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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
25,222
shares
|
$397,750
0.0% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
25,141
shares
|
$396,473
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
24,733
shares
|
$390,039
0.3% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
24,591
shares
|
$387,800
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
24,117
shares
|
$380,325
0.01% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
23,647
shares
|
$372,913
0.11% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
22,668
shares
|
$357,474
0.02% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
21,900
shares
|
$345,363
0.09% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
16,762
shares
|
$264,336
0.0% of portfolio
|
Q1 2025
Reduced 44.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
16,345
shares
|
$257,760
0.0% of portfolio
|
Q1 2025
Added 16.96%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
16,324
shares
|
$257,429
0.04% of portfolio
|
Q1 2025
Added 49.15%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
16,257
shares
|
$256,372
0.03% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,899
shares
|
$234,957
0.03% of portfolio
|
Q4 2022
Added 4.82%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
14,646
shares
|
$230,967
0.0% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
13,746
shares
|
$216,774
0.05% of portfolio
|
Q1 2025
Added 30.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,127
shares
|
$207,012
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
12,099
shares
|
$190,801
0.01% of portfolio
|
Q1 2025
Added 32.97%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,058
shares
|
$190,154
0.0% of portfolio
|
Q3 2023
Reduced 23.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
11,732
shares
|
$185,013
0.0% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
10,230
shares
|
$161,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,431
shares
|
$148,726
0.0% of portfolio
|
Q2 2024
Reduced 13.72%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,535
shares
|
$118,826
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,694
shares
|
$89,794
0.0% of portfolio
|
Q1 2025
Added 47.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
5,483
shares
|
$86,466
0.01% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,000
shares
|
$78,850
0.0% of portfolio
|
Q2 2024
New holding
|