Purchases and Sales Made in Q2 2025 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q2 2025. 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 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
353+ 0.75% |
$4.99K - $5.76K
|
47.1K
$776K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$4.24K - $4.9K
|
300
$4.94K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
207+ 6.38% |
$2.93K - $3.38K
|
3.45K
$56.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
74+ 2.98% |
$1.05K - $1.21K
|
2.55K
$42K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
74+ 6.99% |
$1.05K - $1.21K
|
1.13K
$18.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
56+ 3.5% |
$792 - $914
|
1.66K
$27.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32New |
$452 - $522
|
32
$527
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 20.0% |
$56.6 - $65.3
|
24
$395
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1- -0.0% |
$14.1 - $16.3
|
22.7K
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-294- 7.88% |
$4.16K - $4.8K
|
3.44K
$56.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-452- 1.3% |
$6.39K - $7.38K
|
34.2K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-520- 3.18% |
$7.35K - $8.49K
|
15.8K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-581- 1.24% |
$8.22K - $9.48K
|
46.3K
$762K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.02K- 1.33% |
$14.5K - $16.7K
|
75.9K
$1.25M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.27K- 5.46% |
$17.9K - $20.6K
|
21.9K
$360K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.42K- 4.34% |
$20.1K - $23.2K
|
31.3K
$516K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-1.46K- 5.91% |
$20.7K - $23.8K
|
23.3K
$383K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.61K- 3.08% |
$22.7K - $26.2K
|
50.5K
$832K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.83K- 13.33% |
$25.9K - $29.9K
|
11.9K
$196K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.99K- 7.9% |
$28.2K - $32.5K
|
23.2K
$382K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.25K- 9.33% |
$31.8K - $36.7K
|
21.9K
$360K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.5K- 43.32% |
$35.4K - $40.8K
|
3.27K
$53.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.63K- 28.39% |
$65.5K - $75.6K
|
11.7K
$192K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.94K- 5.9% |
$69.8K - $80.6K
|
78.8K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.98K- 15.56% |
$70.4K - $81.3K
|
27K
$445K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.87K- 7.0% |
$83K - $95.8K
|
78.1K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.55K- 12.21% |
$92.6K - $107K
|
47.1K
$775K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-7.45K- 13.58% |
$105K - $122K
|
47.4K
$781K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.17K- 6.8% |
$130K - $150K
|
126K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-9.84K- 41.6% |
$139K - $161K
|
13.8K
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-12.3K- 21.49% |
$174K - $201K
|
45K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.2K- 15.81% |
$300K - $347K
|
113K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.5K- 4.63% |
$347K - $401K
|
505K
$8.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.6K- 11.44% |
$348K - $402K
|
191K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-37.5K- 20.67% |
$530K - $612K
|
144K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-41.5K- 37.1% |
$587K - $678K
|
70.4K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-1.04M- 86.34% |
$14.7M - $16.9M
|
164K
$2.7M
|