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Get Institutions for : 
H&Q Healthcare Investors (HQH)  
$16.85 0.01 (0.06%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    2
Total shares held : 
 12,144,877  
% of shares held : 
 33.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 2,051,789  
% of shares held change : 
   5.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $15.41  
Last Quarter's Ending Price : 
 $16.57  
Last Quarter's Average Price : 
 $15.37  
Change from last quarter's     
avg. price to the last closing  : 
1.48 (9.63%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 369,271
 3.04%
 
Increased Positions :
46
 2,552,153
 21.01%
 
Unchanged Positions :
26
 357,234
 2.94%
 
Decreased Positions :
34
-801,784
-6.6%
 
Closed Positions :
10
-67,851
-0.56%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NEEDHAM INVESTMENT MANAGEMENT LLC 61 - 2023-12-31 226,965 $3,761,000 0
   Cyndeo Wealth Partners LLC 187 - 2024-03-31 63,894 $1,077,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 366 - 2024-03-31 35,650 $601,000 0
   Apollon Wealth Management LLC - 2024-03-31 14,697 $248,000 0
   IFP Advisors Inc 881 - 2023-12-31 13,344 $221,000 0
   BB&T CORP 2464 - 2023-12-31 11,220 $186,000 0
   SOA Wealth Advisors LLC. 247 - 2024-03-31 5,837 $98,000 0
   CULLEN FROST BANKERS INC 605 - 2023-12-31 4,397 $73,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. - 2024-03-31 2,674 $45,000 0
   Truvestments Capital LLC 343 - 2023-12-31 2,496 $41,000 0
   BARTLETT & CO. LLC 754 - 2023-12-31 2,024 $34,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 756 - 2023-12-31 2,024 $34,000 0
   Parallel Advisors LLC 1881 - 2023-12-31 1,312 $22,000 0
   ALPHAMARK ADVISORS LLC 439 - 2024-03-31 1,160 $20,000 0
   Founders Capital Management 249 - 2024-03-31 1,000 $17,000 0
   Key Financial Inc 642 - 2024-03-31 910 $15,000 0
   Spire Wealth Management 1748 - 2024-03-31 535 $9,000 0
   TOMPKINS FINANCIAL CORP 521 - 2024-03-31 465 $8,000 0
   OPTIMUM INVESTMENT ADVISORS 550 - 2024-03-31 350 $6,000 0
   Geneos Wealth Management Inc. - 2024-03-31 31 $1,000 0
   HARBOUR INVESTMENTS INC. 3031 - 2023-12-31 23 $0 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 3 $0 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 13 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Bogart Wealth LLC 1111 *New 2024-03-31 0 $0 0
  25 Records found
  1    
  Page 1 of 1
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