Jacobi Capital Management LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,114 filers reported holding NOVARTIS A G in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$694,801
+0.9%
6,8210.0%0.08%
+2.6%
Q2 2023$688,319
+10.1%
6,821
+0.4%
0.08%
+4.1%
Q1 2023$625,041
-9.0%
6,794
-10.3%
0.07%
-14.0%
Q4 2022$686,939
+21.4%
7,572
+1.7%
0.09%
+11.7%
Q3 2022$566,000
-5.2%
7,443
+5.4%
0.08%
-2.5%
Q2 2022$597,000
+25.4%
7,060
+30.0%
0.08%
+38.6%
Q1 2022$476,000
+7.4%
5,429
+7.1%
0.06%
+7.5%
Q4 2021$443,000
+10.5%
5,070
+3.4%
0.05%
+3.9%
Q3 2021$401,000
-5.9%
4,904
+5.1%
0.05%
-8.9%
Q2 2021$426,000
+7.6%
4,667
+0.6%
0.06%
-3.4%
Q1 2021$396,000
-11.2%
4,637
-1.9%
0.06%
-17.1%
Q4 2020$446,000
+14.1%
4,725
+5.1%
0.07%
+1.4%
Q3 2020$391,000
+2.1%
4,494
+2.4%
0.07%
-4.2%
Q2 2020$383,000
+1.3%
4,387
-4.4%
0.07%
-11.1%
Q1 2020$378,000
+5.6%
4,590
+21.5%
0.08%
+24.6%
Q4 2019$358,000
+9.1%
3,7770.0%0.06%0.0%
Q3 2019$328,000
-2.4%
3,777
+2.8%
0.06%
-4.4%
Q2 2019$336,000
+4.7%
3,675
+10.0%
0.07%
-17.1%
Q1 2019$321,000
+18.9%
3,342
+6.1%
0.08%
+10.8%
Q4 2018$270,000
+29.2%
3,151
+29.7%
0.07%
+32.1%
Q3 2018$209,000
+34.0%
2,430
+17.6%
0.06%
+24.4%
Q2 2018$156,000
-3.1%
2,066
+2.1%
0.04%
-6.2%
Q1 2018$161,000
+23.8%
2,024
+34.5%
0.05%
+14.3%
Q4 2017$130,000
+0.8%
1,5050.0%0.04%
-4.5%
Q3 2017$129,000
-30.3%
1,505
-33.1%
0.04%
-38.9%
Q2 2017$185,000
-21.3%
2,248
-29.4%
0.07%
-40.0%
Q1 2017$235,000
+10.3%
3,185
+8.8%
0.12%
-7.7%
Q4 2016$213,000
-5.3%
2,927
+2.7%
0.13%
+22.6%
Q3 2016$225,000
-3.8%
2,8490.0%0.11%
-9.4%
Q2 2016$234,0002,8490.12%
Other shareholders
NOVARTIS A G shareholders Q3 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