Transform Wealth, 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
Transform Wealth, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$2,475,349
-5.3%
24,301
-20.5%
0.26%
-50.2%
Q1 2021$2,613,000
-7.2%
30,574
+2.5%
0.52%
-11.0%
Q4 2020$2,816,000
-27.1%
29,817
-32.9%
0.59%
-5.5%
Q3 2020$3,865,000
-1.0%
44,446
-0.6%
0.62%
-6.9%
Q2 2020$3,905,000
+304.2%
44,709
+281.8%
0.67%
+224.8%
Q1 2020$966,000
-18.3%
11,711
-6.2%
0.21%
+10.2%
Q4 2019$1,182,000
+4.1%
12,483
-4.4%
0.19%
-7.0%
Q3 2019$1,135,000
-8.7%
13,063
-4.0%
0.20%
+9.8%
Q2 2019$1,243,000
-45.2%
13,606
-42.3%
0.18%
-56.5%
Q1 2019$2,267,000
+24.6%
23,579
+11.2%
0.42%
+12.6%
Q4 2018$1,820,000
-36.8%
21,208
-36.6%
0.37%
-25.2%
Q3 2018$2,882,000
+97.9%
33,447
+73.5%
0.50%
+90.1%
Q2 2018$1,456,000
+4.3%
19,281
+11.7%
0.26%
-0.8%
Q1 2018$1,396,000
+1.2%
17,266
+5.0%
0.26%
+4.3%
Q4 2017$1,380,000
+5.6%
16,438
+8.0%
0.25%
-44.3%
Q3 2017$1,307,000
+27.3%
15,223
+10.1%
0.46%
+18.8%
Q1 2017$1,027,00013,8240.38%
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