Latest Institutional Transactions on Tekla Healthcare Investors (HQH)
This table provides information on the latest institutional transactions involving Tekla Healthcare Investors (HQH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.41K+ 4.11% |
$54.6K - $63.9K
|
86.3K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.6K- 90.15% |
$234K - $273K
|
1.6K
$29K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.61K- 3.2% |
$57.8K - $67.6K
|
109K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.2KNew |
$243K - $284K
|
15.2K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.35KNew |
$118K - $138K
|
7.35K
$133K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.56K+ 13.44% |
$57.1K - $66.7K
|
30.1K
$546K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
346New |
$5.55K - $6.48K
|
346
$6.28K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.27K+ 10.02% |
$52.5K - $61.3K
|
35.9K
$652K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
938KNew |
$15M - $17.6M
|
938K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.74K+ 20.07% |
$59.9K - $70K
|
22.4K
$406K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
389+ 116.12% |
$6.24K - $7.29K
|
724
$13.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
84.7K+ 94.63% |
$1.36M - $1.59M
|
174K
$3.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
137KNew |
$2.19M - $2.56M
|
137K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.12K- 10.62% |
$66.1K - $77.2K
|
34.7K
$629K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.71K- 13.31% |
$27.4K - $32K
|
11.1K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.79K- 8.13% |
$76.8K - $89.8K
|
54.1K
$982K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-500- 1.42% |
$8.02K - $9.37K
|
34.7K
$629K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
656+ 150.11% |
$10.5K - $12.3K
|
1.09K
$19.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
300New |
$4.81K - $5.62K
|
300
$5.45K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-346- 1.19% |
$5.55K - $6.48K
|
28.8K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
312+ 2.93% |
$5K - $5.84K
|
10.9K
$199K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.6KNew |
$187K - $218K
|
11.6K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 14.6% |
$28.9K - $33.7K
|
10.5K
$191K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 1.24% |
$3.21K - $3.75K
|
16.4K
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.2K+ 63.66% |
$340K - $397K
|
54.5K
$990K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-25.6K- 40.04% |
$410K - $479K
|
38.3K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.18K- 2.05% |
$51K - $59.6K
|
152K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.68K+ 7.23% |
$26.9K - $31.5K
|
24.9K
$452K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
546New |
$8.75K - $10.2K
|
546
$9.91K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8+ 3.27% |
$128 - $150
|
253
$4.59K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$48.1K - $56.2K
|
3K
$54.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-6.69K- 23.29% |
$107K - $125K
|
22K
$400K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.25K- 31.81% |
$73.9K - $83.5K
|
9.1K
$165K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-49.5K- 54.86% |
$861K - $973K
|
40.7K
$739K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
590New |
$10.3K - $11.6K
|
590
$10.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.54KNew |
$61.6K - $69.6K
|
3.54K
$64.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-210- 6.37% |
$3.65K - $4.13K
|
3.09K
$56K
|
|
|
Nov 14, 2024
Q3 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-6.56K- 9.51% |
$114K - $129K
|
62.4K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-100- 0.17% |
$1.74K - $1.97K
|
57.2K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-230- 2.09% |
$4K - $4.52K
|
10.8K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-300- 2.54% |
$5.22K - $5.9K
|
11.5K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.4K- 45.97% |
$216K - $244K
|
14.6K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-29.4K- 48.49% |
$511K - $577K
|
31.2K
$566K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
58+ 0.22% |
$1.01K - $1.14K
|
26.6K
$483K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$43.4K - $49.1K
|
2.5K
$45.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
7.73K+ 3.12% |
$134K - $152K
|
255K
$4.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-5Closed |
$87 - $98.4
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
36.6K+ 38.93% |
$637K - $720K
|
131K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-31.4K- 40.59% |
$546K - $617K
|
45.9K
$834K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-410- 3.87% |
$7.13K - $8.06K
|
10.2K
$185K
|
|