Venturi 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
Venturi Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$572,658
+160.0%
5,622
+157.5%
0.04%
+150.0%
Q2 2023$220,287
+9.3%
2,183
-0.4%
0.02%
+5.9%
Q1 2023$201,572
-33.1%
2,191
-34.0%
0.02%
-37.0%
Q4 2022$301,190
+26.0%
3,320
+5.6%
0.03%
+17.4%
Q3 2022$239,000
-26.9%
3,143
-18.7%
0.02%
-20.7%
Q2 2022$327,000
-23.6%
3,868
-20.7%
0.03%
-12.1%
Q1 2022$428,000
+6.2%
4,876
+5.9%
0.03%
+6.5%
Q4 2021$403,000
+1.5%
4,603
-5.2%
0.03%
-6.1%
Q3 2021$397,000
-25.2%
4,858
-16.5%
0.03%
-29.8%
Q2 2021$531,000
-20.2%
5,818
-25.2%
0.05%
-25.4%
Q1 2021$665,000
-14.5%
7,782
-5.6%
0.06%
-22.2%
Q4 2020$778,000
+30.5%
8,241
+20.2%
0.08%
+17.4%
Q3 2020$596,000
+45.0%
6,855
+45.8%
0.07%
+25.5%
Q2 2020$411,000
+55.1%
4,703
+46.3%
0.06%
+57.1%
Q1 2020$265,000
+6.0%
3,215
+21.7%
0.04%
+16.7%
Q4 2019$250,000
-0.8%
2,641
-8.8%
0.03%
-6.2%
Q3 2019$252,000
-16.6%
2,895
-12.5%
0.03%
-22.0%
Q2 2019$302,000
-60.6%
3,308
-58.7%
0.04%
-59.0%
Q1 2019$767,000
+8.6%
8,008
-3.9%
0.10%
-12.3%
Q4 2018$706,000
+234.6%
8,334
+231.8%
0.11%
+185.0%
Q4 2017$211,000
+3.9%
2,512
+7.0%
0.04%
-7.0%
Q3 2017$203,0002,3480.04%
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