OARSMAN CAPITAL, INC. - 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
OARSMAN CAPITAL, INC. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$633,264
-0.1%
6,217
-1.0%
0.26%
-4.7%
Q2 2023$633,917
+6.4%
6,282
-3.0%
0.28%
-0.4%
Q1 2023$595,884
-3.3%
6,477
-4.6%
0.28%
-11.4%
Q4 2022$616,170
+13.3%
6,792
-5.1%
0.32%
+7.9%
Q3 2022$544,000
-13.0%
7,157
-3.2%
0.29%
-5.8%
Q2 2022$625,000
-11.8%
7,392
-8.5%
0.31%
+11.9%
Q1 2022$709,000
+7.6%
8,082
+7.3%
0.28%
+6.5%
Q4 2021$659,000
-3.2%
7,532
-9.5%
0.26%
-5.8%
Q3 2021$681,000
-14.6%
8,327
-4.6%
0.28%
-12.9%
Q2 2021$797,000
-51.0%
8,732
-54.2%
0.32%
-55.0%
Q1 2021$1,628,000
-28.4%
19,051
-20.8%
0.70%
-20.3%
Q4 2020$2,273,000
+7.4%
24,068
-1.1%
0.88%
-7.3%
Q3 2020$2,116,000
-9.4%
24,334
-9.0%
0.95%
-17.4%
Q2 2020$2,336,000
+146.2%
26,749
+132.3%
1.15%
+31.7%
Q1 2020$949,000
-54.7%
11,515
-48.0%
0.88%
-8.6%
Q4 2019$2,096,000
+90.0%
22,137
+74.4%
0.96%
+82.5%
Q3 2019$1,103,000
-5.9%
12,690
-1.2%
0.52%
-1.1%
Q2 2019$1,172,000
-5.2%
12,840
-0.1%
0.53%
-9.5%
Q1 2019$1,236,000
+9.5%
12,858
-2.3%
0.59%
+1.4%
Q4 2018$1,129,000
-1.5%
13,158
-1.1%
0.58%
+25.3%
Q3 2018$1,146,000
+12.0%
13,298
-1.8%
0.46%
-0.6%
Q2 2018$1,023,000
+6.3%
13,548
+13.8%
0.46%
+6.2%
Q1 2018$962,000
-2.8%
11,904
+0.9%
0.44%
+2.8%
Q4 2017$990,000
-3.6%
11,795
-1.4%
0.43%
-1.8%
Q3 2017$1,027,000
+1.0%
11,960
-1.9%
0.43%
-6.7%
Q2 2017$1,017,000
+9.5%
12,190
-2.5%
0.46%
+7.6%
Q1 2017$929,000
-4.9%
12,505
-6.8%
0.43%
-31.3%
Q4 2016$977,000
-21.8%
13,415
-15.3%
0.63%
-1.3%
Q3 2016$1,250,000
-7.8%
15,835
-3.7%
0.64%
-9.6%
Q2 2016$1,356,000
+10.6%
16,438
-2.9%
0.70%
+8.1%
Q1 2016$1,226,000
-15.7%
16,925
+0.1%
0.65%
-19.9%
Q4 2015$1,455,000
-5.9%
16,910
+0.5%
0.81%
-10.9%
Q3 2015$1,547,000
-6.4%
16,825
+0.1%
0.91%
-18.9%
Q2 2015$1,653,000
-1.9%
16,805
-1.7%
1.13%
-3.2%
Q1 2015$1,685,000
+6.1%
17,090
-0.3%
1.16%
+1.7%
Q4 2014$1,588,000
-2.8%
17,140
-1.2%
1.14%
-4.9%
Q3 2014$1,633,000
+4.3%
17,350
+0.3%
1.20%
+6.0%
Q2 2014$1,566,000
+6.4%
17,295
-0.1%
1.14%0.0%
Q1 2014$1,472,000
+4.5%
17,315
-1.2%
1.14%
+0.5%
Q4 2013$1,408,000
+5.2%
17,520
+0.4%
1.13%
-3.3%
Q3 2013$1,338,000
+10.9%
17,445
+2.3%
1.17%
+2.4%
Q2 2013$1,206,00017,0501.14%
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