Purchases and Sales Made in Q3 2022 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q3 2022. The information is specifically focused on institutions that hold shares of TEKLA HEALTHCARE INVESTORS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
18+ 2.21% |
$307 - $373
|
831
$15.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 23.88% |
$273 - $331
|
83
$1.51K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$222 - $269
|
13
$237
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
11+ 2.08% |
$188 - $228
|
539
$9.82K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9+ 900.0% |
$154 - $186
|
10
$182
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
6+ 2.15% |
$102 - $124
|
285
$5.19K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 2.35% |
$85.4 - $104
|
218
$3.97K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.02% |
$68.3 - $82.8
|
17.9K
$326K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-33- 0.12% |
$564 - $683
|
26.9K
$491K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-100- 13.61% |
$1.71K - $2.07K
|
635
$11.6K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-148- 0.47% |
$2.53K - $3.07K
|
31.3K
$570K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-242- 1.21% |
$4.13K - $5.01K
|
19.7K
$359K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-294- 7.01% |
$5.02K - $6.09K
|
3.9K
$71.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-355- 1.67% |
$6.06K - $7.35K
|
20.9K
$381K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-452- 2.02% |
$7.72K - $9.36K
|
22K
$400K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-459- 96.03% |
$7.84K - $9.51K
|
19
$346
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-701- 4.7% |
$12K - $14.5K
|
14.2K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-889- 96.21% |
$15.2K - $18.4K
|
35
$638
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1KClosed |
$17.1K - $20.7K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.25K- 7.97% |
$38.4K - $46.5K
|
26K
$473K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.5K- 8.71% |
$42.7K - $51.8K
|
26.2K
$478K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.55K- 3.96% |
$43.5K - $52.7K
|
61.7K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.05K- 3.68% |
$120K - $146K
|
185K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.1K- 0.37% |
$189K - $229K
|
2.97M
$54.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.5K- 20.37% |
$214K - $259K
|
48.9K
$890K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.7K- 54.59% |
$217K - $263K
|
10.6K
$193K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.8K- 29.07% |
$337K - $409K
|
48.2K
$878K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-21.3K- 29.87% |
$364K - $442K
|
50.1K
$912K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-29.8K- 11.4% |
$509K - $617K
|
232K
$4.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-32K- 22.27% |
$547K - $663K
|
112K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-56.9K- 13.43% |
$972K - $1.18M
|
367K
$6.68M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-60.4K- 17.35% |
$1.03M - $1.25M
|
288K
$5.25M
|