Purchases and Sales Made in Q1 2024 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q1 2024. 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 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
1.13M+ 79.55% |
$18.7M - $19.8M
|
2.56M
$42.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
177KNew |
$2.92M - $3.09M
|
177K
$2.93M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
117KNew |
$1.93M - $2.04M
|
117K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
115K+ 155.32% |
$1.9M - $2.01M
|
190K
$3.13M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
87K+ 2.88% |
$1.43M - $1.52M
|
3.11M
$51.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
87K+ 2.88% |
$1.43M - $1.52M
|
3.11M
$51.4M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
61K+ 19.54% |
$1M - $1.06M
|
373K
$6.17M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.9K+ 13.83% |
$985K - $1.04M
|
493K
$8.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.1K+ 17.47% |
$479K - $508K
|
196K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.9K+ 4.86% |
$376K - $399K
|
493K
$8.14M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.8K+ 16.68% |
$375K - $397K
|
159K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.1KNew |
$331K - $351K
|
20.1K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.3K+ 16.81% |
$269K - $285K
|
113K
$1.87M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
13.5K+ 69.61% |
$222K - $235K
|
32.9K
$543K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
12.2K+ 86.75% |
$201K - $213K
|
26.3K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
12K+ 5.31% |
$198K - $210K
|
239K
$3.95M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
10.9K+ 22.56% |
$180K - $190K
|
59.3K
$980K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.4K+ 5.77% |
$171K - $181K
|
191K
$3.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.4K+ 99.63% |
$171K - $181K
|
20.8K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.77K+ 16.94% |
$128K - $136K
|
53.6K
$886K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
7.65K+ 5.61% |
$126K - $133K
|
144K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.5K+ 14.24% |
$90.5K - $95.9K
|
44.1K
$729K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.49K+ 3.49% |
$90.3K - $95.7K
|
163K
$2.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.8K+ 15.23% |
$79K - $83.7K
|
36.3K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.44K+ 8.06% |
$73K - $77.4K
|
59.5K
$983K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.12K+ 5.89% |
$67.7K - $71.8K
|
74K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.97KNew |
$65.4K - $69.3K
|
3.97K
$65.6K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.83K+ 128.09% |
$63K - $66.8K
|
6.82K
$113K
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
3.1K+ 12.97% |
$51K - $54.1K
|
27K
$446K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.04KNew |
$50K - $53K
|
3.04K
$50.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.02K+ 3.78% |
$49.6K - $52.6K
|
82.7K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3K+ 5.07% |
$49.3K - $52.2K
|
62.1K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.91K+ 1228.69% |
$47.9K - $50.8K
|
3.15K
$52K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.42K+ 7.32% |
$39.9K - $42.3K
|
35.5K
$587K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 8.04% |
$29.1K - $30.8K
|
23.7K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44K+ 3.19% |
$23.8K - $25.2K
|
46.7K
$772K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.44K+ 51.98% |
$23.8K - $25.2K
|
4.22K
$69.7K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 6.7% |
$23.7K - $25.1K
|
22.9K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
1.12K+ 0.22% |
$18.5K - $19.6K
|
502K
$8.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.03K+ 4.59% |
$17K - $18K
|
23.6K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.03K+ 2.33% |
$17K - $18K
|
45.3K
$749K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
768New |
$12.6K - $13.4K
|
768
$12.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
509+ 3.98% |
$8.38K - $8.88K
|
13.3K
$219K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
416New |
$6.85K - $7.26K
|
416
$6.87K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
395New |
$6.5K - $6.89K
|
395
$6.53K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
380+ 2.84% |
$6.25K - $6.63K
|
13.8K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
374+ 2.25% |
$6.16K - $6.52K
|
17K
$281K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
280+ 5.28% |
$4.61K - $4.88K
|
5.59K
$92.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
270+ 2.38% |
$4.44K - $4.71K
|
11.6K
$192K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
182+ 42.92% |
$3K - $3.17K
|
606
$10K
|