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 132 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
72,844
shares
|
$1.19 Million
0.53% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
62,415
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
62,394
shares
|
$1.02 Million
0.27% of portfolio
|
Q1 2025
Added 69.61%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
62,118
shares
|
$1.01 Million
0.25% of portfolio
|
Q1 2024
Added 5.07%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
61,217
shares
|
$999,061
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
57,317
shares
|
$935,413
0.34% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
57,200
shares
|
$933,504
0.53% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
54,915
shares
|
$896,212
0.03% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
54,129
shares
|
$883,385
0.01% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
53,638
shares
|
$875,372
0.0% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
52,130
shares
|
$850,761
0.01% of portfolio
|
Q1 2025
Added 50.31%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
47,265
shares
|
$771,364
0.02% of portfolio
|
Q1 2025
Reduced 65.46%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
46,784
shares
|
$763,514
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
46,400
shares
|
$757,248
0.0% of portfolio
|
Q1 2025
Added 54.75%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
44,240
shares
|
$721,996
0.1% of portfolio
|
Q4 2024
Reduced 40.32%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
42,867
shares
|
$699,589
0.7% of portfolio
|
Q3 2024
Added 94.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
41,959
shares
|
$684,770
0.0% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
39,987
shares
|
$652,587
0.02% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
38,308
shares
|
$625,186
0.04% of portfolio
|
Q4 2024
Reduced 40.04%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
37,878
shares
|
$618,168
0.27% of portfolio
|
Q4 2022
Reduced 94.44%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
36,934
shares
|
$602,762
0.0% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
35,688
shares
|
$582,428
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
34,688
shares
|
$566,108
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
32,755
shares
|
$534,561
0.11% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
32,535
shares
|
$530,971
0.03% of portfolio
|
Q4 2024
New holding
|