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 |
|---|---|---|---|---|---|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
1,000
shares
|
$17,690
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
922
shares
|
$16,310
0.01% of portfolio
|
Q2 2023
Added 2.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
590
shares
|
$10,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
535
shares
|
$9,464
0.0% of portfolio
|
Q1 2023
Reduced 15.75%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
437
shares
|
$7,730
0.0% of portfolio
|
Q2 2024
Reduced 27.89%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
416
shares
|
$7,359
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
395
shares
|
$6,987
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
380
shares
|
$6,722
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
359
shares
|
$6,350
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
335
shares
|
$5,926
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
329
shares
|
$5,820
0.0% of portfolio
|
Q2 2024
Added 2.81%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
310
shares
|
$5,483
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
245
shares
|
$4,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
237
shares
|
$4,192
0.0% of portfolio
|
Q2 2024
Reduced 92.47%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
200
shares
|
$3,538
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
198
shares
|
$3,502
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
71
shares
|
$1,255
0.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
53
shares
|
$937
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
46
shares
|
$813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
31
shares
|
$548
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
24
shares
|
$424
0.0% of portfolio
|
Q3 2024
Reduced 96.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
16
shares
|
$283
0.0% of portfolio
|
Q1 2024
Reduced 30.43%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
13
shares
|
$229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
4
shares
|
$70
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
4
shares
|
$70
0.0% of portfolio
|
Q1 2024
New holding
|