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 |
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,350
shares
|
$22,032
0.01% of portfolio
|
Q2 2024
Added 285.71%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,228
shares
|
$20,040
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,150
shares
|
$18,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,058
shares
|
$17,266
0.0% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
1,000
shares
|
$16,320
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
922
shares
|
$15,047
0.01% of portfolio
|
Q2 2023
Added 2.22%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
724
shares
|
$11,815
0.0% of portfolio
|
Q4 2024
Added 116.12%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
535
shares
|
$8,731
0.0% of portfolio
|
Q1 2023
Reduced 15.75%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
416
shares
|
$6,789
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
395
shares
|
$6,446
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
380
shares
|
$6,201
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
364
shares
|
$5,940
0.0% of portfolio
|
Q1 2025
Reduced 31.84%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
310
shares
|
$5,059
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
253
shares
|
$4,128
0.0% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
237
shares
|
$3,867
0.0% of portfolio
|
Q2 2024
Reduced 92.47%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
198
shares
|
$3,231
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
99
shares
|
$1,615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
93
shares
|
$1,517
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
71
shares
|
$1,158
0.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
54
shares
|
$881
0.0% of portfolio
|
Q1 2025
Reduced 96.62%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
24
shares
|
$391
0.0% of portfolio
|
Q3 2024
Reduced 96.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
20
shares
|
$326
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
17
shares
|
$277
0.0% of portfolio
|
Q1 2025
Reduced 98.44%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
13
shares
|
$212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
13
shares
|
$212
0.0% of portfolio
|
Q3 2024
New holding
|