U.S. Capital Wealth Advisors, LLC Tekla Life Sciences Investors Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$15.35 - $19.29 $199,550 - $250,770	-13,000 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$18.5 - $21.59 $555 - $647	30 Added 0.23%	13,000 $250,000
Q3 2021 Nov 01, 2021	BUY	$20.27 - $22.67 $262,901 - $294,029	12,970 New	12,970 $270,000

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

$49 Million
1.1% of portfolio
Penserra Capital Management LLC Orinda, CA

776K
Shares

$11.1 Million
0.25% of portfolio
Morgan Stanley New York, NY

490K
Shares

$7 Million
0.0% of portfolio
Karpus Management, Inc. Pittsford, NY

469K
Shares

$6.7 Million
0.23% of portfolio
Sit Investment Associates Inc Minneapolis, MN

417K
Shares

$5.96 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 U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.