Rmr Wealth Builders Tekla Healthcare Investors Transaction History

Rmr Wealth Builders

$958 Million
Q4 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$23.09 - $25.91 $83,978 - $94,234	-3,637 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$22.8 - $25.84 $62,221 - $70,517	2,729 Added 300.55%	3,637 $89,000
Q4 2020 Feb 26, 2021	BUY	$19.72 - $23.83 $17,905 - $21,637	908 New	908 $22,000
Q3 2020 Nov 13, 2020	SELL	$19.71 - $22.33 $22,410 - $25,389	-1,137 Closed	0 $0
Q2 2020 Aug 19, 2020	SELL	$16.98 - $21.6 $4,669 - $5,940	-275 Reduced 19.48%	1,137 $24,000
Q4 2019 Mar 03, 2020	BUY	$17.86 - $21.36 $25,218 - $30,160	1,412 New	1,412 $29,000

Others Institutions Holding HQH

# of Institutions

127

Shares Held

12.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.35M
Shares

$55.5 Million
0.0% of portfolio
Saba Capital Management, L.P. New York, NY

2.87M
Shares

$47.7 Million
1.14% of portfolio
Penserra Capital Management LLC Orinda, CA

867K
Shares

$14.4 Million
0.35% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

435K
Shares

$7.22 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

431K
Shares

$7.15 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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