Purchases and Sales Made in Q1 2025 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q1 2025. 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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
252K+ 26.87% |
$4.09M - $4.6M
|
1.19M
$19M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 4.95% |
$2.58M - $2.91M
|
3.38M
$54M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
121KNew |
$1.96M - $2.21M
|
121K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
95.4K+ 21.97% |
$1.55M - $1.74M
|
530K
$8.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
78.8K+ 8.47% |
$1.28M - $1.44M
|
1.01M
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.9K+ 24.45% |
$1.12M - $1.26M
|
351K
$5.61M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
56.6K+ 27.26% |
$919K - $1.03M
|
264K
$4.23M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
37.9K+ 26.17% |
$614K - $692K
|
183K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35K+ 12.16% |
$568K - $639K
|
323K
$5.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.2KNew |
$426K - $480K
|
26.2K
$420K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
25.6K+ 69.61% |
$416K - $468K
|
62.4K
$998K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
25.1KNew |
$408K - $459K
|
25.1K
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
24.6KNew |
$399K - $449K
|
24.6K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.2K+ 18.52% |
$328K - $369K
|
129K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17.4K+ 50.31% |
$283K - $319K
|
52.1K
$834K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16.4K+ 54.75% |
$266K - $300K
|
46.4K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.1K+ 14.39% |
$228K - $257K
|
112K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1K+ 18.61% |
$213K - $240K
|
83.8K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.1KNew |
$213K - $240K
|
13.1K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.6KNew |
$189K - $213K
|
11.6K
$186K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.2KNew |
$166K - $187K
|
10.2K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.97K+ 26.99% |
$162K - $182K
|
46.9K
$750K
|
|
|
May 14, 2025
Q1 2025
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
9.4K+ 3.68% |
$152K - $172K
|
264K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.2K+ 9.89% |
$117K - $132K
|
80K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.99K+ 27.93% |
$113K - $128K
|
32K
$512K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.94K+ 14.87% |
$113K - $127K
|
53.6K
$858K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.38K+ 49.15% |
$87.3K - $98.3K
|
16.3K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.09K+ 4.92% |
$66.3K - $74.6K
|
87.1K
$1.39M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
3.94KNew |
$63.9K - $72K
|
3.94K
$63K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.7K+ 2.08% |
$60.1K - $67.6K
|
181K
$2.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.22K+ 30.53% |
$52.2K - $58.7K
|
13.7K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.14K+ 2.06% |
$51K - $57.4K
|
156K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3K+ 32.97% |
$48.7K - $54.8K
|
12.1K
$193K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.86K+ 12.81% |
$46.5K - $52.3K
|
25.2K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2.48KNew |
$40.3K - $45.3K
|
2.48K
$39.7K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.46K+ 192.78% |
$39.9K - $44.9K
|
3.73K
$59.7K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.37K+ 16.96% |
$38.5K - $43.3K
|
16.3K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.83K+ 47.21% |
$29.6K - $33.4K
|
5.69K
$91K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.27K+ 3.04% |
$20.7K - $23.3K
|
43.2K
$691K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.12K+ 5.1% |
$18.2K - $20.5K
|
23.2K
$370K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.08KNew |
$17.6K - $19.8K
|
1.08K
$17.3K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
788+ 7.2% |
$12.8K - $14.4K
|
11.7K
$188K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
384+ 0.7% |
$6.23K - $7.02K
|
54.9K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
294+ 1.26% |
$4.77K - $5.37K
|
23.6K
$378K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
194+ 3.67% |
$3.15K - $3.54K
|
5.48K
$87.7K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
180+ 0.62% |
$2.92K - $3.29K
|
29K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
179+ 0.75% |
$2.91K - $3.27K
|
24.1K
$386K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
93New |
$1.51K - $1.7K
|
93
$1.49K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
66+ 3.64% |
$1.07K - $1.21K
|
1.88K
$30.1K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
37+ 3.62% |
$601 - $676
|
1.06K
$16.9K
|