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 125 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $201 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
76,958
shares
|
$1.21 Million
0.68% of portfolio
|
Q1 2025
Reduced 49.35%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
62,415
shares
|
$984,284
0.11% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
62,394
shares
|
$983,953
0.27% of portfolio
|
Q1 2025
Added 69.61%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
62,118
shares
|
$979,600
0.25% of portfolio
|
Q1 2024
Added 5.07%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
54,915
shares
|
$866,009
0.03% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
54,900
shares
|
$865,773
0.54% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
54,129
shares
|
$853,614
0.01% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
53,638
shares
|
$845,871
0.0% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
52,130
shares
|
$822,090
0.01% of portfolio
|
Q1 2025
Added 50.31%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
47,265
shares
|
$745,369
0.02% of portfolio
|
Q1 2025
Reduced 65.46%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
46,902
shares
|
$739,644
0.01% of portfolio
|
Q1 2025
Added 26.99%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
46,784
shares
|
$737,783
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
46,400
shares
|
$731,728
0.0% of portfolio
|
Q1 2025
Added 54.75%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
44,999
shares
|
$709,634
0.23% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
43,233
shares
|
$681,784
0.0% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
42,867
shares
|
$676,012
0.7% of portfolio
|
Q3 2024
Added 94.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
39,987
shares
|
$630,594
0.02% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
38,308
shares
|
$604,117
0.04% of portfolio
|
Q4 2024
Reduced 40.04%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
37,878
shares
|
$597,336
0.27% of portfolio
|
Q4 2022
Reduced 94.44%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
34,688
shares
|
$547,029
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
32,755
shares
|
$516,546
0.11% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
32,000
shares
|
$504,640
0.0% of portfolio
|
Q1 2025
Added 27.93%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
31,816
shares
|
$501,738
0.02% of portfolio
|
Q1 2025
Reduced 42.97%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
29,029
shares
|
$457,787
0.01% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
26,249
shares
|
$413,946
0.0% of portfolio
|
Q1 2025
New holding
|