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 |
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
11,732
shares
|
$191,466
0.0% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
11,647
shares
|
$190,079
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,431
shares
|
$153,913
0.0% of portfolio
|
Q2 2024
Reduced 13.72%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,504
shares
|
$122,465
0.0% of portfolio
|
Q4 2024
Added 17.27%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
5,771
shares
|
$94,182
0.01% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,694
shares
|
$92,926
0.0% of portfolio
|
Q1 2025
Added 47.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
5,483
shares
|
$89,482
0.01% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,000
shares
|
$81,600
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,754
shares
|
$77,585
0.0% of portfolio
|
Q1 2025
Reduced 34.54%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
4,397
shares
|
$71,759
0.0% of portfolio
|
Q3 2022
Added 2.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,045
shares
|
$66,014
0.0% of portfolio
|
Q4 2024
Added 29.32%
|
|
|
Nexus Investment Management Ulc
|
Apr 07, 2025 Q1 2025 |
3,940
shares
|
$64,300
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,733
shares
|
$60,922
0.0% of portfolio
|
Q1 2025
Added 192.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,086
shares
|
$50,363
0.0% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,039
shares
|
$49,596
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
3,000
shares
|
$48,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
2,674
shares
|
$43,639
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
2,496
shares
|
$40,734
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
2,480
shares
|
$40,473
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,241
shares
|
$36,573
0.0% of portfolio
|
Q2 2020
Added 47.83%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,024
shares
|
$33,031
0.0% of portfolio
|
Q1 2023
Reduced 7.96%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
2,024
shares
|
$33,031
0.0% of portfolio
|
Q1 2023
Reduced 7.96%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,900
shares
|
$31,008
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,880
shares
|
$30,681
0.02% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,600
shares
|
$26,112
0.01% of portfolio
|
Q4 2023
New holding
|