Purchases and Sales Made in Q3 2025 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
416K+ 10.97% |
$6.47M - $7.67M
|
4.2M
$78.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
160K+ 15.36% |
$2.49M - $2.95M
|
1.2M
$22.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
94.6KNew |
$1.47M - $1.75M
|
94.6K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.9K+ 18.69% |
$1.01M - $1.2M
|
412K
$7.71M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57.5K+ 130.2% |
$895K - $1.06M
|
102K
$1.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
49.8KNew |
$775K - $919K
|
49.8K
$932K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
45.7K+ 40.39% |
$712K - $844K
|
159K
$2.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
35.3K+ 34.08% |
$550K - $652K
|
139K
$2.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
25.8KNew |
$402K - $477K
|
25.8K
$483K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.3KNew |
$316K - $374K
|
20.3K
$379K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
19.3K+ 26.0% |
$300K - $356K
|
93.5K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
14K+ 7.01% |
$218K - $259K
|
214K
$4.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13.6K+ 13.13% |
$212K - $251K
|
117K
$2.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.7KNew |
$197K - $234K
|
12.7K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 3.14% |
$192K - $228K
|
405K
$7.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
11.7K+ 3.32% |
$182K - $215K
|
363K
$6.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.1KNew |
$157K - $186K
|
10.1K
$189K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.63KNew |
$150K - $178K
|
9.63K
$180K
|
|
|
Nov 13, 2025
Q3 2025
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
8.75K+ 3.09% |
$136K - $162K
|
292K
$5.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.09K+ 36.98% |
$126K - $149K
|
30K
$561K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.25KNew |
$81.8K - $96.9K
|
5.25K
$98.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.44K+ 5.05% |
$69.1K - $81.9K
|
92.3K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.16K+ 3.3% |
$64.8K - $76.7K
|
130K
$2.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.72K+ 3.55% |
$57.9K - $68.6K
|
109K
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.26K+ 26.04% |
$50.8K - $60.2K
|
15.8K
$295K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.01K+ 1.93% |
$46.9K - $55.6K
|
159K
$2.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.56K+ 47.29% |
$39.9K - $47.3K
|
7.98K
$149K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.1KNew |
$32.7K - $38.7K
|
2.1K
$39.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2K+ 7.4% |
$31.2K - $36.9K
|
29K
$543K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.87K+ 2.37% |
$29.1K - $34.5K
|
80.7K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.72K+ 6.59% |
$26.8K - $31.8K
|
27.8K
$521K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.66K+ 7.12% |
$25.8K - $30.6K
|
24.9K
$467K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
1.63KNew |
$25.3K - $30K
|
1.63K
$30.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.44K+ 3.21% |
$22.5K - $26.6K
|
46.4K
$869K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.08KNew |
$16.9K - $20K
|
1.08K
$20.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.01K+ 6.04% |
$15.7K - $18.6K
|
17.7K
$330K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1KNew |
$15.6K - $18.5K
|
1K
$18.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$15.6K - $18.5K
|
1K
$18.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
862+ 3.71% |
$13.4K - $15.9K
|
24.1K
$451K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
815+ 1.73% |
$12.7K - $15K
|
47.9K
$897K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
699+ 69900.0% |
$10.9K - $12.9K
|
700
$13.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
600New |
$9.35K - $11.1K
|
600
$11.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
568+ 189.33% |
$8.85K - $10.5K
|
868
$16.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
500New |
$7.79K - $9.23K
|
500
$9.36K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
470New |
$7.32K - $8.68K
|
470
$8.8K
|
|
|
Nov 14, 2025
Q3 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
430+ 0.69% |
$6.7K - $7.94K
|
62.8K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
416New |
$6.48K - $7.68K
|
416
$7.79K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
404+ 83.99% |
$6.29K - $7.46K
|
885
$16.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
390+ 3.34% |
$6.08K - $7.2K
|
12.1K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
377+ 3.11% |
$5.87K - $6.96K
|
12.5K
$234K
|
|