Rise Advisors, LLC Tekla Healthcare Investors Transaction History

Rise Advisors, LLC

$207 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 05, 2023	BUY	$16.86 - $19.02 $505 - $570	30 Added 2.44%	1,259 $22,000
Q4 2022 Jan 06, 2023	BUY	$17.4 - $19.47 $434 - $486	25 Added 2.08%	1,229 $0
Q3 2022 Oct 11, 2022	BUY	$17.08 - $20.71 $461 - $559	27 Added 2.29%	1,204 $21,000
Q2 2022 Jul 28, 2022	BUY	$17.53 - $21.84 $490 - $611	28 Added 2.44%	1,177 $22,000
Q1 2022 Apr 22, 2022	BUY	$18.93 - $24.02 $492 - $624	26 Added 2.32%	1,149 $24,000
Q4 2021 Feb 24, 2022	BUY	$22.75 - $26.5 $25,548 - $29,759	1,123 New	1,123 $26.7 Million

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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