Purchases and Sales Made in Q4 2024 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q4 2024. 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 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
346New |
$5.55K - $6.48K
|
346
$6.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
312+ 2.93% |
$5K - $5.84K
|
10.9K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
300New |
$4.81K - $5.62K
|
300
$5.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 1.24% |
$3.21K - $3.75K
|
16.4K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
175+ 48.75% |
$2.81K - $3.28K
|
534
$9.73K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
99New |
$1.59K - $1.85K
|
99
$1.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13New |
$208 - $243
|
13
$237
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8+ 3.27% |
$128 - $150
|
253
$4.61K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8+ 0.07% |
$128 - $150
|
10.9K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-117- 0.28% |
$1.88K - $2.19K
|
42K
$764K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-346- 1.19% |
$5.55K - $6.48K
|
28.8K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-500- 1.42% |
$8.02K - $9.37K
|
34.7K
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-540- 0.76% |
$8.66K - $10.1K
|
70.6K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-634- 2.58% |
$10.2K - $11.9K
|
23.9K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-1K- 4.88% |
$16K - $18.7K
|
19.5K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.71K- 13.31% |
$27.4K - $32K
|
11.1K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.77K- 7.04% |
$28.3K - $33.1K
|
23.4K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 14.6% |
$28.9K - $33.7K
|
10.5K
$192K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.18K- 2.05% |
$51K - $59.6K
|
152K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.61K- 3.2% |
$57.8K - $67.6K
|
109K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.12K- 10.62% |
$66.1K - $77.2K
|
34.7K
$632K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.79K- 8.13% |
$76.8K - $89.8K
|
54.1K
$986K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.01K- 56.43% |
$80.3K - $93.8K
|
3.87K
$70.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-6.69K- 23.29% |
$107K - $125K
|
22K
$402K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.6K- 90.15% |
$234K - $273K
|
1.6K
$29.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-25.6K- 40.04% |
$410K - $479K
|
38.3K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-29.9K- 40.32% |
$479K - $560K
|
44.2K
$806K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-51.9K- 25.46% |
$832K - $972K
|
152K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-128K- 3.83% |
$2.06M - $2.4M
|
3.22M
$58.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-135K- 74.31% |
$2.17M - $2.53M
|
46.7K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-165K- 62.06% |
$2.65M - $3.1M
|
101K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-900K- 31.35% |
$14.4M - $16.9M
|
1.97M
$35.9M
|