Purchases and Sales Made in Q4 2023 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1K+ 6.56% |
$14.3K - $16.6K
|
16.2K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
964+ 2.26% |
$13.8K - $16K
|
43.6K
$794K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
901New |
$12.9K - $14.9K
|
901
$16.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
623+ 2.44% |
$8.92K - $10.3K
|
26.1K
$476K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
400+ 2.92% |
$5.73K - $6.63K
|
14.1K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
313New |
$4.48K - $5.19K
|
313
$5.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
264+ 3.19% |
$3.78K - $4.37K
|
8.55K
$156K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
250+ 143.68% |
$3.58K - $4.14K
|
424
$7.73K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
85+ 0.5% |
$1.22K - $1.41K
|
17.2K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
51+ 0.33% |
$730 - $845
|
15.3K
$279K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31New |
$444 - $514
|
31
$565
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4New |
$57.3 - $66.3
|
4
$72.9
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.54% |
$14.3 - $16.6
|
66
$1.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 0.36% |
$143 - $166
|
2.78K
$50.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-150- 38.76% |
$2.15K - $2.49K
|
237
$4.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-200- 0.56% |
$2.86K - $3.31K
|
35.7K
$650K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-238- 1.93% |
$3.41K - $3.94K
|
12.1K
$220K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-380- 2.24% |
$5.44K - $6.3K
|
16.6K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-400- 29.48% |
$5.73K - $6.63K
|
957
$17.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-450- 2.01% |
$6.44K - $7.46K
|
21.9K
$400K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-474- 8.2% |
$6.79K - $7.85K
|
5.31K
$96.7K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-718- 3.57% |
$10.3K - $11.9K
|
19.4K
$353K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.42K- 8.86% |
$20.3K - $23.5K
|
14.6K
$266K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.68K- 8.36% |
$24.1K - $27.8K
|
18.4K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.49K- 21.99% |
$50K - $57.8K
|
12.4K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.67K- 24.91% |
$52.5K - $60.8K
|
11.1K
$201K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-3.89K- 22.97% |
$55.7K - $64.5K
|
13.1K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.01K- 15.74% |
$57.4K - $66.4K
|
21.5K
$391K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.09K- 15.37% |
$58.6K - $67.8K
|
22.5K
$410K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.33K- 2.53% |
$62K - $71.7K
|
167K
$3.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.41K- 5.24% |
$63.1K - $73K
|
79.7K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.45K- 3.15% |
$63.7K - $73.7K
|
137K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.14K- 2.77% |
$73.6K - $85.2K
|
180K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.46K- 5.61% |
$92.4K - $107K
|
109K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.47K- 11.22% |
$107K - $124K
|
59.1K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.74K- 5.26% |
$125K - $145K
|
157K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.13K- 11.56% |
$131K - $151K
|
69.8K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.5K- 50.16% |
$193K - $224K
|
13.4K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-13.6K- 19.21% |
$195K - $225K
|
57.2K
$1.04M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-14.6K- 7.28% |
$209K - $242K
|
186K
$3.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-21K- 59.77% |
$300K - $347K
|
14.1K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.8K- 90.28% |
$398K - $460K
|
2.99K
$54.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-39K- 39.17% |
$558K - $646K
|
60.6K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.9K- 19.57% |
$571K - $660K
|
164K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-45.6K- 79.18% |
$653K - $756K
|
12K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-53.5K- 28.17% |
$766K - $887K
|
136K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-107K- 41.81% |
$1.54M - $1.78M
|
149K
$2.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-111K- 31.21% |
$1.59M - $1.84M
|
244K
$4.45M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150K- 4.74% |
$2.15M - $2.49M
|
3.02M
$55.1M
|