AE Wealth Management LLC - TEKLA HEALTHCARE INVS ownership

TEKLA HEALTHCARE INVS's ticker is HQH and the CUSIP is 87911J103. A total of 95 filers reported holding TEKLA HEALTHCARE INVS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of TEKLA HEALTHCARE INVS
ValueSharesWeighting
Q3 2023$513,360
+2.3%
33,013
+12.1%
0.00%0.0%
Q2 2023$501,994
+10.5%
29,442
+14.4%
0.00%0.0%
Q1 2023$454,326
+27.8%
25,741
+30.3%
0.00%0.0%
Q4 2022$355,574
+9.7%
19,754
+5.4%
0.00%0.0%
Q3 2022$324,000
+6.6%
18,745
+15.4%
0.00%
+50.0%
Q2 2022$304,000
-58.5%
16,249
-53.9%
0.00%
-60.0%
Q1 2022$732,000
-9.0%
35,262
+4.2%
0.01%
-16.7%
Q4 2021$804,000
+80.3%
33,844
+94.2%
0.01%
+50.0%
Q3 2021$446,000
-4.7%
17,427
-4.3%
0.00%0.0%
Q2 2021$468,000
+2.6%
18,203
-2.5%
0.00%
-20.0%
Q1 2021$456,000
-19.6%
18,669
-21.5%
0.01%
-16.7%
Q4 2020$567,000
+18.9%
23,783
+2.8%
0.01%
-14.3%
Q3 2020$477,000
-61.4%
23,128
-60.1%
0.01%
-63.2%
Q2 2020$1,236,000
+25.2%
57,927
+4.5%
0.02%
-17.4%
Q1 2020$987,000
-47.2%
55,436
-38.1%
0.02%
-43.9%
Q4 2019$1,871,000
+61.6%
89,616
+41.9%
0.04%
+24.2%
Q3 2019$1,158,000
+11.3%
63,162
+22.0%
0.03%
+6.5%
Q2 2019$1,040,00051,7800.03%
Other shareholders
TEKLA HEALTHCARE INVS shareholders Q3 2020
NameSharesValueWeighting ↓
NEEDHAM INVESTMENT MANAGEMENT LLC 395,090$8,507,0002.43%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 477,916$10,294,0000.71%
Thomas J. Herzfeld Advisors, Inc. 78,891$1,699,0000.66%
United Asset Strategies, Inc. 98,188$2,114,0000.62%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 219,044$4,716,0000.42%
Sippican Capital Advisors 17,000$366,0000.38%
DOLIVER ADVISORS, LP 39,668$854,0000.37%
Claraphi Advisory Network, LLC 24,114$519,0000.37%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 41,312$889,0000.27%
Shaker Financial Services, LLC 25,870$557,0000.27%
View complete list of TEKLA HEALTHCARE INVS shareholders