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 129 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 $224 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,075
shares
|
$178,226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
10,032
shares
|
$177,466
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,431
shares
|
$166,834
0.0% of portfolio
|
Q2 2024
Reduced 13.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,877
shares
|
$157,034
0.0% of portfolio
|
Q3 2024
Added 633.64%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,399
shares
|
$113,198
0.0% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
5,837
shares
|
$103,256
0.02% of portfolio
|
Q4 2022
Reduced 10.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
5,289
shares
|
$93,562
0.01% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,000
shares
|
$88,450
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
4,397
shares
|
$77,782
0.0% of portfolio
|
Q3 2022
Added 2.26%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,538
shares
|
$62,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,128
shares
|
$55,334
0.0% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,086
shares
|
$54,591
0.01% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,039
shares
|
$53,759
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
2,674
shares
|
$47,303
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,633
shares
|
$46,577
0.0% of portfolio
|
Q3 2024
Added 55.98%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
2,496
shares
|
$44,154
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,241
shares
|
$39,643
0.0% of portfolio
|
Q2 2020
Added 47.83%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,024
shares
|
$35,804
0.0% of portfolio
|
Q1 2023
Reduced 7.96%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,024
shares
|
$35,804
0.0% of portfolio
|
Q1 2023
Reduced 7.96%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,900
shares
|
$33,611
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
1,600
shares
|
$28,304
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,350
shares
|
$23,881
0.01% of portfolio
|
Q2 2024
Added 285.71%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,275
shares
|
$22,554
0.0% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,228
shares
|
$21,723
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,021
shares
|
$18,061
0.0% of portfolio
|
Q3 2024
Added 3.03%
|