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 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12+ 2.13% |
$198 - $215
|
575
$9.99K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
12+ 4.17% |
$198 - $215
|
300
$5.21K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
12+ 4.17% |
$198 - $215
|
300
$5.21K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8New |
$132 - $143
|
8
$139
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 2.19% |
$82.6 - $89.5
|
233
$4.05K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.02% |
$49.6 - $53.7
|
19.1K
$332K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.59% |
$16.5 - $17.9
|
64
$1.11K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-28- 0.04% |
$463 - $501
|
64K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-101- 0.64% |
$1.67K - $1.81K
|
15.8K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-163- 1.15% |
$2.69K - $2.92K
|
14K
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-453- 2.6% |
$7.48K - $8.11K
|
17K
$295K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-641- 3.42% |
$10.6K - $11.5K
|
18.1K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-691- 18.32% |
$11.4K - $12.4K
|
3.08K
$53.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.23K- 4.33% |
$20.4K - $22.1K
|
27.3K
$474K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.31K- 6.56% |
$21.7K - $23.5K
|
18.7K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.75K- 0.94% |
$29K - $31.4K
|
185K
$3.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-2.06K- 10.84% |
$34K - $36.9K
|
16.9K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.38K- 25.26% |
$72.3K - $78.4K
|
13K
$225K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.97K- 10.83% |
$82.1K - $88.9K
|
40.9K
$711K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.95K- 18.7% |
$98.2K - $106K
|
25.9K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.24K- 5.2% |
$120K - $130K
|
132K
$2.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.52K- 11.36% |
$124K - $135K
|
58.7K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-9.15K- 29.21% |
$151K - $164K
|
22.2K
$385K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.81K- 15.53% |
$162K - $176K
|
53.3K
$927K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.2K- 37.71% |
$169K - $183K
|
16.9K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.5K- 21.27% |
$173K - $187K
|
38.7K
$673K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12.6K- 19.12% |
$207K - $225K
|
53.1K
$923K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-15K- 10.35% |
$247K - $268K
|
130K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15K- 32.43% |
$248K - $269K
|
31.3K
$543K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 41.7% |
$261K - $283K
|
22.1K
$384K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-18.8K- 36.73% |
$310K - $336K
|
32.4K
$562K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.1K- 83.0% |
$333K - $360K
|
4.12K
$71.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-22.6K- 7.98% |
$373K - $404K
|
260K
$4.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-40K- 15.82% |
$662K - $717K
|
213K
$3.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.9K- 13.99% |
$692K - $749K
|
257K
$4.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-42.4K- 27.06% |
$700K - $758K
|
114K
$1.98M
|