Douglas Lane & Associates, 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
Douglas Lane & Associates, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$18,470,113
-6.1%
181,328
-7.0%
0.31%
-2.5%
Q2 2023$19,671,135
+2.8%
194,937
-6.3%
0.32%0.0%
Q1 2023$19,136,407
-4.3%
208,004
-5.6%
0.32%
-4.8%
Q4 2022$19,990,735
-12.6%
220,356
-26.7%
0.33%
-20.9%
Q3 2022$22,864,000
-17.0%
300,806
-7.6%
0.42%
-9.6%
Q2 2022$27,532,000
-5.6%
325,706
-2.0%
0.47%
+13.3%
Q1 2022$29,156,000
-12.1%
332,264
-12.4%
0.41%
-6.6%
Q4 2021$33,159,000
-29.3%
379,089
-33.9%
0.44%
-34.3%
Q3 2021$46,886,000
-21.3%
573,319
-12.1%
0.67%
-19.6%
Q2 2021$59,540,000
+0.5%
652,567
-5.8%
0.84%
-9.0%
Q1 2021$59,236,000
-1.0%
692,978
+9.4%
0.92%
-8.4%
Q4 2020$59,827,000
+19.2%
633,554
+9.8%
1.00%
+0.8%
Q3 2020$50,186,000
+38.5%
577,121
+39.2%
0.99%
+27.8%
Q2 2020$36,224,000
+15.4%
414,746
+9.0%
0.78%
-5.7%
Q1 2020$31,384,000
-6.8%
380,639
+7.0%
0.82%
+31.8%
Q4 2019$33,684,000
+13.6%
355,725
+4.3%
0.63%
+5.9%
Q3 2019$29,652,000
-5.4%
341,222
-0.6%
0.59%
-3.1%
Q2 2019$31,338,000
-1.7%
343,203
+3.5%
0.61%
-7.7%
Q1 2019$31,879,000
+12.3%
331,592
+0.2%
0.66%
-1.3%
Q4 2018$28,392,000
-2.0%
330,866
-1.6%
0.67%
+17.8%
Q3 2018$28,958,000
+12.9%
336,092
-1.0%
0.57%
+4.8%
Q2 2018$25,646,000
-14.1%
339,506
-8.1%
0.54%
-16.3%
Q1 2018$29,866,000
-5.7%
369,405
-2.1%
0.65%
-2.8%
Q4 2017$31,665,000
-5.0%
377,149
-2.9%
0.67%
-12.7%
Q3 2017$33,348,000
-7.1%
388,447
-9.7%
0.76%
-9.6%
Q2 2017$35,907,000
+7.9%
430,178
-4.0%
0.85%
+2.1%
Q1 2017$33,279,000
+5.5%
448,083
+3.5%
0.83%
+3.1%
Q4 2016$31,534,000
-15.1%
432,918
-8.0%
0.80%
-18.9%
Q3 2016$37,162,000
-5.6%
470,640
-1.3%
0.99%
-12.3%
Q2 2016$39,360,000
+7.9%
477,033
-5.3%
1.13%
+13.3%
Q1 2016$36,474,000503,5061.00%
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