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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,754
shares
|
$74,970
0.0% of portfolio
|
Q1 2025
Reduced 34.54%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
4,397
shares
|
$69,340
0.0% of portfolio
|
Q3 2022
Added 2.26%
|
|
|
Nexus Investment Management Ulc
|
Apr 07, 2025 Q1 2025 |
3,940
shares
|
$62,133
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,733
shares
|
$58,869
0.0% of portfolio
|
Q1 2025
Added 192.78%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
3,271
shares
|
$51,583
0.01% of portfolio
|
Q2 2025
Reduced 43.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,242
shares
|
$51,126
0.0% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,086
shares
|
$48,666
0.0% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,039
shares
|
$47,925
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
3,000
shares
|
$47,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,674
shares
|
$42,168
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
2,480
shares
|
$39,109
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,241
shares
|
$35,340
0.0% of portfolio
|
Q2 2020
Added 47.83%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,024
shares
|
$31,918
0.0% of portfolio
|
Q1 2023
Reduced 7.96%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,024
shares
|
$31,918
0.0% of portfolio
|
Q1 2023
Reduced 7.96%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,900
shares
|
$29,963
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,880
shares
|
$29,647
0.02% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,656
shares
|
$26,115
0.01% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,350
shares
|
$21,289
0.01% of portfolio
|
Q2 2024
Added 285.71%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,228
shares
|
$19,365
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
1,082
shares
|
$17,063
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,058
shares
|
$16,684
0.0% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,000
shares
|
$15,770
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
968
shares
|
$15,265
0.0% of portfolio
|
Q1 2025
Reduced 61.22%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
922
shares
|
$14,539
0.01% of portfolio
|
Q2 2023
Added 2.22%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
887
shares
|
$13,987
0.0% of portfolio
|
Q2 2025
New holding
|