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 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
31+ 0.41% |
$503 - $566
|
7.54K
$120K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
24+ 0.07% |
$390 - $438
|
34.7K
$555K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
12New |
$195 - $219
|
12
$192
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 25.0% |
$64.9 - $73.1
|
20
$320
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
1New |
$16.2 - $18.3
|
1
$16
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$16.2 - $18.3
|
1
$16
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 66.67% |
$1.01K - $1.13K
|
31
$496
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-66- 1.13% |
$1.07K - $1.21K
|
5.77K
$92.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-111- 0.68% |
$1.8K - $2.03K
|
16.3K
$260K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-170- 31.84% |
$2.76K - $3.11K
|
364
$5.82K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-346Closed |
$5.62K - $6.32K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-355- 0.75% |
$5.76K - $6.49K
|
46.8K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-803- 19.85% |
$13K - $14.7K
|
3.24K
$51.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.08K- 98.44% |
$17.5K - $19.7K
|
17
$272
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.53K- 61.22% |
$24.8K - $27.9K
|
968
$15.5K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.54K- 96.62% |
$25K - $28.2K
|
54
$863
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.25K- 9.04% |
$36.5K - $41.1K
|
22.7K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.3K- 4.02% |
$37.3K - $42K
|
54.9K
$878K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.33K- 2.7% |
$37.8K - $42.6K
|
84K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.51K- 34.54% |
$40.7K - $45.8K
|
4.75K
$76K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.14K- 17.67% |
$51K - $57.4K
|
14.6K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.19K- 8.87% |
$51.7K - $58.2K
|
32.8K
$524K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-3.9K- 6.37% |
$63.3K - $71.3K
|
57.3K
$916K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.18K- 2.35% |
$84K - $94.5K
|
215K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 44.26% |
$216K - $243K
|
16.8K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.8K- 10.51% |
$256K - $288K
|
134K
$2.15M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-24K- 42.97% |
$389K - $438K
|
31.8K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-31.3K- 17.94% |
$507K - $571K
|
143K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-75K- 49.35% |
$1.22M - $1.37M
|
77K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-89.6K- 65.46% |
$1.45M - $1.64M
|
47.3K
$756K
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-770K- 39.07% |
$12.5M - $14.1M
|
1.2M
$19.2M
|