TCI Wealth Advisors, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,160 filers reported holding NOVARTIS A G in Q1 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q1 2023$9,200
-65.4%
100
-65.9%
0.00%
-75.0%
Q4 2022$26,581
+232.3%
293
+193.0%
0.00%
+300.0%
Q3 2022$8,000
-68.0%
100
-66.7%
0.00%
-75.0%
Q2 2022$25,000
+177.8%
300
+200.0%
0.00%
+300.0%
Q1 2022$9,0000.0%1000.0%0.00%0.0%
Q4 2021$9,000
+12.5%
1000.0%0.00%0.0%
Q3 2021$8,000
-11.1%
1000.0%0.00%
-50.0%
Q2 2021$9,0000.0%1000.0%0.00%
-50.0%
Q1 2021$9,000
-25.0%
100
-18.0%
0.00%
-20.0%
Q4 2020$12,000
-77.8%
122
-80.5%
0.01%
-76.2%
Q3 2020$54,000
-28.9%
626
-27.8%
0.02%
-34.4%
Q2 2020$76,000
+28.8%
867
+21.3%
0.03%
+10.3%
Q1 2020$59,000
-37.2%
715
-27.6%
0.03%
-21.6%
Q4 2019$94,000
+28.8%
988
+18.3%
0.04%
+15.6%
Q3 2019$73,000
-3.9%
8350.0%0.03%
-5.9%
Q2 2019$76,000
-39.7%
835
-36.3%
0.03%
-38.2%
Q1 2019$126,000
+12.5%
1,3100.0%0.06%
+1.9%
Q4 2018$112,000
-0.9%
1,3100.0%0.05%
+14.9%
Q3 2018$113,000
+14.1%
1,3100.0%0.05%
+6.8%
Q2 2018$99,000
-6.6%
1,3100.0%0.04%
-10.2%
Q1 2018$106,000
-6.2%
1,310
-2.5%
0.05%
-2.0%
Q4 2017$113,000
+0.9%
1,343
+2.5%
0.05%
-9.1%
Q3 2017$112,000
+1.8%
1,310
-0.9%
0.06%
-1.8%
Q2 2017$110,000
+6.8%
1,322
-4.3%
0.06%
+3.7%
Q1 2017$103,000
+22.6%
1,381
+20.0%
0.05%
+22.7%
Q4 2016$84,000
-22.9%
1,151
-16.5%
0.04%
-25.4%
Q3 2016$109,000
-4.4%
1,3790.0%0.06%
-6.3%
Q2 2016$114,000
+14.0%
1,3790.0%0.06%
+14.5%
Q1 2016$100,000
-27.5%
1,379
-13.8%
0.06%
-28.6%
Q4 2015$138,000
-6.1%
1,5990.0%0.08%
-13.5%
Q3 2015$147,000
-7.0%
1,599
-0.3%
0.09%
-1.1%
Q2 2015$158,000
-4.2%
1,604
-4.2%
0.09%
-13.5%
Q1 2015$165,000
-6.2%
1,674
-11.9%
0.10%
-4.6%
Q4 2014$176,000
+2.3%
1,901
+3.8%
0.11%
+0.9%
Q3 2014$172,000
+3.6%
1,8320.0%0.11%
+8.0%
Q2 2014$166,000
+10.7%
1,832
+3.7%
0.10%
+2.0%
Q1 2014$150,000
-21.1%
1,767
-25.2%
0.10%
-17.6%
Q4 2013$190,000
+39.7%
2,362
+33.7%
0.12%
+15.5%
Q3 2013$136,000
+28.3%
1,767
+17.8%
0.10%
+28.8%
Q2 2013$106,000
+265.5%
1,500
+231.9%
0.08%
+128.6%
Q4 2012$29,0004520.04%
Other shareholders
NOVARTIS A G shareholders Q1 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