Horst & Graben Wealth Management LLC Tekla Healthcare Investors Transaction History

Horst & Graben Wealth Management LLC

$536 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	BUY	$16.46 - $17.44 $4,444 - $4,708	270 Added 2.38%	11,632 $196,000
Q2 2023 Jul 25, 2023	BUY	$16.52 - $17.9 $4,212 - $4,564	255 Added 2.3%	11,362 $193,000
Q1 2023 Apr 28, 2023	BUY	$16.86 - $19.02 $187,264 - $211,255	11,107 New	11,107 $196,000
Q3 2022 Oct 24, 2022	BUY	$17.08 - $20.71 $4,013 - $4,866	235 Added 2.26%	10,618 $183,000
Q2 2022 Aug 01, 2022	BUY	$17.53 - $21.84 $4,294 - $5,350	245 Added 2.42%	10,383 $194,000
Q1 2022 Apr 27, 2022	BUY	$18.93 - $24.02 $4,448 - $5,644	235 Added 2.37%	10,138 $211,000
Q4 2021 Jan 20, 2022	BUY	$22.75 - $26.5 $4,663 - $5,432	205 Added 2.11%	9,903 $235,000
Q3 2021 Nov 02, 2021	BUY	$25.11 - $27.93 $2,586 - $2,876	103 Added 1.07%	9,698 $248,000
Q2 2021 Jul 20, 2021	BUY	$23.09 - $25.91 $2,332 - $2,616	101 Added 1.06%	9,595 $247,000
Q1 2021 Apr 20, 2021	BUY	$22.8 - $25.84 $2,667 - $3,023	117 Added 1.25%	9,494 $232,000
Q4 2020 Jan 12, 2021	BUY	$19.72 - $23.83 $184,914 - $223,453	9,377 New	9,377 $223,000

Others Institutions Holding HQH

# of Institutions

127

Shares Held

12.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.35M
Shares

$57.7 Million
0.0% of portfolio
Saba Capital Management, L.P. New York, NY

2.87M
Shares

$49.5 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

$7.5 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

431K
Shares

$7.43 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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