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 |
---|---|---|---|---|---|---|---|
Feb 16, 2021
Q4 2020
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-11.4KClosed |
$226K - $273K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.15KClosed |
$81.9K - $98.9K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.2KClosed |
$220K - $266K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-171Closed |
$3.37K - $4.07K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-26.3KClosed |
$519K - $627K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-18.5KClosed |
$365K - $441K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11KClosed |
$216K - $245K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-1.79KClosed |
$35.2K - $39.9K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-115Closed |
$2.27K - $2.57K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
North Star Asset Management Inc
|
SELL
|
- |
-9.54KClosed |
$188K - $213K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.83KClosed |
$55.7K - $63.1K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-250Closed |
$4.93K - $5.58K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
837+ 47.83% |
$14.2K - $18.1K
|
2.59K
$42.9K
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-1.36KClosed |
$23.1K - $29.4K
|
0
$0
|
|
Jan 19, 2021
Q2 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
92+ 4.24% |
$1.56K - $1.99K
|
2.26K
$37.5K
|
|
Aug 12, 2020
Q2 2020
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-18.4KClosed |
$312K - $397K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-20.8KClosed |
$353K - $449K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-17.4KClosed |
$295K - $376K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Rb Capital Management, LLC
|
SELL
|
- |
-12.5KClosed |
$213K - $271K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-28.4KClosed |
$420K - $616K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.55K+ 8.27% |
$22.9K - $33.6K
|
20.3K
$337K
|
|
May 11, 2020
Q1 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$155K - $227K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-400Closed |
$5.91K - $8.66K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Davenport & CO LLC
|
SELL
|
- |
-9.75KClosed |
$144K - $211K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.6KClosed |
$23.6K - $34.7K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 28, 2020
Q4 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100Closed |
$1.79K - $2.14K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-157Closed |
$2.8K - $3.35K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-10.8KClosed |
$196K - $219K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-29Closed |
$529 - $590
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-4.5KClosed |
$82.1K - $91.5K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-53Closed |
$967 - $1.08K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
Horan Securities, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.67KNew |
$48.8K - $54.4K
|
2.67K
$44.4K
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-12.4KClosed |
$234K - $258K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.6KClosed |
$86.7K - $95.6K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-34.5KClosed |
$651K - $718K
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-888Closed |
$16.7K - $18.5K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-234Closed |
$4.41K - $4.86K
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-616Closed |
$11.6K - $12.8K
|
0
$0
|
|
Q1 2019 | |||||||
May 28, 2020
Q1 2019
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.7KClosed |
$197K - $227K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-41.6KClosed |
$765K - $881K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.28KClosed |
$23.6K - $27.1K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15.3KClosed |
$281K - $323K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.12KClosed |
$20.6K - $23.7K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Citizens Financial Group Inc
|
SELL
|
- |
-400Closed |
$7.36K - $8.46K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 15, 2019
Q4 2018
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-5Closed |
$82.9 - $116
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
127KNew |
$2.11M - $2.94M
|
127K
$2.11M
|
|
Feb 14, 2019
Q4 2018
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-58.4KClosed |
$968K - $1.35M
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-90Closed |
$1.49K - $2.08K
|
0
$0
|