Lido Advisors, 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
Lido Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,570,176
+32.1%
15,602
+32.5%
0.01%
+50.0%
Q2 2023$1,188,690
+76.7%
11,779
+61.1%
0.01%
+14.3%
Q1 2023$672,557
+66.7%
7,310
+64.4%
0.01%
+40.0%
Q4 2022$403,359
-15.4%
4,446
-29.2%
0.01%
-16.7%
Q3 2022$477,000
+5.8%
6,282
+17.6%
0.01%0.0%
Q2 2022$451,000
-7.6%
5,344
-3.9%
0.01%
+20.0%
Q1 2022$488,000
-3.9%
5,563
-4.3%
0.01%
-16.7%
Q4 2021$508,000
-8.8%
5,813
-14.8%
0.01%
-25.0%
Q3 2021$557,000
-7.3%
6,822
+3.5%
0.01%0.0%
Q2 2021$601,000
-5.9%
6,591
-11.8%
0.01%
-27.3%
Q1 2021$639,000
+33.7%
7,471
+47.4%
0.01%
+10.0%
Q4 2020$478,000
+4.1%
5,070
-3.9%
0.01%
-16.7%
Q3 2020$459,000
-0.9%
5,274
-0.5%
0.01%
-14.3%
Q2 2020$463,000
+32.7%
5,301
+25.3%
0.01%
-6.7%
Q1 2020$349,000
-11.0%
4,229
+2.2%
0.02%
-6.2%
Q4 2019$392,000
+34.2%
4,138
+23.0%
0.02%
+6.7%
Q3 2019$292,000
-9.6%
3,363
-5.1%
0.02%
-16.7%
Q2 2019$323,000
+5.2%
3,544
+10.8%
0.02%
-10.0%
Q1 2019$307,000
+5.1%
3,199
-6.2%
0.02%
-31.0%
Q4 2018$292,000
+0.7%
3,412
+1.2%
0.03%
+3.6%
Q3 2018$290,000
+11.5%
3,371
-2.1%
0.03%
-6.7%
Q2 2018$260,000
+1.2%
3,444
+8.3%
0.03%
-14.3%
Q1 2018$257,000
-4.5%
3,181
-0.8%
0.04%
-7.9%
Q4 2017$269,0003,2060.04%
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