3%
1.50%
+213.2%
Q4 2014$3,007,000
-2.4%
32,455
-0.8%
0.48%
-11.3%
Q3 2014$3,081,000
+4.0%
32,7300.0%0.54%
-0.6%
Q2 2014$2,963,000
-99.9%
32,730
-0.3%
0.54%
-64.9%
Q1 2014$2,790,356,000
+104682.4%
32,820
-0.9%
1.55%
+33.3%
Q4 2013$2,663,000
+1.7%
33,130
-2.9%
1.16%
-5.2%
Q3 2013$2,618,000
-99.9%
34,125
+1.3%
1.22%
+2.3%
Q2 2013$2,381,513,00033,6801.20%
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