INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,126 filers reported holding NOVARTIS A G in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2021$1,0000.0%110.0%0.00%
Q2 2021$1,0000.0%110.0%0.00%
Q1 2021$1,0000.0%110.0%0.00%
Q4 2020$1,000
-96.6%
11
-96.7%
0.00%
-100.0%
Q3 2020$29,0000.0%3320.0%0.01%
+16.7%
Q2 2020$29,000
+1350.0%
332
+1044.8%
0.01%
Q1 2020$2,000
-33.3%
290.0%0.00%
-100.0%
Q4 2019$3,0000.0%290.0%0.00%0.0%
Q3 2019$3,0000.0%290.0%0.00%0.0%
Q2 2019$3,0000.0%290.0%0.00%0.0%
Q1 2019$3,0000.0%29
-17.1%
0.00%0.0%
Q4 2018$3,000
-96.8%
35
-96.8%
0.00%
-94.7%
Q3 2018$94,000
+14.6%
1,091
+0.6%
0.02%
+11.8%
Q2 2018$82,000
-2.4%
1,084
+4.8%
0.02%
-5.6%
Q1 2018$84,0001,0340.02%
Other shareholders
NOVARTIS A G shareholders Q1 2021
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 335,936$29,213,0005.81%
Martin Investment Management, LLC 170,759$14,849,0005.36%
Mawer Investment Management Ltd. 8,515,391$740,498,0004.84%
SCHARF INVESTMENTS, LLC 1,212,354$105,426,0004.54%
Hansberger Growth Investors, LP 45,645$3,969,0004.50%
GARLAND CAPITAL MANAGEMENT INC 50,905$4,427,0003.95%
First Fiduciary Investment Counsel, Inc. 193,021$16,785,0003.49%
PROFESSIONAL ADVISORY SERVICES INC 224,087$19,487,0003.48%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 362,047$31,484,0003.29%
WILKINS INVESTMENT COUNSEL INC 126,470$10,998,0003.28%
View complete list of NOVARTIS A G shareholders