Purchases and Sales Made in Q2 2023 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
256KNew |
$4.23M - $4.58M
|
256K
$4.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
169K+ 145.19% |
$2.79M - $3.02M
|
285K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
128KNew |
$2.12M - $2.3M
|
128K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
85.6KNew |
$1.41M - $1.53M
|
85.6K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
65K+ 391.57% |
$1.07M - $1.16M
|
81.6K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
48.3K+ 85.35% |
$798K - $864K
|
105K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
41.6K+ 41.74% |
$688K - $745K
|
141K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30.6KNew |
$506K - $548K
|
30.6K
$532K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.7K+ 0.87% |
$458K - $496K
|
3.2M
$55.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.1K+ 17.73% |
$349K - $378K
|
140K
$2.44M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.7K+ 21.22% |
$309K - $335K
|
107K
$1.86M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
16.2KNew |
$268K - $291K
|
16.2K
$282K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.5K+ 10.63% |
$255K - $277K
|
161K
$2.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2K+ 13.48% |
$184K - $200K
|
93.9K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5KNew |
$173K - $188K
|
10.5K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9.09K+ 6.78% |
$150K - $163K
|
143K
$2.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.76K+ 3.68% |
$145K - $157K
|
247K
$4.29M
|
|
|
Aug 11, 2023
Q2 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
8.3K+ 74.11% |
$137K - $149K
|
19.5K
$339K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.27K+ 5.55% |
$137K - $148K
|
157K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
8.06K+ 4.03% |
$133K - $144K
|
208K
$3.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8K+ 39.21% |
$132K - $143K
|
28.4K
$494K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.26K+ 4.56% |
$120K - $130K
|
167K
$2.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.9KNew |
$97.5K - $106K
|
5.9K
$103K
|
|
|
Aug 11, 2023
Q2 2023
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
4.95K+ 2.29% |
$81.8K - $88.6K
|
221K
$3.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.68K+ 17.77% |
$77.2K - $83.7K
|
31K
$539K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.14K+ 5.4% |
$68.3K - $74K
|
80.7K
$1.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.7K+ 14.38% |
$61.1K - $66.2K
|
29.4K
$512K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.25K+ 21.34% |
$53.7K - $58.1K
|
18.5K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.06K+ 14.33% |
$50.6K - $54.8K
|
24.4K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.99K+ 12.87% |
$49.4K - $53.5K
|
26.2K
$455K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.72K+ 3.73% |
$44.9K - $48.6K
|
75.4K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.3K+ 12.71% |
$38.1K - $41.2K
|
20.4K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.22K+ 7.1% |
$36.7K - $39.8K
|
33.6K
$583K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.7K+ 6.5% |
$28.1K - $30.4K
|
27.9K
$484K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
850+ 2.68% |
$14K - $15.2K
|
32.6K
$567K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
799New |
$13.2K - $14.3K
|
799
$13.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
724New |
$12K - $13K
|
724
$12.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
633+ 5.96% |
$10.5K - $11.3K
|
11.3K
$196K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
632+ 2.88% |
$10.4K - $11.3K
|
22.6K
$393K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
346+ 1.39% |
$5.72K - $6.19K
|
25.3K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
298+ 2.28% |
$4.92K - $5.33K
|
13.4K
$233K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
255+ 2.3% |
$4.21K - $4.56K
|
11.4K
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
193+ 0.04% |
$3.19K - $3.45K
|
531K
$9.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
170+ 1.18% |
$2.81K - $3.04K
|
14.5K
$253K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150+ 63.29% |
$2.48K - $2.69K
|
387
$6.73K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
73+ 0.49% |
$1.21K - $1.31K
|
14.8K
$258K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 1.74% |
$363 - $394
|
1.29K
$22.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 1.74% |
$363 - $394
|
1.29K
$22.4K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
20+ 2.22% |
$330 - $358
|
922
$16K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
19+ 2.19% |
$314 - $340
|
888
$15.4K
|