Latest Institutional Transactions on Tekla Healthcare Investors (HQH)
This table provides information on the latest institutional transactions involving Tekla Healthcare Investors (HQH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
74+ 2.98% |
$1.05K - $1.21K
|
2.55K
$41.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-294- 7.88% |
$4.16K - $4.8K
|
3.44K
$55.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.51K+ 6.12% |
$21.3K - $24.6K
|
26.1K
$423K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
33KNew |
$467K - $539K
|
33K
$535K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-9.84K- 41.6% |
$139K - $161K
|
13.8K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.18KNew |
$87.3K - $101K
|
6.18K
$100K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.5K- 43.32% |
$35.4K - $40.8K
|
3.27K
$53.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$4.24K - $4.9K
|
300
$4.87K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
768+ 0.49% |
$10.9K - $12.5K
|
156K
$2.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
584New |
$8.26K - $9.53K
|
584
$9.47K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
56+ 3.5% |
$792 - $914
|
1.66K
$26.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
887New |
$12.5K - $14.5K
|
887
$14.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-12.3K- 21.49% |
$174K - $201K
|
45K
$730K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
520+ 205.53% |
$7.35K - $8.49K
|
773
$12.5K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.27K- 5.46% |
$17.9K - $20.6K
|
21.9K
$355K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
54.9KNew |
$891K - $1M
|
54.9K
$891K
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.02K+ 4.28% |
$16.5K - $18.5K
|
24.7K
$401K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 66.67% |
$1.01K - $1.13K
|
31
$503
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.08KNew |
$17.6K - $19.8K
|
1.08K
$17.6K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.1K+ 14.39% |
$228K - $257K
|
112K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.27K+ 3.04% |
$20.7K - $23.3K
|
43.2K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.18K- 2.35% |
$84K - $94.5K
|
215K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 4.95% |
$2.58M - $2.91M
|
3.38M
$54.8M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-75K- 49.35% |
$1.22M - $1.37M
|
77K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
95.4K+ 21.97% |
$1.55M - $1.74M
|
530K
$8.59M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-770K- 39.07% |
$12.5M - $14.1M
|
1.2M
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
56.6K+ 27.26% |
$919K - $1.03M
|
264K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.3K- 4.02% |
$37.3K - $42K
|
54.9K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.2KNew |
$166K - $187K
|
10.2K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$16.2 - $18.3
|
1
$16.2
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
31+ 0.41% |
$503 - $566
|
7.54K
$122K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-803- 19.85% |
$13K - $14.7K
|
3.24K
$52.6K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.99K+ 27.93% |
$113K - $128K
|
32K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.25K- 9.04% |
$36.5K - $41.1K
|
22.7K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35K+ 12.16% |
$568K - $639K
|
323K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.53K- 61.22% |
$24.8K - $27.9K
|
968
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.7K+ 2.08% |
$60.1K - $67.6K
|
181K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.2K+ 9.89% |
$117K - $132K
|
80K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.14K- 17.67% |
$51K - $57.4K
|
14.6K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.97K+ 26.99% |
$162K - $182K
|
46.9K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
9.4K+ 3.68% |
$152K - $172K
|
264K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.09K+ 4.92% |
$66.3K - $74.6K
|
87.1K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.83K+ 47.21% |
$29.6K - $33.4K
|
5.69K
$92.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.86K+ 12.81% |
$46.5K - $52.3K
|
25.2K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
252K+ 26.87% |
$4.09M - $4.6M
|
1.19M
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.8K- 10.51% |
$256K - $288K
|
134K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.37K+ 16.96% |
$38.5K - $43.3K
|
16.3K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
24+ 0.07% |
$390 - $438
|
34.7K
$563K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-89.6K- 65.46% |
$1.45M - $1.64M
|
47.3K
$767K
|
|