Stone X Group Inc. Tekla Healthcare Investors Transaction History

Stone X Group Inc.

$2.29 Trillion
Q3 2025

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Aug 13, 2025	BUY	$15.52 - $17.49 $182,096 - $205,210	11,733 New	11,733 $182 Million
Q3 2023 Nov 14, 2023	SELL	$15.52 - $17.49 $104,558 - $117,830	-6,737 Reduced 36.48%	11,733 $182,000
Q2 2023 Aug 13, 2025	BUY	$16.52 - $17.9 $5,269 - $5,710	319 Added 1.75%	18,507 $316 Million
Q2 2023 Aug 11, 2023	BUY	$16.52 - $17.9 $53,656 - $58,139	3,248 Added 21.34%	18,470 $315,000
Q1 2023 Aug 13, 2025	BUY	$16.86 - $19.02 $50,006 - $56,413	2,966 Added 19.48%	18,188 $321 Million

Q1 2023 May 11, 2023	BUY	$16.86 - $19.02 $6,153 - $6,942	365 Added 2.46%	15,222 $269,000
Q4 2022 Aug 13, 2025	BUY	$17.4 - $19.47 $264,862 - $296,372	15,222 New	15,222 $274 Million
Q4 2022 Feb 10, 2023	SELL	$17.4 - $19.47 $5,133 - $5,743	-295 Reduced 1.95%	14,857 $267,000
Q3 2022 Aug 13, 2025	SELL	$17.08 - $20.71 $61,966 - $75,135	-3,628 Reduced 18.73%	15,738 $272 Million
Q3 2022 Nov 08, 2022	BUY	$17.08 - $20.71 $5,755 - $6,979	337 Added 2.27%	15,152 $262,000
Q2 2022 Aug 13, 2025	BUY	$17.53 - $21.84 $97,747 - $121,779	5,576 Added 40.44%	19,366 $362 Million
Q2 2022 Jul 27, 2022	BUY	$17.53 - $21.84 $259,706 - $323,559	14,815 New	14,815 $277,000
Q1 2022 Aug 13, 2025	BUY	$18.93 - $24.02 $261,044 - $331,235	13,790 New	13,790 $286 Million
Q1 2022 May 11, 2022	SELL	$18.93 - $24.02 $255,289 - $323,933	-13,486 Closed	0 $0
Q4 2021 Aug 13, 2025	BUY	$22.75 - $26.5 $306,806 - $357,379	13,486 New	13,486 $320,000
Q4 2021 Feb 10, 2022	BUY	$22.75 - $26.5 $6,006 - $6,996	264 Added 2.0%	13,486 $320,000
Q3 2021 Oct 20, 2021	BUY	$25.11 - $27.93 $332,004 - $369,290	13,222 New	13,222 $339,000

Others Institutions Holding HQH

# of Institutions

137

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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