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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.51K- 34.54% |
$40.7K - $45.8K
|
4.75K
$75K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2.48KNew |
$40.3K - $45.3K
|
2.48K
$39.1K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
788+ 7.2% |
$12.8K - $14.4K
|
11.7K
$185K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
25.1KNew |
$408K - $459K
|
25.1K
$396K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 25.0% |
$64.9 - $73.1
|
20
$315
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.46K+ 192.78% |
$39.9K - $44.9K
|
3.73K
$58.9K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.9K+ 24.45% |
$1.12M - $1.26M
|
351K
$5.53M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.94K+ 14.87% |
$113K - $127K
|
53.6K
$846K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
179+ 0.75% |
$2.91K - $3.27K
|
24.1K
$380K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-355- 0.75% |
$5.76K - $6.49K
|
46.8K
$738K
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-24K- 42.97% |
$389K - $438K
|
31.8K
$502K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3K+ 32.97% |
$48.7K - $54.8K
|
12.1K
$191K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17.4K+ 50.31% |
$283K - $319K
|
52.1K
$822K
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
37.9K+ 26.17% |
$614K - $692K
|
183K
$2.88M
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
66+ 3.64% |
$1.07K - $1.21K
|
1.88K
$29.6K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.19K- 8.87% |
$51.7K - $58.2K
|
32.8K
$517K
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
25.6K+ 69.61% |
$416K - $468K
|
62.4K
$984K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
37+ 3.62% |
$601 - $676
|
1.06K
$16.7K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
180+ 0.62% |
$2.92K - $3.29K
|
29K
$458K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.38K+ 49.15% |
$87.3K - $98.3K
|
16.3K
$257K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.08K- 98.44% |
$17.5K - $19.7K
|
17
$268
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
24.6KNew |
$399K - $449K
|
24.6K
$388K
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
78.8K+ 8.47% |
$1.28M - $1.44M
|
1.01M
$15.9M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.2KNew |
$426K - $480K
|
26.2K
$414K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-111- 0.68% |
$1.8K - $2.03K
|
16.3K
$256K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1K+ 18.61% |
$213K - $240K
|
83.8K
$1.32M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-31.3K- 17.94% |
$507K - $571K
|
143K
$2.26M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
384+ 0.7% |
$6.23K - $7.02K
|
54.9K
$866K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.6KNew |
$189K - $213K
|
11.6K
$184K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-346Closed |
$5.62K - $6.32K
|
0
$0
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.1KNew |
$213K - $240K
|
13.1K
$207K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.22K+ 30.53% |
$52.2K - $58.7K
|
13.7K
$217K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
194+ 3.67% |
$3.15K - $3.54K
|
5.48K
$86.5K
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
3.94KNew |
$63.9K - $72K
|
3.94K
$62.1K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
12New |
$195 - $219
|
12
$189
|
|
Q4 2024 | |||||||
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
2.36K+ 1.96% |
$37.9K - $44.2K
|
123K
$1.94M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.54K+ 3.51% |
$72.7K - $85K
|
134K
$2.11M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
433New |
$6.94K - $8.11K
|
433
$6.83K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-713- 1.75% |
$11.4K - $13.4K
|
40K
$631K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.4KNew |
$215K - $251K
|
13.4K
$211K
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-1K- 4.88% |
$16K - $18.7K
|
19.5K
$308K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.15KNew |
$18.4K - $21.5K
|
1.15K
$18.1K
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-29.9K- 40.32% |
$479K - $560K
|
44.2K
$698K
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
32.5KNew |
$522K - $609K
|
32.5K
$513K
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-165K- 62.06% |
$2.65M - $3.1M
|
101K
$1.59M
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
61.2KNew |
$981K - $1.15M
|
61.2K
$965K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.53KNew |
$121K - $141K
|
7.53K
$119K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
864New |
$13.8K - $16.2K
|
864
$13.6K
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
29.7KNew |
$477K - $557K
|
29.7K
$469K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13New |
$208 - $243
|
13
$205
|