VALLEY NATIONAL ADVISERS INC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,122 filers reported holding NOVARTIS A G in Q1 2022. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,849
-4.9%
18,149
-5.8%
0.32%
-1.2%
Q2 2023$1,945
-4.7%
19,267
-5.0%
0.33%
-8.9%
Q1 2023$2,040
+8.6%
20,276
-2.3%
0.36%
+6.5%
Q4 2022$1,878
-99.9%
20,760
-2.0%
0.34%
-1.5%
Q3 2022$1,641,000
-8.9%
21,179
-0.8%
0.34%
-10.0%
Q2 2022$1,802,000
-2.9%
21,345
+1.0%
0.38%
+7.0%
Q1 2022$1,855,0000.0%21,144
-0.3%
0.36%
+3.8%
Q4 2021$1,855,000
+5.1%
21,209
-1.7%
0.34%
+7.2%
Q3 2021$1,765,000
-10.8%
21,583
-0.4%
0.32%
-11.6%
Q2 2021$1,978,000
+5.9%
21,678
-0.8%
0.36%
-1.1%
Q1 2021$1,867,000
-11.0%
21,843
-1.7%
0.36%
-17.0%
Q4 2020$2,097,000
+5.9%
22,210
-2.5%
0.44%
-2.9%
Q3 2020$1,981,000
-4.9%
22,785
-4.5%
0.45%
-5.6%
Q2 2020$2,083,000
+1.3%
23,850
-4.4%
0.48%
-15.5%
Q1 2020$2,057,000
-18.3%
24,944
-6.2%
0.57%
-9.8%
Q4 2019$2,518,000
+8.9%
26,595
-0.0%
0.63%
-0.6%
Q3 2019$2,312,000
-5.2%
26,602
-0.4%
0.63%
-5.4%
Q2 2019$2,438,000
-6.7%
26,699
-1.8%
0.67%
-10.4%
Q1 2019$2,613,000
+5.2%
27,179
-6.1%
0.75%
-7.2%
Q4 2018$2,483,000
-1.4%
28,933
-1.0%
0.81%
-7.7%
Q3 2018$2,519,000
+13.2%
29,235
-0.8%
0.87%
+2.8%
Q2 2018$2,225,000
-7.9%
29,457
-1.4%
0.85%
-5.5%
Q1 2018$2,416,000
-4.3%
29,880
-0.6%
0.90%
+2.3%
Q4 2017$2,524,000
-4.0%
30,062
-1.9%
0.88%
-2.2%
Q3 2017$2,630,000
-2.9%
30,639
-5.6%
0.90%
-7.7%
Q2 2017$2,709,000
+3.2%
32,459
-8.2%
0.97%
-2.6%
Q1 2017$2,626,000
-11.6%
35,363
-13.3%
1.00%
-26.9%
Q4 2016$2,972,000
-13.9%
40,803
-6.7%
1.37%
-23.4%
Q3 2016$3,451,000
+77.2%
43,711
+85.1%
1.78%
+76.0%
Q2 2016$1,948,000
+48.1%
23,609
+30.1%
1.01%
+43.7%
Q1 2016$1,315,000
-15.9%
18,152
-0.1%
0.70%
-23.5%
Q4 2015$1,564,000
-0.6%
18,177
+6.2%
0.92%
-3.4%
Q3 2015$1,573,000
-7.6%
17,108
-1.2%
0.95%
-0.9%
Q2 2015$1,703,000
-1.8%
17,315
-1.6%
0.96%
-5.9%
Q1 2015$1,735,000
+21.2%
17,595
-1.2%
1.02%
-5.3%
Q4 2014$1,431,00017,8061.08%
Other shareholders
NOVARTIS A G shareholders Q1 2022
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