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 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
155+ 1.38% |
$2.55K - $2.7K
|
11.4K
$190K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
154+ 1.43% |
$2.53K - $2.69K
|
10.9K
$182K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
78+ 0.45% |
$1.28K - $1.36K
|
17.2K
$288K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
56New |
$922 - $977
|
56
$936
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
48+ 5.27% |
$790 - $837
|
958
$16K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
37+ 4.11% |
$609 - $645
|
938
$15.7K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
14+ 4.58% |
$230 - $244
|
320
$5.35K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7New |
$115 - $122
|
7
$117
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
5New |
$82.3 - $87.2
|
5
$83.6
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4New |
$65.8 - $69.8
|
4
$66.9
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.52% |
$16.5 - $17.4
|
67
$1.12K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1- -0.0% |
$16.5 - $17.4
|
34K
$569K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 0.01% |
$32.9 - $34.9
|
16.2K
$271K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6- 1.67% |
$98.8 - $105
|
353
$5.9K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 30.43% |
$115 - $122
|
16
$268
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-55- 0.3% |
$905 - $959
|
18.4K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-75- 0.68% |
$1.23K - $1.31K
|
11K
$184K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-77- 5.87% |
$1.27K - $1.34K
|
1.24K
$20.6K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-156- 9.24% |
$2.57K - $2.72K
|
1.53K
$25.6K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-239Closed |
$3.93K - $4.17K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-291- 6.66% |
$4.79K - $5.08K
|
4.08K
$68.2K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-306- 97.76% |
$5.04K - $5.34K
|
7
$117
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-500- 3.42% |
$8.23K - $8.72K
|
14.1K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-698- 2.15% |
$11.5K - $12.2K
|
31.8K
$531K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-830- 3.27% |
$13.7K - $14.5K
|
24.6K
$411K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-997- 43.39% |
$16.4K - $17.4K
|
1.3K
$21.8K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.57K- 6.01% |
$25.8K - $27.4K
|
24.5K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.78K- 20.82% |
$29.3K - $31K
|
6.77K
$113K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.06K- 16.66% |
$33.9K - $36K
|
10.3K
$173K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.17K- 22.49% |
$52.2K - $55.3K
|
10.9K
$183K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.57K- 8.19% |
$58.7K - $62.2K
|
40K
$669K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.17K- 21.61% |
$68.6K - $72.7K
|
15.1K
$253K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-4.33K- 2.15% |
$71.2K - $75.5K
|
197K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.78K- 26.68% |
$95.2K - $101K
|
15.9K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.18K- 5.68% |
$102K - $108K
|
102K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.92K- 4.64% |
$114K - $121K
|
142K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.67K- 24.15% |
$143K - $151K
|
27.2K
$455K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.9K- 4.32% |
$180K - $191K
|
242K
$4.05M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.3K- 28.64% |
$186K - $197K
|
28.1K
$470K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.4K- 27.94% |
$188K - $200K
|
29.5K
$494K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.6K- 7.06% |
$190K - $202K
|
152K
$2.55M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.7K- 97.07% |
$193K - $204K
|
353
$5.9K
|
|
|
May 10, 2024
Q1 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-12.1K- 3.16% |
$199K - $210K
|
370K
$6.19M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15.6K- 18.12% |
$257K - $272K
|
70.4K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-18.8K- 12.89% |
$309K - $328K
|
127K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-19.6K- 55.41% |
$322K - $341K
|
15.8K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-20K- 7.59% |
$329K - $349K
|
244K
$4.07M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-63.3K- 2.0% |
$1.04M - $1.1M
|
3.11M
$52M
|