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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,626
shares
|
$30,438
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,350
shares
|
$25,272
0.01% of portfolio
|
Q2 2024
Added 285.71%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,228
shares
|
$22,988
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,166
shares
|
$21,827
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$18,720
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$18,720
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$18,720
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
968
shares
|
$18,120
0.0% of portfolio
|
Q1 2025
Reduced 61.22%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
922
shares
|
$17,259
0.01% of portfolio
|
Q2 2023
Added 2.22%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
914
shares
|
$17,110
0.0% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
885
shares
|
$16,567
0.01% of portfolio
|
Q3 2025
Added 83.99%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
868
shares
|
$16,248
0.0% of portfolio
|
Q3 2025
Added 189.33%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
700
shares
|
$13,104
0.0% of portfolio
|
Q3 2025
Added 69900.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
600
shares
|
$11,232
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
540
shares
|
$10,108
0.0% of portfolio
|
Q3 2025
Added 42.11%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
535
shares
|
$10,015
0.0% of portfolio
|
Q1 2023
Reduced 15.75%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
500
shares
|
$9,360
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
470
shares
|
$8,798
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
416
shares
|
$7,787
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
353
shares
|
$6,608
0.0% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
293
shares
|
$5,484
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
245
shares
|
$4,586
0.01% of portfolio
|
Q3 2025
Reduced 68.31%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
213
shares
|
$3,987
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
198
shares
|
$3,706
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
95
shares
|
$1,778
0.0% of portfolio
|
Q3 2025
Reduced 75.95%
|
|