Haverford Trust Co - 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
Haverford Trust Co ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$3,181,088
+0.7%
31,230
-0.3%
0.04%
+8.3%
Q2 2023$3,160,400
+1.9%
31,319
-7.1%
0.04%
-2.7%
Q1 2023$3,101,872
+6.6%
33,716
+5.1%
0.04%
+2.8%
Q4 2022$2,910,751
+17.8%
32,085
-1.3%
0.04%
+5.9%
Q3 2022$2,470,000
-10.1%
32,4990.0%0.03%
-5.6%
Q2 2022$2,747,000
-3.9%
32,499
-0.2%
0.04%
+9.1%
Q1 2022$2,858,000
-23.3%
32,565
-23.6%
0.03%
-19.5%
Q4 2021$3,727,000
+6.9%
42,6100.0%0.04%
-2.4%
Q3 2021$3,485,000
-61.9%
42,610
-22.0%
0.04%
-22.2%
Q2 2021$9,138,000
+123.8%
54,649
+14.4%
0.05%
+3.8%
Q1 2021$4,084,000
+11.6%
47,780
+23.3%
0.05%0.0%
Q4 2020$3,659,000
+21.8%
38,743
+12.2%
0.05%
+8.3%
Q3 2020$3,004,000
-2.3%
34,543
-1.9%
0.05%
-9.4%
Q2 2020$3,074,000
+6.0%
35,196
+0.1%
0.05%
-10.2%
Q1 2020$2,900,000
+15.2%
35,176
+32.3%
0.06%
+43.9%
Q4 2019$2,518,000
+9.0%
26,5870.0%0.04%0.0%
Q3 2019$2,310,000
-7.3%
26,587
-2.6%
0.04%
-8.9%
Q2 2019$2,492,000
-5.1%
27,287
-0.1%
0.04%
-8.2%
Q1 2019$2,626,000
+11.2%
27,313
-0.7%
0.05%
-2.0%
Q4 2018$2,361,000
+1.9%
27,510
+2.3%
0.05%
+16.3%
Q3 2018$2,317,000
+14.1%
26,889
+0.0%
0.04%
+7.5%
Q2 2018$2,030,000
-23.8%
26,879
-18.5%
0.04%
-24.5%
Q1 2018$2,665,000
-0.0%
32,967
+3.8%
0.05%
+1.9%
Q4 2017$2,666,000
-1.3%
31,753
+1.0%
0.05%
-7.1%
Q3 2017$2,700,000
+3.1%
31,450
+0.2%
0.06%
-1.8%
Q2 2017$2,620,000
+11.9%
31,383
-0.4%
0.06%
+7.5%
Q1 2017$2,341,000
-1.6%
31,523
-3.5%
0.05%
-8.6%
Q4 2016$2,379,000
-1.9%
32,662
+6.3%
0.06%
-3.3%
Q3 2016$2,425,000
+3.5%
30,717
+8.2%
0.06%
+1.7%
Q2 2016$2,342,000
+4.5%
28,382
-8.3%
0.06%
+1.7%
Q1 2016$2,242,000
-16.0%
30,944
-0.3%
0.06%
-19.4%
Q4 2015$2,670,000
-16.2%
31,030
-10.5%
0.07%
-22.6%
Q3 2015$3,187,000
+3.3%
34,667
+10.5%
0.09%
+9.4%
Q2 2015$3,085,000
-0.8%
31,367
-0.5%
0.08%
-1.2%
Q1 2015$3,109,000
+7.4%
31,525
+0.9%
0.09%
+6.2%
Q4 2014$2,895,000
-0.8%
31,248
+0.8%
0.08%
-6.9%
Q3 2014$2,918,000
+0.3%
30,998
-3.5%
0.09%
+2.4%
Q2 2014$2,908,000
-10.0%
32,122
-15.5%
0.08%
-15.0%
Q1 2014$3,232,000
-95.4%
38,019
-95.6%
0.10%
-94.9%
Q4 2013$69,539,000
+4.9%
865,128
+0.1%
1.95%
-19.0%
Q3 2013$66,279,000
+8.3%
864,012
-0.2%
2.41%
+19.6%
Q2 2013$61,220,000865,7922.02%
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