Purchases and Sales Made in Q1 2023 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q1 2023. The information is specifically focused on institutions that hold shares of TEKLA HEALTHCARE INVESTORS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
69.6K+ 107.8% |
$1.17M - $1.32M
|
134K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
52.9K+ 1.7% |
$893K - $1.01M
|
3.17M
$54.6M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
45.5K+ 83.84% |
$767K - $865K
|
99.8K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28K+ 17.6% |
$472K - $533K
|
187K
$3.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
22KNew |
$370K - $418K
|
22K
$378K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 118.5% |
$347K - $391K
|
37.9K
$653K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
20.4KNew |
$344K - $388K
|
20.4K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
19K+ 63.1% |
$321K - $362K
|
49.2K
$847K
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.7KNew |
$316K - $356K
|
18.7K
$323K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
18.1KNew |
$306K - $345K
|
18.1K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.8K+ 57.01% |
$283K - $320K
|
46.3K
$796K
|
|
|
May 12, 2023
Q1 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
16.6KNew |
$280K - $316K
|
16.6K
$286K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.4KNew |
$242K - $273K
|
14.4K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.1K+ 20.56% |
$238K - $269K
|
82.8K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13.3K+ 25.33% |
$224K - $252K
|
65.6K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.2K+ 72.63% |
$222K - $251K
|
31.3K
$539K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.1K+ 4.87% |
$221K - $250K
|
283K
$4.87M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.3KNew |
$208K - $235K
|
12.3K
$212K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.1KNew |
$187K - $211K
|
11.1K
$191K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.6KNew |
$179K - $202K
|
10.6K
$183K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.64K+ 2.97% |
$146K - $164K
|
299K
$5.15M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.73K+ 5.47% |
$130K - $147K
|
149K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.67K+ 141.63% |
$129K - $146K
|
13.1K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.34KNew |
$107K - $121K
|
6.34K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.02K+ 5.32% |
$102K - $115K
|
119K
$2.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.99K+ 30.31% |
$101K - $114K
|
25.7K
$443K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.61K+ 13.71% |
$94.6K - $107K
|
46.5K
$801K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.84K+ 3.13% |
$81.5K - $92K
|
159K
$2.74M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.37KNew |
$73.6K - $83.1K
|
4.37K
$75.2K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.5K+ 349600.0% |
$58.9K - $66.5K
|
3.5K
$60.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.28K+ 11.53% |
$55.4K - $62.4K
|
31.8K
$546K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.81KNew |
$47.3K - $53.4K
|
2.81K
$48.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.69K+ 4.23% |
$45.4K - $51.2K
|
66.2K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.5K+ 7.1% |
$42.2K - $47.6K
|
37.7K
$649K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.28K+ 9.56% |
$38.5K - $43.4K
|
26.2K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.21K+ 6.12% |
$37.2K - $42K
|
38.3K
$659K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.91K+ 8.31% |
$32.2K - $36.3K
|
24.9K
$429K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.9KNew |
$32K - $36.1K
|
1.9K
$32.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.76K+ 1.22% |
$29.7K - $33.5K
|
145K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.74K+ 8.09% |
$29.3K - $33.1K
|
23.2K
$400K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.72K+ 6.44% |
$29.1K - $32.8K
|
28.5K
$490K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.27K+ 18114.29% |
$21.4K - $24.1K
|
1.28K
$21.9K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.14K+ 43.15% |
$19.2K - $21.6K
|
3.77K
$64.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1KNew |
$16.9K - $19K
|
1K
$17.2K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
910+ 1.2% |
$15.3K - $17.3K
|
76.6K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
794+ 7.83% |
$13.4K - $15.1K
|
10.9K
$188K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
735+ 2.37% |
$12.4K - $14K
|
31.8K
$547K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
708+ 0.81% |
$11.9K - $13.5K
|
88.3K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
600+ 5.66% |
$10.1K - $11.4K
|
11.2K
$193K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
533+ 0.85% |
$8.99K - $10.1K
|
63.2K
$1.09M
|