AE Wealth Management LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$2,206,880
-19.9%
21,666
-20.6%
0.01%
-23.5%
Q2 2023$2,754,307
+6.7%
27,295
-2.7%
0.02%0.0%
Q1 2023$2,580,190
-23.3%
28,046
-24.3%
0.02%
-29.2%
Q4 2022$3,361,963
+31.9%
37,059
+10.5%
0.02%
+20.0%
Q3 2022$2,549,000
-3.3%
33,536
+7.5%
0.02%
-4.8%
Q2 2022$2,636,000
+7.4%
31,185
+11.5%
0.02%
+23.5%
Q1 2022$2,454,000
-1.2%
27,962
-1.5%
0.02%0.0%
Q4 2021$2,484,000
+13.9%
28,395
+6.5%
0.02%
-5.6%
Q3 2021$2,180,000
-8.2%
26,656
+2.4%
0.02%
-14.3%
Q2 2021$2,374,000
+17.1%
26,020
+9.7%
0.02%
+5.0%
Q1 2021$2,028,000
+0.9%
23,722
+11.5%
0.02%
-13.0%
Q4 2020$2,010,000
+14.8%
21,284
+5.7%
0.02%
-8.0%
Q3 2020$1,751,0000.0%20,137
+0.4%
0.02%
-7.4%
Q2 2020$1,751,000
+38.0%
20,049
+30.2%
0.03%
-6.9%
Q1 2020$1,269,000
-7.1%
15,395
+6.7%
0.03%
-3.3%
Q4 2019$1,366,000
+85.6%
14,429
+70.4%
0.03%
+42.9%
Q3 2019$736,000
+3.5%
8,468
+8.8%
0.02%0.0%
Q2 2019$711,000
+97.5%
7,782
+107.6%
0.02%
-16.0%
Q1 2019$360,000
+55.8%
3,749
+39.5%
0.02%
-37.5%
Q4 2018$231,000
-49.3%
2,688
-49.2%
0.04%
+60.0%
Q3 2018$456,000
+15.2%
5,289
+1.0%
0.02%
-7.4%
Q2 2018$396,000
+18.2%
5,237
+26.3%
0.03%
+3.8%
Q1 2018$335,000
-4.0%
4,145
-0.2%
0.03%
-16.1%
Q4 2017$349,000
-7.2%
4,155
-5.2%
0.03%
-11.4%
Q3 2017$376,000
+27.9%
4,383
+24.4%
0.04%0.0%
Q2 2017$294,000
-61.1%
3,524
-65.4%
0.04%
-75.0%
Q1 2017$755,000
+82.4%
10,172
+79.1%
0.14%
-16.7%
Q4 2016$414,0005,6790.17%
Other shareholders
NOVARTIS A G shareholders Q3 2023
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