Kingswood Wealth Advisors, LLC Tekla Healthcare Investors Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jul 25, 2025	BUY	$16.23 - $18.27 $891,270 - $1 Million	54,915 New	54,915 $892 Million
Q1 2025 Apr 21, 2025	BUY	$16.23 - $18.27 $6,232 - $7,015	384 Added 0.7%	54,915 $892 Million
Q4 2024 Jan 22, 2025	BUY	$16.03 - $18.73 $340,028 - $397,300	21,212 Added 63.66%	54,531 $875 Million
Q3 2024 Oct 21, 2024	BUY	$17.4 - $19.67 $579,750 - $655,384	33,319 New	33,319 $620 Million

Others Institutions Holding HQH

# of Institutions

136

Shares Held

13M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.2M
Shares

$78.7 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

1.2M
Shares

$22.4 Million
0.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.19M
Shares

$22.2 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

498K
Shares

$9.33 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

435K
Shares

$8.14 Million
0.01% of portfolio

About TEKLA HEALTHCARE INVESTORS

Ticker HQH
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Tekla Healthcare 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 healthcare sector, including the biotechnology, medical devices, and pharmaceuticals industries. The fund prim...

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