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

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,113 filers reported holding NOVARTIS A G in Q2 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

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 Q2 2021
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 332,962$27,452,0007.32%
Mawer Investment Management Ltd. 7,721,327$636,623,0005.86%
Martin Investment Management, LLC 133,246$10,986,0005.56%
SCHARF INVESTMENTS, LLC 1,330,175$109,673,0005.48%
Hansberger Growth Investors, LP 46,663$3,847,0005.19%
Bain Capital Public Equity Management II, LLC 440,233$36,297,0004.25%
First Fiduciary Investment Counsel, Inc. 187,633$15,470,0004.10%
GARLAND CAPITAL MANAGEMENT INC 53,555$4,416,0004.02%
Lowell Blake & Associates Inc. 37,219$3,069,0003.94%
PRENTISS SMITH & CO INC 68,027$5,609,0003.89%
View complete list of NOVARTIS A G shareholders