Kingswood Wealth Advisors, LLC Tekla Life Sciences Investors Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jul 25, 2025	BUY	$12.69 - $14.36 $148,739 - $168,313	11,721 New	11,721 $149 Million
Q1 2025 Apr 21, 2025	SELL	$12.69 - $14.36 $6,218 - $7,036	-490 Reduced 4.01%	11,721 $149 Million
Q4 2024 Jan 22, 2025	BUY	$13.12 - $15.25 $160,208 - $186,217	12,211 New	12,211 $160 Million

Others Institutions Holding HQL

# of Institutions

89

Shares Held

9.38M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

2.59M
Shares

$43.1 Million
1.2% of portfolio
Morgan Stanley New York, NY

871K
Shares

$14.5 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

794K
Shares

$13.2 Million
0.16% of portfolio
Raymond James Financial Inc St. Petersburg, FL

423K
Shares

$7.04 Million
0.0% of portfolio
Needham Investment Management LLC New York, NY

403K
Shares

$6.72 Million
0.5% of portfolio

About TEKLA LIFE SCIENCES INVESTORS

Ticker HQL
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Tekla Life Sciences Investors is a closed-ended equity mutual fund launched and managed by Tekla Capital Management LLC. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the life sciences sector, including the biotechnology, pharmaceutical, diagnostics, managed healthcare, medical...

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