J.P. Morgan Private Wealth Advisors LLC - TEKLA HEALTHCARE INVS ownership

TEKLA HEALTHCARE INVS's ticker is HQH and the CUSIP is 87911J103. A total of 114 filers reported holding TEKLA HEALTHCARE INVS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of TEKLA HEALTHCARE INVS
ValueSharesWeighting
Q3 2023$187,502
-30.2%
12,058
-23.5%
0.00%0.0%
Q2 2023$268,793
-4.0%
15,765
-0.6%
0.00%0.0%
Q1 2023$280,035
+0.5%
15,866
+2.4%
0.00%0.0%
Q4 2022$278,766
-18.0%
15,487
-21.3%
0.00%0.0%
Q3 2022$340,000
-8.6%
19,684
-1.2%
0.00%0.0%
Q2 2022$372,000
-21.4%
19,926
-12.5%
0.00%0.0%
Q1 2022$473,000
-8.3%
22,775
+4.8%
0.00%0.0%
Q4 2021$516,000
+27.1%
21,724
+36.9%
0.00%0.0%
Q3 2021$406,000
+25.3%
15,865
+26.0%
0.00%0.0%
Q2 2021$324,000
+16.5%
12,587
+8.1%
0.00%0.0%
Q4 2020$278,000
+24.1%
11,649
+7.1%
0.00%0.0%
Q3 2020$224,000
-24.6%
10,881
-21.8%
0.00%0.0%
Q2 2020$297,000
+20.2%
13,909
+0.2%
0.00%0.0%
Q1 2020$247,000
-17.4%
13,879
-3.0%
0.00%0.0%
Q4 2019$299,000
-21.1%
14,312
-30.7%
0.00%
-50.0%
Q3 2019$379,000
-37.0%
20,662
-31.1%
0.00%
-33.3%
Q2 2019$602,000
+0.3%
29,972
+2.5%
0.00%0.0%
Q1 2019$600,000
+17.4%
29,232
+2.8%
0.00%0.0%
Q4 2018$511,000
-35.2%
28,445
-16.4%
0.00%
-25.0%
Q3 2018$788,000
+83.3%
34,034
+69.9%
0.00%
+100.0%
Q2 2018$430,000
-0.2%
20,027
+0.0%
0.00%
-33.3%
Q1 2018$431,000
+93.3%
20,020
+102.9%
0.00%
+200.0%
Q4 2017$223,000
-13.9%
9,869
-3.8%
0.00%
-50.0%
Q3 2017$259,000
-24.5%
10,261
-24.9%
0.00%
-33.3%
Q2 2017$343,000
+6.2%
13,672
+1.9%
0.00%0.0%
Q1 2017$323,000
+15.8%
13,420
+1.6%
0.00%
+50.0%
Q4 2016$279,000
-3.8%
13,203
+8.5%
0.00%
-33.3%
Q3 2016$290,000
+3.2%
12,169
+1.5%
0.00%0.0%
Q2 2016$281,000
-1.7%
11,988
+0.7%
0.00%0.0%
Q1 2016$286,000
+6.3%
11,908
+31.3%
0.00%0.0%
Q4 2015$269,000
+31.9%
9,069
+22.5%
0.00%0.0%
Q3 2015$204,000
-13.6%
7,402
+11.3%
0.00%0.0%
Q2 2015$236,0006,6490.00%
Other shareholders
TEKLA HEALTHCARE INVS shareholders Q3 2023
NameSharesValueWeighting ↓
NEEDHAM INVESTMENT MANAGEMENT LLC 334,650$9,926,0002.47%
DOLIVER ADVISORS, LP 88,631$2,629,0002.08%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 115,644$3,430,0001.22%
Thomas J. Herzfeld Advisors, Inc. 57,139$1,695,0000.68%
Sippican Capital Advisors 17,000$504,0000.64%
Weiss Asset Management LP 43,297$1,284,0000.32%
NORTH STAR ASSET MANAGEMENT INC 35,028$1,039,0000.12%
Laurel Wealth Advisors, Inc. 7,769$230,0000.12%
Regis Management CO LLC 16,386$486,0000.11%
New England Private Wealth Advisors LLC 8,949$266,0000.11%
View complete list of TEKLA HEALTHCARE INVS shareholders