SVB WEALTH 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
SVB WEALTH LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,587,924
+0.7%
15,589
-0.3%
0.04%
+20.7%
Q2 2023$1,577,279
+8.3%
15,631
-1.3%
0.03%
+45.0%
Q1 2023$1,456,392
-2.2%
15,830
-3.6%
0.02%0.0%
Q4 2022$1,489,791
+9.9%
16,422
-7.9%
0.02%0.0%
Q3 2022$1,355,000
-11.1%
17,823
-1.2%
0.02%
-13.0%
Q2 2022$1,524,000
+21.6%
18,033
+26.2%
0.02%
+35.3%
Q1 2022$1,253,000
+15.2%
14,285
+14.8%
0.02%
-5.6%
Q4 2021$1,088,000
-3.0%
12,444
-9.3%
0.02%
+28.6%
Q3 2021$1,122,000
-13.1%
13,718
-3.0%
0.01%
-12.5%
Q2 2021$1,291,000
+0.5%
14,138
-6.0%
0.02%
-11.1%
Q1 2021$1,285,000
-9.9%
15,039
-0.4%
0.02%
-14.3%
Q4 2020$1,426,000
+12.8%
15,096
+3.9%
0.02%0.0%
Q3 2020$1,264,000
+36.6%
14,532
+37.2%
0.02%
+23.5%
Q2 2020$925,000
-0.3%
10,591
-5.9%
0.02%
-26.1%
Q1 2020$928,000
+2.7%
11,256
+18.0%
0.02%
+43.8%
Q4 2019$904,000
+23.3%
9,539
+13.0%
0.02%
+6.7%
Q3 2019$733,000
-4.3%
8,440
+0.6%
0.02%
-42.3%
Q2 2019$766,000
-0.8%
8,392
+4.5%
0.03%
-13.3%
Q1 2019$772,000
-6.0%
8,033
-16.1%
0.03%
-14.3%
Q4 2018$821,000
-13.9%
9,576
-13.5%
0.04%
+2.9%
Q3 2018$954,000
+2.7%
11,076
-9.8%
0.03%
-5.6%
Q2 2018$929,000
-36.8%
12,286
-32.4%
0.04%
-35.7%
Q1 2018$1,469,000
-12.9%
18,168
-9.6%
0.06%
-11.1%
Q4 2017$1,687,000
-8.4%
20,089
-6.3%
0.06%
-11.3%
Q3 2017$1,841,000
+12.1%
21,440
+9.0%
0.07%
+10.9%
Q2 2017$1,642,000
-17.4%
19,672
-26.5%
0.06%
-19.0%
Q1 2017$1,988,000
-11.6%
26,764
-13.3%
0.08%
-15.1%
Q4 2016$2,249,000
-17.7%
30,877
-10.7%
0.09%
-16.2%
Q3 2016$2,732,000
-14.9%
34,594
-11.1%
0.11%
-15.3%
Q2 2016$3,210,000
-14.4%
38,902
-24.9%
0.13%
-14.4%
Q1 2016$3,751,000
-24.0%
51,783
-9.8%
0.15%
-21.5%
Q4 2015$4,938,000
-49.6%
57,387
-46.1%
0.20%
-48.7%
Q3 2015$9,791,000
-17.3%
106,517
-11.5%
0.38%
-3.1%
Q2 2015$11,841,000
-3.2%
120,402
-2.9%
0.39%
-0.8%
Q1 2015$12,228,000
+26.0%
124,001
+18.5%
0.40%
+25.8%
Q4 2014$9,701,000104,6840.31%
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