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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
945+ 55.98% |
$16.4K - $18.6K
|
2.63K
$43.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-410- 3.87% |
$7.13K - $8.06K
|
10.2K
$169K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-710- 4.2% |
$12.4K - $14K
|
16.2K
$269K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
47.5K+ 36.47% |
$827K - $935K
|
178K
$2.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.6K+ 16.06% |
$411K - $464K
|
171K
$2.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
21.5K+ 759.61% |
$375K - $424K
|
24.4K
$405K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19K+ 26.95% |
$331K - $374K
|
89.5K
$1.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
380New |
$6.61K - $7.47K
|
380
$6.31K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
46New |
$800 - $905
|
46
$764
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10KNew |
$175K - $197K
|
10K
$167K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.77K- 7.44% |
$30.7K - $34.7K
|
21.9K
$364K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
754+ 3.09% |
$13.1K - $14.8K
|
25.1K
$417K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-246- 0.69% |
$4.28K - $4.84K
|
35.2K
$584K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
53New |
$922 - $1.04K
|
53
$880
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-243- 1.48% |
$4.23K - $4.78K
|
16.2K
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
337+ 3.27% |
$5.86K - $6.63K
|
10.6K
$177K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.87K+ 1.43% |
$50K - $56.5K
|
204K
$3.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.02K- 1.28% |
$35.1K - $39.7K
|
156K
$2.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
30+ 3.03% |
$522 - $590
|
1.02K
$16.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.4K+ 7.93% |
$41.8K - $47.2K
|
32.7K
$542K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-3.53K- 10.79% |
$61.4K - $69.5K
|
29.2K
$485K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.72K+ 2.47% |
$29.9K - $33.8K
|
71.2K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-897- 6.78% |
$15.6K - $17.6K
|
12.3K
$205K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-752- 96.91% |
$13.1K - $14.8K
|
24
$398
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
4New |
$69.6 - $78.7
|
4
$66.4
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.4KNew |
$337K - $381K
|
19.4K
$321K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.6KNew |
$637K - $720K
|
36.6K
$608K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.36K+ 3.62% |
$23.6K - $26.7K
|
38.8K
$644K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.04KNew |
$52.9K - $59.8K
|
3.04K
$50.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
33.3KNew |
$580K - $655K
|
33.3K
$553K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
158K+ 79.77% |
$2.74M - $3.1M
|
355K
$5.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-490- 8.48% |
$8.53K - $9.64K
|
5.29K
$87.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.41K+ 1.73% |
$24.5K - $27.7K
|
82.9K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
20.8K+ 94.66% |
$363K - $410K
|
42.9K
$712K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
177K+ 68.43% |
$3.07M - $3.48M
|
435K
$7.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$226 - $256
|
13
$216
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 2.9% |
$34.8 - $39.3
|
71
$1.18K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$188K - $212K
|
10.8K
$179K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
245New |
$4.26K - $4.82K
|
245
$4.07K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-217- 0.93% |
$3.78K - $4.27K
|
23.2K
$386K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
200New |
$3.16K - $3.52K
|
200
$3.32K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-252K- 67.4% |
$3.97M - $4.42M
|
122K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
47K+ 77.59% |
$742K - $826K
|
108K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$78.9K - $87.9K
|
5K
$83K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-87K- 51.86% |
$1.37M - $1.53M
|
80.8K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.5K- 13.72% |
$23.7K - $26.4K
|
9.43K
$157K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-52.3K- 62.59% |
$825K - $919K
|
31.2K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-123K- 33.25% |
$1.94M - $2.17M
|
247K
$4.1M
|
|