Latest Institutional Purchases of Tekla Healthcare Investors (HQH)
This list provides information on the latest institutional transactions involving Tekla Healthcare Investors (HQH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$226 - $256
|
13
$214
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
4New |
$69.6 - $78.7
|
4
$65.8
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 2.9% |
$34.8 - $39.3
|
71
$1.17K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
47K+ 77.59% |
$742K - $826K
|
108K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
13.4KNew |
$211K - $235K
|
13.4K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$78.9K - $87.9K
|
5K
$82.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 285.71% |
$15.8K - $17.6K
|
1.35K
$22.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
501New |
$7.91K - $8.81K
|
501
$8.25K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
310New |
$4.89K - $5.45K
|
310
$5.1K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
200New |
$3.16K - $3.52K
|
200
$3.29K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$3.16K - $3.52K
|
200
$3.29K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
77+ 0.45% |
$1.22K - $1.35K
|
17.3K
$285K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
117KNew |
$1.93M - $2.04M
|
117K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.1KNew |
$331K - $351K
|
20.1K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.77K+ 16.94% |
$128K - $136K
|
53.6K
$883K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3K+ 5.07% |
$49.3K - $52.2K
|
62.1K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.03K+ 2.33% |
$17K - $18K
|
45.3K
$746K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
768New |
$12.6K - $13.4K
|
768
$12.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
416New |
$6.85K - $7.26K
|
416
$6.85K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
395New |
$6.5K - $6.89K
|
395
$6.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
270+ 2.38% |
$4.44K - $4.71K
|
11.6K
$191K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
56New |
$922 - $977
|
56
$922
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7New |
$115 - $122
|
7
$115
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4New |
$65.8 - $69.8
|
4
$65.8
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
25.3KNew |
$362K - $419K
|
25.3K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
22K+ 7.99% |
$315K - $365K
|
297K
$4.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.61K+ 32.52% |
$51.7K - $59.8K
|
14.7K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.5KNew |
$50.1K - $57.9K
|
3.5K
$57.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.93K+ 20.13% |
$41.9K - $48.5K
|
17.5K
$288K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.63KNew |
$23.3K - $27K
|
1.63K
$26.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.23KNew |
$17.6K - $20.3K
|
1.23K
$20.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
51+ 0.33% |
$730 - $845
|
15.3K
$252K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4New |
$57.3 - $66.3
|
4
$65.8
|
|
| Q3 2023 | |||||||
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.7KNew |
$182K - $205K
|
11.7K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
994+ 8.83% |
$15.4K - $17.4K
|
12.3K
$202K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 1.94% |
$388 - $437
|
1.31K
$21.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
85.6KNew |
$1.41M - $1.53M
|
85.6K
$1.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
724New |
$12K - $13K
|
724
$11.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
20+ 2.22% |
$330 - $358
|
922
$15.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12+ 2.13% |
$198 - $215
|
575
$9.46K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8New |
$132 - $143
|
8
$132
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.3KNew |
$208K - $235K
|
12.3K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.34KNew |
$107K - $121K
|
6.34K
$104K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.9KNew |
$32K - $36.1K
|
1.9K
$31.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1KNew |
$16.9K - $19K
|
1K
$16.5K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
794+ 7.83% |
$13.4K - $15.1K
|
10.9K
$180K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
36+ 2.49% |
$607 - $685
|
1.48K
$24.4K
|
|