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 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-544Closed |
$13.7K - $15.2K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.8KClosed |
$221K - $246K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.24KNew |
$31.2K - $34.7K
|
1.24K
$22.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-990Closed |
$24.9K - $27.7K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.65KClosed |
$41.4K - $46.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-75.5KClosed |
$1.74M - $1.96M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-3.64KClosed |
$84K - $94.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5Closed |
$115 - $130
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-14.4KClosed |
$332K - $372K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6Closed |
$139 - $155
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Counselors Inc
|
SELL
|
- |
-10KClosed |
$231K - $259K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-859Closed |
$19.6K - $22.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.34KClosed |
$30.4K - $34.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-18.3KClosed |
$418K - $473K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.6KClosed |
$128K - $145K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-74.6KClosed |
$1.7M - $1.93M
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-441Closed |
$10.1K - $11.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-11.4KClosed |
$226K - $273K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.15KClosed |
$81.9K - $98.9K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.2KClosed |
$220K - $266K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-171Closed |
$3.37K - $4.07K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-26.3KClosed |
$519K - $627K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-18.5KClosed |
$365K - $441K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11KClosed |
$216K - $245K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-1.79KClosed |
$35.2K - $39.9K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-115Closed |
$2.27K - $2.57K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
North Star Asset Management Inc
|
SELL
|
- |
-9.54KClosed |
$188K - $213K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.83KClosed |
$55.7K - $63.1K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-250Closed |
$4.93K - $5.58K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
837+ 47.83% |
$14.2K - $18.1K
|
2.59K
$47K
|
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-1.36KClosed |
$23.1K - $29.4K
|
0
$0
|
|
|
Jan 19, 2021
Q2 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
92+ 4.24% |
$1.56K - $1.99K
|
2.26K
$41K
|
|
|
Aug 12, 2020
Q2 2020
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-18.4KClosed |
$312K - $397K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-20.8KClosed |
$353K - $449K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-17.4KClosed |
$295K - $376K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Rb Capital Management, LLC
|
SELL
|
- |
-12.5KClosed |
$213K - $271K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-28.4KClosed |
$420K - $616K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.55K+ 8.27% |
$22.9K - $33.6K
|
20.3K
$368K
|
|
|
May 11, 2020
Q1 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$155K - $227K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-400Closed |
$5.91K - $8.66K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Davenport & CO LLC
|
SELL
|
- |
-9.75KClosed |
$144K - $211K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.6KClosed |
$23.6K - $34.7K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100Closed |
$1.79K - $2.14K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-157Closed |
$2.8K - $3.35K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-29Closed |
$529 - $590
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-10.8KClosed |
$196K - $219K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-4.5KClosed |
$82.1K - $91.5K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-53Closed |
$967 - $1.08K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Horan Securities, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|