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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5+ 0.05% |
$78.9 - $87.9
|
11K
$182K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 2.99% |
$31.6 - $35.2
|
69
$1.14K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.28% |
$15.8 - $17.6
|
358
$5.92K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-26- 2.0% |
$410 - $457
|
1.28K
$21.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-57- 0.43% |
$899 - $1K
|
13.2K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-162- 17.27% |
$2.56K - $2.85K
|
776
$12.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-167- 2.47% |
$2.64K - $2.94K
|
6.6K
$109K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-169- 27.89% |
$2.67K - $2.97K
|
437
$7.23K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-240- 0.67% |
$3.79K - $4.22K
|
35.4K
$586K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-271- 1.1% |
$4.28K - $4.76K
|
24.3K
$402K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-602- 5.52% |
$9.5K - $10.6K
|
10.3K
$170K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-781- 19.16% |
$12.3K - $13.7K
|
3.3K
$54.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-917- 0.48% |
$14.5K - $16.1K
|
190K
$3.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.18K- 28.06% |
$18.7K - $20.8K
|
3.04K
$50.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.21K- 1.47% |
$19.1K - $21.3K
|
81.5K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.5K- 13.72% |
$23.7K - $26.4K
|
9.43K
$156K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.61K- 5.72% |
$25.4K - $28.3K
|
26.5K
$439K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.3K- 16.31% |
$36.3K - $40.4K
|
11.8K
$195K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.91K- 92.47% |
$46K - $51.2K
|
237
$3.92K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.93K- 98.84% |
$62K - $69K
|
46
$761
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.51K- 6.09% |
$71.1K - $79.2K
|
69.5K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.26K- 3.45% |
$82.9K - $92.4K
|
147K
$2.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.34K- 3.27% |
$84.2K - $93.8K
|
158K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.61K- 82.26% |
$88.5K - $98.6K
|
1.21K
$20K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.41K- 37.7% |
$101K - $113K
|
10.6K
$175K
|
|
|
Jul 25, 2024
Q2 2024
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10K- 29.41% |
$158K - $176K
|
24K
$397K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-10.9K- 33.01% |
$171K - $191K
|
22K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.1K- 35.22% |
$222K - $248K
|
25.9K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.3K- 9.91% |
$225K - $251K
|
130K
$2.15M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.8K- 8.92% |
$249K - $278K
|
161K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.3K- 22.66% |
$509K - $567K
|
110K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-36.2K- 37.43% |
$572K - $637K
|
60.5K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-42.9K- 37.8% |
$676K - $753K
|
70.5K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-48.7K- 34.59% |
$768K - $856K
|
92.1K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-52.3K- 62.59% |
$825K - $919K
|
31.2K
$517K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.9K- 12.15% |
$945K - $1.05M
|
433K
$7.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-85.7K- 17.09% |
$1.35M - $1.51M
|
416K
$6.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-87K- 51.86% |
$1.37M - $1.53M
|
80.8K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-95.1K- 50.16% |
$1.5M - $1.67M
|
94.5K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-123K- 33.25% |
$1.94M - $2.17M
|
247K
$4.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-252K- 67.4% |
$3.97M - $4.42M
|
122K
$2.01M
|