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Get Institutions for : 
Tekla Life Sciences Investors (HQL)  
$14.26 0.21 (1.49%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 78    3
Total shares held : 
 7,943,523  
% of shares held : 
 36.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 1,519,825  
% of shares held change : 
   7.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $12.44  
Last Quarter's Ending Price : 
 $13.46  
Last Quarter's Average Price : 
 $12.30  
Change from last quarter's     
avg. price to the last closing  : 
1.96 (15.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 27,768
 0.35%
 
Increased Positions :
33
 2,327,522
 29.3%
 
Unchanged Positions :
16
 617,034
 7.77%
 
Decreased Positions :
24
-698,189
-8.79%
 
Closed Positions :
8
-137,276
-1.73%
 
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
   MORGAN STANLEY 3737 - 2023-12-31 430,266 $5,791,000 -231,372
   WOLVERINE ASSET MANAGEMENT LLC 109 - 2023-12-31 207,392 $2,791,000 -114,766
   LPL FINANCIAL CORP 2483 - 2024-03-31 150,992 $2,058,000 -1,730
   Logan Stone Capital LLC 65 - 2023-12-31 151,014 $2,033,000 -97,602
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 235 - 2024-03-31 101,654 $1,386,000 -25,319
   SHAKER FINANCIAL SERVICES, LLC 85 - 2023-12-31 61,683 $840,000 -4,845
   UBS Group AG 3944 - 2023-12-31 36,944 $497,000 -6,961
   Kingsview Wealth Management LLC 663 - 2024-03-31 35,974 $490,000 -963
   COMMONWEALTH EQUITY SERVICES LLC. 2877 - 2024-03-31 32,920 $449,000 -87
   Atria Wealth Solutions Inc. 1267 - 2023-12-31 32,313 $442,000 -241
   Cornerstone Advisors LLC 293 - 2024-03-31 31,914 $435,000 -462,426
   Private Advisor Group LLC 1601 - 2024-03-31 31,763 $433,000 -2,411
   Union Bankshares Corp 219 - 2024-03-31 31,303 $427,000 -3,687
   STIFEL FINANCIAL CORP 2699 - 2023-12-31 28,366 $382,000 -21,450
   Goss Wealth Management LLC 1516 - 2023-12-31 22,501 $314,000 -3,407
   WEDBUSH MORGAN SECURITIES INC 812 - 2023-12-31 20,112 $271,000 -2,624
   COHEN & STEERS INC 350 - 2023-12-31 9,340 $126,000 -38,000
   ELEQUIN CAPITAL LP 180 - 2023-12-31 6,113 $82,000 -16,562
   BESSEMER GROUP INC 1478 - 2023-12-31 1,387 $19,000 -238
   THOMAS J. HERZFELD ADVISORS, INC. 121 - 2023-12-31 882 $12,000 -116,022
   J P MORGAN CHASE & CO 6062 - 2024-03-31 2 $0 -8,103
  21 Records found
  1    
  Page 1 of 1
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