D.B. Root & Company, 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
D.B. Root & Company, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$471,306
+2.9%
4,627
+2.0%
0.18%
+6.4%
Q2 2023$457,829
-40.5%
4,537
-45.7%
0.17%
-42.9%
Q1 2023$769,396
+3.8%
8,363
+2.3%
0.30%
-3.2%
Q4 2022$741,273
+13.3%
8,171
-5.1%
0.31%
+5.0%
Q3 2022$654,000
-9.4%
8,606
+0.7%
0.30%
-3.9%
Q2 2022$722,000
-4.7%
8,544
-1.2%
0.31%
+9.9%
Q1 2022$758,000
+1.2%
8,648
+1.0%
0.28%
+4.4%
Q4 2021$749,000
+5.8%
8,566
-1.2%
0.27%
-2.2%
Q3 2021$708,000
-23.5%
8,669
-14.5%
0.28%
-20.0%
Q2 2021$925,000
+12.9%
10,142
+5.8%
0.34%
+7.1%
Q1 2021$819,000
-34.4%
9,589
-27.5%
0.32%
-35.5%
Q4 2020$1,249,000
+7.4%
13,227
-1.2%
0.50%
+6.9%
Q3 2020$1,163,0000.0%13,384
+0.5%
0.47%
-7.5%
Q2 2020$1,163,000
+3.7%
13,319
-2.2%
0.50%
-10.8%
Q1 2020$1,122,000
-13.3%
13,619
-0.4%
0.57%
-0.7%
Q4 2019$1,294,000
+8.5%
13,669
-0.5%
0.57%
+2.5%
Q3 2019$1,193,000
-9.5%
13,734
-4.9%
0.56%
-4.8%
Q2 2019$1,318,000
-6.9%
14,439
-2.0%
0.58%
-3.3%
Q1 2019$1,416,000
+10.4%
14,729
-1.5%
0.60%
-5.3%
Q4 2018$1,283,000
+19.8%
14,951
+20.3%
0.64%
+35.2%
Q3 2018$1,071,000
+11.7%
12,427
-2.1%
0.47%
+4.2%
Q2 2018$959,000
-1.2%
12,697
+5.7%
0.45%
-11.7%
Q1 2018$971,00012,0070.51%
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