Thomas J. Herzfeld Advisors, Inc. - INOVIO PHARMACEUTICALS INC ownership

Quarter-by-quarter ownership
Thomas J. Herzfeld Advisors, Inc. ownership history of INOVIO PHARMACEUTICALS INC
ValueSharesWeighting
Q2 2021$46,0000.0%5,0000.0%0.02%
-9.5%
Q1 2021$46,000
+4.5%
5,0000.0%0.02%0.0%
Q4 2020$44,000
-10.2%
5,0000.0%0.02%
-36.4%
Q3 2020$49,000
-49.5%
5,0000.0%0.03%
-31.2%
Q2 2020$97,000
+162.2%
5,0000.0%0.05%
+140.0%
Q1 2020$37,000
+117.6%
5,0000.0%0.02%
+233.3%
Q4 2019$17,000
+70.0%
5,0000.0%0.01%
+50.0%
Q3 2019$10,000
-33.3%
5,0000.0%0.00%
-33.3%
Q2 2019$15,000
-21.1%
5,0000.0%0.01%
-14.3%
Q1 2019$19,000
-5.0%
5,0000.0%0.01%
-12.5%
Q4 2018$20,000
-28.6%
5,0000.0%0.01%
-20.0%
Q3 2018$28,000
+40.0%
5,0000.0%0.01%
+42.9%
Q2 2018$20,000
-16.7%
5,0000.0%0.01%
-22.2%
Q1 2018$24,000
+14.3%
5,0000.0%0.01%
+12.5%
Q4 2017$21,000
-77.9%
5,000
-66.7%
0.01%
-81.0%
Q3 2017$95,000
-19.5%
15,0000.0%0.04%
-19.2%
Q2 2017$118,000
+19.2%
15,0000.0%0.05%
+18.2%
Q1 2017$99,000
-4.8%
15,0000.0%0.04%
-8.3%
Q4 2016$104,000
-25.7%
15,0000.0%0.05%
-36.0%
Q3 2016$140,000
+0.7%
15,0000.0%0.08%
+1.4%
Q2 2016$139,000
+6.1%
15,0000.0%0.07%
+8.8%
Q1 2016$131,000
+29.7%
15,0000.0%0.07%
+65.9%
Q4 2015$101,000
+16.1%
15,0000.0%0.04%
+7.9%
Q3 2015$87,000
-28.7%
15,0000.0%0.04%
-25.5%
Q2 2015$122,0000.0%15,0000.0%0.05%
-10.5%
Q1 2015$122,00015,0000.06%
Other shareholders
INOVIO PHARMACEUTICALS INC shareholders Q2 2024
NameSharesValueWeighting ↓
Round Table Services, LLC 339,391$1,887,0000.64%
ARK Investment Management 1,917,071$10,659,0000.32%
WASATCH ADVISORS LP 4,767,879$26,509,0000.30%
Wellington Shields & Co., LLC 48,000$267,0000.14%
Virtus ETF Advisers LLC 104,004$578,0000.06%
BREWIN DOLPHIN LTD 59,123$328,7240.04%
Wellington Shields Capital Management, LLC 30,600$170,0000.03%
GLENVIEW STATE BANK TRUST DEPT. 10,000$56,0000.02%
IHT Wealth Management, LLC 16,273$90,0000.02%
JACOBS LEVY EQUITY MANAGEMENT, INC 227,599$1,265,0000.02%
View complete list of INOVIO PHARMACEUTICALS INC shareholders