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 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
522+ 2.5% |
$8.8K - $9.93K
|
21.4K
$368K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
519+ 3.64% |
$8.75K - $9.87K
|
14.8K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
474+ 0.66% |
$7.99K - $9.02K
|
72.7K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
432+ 2.31% |
$7.28K - $8.22K
|
19.1K
$329K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
379+ 2.45% |
$6.39K - $7.21K
|
15.9K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
365+ 2.46% |
$6.15K - $6.94K
|
15.2K
$262K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
228+ 0.1% |
$3.84K - $4.34K
|
238K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
125+ 0.4% |
$2.11K - $2.38K
|
31.3K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
98+ 0.37% |
$1.65K - $1.86K
|
26.3K
$453K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
38+ 4.57% |
$641 - $723
|
869
$15K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
36+ 2.49% |
$607 - $685
|
1.48K
$25.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 2.44% |
$506 - $571
|
1.26K
$21.7K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 2.43% |
$506 - $571
|
1.27K
$21.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
23+ 1.85% |
$388 - $437
|
1.27K
$21.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
22+ 2.5% |
$371 - $418
|
902
$15.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
15+ 2.56% |
$253 - $285
|
602
$10.4K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 0.08% |
$219 - $247
|
17.3K
$298K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$219 - $247
|
13
$224
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
13+ 2.36% |
$219 - $247
|
563
$9.69K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 2.24% |
$84.3 - $95.1
|
228
$3.92K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2- 1.14% |
$33.7 - $38
|
174
$2.99K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 8.7% |
$101 - $114
|
63
$1.08K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-21- 0.19% |
$354 - $399
|
11.2K
$193K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-28- 0.11% |
$472 - $533
|
24.5K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-29- 0.11% |
$489 - $552
|
27.1K
$467K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-32- 10.0% |
$540 - $609
|
288
$4.96K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-100- 15.75% |
$1.69K - $1.9K
|
535
$9.21K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-175- 7.96% |
$2.95K - $3.33K
|
2.02K
$34.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-175- 7.96% |
$2.95K - $3.33K
|
2.02K
$34.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-200- 1.48% |
$3.37K - $3.8K
|
13.3K
$230K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-267- 0.57% |
$4.5K - $5.08K
|
46.5K
$801K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-357- 2.01% |
$6.02K - $6.79K
|
17.4K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-582- 5.23% |
$9.81K - $11.1K
|
10.5K
$181K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-640- 1.38% |
$10.8K - $12.2K
|
45.9K
$790K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-977- 4.66% |
$16.5K - $18.6K
|
20K
$344K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.09K- 7.1% |
$18.3K - $20.7K
|
14.2K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.39K- 0.88% |
$23.4K - $26.4K
|
157K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.56K- 3.17% |
$111K - $125K
|
200K
$3.44M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.61K- 11.44% |
$111K - $126K
|
51.1K
$880K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-12.5K- 28.55% |
$210K - $237K
|
31.2K
$537K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.6K- 37.56% |
$246K - $277K
|
24.3K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20K- 3.63% |
$337K - $380K
|
531K
$9.14M
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-42.7K- 43.0% |
$720K - $812K
|
56.6K
$974K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-42.7K- 23.48% |
$720K - $812K
|
139K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.8K- 16.71% |
$856K - $966K
|
253K
$4.36M
|
|
|
May 12, 2023
Q1 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-155K- 57.05% |
$2.6M - $2.94M
|
116K
$2M
|