Institutional Ownership Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,201,918
shares
|
$78.7 Million
0.0% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,198,855
shares
|
$22.4 Million
0.29% of portfolio
|
Q3 2025
Added 15.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,185,930
shares
|
$22.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
498,478
shares
|
$9.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
434,856
shares
|
$8.14 Million
0.01% of portfolio
|
Q3 2024
Added 68.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
411,938
shares
|
$7.71 Million
0.0% of portfolio
|
Q3 2025
Added 18.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
405,400
shares
|
$7.59 Million
0.0% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
363,020
shares
|
$6.8 Million
0.12% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
355,205
shares
|
$6.65 Million
0.0% of portfolio
|
Q3 2024
Added 79.77%
|
|
|
Needham Investment Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
291,930
shares
|
$5.46 Million
0.43% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
213,950
shares
|
$4.01 Million
0.41% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
191,036
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
159,374
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
158,851
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2025
Added 40.39%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
138,988
shares
|
$2.6 Million
0.28% of portfolio
|
Q4 2023
Reduced 31.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
129,929
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
124,811
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2025
Reduced 20.38%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
117,345
shares
|
$2.2 Million
1.85% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
117,129
shares
|
$2.19 Million
0.42% of portfolio
|
Q3 2025
Added 13.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
108,526
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
105,993
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
101,586
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Added 130.2%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
94,616
shares
|
$1.77 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
93,451
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 26.0%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
92,286
shares
|
$1.73 Million
0.62% of portfolio
|
Q3 2025
Added 5.05%
|
|