Cyndeo Wealth Partners, LLC - TEKLA HEALTHCARE INVS ownership

TEKLA HEALTHCARE INVS's ticker is HQH and the CUSIP is 87911J103. A total of 106 filers reported holding TEKLA HEALTHCARE INVS in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cyndeo Wealth Partners, LLC ownership history of TEKLA HEALTHCARE INVS
ValueSharesWeighting
Q2 2024$1,115,589
+3.6%
63,8940.0%0.09%
-3.3%
Q1 2024$1,077,253
+1.8%
63,8940.0%0.09%
-8.2%
Q4 2023$1,058,724
+6.6%
63,8940.0%0.10%
-5.8%
Q3 2023$993,552
-8.9%
63,894
-0.1%
0.10%
-8.8%
Q2 2023$1,090,603
-3.4%
63,965
-0.0%
0.11%
-6.6%
Q1 2023$1,129,476
-1.9%
63,9930.0%0.12%
-9.6%
Q4 2022$1,151,87463,9930.14%
Other shareholders
TEKLA HEALTHCARE INVS shareholders Q2 2024
NameSharesValueWeighting ↓
NEEDHAM INVESTMENT MANAGEMENT LLC 397,023$9,545,0002.46%
United Asset Strategies, Inc. 102,913$2,474,0000.75%
Sippican Capital Advisors 17,000$409,0000.43%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 32,567$783,0000.25%
ING GROEP NV 541,134$13,009,0000.24%
New England Private Wealth Advisors LLC 21,462$460,0000.15%
WEDBUSH SECURITIES INC 34,612$832,0000.11%
Laurel Wealth Advisors, Inc. 9,527$229,0000.09%
Regis Management CO LLC 16,386$394,0000.07%
NORTH STAR ASSET MANAGEMENT INC 22,362$538,0000.06%
View complete list of TEKLA HEALTHCARE INVS shareholders