Circle Wealth 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
Circle Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$504,819
+14.2%
4,956
+13.1%
0.01%
-77.6%
Q2 2023$442,087
+9.7%
4,3810.0%0.06%0.0%
Q1 2023$403,052
+1.4%
4,3810.0%0.06%
-4.9%
Q4 2022$397,444
+19.4%
4,3810.0%0.06%
+10.9%
Q3 2022$333,000
-10.0%
4,3810.0%0.06%
-6.8%
Q2 2022$370,000
-3.6%
4,3810.0%0.06%
+18.0%
Q1 2022$384,000
+14.6%
4,381
+14.4%
0.05%
+13.6%
Q4 2021$335,000
+7.0%
3,8310.0%0.04%
-2.2%
Q3 2021$313,000
-10.6%
3,8310.0%0.04%
-10.0%
Q2 2021$350,000
+28.2%
3,831
+20.1%
0.05%
+13.6%
Q1 2021$273,000
-15.2%
3,191
-6.3%
0.04%
-4.3%
Q4 2020$322,000
+43.1%
3,406
+31.6%
0.05%
+24.3%
Q3 2020$225,0002,5880.04%
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