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 127 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
24,370
shares
|
$404,542
0.06% of portfolio
|
Q3 2024
Added 759.61%
|
|
|
Bank Of New York Mellon Corp
New York, NY |
Nov 12, 2024 Q3 2024 |
24,002
shares
|
$398,433
0.0% of portfolio
|
Q2 2024
Reduced 29.41%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
23,240
shares
|
$385,784
0.03% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
22,041
shares
|
$365,880
0.09% of portfolio
|
Q4 2024
Reduced 23.29%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
21,944
shares
|
$364,270
0.07% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
20,500
shares
|
$340,300
0.12% of portfolio
|
Q3 2024
Reduced 77.74%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
19,367
shares
|
$321,492
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
18,621
shares
|
$309,108
0.0% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
16,198
shares
|
$268,886
0.0% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
16,168
shares
|
$268,388
0.03% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,899
shares
|
$247,323
0.03% of portfolio
|
Q4 2022
Added 4.82%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
14,697
shares
|
$243,970
0.01% of portfolio
|
Q4 2023
Added 32.52%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
14,581
shares
|
$242,044
0.0% of portfolio
|
Q3 2024
Reduced 45.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,014
shares
|
$232,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
13,344
shares
|
$221,510
0.01% of portfolio
|
Q1 2023
Reduced 1.48%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
12,829
shares
|
$212,961
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
12,331
shares
|
$204,694
0.05% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,058
shares
|
$200,162
0.0% of portfolio
|
Q3 2023
Reduced 23.51%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
11,503
shares
|
$190,949
0.01% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
10,936
shares
|
$181,537
0.0% of portfolio
|
Q3 2024
Reduced 86.52%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,785
shares
|
$179,031
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,755
shares
|
$178,533
0.0% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
10,633
shares
|
$176,507
0.03% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,174
shares
|
$168,888
0.0% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,075
shares
|
$167,245
0.0% of portfolio
|
Q3 2024
New holding
|