Plante Moran Financial Advisors, LLC Tekla Life Sciences Investors Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$15.35 - $19.29 $0 - $0	0 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$18.5 - $21.59 $40,348 - $47,087	-2,181 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$19.31 - $22.07 $42,115 - $48,134	2,181 New	2,181 $43,000
Q1 2020 May 07, 2020	SELL	$12.22 - $17.99 $611 - $899	-50 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$14.63 - $17.84 $10,972 - $13,380	-750 Reduced 93.75%	50 $1,000
Q4 2018 Jan 29, 2019	BUY	$13.99 - $20.35 $11,192 - $16,280	800 New	800 $12,000
Q2 2018 Jul 26, 2018	SELL	$18.13 - $19.4 $30,277 - $32,397	-1,670 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	$20.12 - $21.88 $33,600 - $36,539	1,670	1,670 $36,000

Others Institutions Holding HQL

# of Institutions

75

Shares Held

9.29M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

3.43M
Shares

$47.3 Million
1.1% of portfolio
Penserra Capital Management LLC Orinda, CA

776K
Shares

$10.7 Million
0.25% of portfolio
Morgan Stanley New York, NY

490K
Shares

$6.75 Million
0.0% of portfolio
Karpus Management, Inc. Pittsford, NY

469K
Shares

$6.46 Million
0.23% of portfolio
Sit Investment Associates Inc Minneapolis, MN

417K
Shares

$5.75 Million
0.14% of portfolio

About TEKLA LIFE SCIENCES INVESTORS

Ticker HQL
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Tekla Life Sciences 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 life sciences sector, including the biotechnology, pharmaceutical, diagnostics, managed healthcare, medical...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.