Purchases and Sales Made in Q2 2022 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
512KNew |
$8.97M - $11.2M
|
512K
$8.46M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.7K+ 2.6% |
$1.33M - $1.65M
|
2.99M
$49.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.7K+ 2.6% |
$1.33M - $1.65M
|
2.99M
$49.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.1K+ 7.36% |
$686K - $855K
|
571K
$9.43M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.5KNew |
$430K - $536K
|
24.5K
$405K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.3KNew |
$408K - $508K
|
23.3K
$384K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.1K+ 7.78% |
$388K - $484K
|
307K
$5.07M
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
BUY
|
- |
14.8KNew |
$260K - $324K
|
14.8K
$245K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.3KNew |
$234K - $291K
|
13.3K
$220K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.6K+ 10.02% |
$220K - $274K
|
138K
$2.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6K+ 39.16% |
$203K - $253K
|
41.2K
$680K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.2KNew |
$196K - $244K
|
11.2K
$185K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10.6KNew |
$187K - $233K
|
10.6K
$176K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
9.02K+ 6.35% |
$158K - $197K
|
151K
$2.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.9KNew |
$138K - $173K
|
7.9K
$131K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.62K+ 5.6% |
$134K - $166K
|
144K
$2.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7.32K+ 13.54% |
$128K - $160K
|
61.4K
$1.01M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.16KNew |
$125K - $156K
|
7.16K
$118K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.77KNew |
$101K - $126K
|
5.77K
$95.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.14K+ 23.66% |
$72.5K - $90.4K
|
21.6K
$357K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.04K+ 23.45% |
$70.7K - $88.1K
|
21.2K
$351K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.8K+ 1.1% |
$66.5K - $82.9K
|
348K
$5.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.34K+ 1.12% |
$58.5K - $72.8K
|
300K
$4.96M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.9K+ 11.84% |
$50.9K - $63.4K
|
27.4K
$453K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$43.8K - $54.5K
|
2.5K
$41.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.12K+ 3.48% |
$37.1K - $46.2K
|
63K
$1.04M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.1K+ 8.05% |
$36.8K - $45.9K
|
28.2K
$466K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.05K+ 18.43% |
$35.9K - $44.8K
|
13.2K
$218K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
1.82K+ 12.6% |
$31.9K - $39.8K
|
16.3K
$269K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.79KNew |
$31.4K - $39.2K
|
1.79K
$29.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.78K+ 13.56% |
$31.2K - $38.9K
|
14.9K
$246K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 9.04% |
$29.7K - $37K
|
20.4K
$337K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.57K+ 3.62% |
$27.5K - $34.3K
|
44.9K
$741K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.5K+ 5.02% |
$26.3K - $32.8K
|
31.4K
$519K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.5K+ 2.38% |
$26.2K - $32.7K
|
64.3K
$1.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2K+ 300.0% |
$21K - $26.2K
|
1.6K
$26.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.03K+ 1.5% |
$18.1K - $22.5K
|
69.7K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
820+ 0.43% |
$14.4K - $17.9K
|
192K
$3.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
619+ 2.35% |
$10.9K - $13.5K
|
27K
$445K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
558+ 24.9% |
$9.78K - $12.2K
|
2.8K
$46.2K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
465New |
$8.15K - $10.2K
|
465
$7.68K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
400+ 1.19% |
$7.01K - $8.74K
|
34.2K
$564K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
350New |
$6.14K - $7.64K
|
350
$5.78K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
340+ 0.45% |
$5.96K - $7.43K
|
76.7K
$1.27M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
245+ 2.42% |
$4.29K - $5.35K
|
10.4K
$172K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
237+ 2.28% |
$4.15K - $5.18K
|
10.7K
$176K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
237New |
$4.15K - $5.18K
|
237
$3.92K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
226+ 1.28% |
$3.96K - $4.94K
|
17.8K
$294K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
213New |
$3.73K - $4.65K
|
213
$3.52K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
200+ 37.38% |
$3.51K - $4.37K
|
735
$12.1K
|