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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
21.5K+ 759.61% |
$375K - $424K
|
24.4K
$442K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
380New |
$6.61K - $7.47K
|
380
$6.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10KNew |
$175K - $197K
|
10K
$182K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
46New |
$800 - $905
|
46
$835
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.77K- 7.44% |
$30.7K - $34.7K
|
21.9K
$398K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
53New |
$922 - $1.04K
|
53
$962
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
30+ 3.03% |
$522 - $590
|
1.02K
$18.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-752- 96.91% |
$13.1K - $14.8K
|
24
$436
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
4New |
$69.6 - $78.7
|
4
$72.6
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.4KNew |
$337K - $381K
|
19.4K
$352K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.6KNew |
$637K - $720K
|
36.6K
$665K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.04KNew |
$52.9K - $59.8K
|
3.04K
$55.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-490- 8.48% |
$8.53K - $9.64K
|
5.29K
$96K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
20.8K+ 94.66% |
$363K - $410K
|
42.9K
$778K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
177K+ 68.43% |
$3.07M - $3.48M
|
435K
$7.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$226 - $256
|
13
$236
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
158K+ 79.77% |
$2.74M - $3.1M
|
355K
$6.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 2.9% |
$34.8 - $39.3
|
71
$1.29K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$188K - $212K
|
10.8K
$196K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-252K- 49.86% |
$3.98M - $4.43M
|
254K
$4.6M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
200New |
$3.16K - $3.52K
|
200
$3.63K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-252K- 67.4% |
$3.97M - $4.42M
|
122K
$2.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
47K+ 77.59% |
$742K - $826K
|
108K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$78.9K - $87.9K
|
5K
$90.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.5K- 13.72% |
$23.7K - $26.4K
|
9.43K
$171K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.93K- 98.84% |
$62K - $69K
|
46
$835
|
|
|
Aug 09, 2024
Q2 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-123K- 33.25% |
$1.94M - $2.17M
|
247K
$4.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-52.3K- 62.59% |
$825K - $919K
|
31.2K
$567K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
501New |
$7.91K - $8.81K
|
501
$9.09K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-26- 2.0% |
$410 - $457
|
1.28K
$23.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
13.4KNew |
$211K - $235K
|
13.4K
$242K
|
|
|
Jul 25, 2024
Q2 2024
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10K- 29.41% |
$158K - $176K
|
24K
$436K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
77+ 0.45% |
$1.22K - $1.35K
|
17.3K
$314K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$3.16K - $3.52K
|
200
$3.63K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.91K- 92.47% |
$46K - $51.2K
|
237
$4.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 285.71% |
$15.8K - $17.6K
|
1.35K
$24.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
310New |
$4.89K - $5.45K
|
310
$5.63K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
9+ 2.81% |
$142 - $158
|
329
$5.97K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7New |
$115 - $122
|
7
$127
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 30.43% |
$115 - $122
|
16
$290
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
395New |
$6.5K - $6.89K
|
395
$7.17K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.1KNew |
$331K - $351K
|
20.1K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.06K- 16.66% |
$33.9K - $36K
|
10.3K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.03K+ 2.33% |
$17K - $18K
|
45.3K
$823K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.77K+ 16.94% |
$128K - $136K
|
53.6K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
117KNew |
$1.93M - $2.04M
|
117K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-20K- 7.59% |
$329K - $349K
|
244K
$4.42M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.67K- 24.15% |
$143K - $151K
|
27.2K
$494K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.17K- 21.61% |
$68.6K - $72.7K
|
15.1K
$274K
|
|