Dougherty Wealth Advisers 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
Dougherty Wealth Advisers LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2020$53,000
-1.9%
6140.0%0.18%
-7.6%
Q2 2020$54,000
+5.9%
6140.0%0.20%
-2.5%
Q1 2020$51,000
-12.1%
6140.0%0.20%
+14.7%
Q4 2019$58,000
+9.4%
6140.0%0.18%
+1.7%
Q3 2019$53,000
-35.4%
614
-31.3%
0.17%
-25.0%
Q2 2019$82,000
+39.0%
894
+45.6%
0.23%
+16.0%
Q1 2019$59,000
+9.3%
6140.0%0.20%
+12.4%
Q4 2018$54,0006140.18%
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