Avior 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
Avior Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,190,030
+0.9%
11,6830.0%0.08%
+3.9%
Q2 2023$1,178,930
+9.7%
11,6830.0%0.08%
+4.1%
Q1 2023$1,074,836
-19.6%
11,683
-20.7%
0.07%
-26.7%
Q4 2022$1,336,577
+3.5%
14,733
-13.3%
0.10%
-5.6%
Q3 2022$1,291,000
-8.3%
16,991
+1.9%
0.11%
-24.6%
Q2 2022$1,408,000
-3.9%
16,672
-0.2%
0.14%
+12.7%
Q1 2022$1,465,000
-10.6%
16,705
-10.9%
0.13%
-6.7%
Q4 2021$1,639,000
+45.8%
18,749
+36.4%
0.14%
+45.2%
Q3 2021$1,124,000
-10.4%
13,7490.0%0.09%
-26.2%
Q2 2021$1,254,000
-6.3%
13,749
-12.3%
0.13%
-11.9%
Q1 2021$1,338,000
-10.7%
15,671
-1.3%
0.14%
-22.7%
Q4 2020$1,498,000
+137.0%
15,872
+118.4%
0.18%
+105.6%
Q3 2020$632,000
-4.1%
7,269
-3.9%
0.09%
-12.6%
Q2 2020$659,000
+5.9%
7,5610.0%0.10%
-16.3%
Q1 2020$622,000
-11.3%
7,561
+2.0%
0.12%
+9.8%
Q4 2019$701,000
+40.5%
7,412
+28.8%
0.11%
+28.7%
Q3 2019$499,000
-5.1%
5,7530.0%0.09%
-7.4%
Q2 2019$526,000
-4.7%
5,7530.0%0.09%
-19.7%
Q1 2019$552,000
+9.7%
5,753
-1.9%
0.12%
-3.3%
Q4 2018$503,000
+1.2%
5,867
+1.6%
0.12%
+14.2%
Q3 2018$497,000
+17.2%
5,773
+2.9%
0.11%
+10.4%
Q2 2018$424,000
-15.7%
5,612
-9.8%
0.10%
-17.2%
Q1 2018$503,000
-18.2%
6,221
-15.1%
0.12%
-15.9%
Q4 2017$615,000
+291.7%
7,327
+300.6%
0.14%
+165.4%
Q3 2017$157,000
+4.0%
1,829
+1.1%
0.05%
-16.1%
Q2 2017$151,000
+12.7%
1,8090.0%0.06%
+37.8%
Q1 2017$134,000
+793.3%
1,809
+753.3%
0.04%
+1400.0%
Q2 2016$15,0000.0%2120.0%0.00%
-57.1%
Q1 2016$15,000
+7.1%
212
+34.2%
0.01%
-12.5%
Q4 2015$14,0001580.01%
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