Creative Planning Tekla Healthcare Investors Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 18, 2018	SELL	$21.28 - $24.62 $500,314 - $578,840	-23,511 Closed	0 $0
Q4 2017 Jan 17, 2018	SELL	$21.77 - $25.76 $4,245 - $5,023	-195 Reduced 0.82%	23,511 $530,000
Q3 2017 Oct 17, 2017	BUY	$23.83 - $25.73 $564,913 - $609,955	23,706	23,706 $598,000

Others Institutions Holding HQH

# of Institutions

129

Shares Held

12.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.35M
Shares

$58 Million
0.0% of portfolio
Saba Capital Management, L.P. New York, NY

2.87M
Shares

$49.8 Million
1.14% of portfolio
Penserra Capital Management LLC Orinda, CA

867K
Shares

$15 Million
0.35% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

435K
Shares

$7.54 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

431K
Shares

$7.47 Million
0.0% of portfolio

About TEKLA HEALTHCARE INVESTORS

Ticker HQH
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Tekla Healthcare Investors is a closed-ended equity mutual fund launched and managed by Tekla Capital Management LLC. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the healthcare sector, including the biotechnology, medical devices, and pharmaceuticals industries. The fund prim...

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