Institutional Ownership Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH). We have compiled data on the 127 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $225 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
67,969
shares
|
$1.2 Million
0.57% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
67,392
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,894
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
62,415
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
62,118
shares
|
$1.1 Million
0.25% of portfolio
|
Q1 2024
Added 5.07%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
57,200
shares
|
$1.01 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Nine Masts Capital LTD
|
Nov 12, 2024 Q3 2024 |
45,939
shares
|
$814,039
0.25% of portfolio
|
Q3 2024
Reduced 40.59%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
45,272
shares
|
$802,219
0.01% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
42,867
shares
|
$759,603
0.7% of portfolio
|
Q3 2024
Added 94.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
42,076
shares
|
$745,586
0.01% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
39,690
shares
|
$703,306
0.0% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
38,804
shares
|
$687,606
0.0% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
37,878
shares
|
$671,198
0.27% of portfolio
|
Q4 2022
Reduced 94.44%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
36,619
shares
|
$648,888
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
35,164
shares
|
$623,106
0.05% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
33,319
shares
|
$590,412
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
32,668
shares
|
$578,876
0.12% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
32,621
shares
|
$578,044
0.0% of portfolio
|
Q3 2024
Reduced 26.51%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
31,187
shares
|
$552,633
0.06% of portfolio
|
Q3 2024
Reduced 48.49%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
29,195
shares
|
$517,335
0.01% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
28,733
shares
|
$509,148
0.14% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
28,099
shares
|
$497,914
0.0% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
26,587
shares
|
$471,121
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
26,509
shares
|
$469,739
0.0% of portfolio
|
Q3 2024
Added 13.83%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
25,121
shares
|
$445,144
0.09% of portfolio
|
Q3 2024
Added 3.09%
|