BANK OF MONTREAL /CAN/ - 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
BANK OF MONTREAL /CAN/ ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$15,675,068
+1.3%
152,318
+0.2%
0.01%0.0%
Q2 2023$15,479,670
+6.0%
151,940
-4.7%
0.01%
-16.7%
Q4 2022$14,609,449
-15.4%
159,440
-29.0%
0.01%
-14.3%
Q3 2022$17,263,000
+28.8%
224,591
+41.9%
0.01%
+16.7%
Q2 2022$13,399,000
-8.2%
158,278
-4.6%
0.01%
-14.3%
Q1 2022$14,595,000
-36.3%
165,921
-36.6%
0.01%
-41.7%
Q4 2021$22,901,000
+41.2%
261,655
+34.9%
0.01%
+71.4%
Q3 2021$16,216,000
-52.0%
193,994
-46.9%
0.01%
-58.8%
Q2 2021$33,758,000
+127.6%
365,069
+114.1%
0.02%
+70.0%
Q1 2021$14,835,000
+5.6%
170,532
+14.6%
0.01%
+11.1%
Q4 2020$14,051,000
+8.7%
148,854
-0.5%
0.01%
-18.2%
Q3 2020$12,931,000
+0.6%
149,575
+1.6%
0.01%
-8.3%
Q2 2020$12,859,000
+2.3%
147,221
-2.1%
0.01%
-14.3%
Q1 2020$12,569,000
-24.4%
150,363
-14.4%
0.01%
+16.7%
Q4 2019$16,627,000
+3.4%
175,592
-5.1%
0.01%
-14.3%
Q3 2019$16,074,000
-10.0%
184,981
-5.5%
0.01%
-6.7%
Q2 2019$17,866,000
+10.2%
195,677
+16.0%
0.02%
+7.1%
Q1 2019$16,218,000
+26.2%
168,700
+12.6%
0.01%
+16.7%
Q4 2018$12,856,000
-11.4%
149,822
-11.0%
0.01%
+9.1%
Q3 2018$14,509,000
+14.9%
168,393
+0.8%
0.01%
+10.0%
Q2 2018$12,624,000
-10.5%
167,126
-4.2%
0.01%
-23.1%
Q1 2018$14,108,000
+12.5%
174,492
+16.8%
0.01%
+18.2%
Q4 2017$12,539,000
-13.5%
149,350
-11.5%
0.01%
-15.4%
Q3 2017$14,496,000
+2.5%
168,852
-0.3%
0.01%
-7.1%
Q2 2017$14,136,000
+18.5%
169,362
+5.4%
0.01%
+27.3%
Q1 2017$11,930,000
+3.2%
160,648
-4.4%
0.01%
-8.3%
Q4 2016$11,557,000
-19.6%
168,075
-7.7%
0.01%
-25.0%
Q3 2016$14,379,000
-8.3%
182,112
-4.2%
0.02%
-11.1%
Q2 2016$15,682,000
+20.0%
190,056
+5.3%
0.02%
+28.6%
Q1 2016$13,069,000
-21.4%
180,414
-6.6%
0.01%
-30.0%
Q4 2015$16,626,000
+12.2%
193,238
+19.8%
0.02%
-4.8%
Q3 2015$14,824,000
-7.2%
161,271
-0.7%
0.02%
+10.5%
Q2 2015$15,977,000
-4.9%
162,459
-4.7%
0.02%
-5.0%
Q1 2015$16,803,000
+9.4%
170,401
+2.8%
0.02%
+17.6%
Q4 2014$15,365,000
+0.3%
165,821
+1.9%
0.02%0.0%
Q3 2014$15,324,000
+3.6%
162,795
-0.4%
0.02%0.0%
Q2 2014$14,793,000
+12.4%
163,408
+5.6%
0.02%0.0%
Q1 2014$13,157,000
+6.7%
154,758
+0.9%
0.02%0.0%
Q4 2013$12,328,000
-7.5%
153,373
-11.7%
0.02%
-19.0%
Q3 2013$13,324,000
+25.7%
173,680
+15.9%
0.02%
+10.5%
Q2 2013$10,600,000149,9100.02%
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