Purchases and Sales Made in Q2 2024 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q2 2024. 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, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
751K+ 29.36% |
$11.8M - $13.2M
|
3.31M
$57.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
201KNew |
$3.17M - $3.53M
|
201K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
172K+ 167.94% |
$2.72M - $3.03M
|
275K
$4.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
81.1KNew |
$1.28M - $1.43M
|
81.1K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
77.3KNew |
$1.22M - $1.36M
|
77.3K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
67.7K+ 257.47% |
$1.07M - $1.19M
|
94K
$1.63M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.3K+ 2.04% |
$999K - $1.11M
|
3.17M
$55.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.3K+ 2.04% |
$999K - $1.11M
|
3.17M
$55.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
57.7KNew |
$910K - $1.01M
|
57.7K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
47K+ 77.59% |
$742K - $826K
|
108K
$1.87M
|
|
|
Aug 09, 2024
Q2 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
42K+ 155.45% |
$662K - $738K
|
69K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
24.4KNew |
$385K - $428K
|
24.4K
$423K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.7K+ 27.99% |
$311K - $347K
|
90.2K
$1.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.1K+ 6.67% |
$255K - $284K
|
258K
$4.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
13.4KNew |
$211K - $235K
|
13.4K
$232K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.3K+ 45.17% |
$210K - $234K
|
42.9K
$745K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.2K+ 71.35% |
$177K - $198K
|
27K
$469K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
10.8K+ 18.29% |
$171K - $191K
|
70.1K
$1.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.47K+ 45.51% |
$149K - $166K
|
30.3K
$526K
|
|
|
Aug 13, 2024
Q2 2024
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
8.34K+ 3.49% |
$132K - $147K
|
247K
$4.3M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.33K+ 5.23% |
$131K - $146K
|
168K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.8K+ 13.12% |
$123K - $137K
|
67.3K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.78KNew |
$91.2K - $102K
|
5.78K
$100K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.1K+ 27.77% |
$80.4K - $89.6K
|
23.5K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$78.9K - $87.9K
|
5K
$86.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3.88K+ 16.48% |
$61.3K - $68.2K
|
27.4K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.21K+ 2.52% |
$50.6K - $56.4K
|
130K
$2.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.13K+ 22.68% |
$49.3K - $55K
|
16.9K
$294K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.85K+ 0.94% |
$29.1K - $32.5K
|
198K
$3.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.69KNew |
$26.6K - $29.7K
|
1.69K
$29.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.53K+ 4.3% |
$24.1K - $26.9K
|
37K
$644K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.36K+ 11.91% |
$21.4K - $23.8K
|
12.7K
$221K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.14K+ 3.14% |
$18K - $20K
|
37.4K
$651K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 285.71% |
$15.8K - $17.6K
|
1.35K
$23.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
966+ 3.04% |
$15.2K - $17K
|
32.7K
$569K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
768+ 4.83% |
$12.1K - $13.5K
|
16.7K
$290K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
501New |
$7.91K - $8.81K
|
501
$8.71K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
392+ 1.71% |
$6.19K - $6.89K
|
23.3K
$405K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
310New |
$4.89K - $5.45K
|
310
$5.39K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
270+ 0.61% |
$4.26K - $4.75K
|
44.4K
$772K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
217+ 0.46% |
$3.42K - $3.81K
|
46.9K
$816K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
200New |
$3.16K - $3.52K
|
200
$3.48K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$3.16K - $3.52K
|
200
$3.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
175+ 1.08% |
$2.76K - $3.08K
|
16.4K
$285K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
113+ 0.46% |
$1.78K - $1.99K
|
24.7K
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100+ 0.17% |
$1.58K - $1.76K
|
57.3K
$996K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
77+ 0.45% |
$1.22K - $1.35K
|
17.3K
$301K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
33+ 3.44% |
$521 - $580
|
991
$17.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
9+ 2.81% |
$142 - $158
|
329
$5.72K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5+ 1.42% |
$78.9 - $87.9
|
358
$6.22K
|