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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
773
shares
|
$12,190
0.0% of portfolio
|
Q2 2025
Added 205.53%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
584
shares
|
$9,209
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
535
shares
|
$8,436
0.0% of portfolio
|
Q1 2023
Reduced 15.75%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
395
shares
|
$6,229
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
380
shares
|
$5,992
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
364
shares
|
$5,740
0.0% of portfolio
|
Q1 2025
Reduced 31.84%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
310
shares
|
$4,888
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
300
shares
|
$4,731
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
237
shares
|
$3,737
0.0% of portfolio
|
Q2 2024
Reduced 92.47%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
198
shares
|
$3,122
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
71
shares
|
$1,119
0.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
54
shares
|
$851
0.0% of portfolio
|
Q1 2025
Reduced 96.62%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
31
shares
|
$488
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
24
shares
|
$378
0.0% of portfolio
|
Q3 2024
Reduced 96.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
20
shares
|
$315
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
17
shares
|
$268
0.0% of portfolio
|
Q1 2025
Reduced 98.44%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
13
shares
|
$205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
13
shares
|
$205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
12
shares
|
$189
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4
shares
|
$63
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3
shares
|
$47
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|