Purchases and Sales Made in Q4 2025 in Tekla Life Sciences Investors (HQL)
This table provides information about the institutional ownership of Tekla Life Sciences Investors (HQL) during Q4 2025. The information is specifically focused on institutions that hold shares of TEKLA LIFE SCIENCES INVESTORS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
48.3K+ 63.33% |
$751K - $853K
|
124K
$2.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.26K+ 1.75% |
$97.4K - $111K
|
363K
$6.05M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.07K+ 3.39% |
$78.9K - $89.6K
|
154K
$2.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
2.24K+ 3.03% |
$34.8K - $39.6K
|
76.1K
$1.27M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
453+ 4.2% |
$7.05K - $8.01K
|
11.3K
$187K
|
|
|
Jan 28, 2026
Q4 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
215+ 37.2% |
$3.35K - $3.8K
|
793
$13.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
65New |
$1.01K - $1.15K
|
65
$1.08K
|
|
|
Jan 23, 2026
Q4 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-23- 9.39% |
$358 - $407
|
222
$3.7K
|
|
|
Jan 28, 2026
Q4 2025
|
Pmg Family Office LLC
Plano, TX |
SELL
|
- |
-85- 0.38% |
$1.32K - $1.5K
|
22.6K
$375K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-350- 39.59% |
$5.45K - $6.19K
|
534
$8.89K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-850- 85.0% |
$13.2K - $15K
|
150
$2.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.06K- 2.15% |
$78.8K - $89.5K
|
230K
$3.84M
|
|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-82.4K- 41.65% |
$1.28M - $1.46M
|
115K
$1.92M
|
|