AllSquare 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
AllSquare Wealth Management LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$150,651
+5.5%
1,4790.0%0.10%
+5.4%
Q2 2023$142,797
+4.9%
1,4790.0%0.09%
+5.7%
Q1 2023$136,068
+1.4%
1,4790.0%0.09%
-4.3%
Q4 2022$134,175
+19.8%
1,4790.0%0.09%
+13.6%
Q3 2022$112,000
-10.4%
1,4790.0%0.08%
-4.7%
Q2 2022$125,000
-3.8%
1,4790.0%0.08%
+9.0%
Q1 2022$130,000
+0.8%
1,4790.0%0.08%
+4.0%
Q4 2021$129,000
+6.6%
1,4790.0%0.08%
+4.2%
Q3 2021$121,000
-16.0%
1,479
-6.3%
0.07%
-14.3%
Q2 2021$144,000
-10.6%
1,579
-16.1%
0.08%
-15.2%
Q1 2021$161,000
-9.6%
1,8830.0%0.10%
-16.8%
Q4 2020$178,000
+8.5%
1,8830.0%0.12%0.0%
Q3 2020$164,000
+13.1%
1,883
+13.6%
0.12%
+9.2%
Q2 2020$145,000
+18.9%
1,657
+12.0%
0.11%
+2.8%
Q1 2020$122,000
-12.9%
1,4790.0%0.11%
+8.2%
Q4 2019$140,000
+8.5%
1,4790.0%0.10%
+2.1%
Q3 2019$129,000
-4.4%
1,4790.0%0.10%
-5.0%
Q2 2019$135,000
-4.9%
1,4790.0%0.10%
-5.6%
Q1 2019$142,000
+11.8%
1,4790.0%0.11%
+1.9%
Q4 2018$127,0000.0%1,4790.0%0.10%
+10.5%
Q3 2018$127,000
+13.4%
1,4790.0%0.10%
+11.8%
Q2 2018$112,000
+1144.4%
1,479
+1055.5%
0.08%
+962.5%
Q4 2016$9,000
-10.0%
1280.0%0.01%
-20.0%
Q3 2016$10,000
-9.1%
1280.0%0.01%
-9.1%
Q2 2016$11,000
-26.7%
128
-37.6%
0.01%
-26.7%
Q1 2016$15,000
-16.7%
2050.0%0.02%
-16.7%
Q4 2015$18,000
-5.3%
205
+1.5%
0.02%
-5.3%
Q3 2015$19,000
+5.6%
202
+11.6%
0.02%
+11.8%
Q2 2015$18,000
+63.6%
181
+66.1%
0.02%
+54.5%
Q1 2015$11,000
+10.0%
1090.0%0.01%
+10.0%
Q4 2014$10,0001090.01%
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