WEATHERLY ASSET MANAGEMENT L. P. - 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
WEATHERLY ASSET MANAGEMENT L. P. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$305,580
+0.9%
3,0000.0%0.04%
+2.9%
Q2 2023$302,730
+7.9%
3,000
-1.6%
0.04%
-2.8%
Q1 2023$280,600
+1.4%
3,0500.0%0.04%
-5.3%
Q4 2022$276,696
+15.8%
3,050
-2.9%
0.04%
+11.8%
Q3 2022$239,000
-10.2%
3,1420.0%0.03%
-8.1%
Q2 2022$266,000
-3.6%
3,1420.0%0.04%
+15.6%
Q1 2022$276,000
-6.4%
3,142
-6.8%
0.03%
-3.0%
Q4 2021$295,000
+6.9%
3,3720.0%0.03%
-2.9%
Q3 2021$276,000
-10.4%
3,3720.0%0.03%
-12.8%
Q2 2021$308,000
+6.9%
3,3720.0%0.04%
-2.5%
Q1 2021$288,000
-9.4%
3,372
+0.1%
0.04%
-13.0%
Q4 2020$318,000
+5.6%
3,370
-2.7%
0.05%
-6.1%
Q3 2020$301,000
+6.4%
3,465
+7.1%
0.05%
-2.0%
Q2 2020$283,000
+6.0%
3,2350.0%0.05%
-13.8%
Q1 2020$267,000
-2.2%
3,235
+12.1%
0.06%
+11.5%
Q4 2019$273,000
+15.7%
2,885
+6.1%
0.05%
+4.0%
Q3 2019$236,000
-20.0%
2,720
-15.9%
0.05%
-15.3%
Q2 2019$295,000
-9.2%
3,235
-4.3%
0.06%
-10.6%
Q1 2019$325,000
+9.4%
3,382
-2.2%
0.07%
-5.7%
Q4 2018$297,000
+5.7%
3,457
+6.2%
0.07%
+20.7%
Q3 2018$281,000
+1.1%
3,256
-11.6%
0.06%
-10.8%
Q2 2018$278,000
-18.7%
3,684
-12.9%
0.06%
-19.8%
Q1 2018$342,000
-3.7%
4,2310.0%0.08%
-5.8%
Q4 2017$355,000
+77.5%
4,231
+82.1%
0.09%
+62.3%
Q3 2017$200,000
-15.6%
2,324
-19.1%
0.05%
-32.1%
Q2 2016$237,000
+13.9%
2,8720.0%0.08%
+8.3%
Q1 2016$208,000
-15.8%
2,8720.0%0.07%
-17.2%
Q4 2015$247,0002,8720.09%
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