Purchases and Sales Made in Q3 2023 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 1.94% |
$388 - $437
|
1.31K
$21.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
22+ 2.48% |
$341 - $385
|
910
$15.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
6+ 2.0% |
$93.1 - $105
|
306
$5.12K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
6+ 2.0% |
$93.1 - $105
|
306
$5.12K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 2.58% |
$93.1 - $105
|
239
$4K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.56% |
$15.5 - $17.5
|
65
$1.09K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-71- 0.11% |
$1.1K - $1.24K
|
63.9K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-83- 0.3% |
$1.29K - $1.45K
|
27.2K
$454K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-249- 91.54% |
$3.86K - $4.36K
|
23
$385
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-270- 0.16% |
$4.19K - $4.72K
|
166K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-295- 9.57% |
$4.58K - $5.16K
|
2.79K
$46.6K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-386- 1.49% |
$5.99K - $6.75K
|
25.5K
$426K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-797- 99.75% |
$12.4K - $13.9K
|
2
$33.4
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-931- 4.12% |
$14.4K - $16.3K
|
21.7K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.02K- 6.04% |
$15.8K - $17.8K
|
15.9K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.17K- 5.27% |
$18.1K - $20.4K
|
20.9K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.73K- 12.34% |
$26.9K - $30.3K
|
12.3K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.46K- 6.43% |
$38.2K - $43.1K
|
35.9K
$599K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.65K- 14.18% |
$41.1K - $46.3K
|
16K
$268K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3K- 11.81% |
$46.6K - $52.5K
|
22.4K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.02K- 9.66% |
$46.9K - $52.8K
|
28.2K
$472K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.71K- 23.51% |
$57.5K - $64.8K
|
12.1K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.85K- 93.28% |
$59.7K - $67.2K
|
277
$4.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.1K- 13.22% |
$63.6K - $71.7K
|
26.9K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-6.74K- 36.48% |
$105K - $118K
|
11.7K
$196K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.88K- 3.19% |
$122K - $138K
|
239K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.86K- 26.41% |
$138K - $155K
|
24.7K
$413K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.97K- 40.68% |
$155K - $174K
|
14.5K
$243K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-18.2K- 8.72% |
$282K - $318K
|
190K
$3.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.9K- 58.46% |
$371K - $418K
|
17K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25.2K- 17.93% |
$390K - $440K
|
115K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-30K- 23.15% |
$466K - $525K
|
99.6K
$1.66M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-36.6K- 34.17% |
$567K - $640K
|
70.4K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-43.4K- 37.98% |
$673K - $758K
|
70.8K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-53.7K- 20.86% |
$834K - $939K
|
204K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-80.6K- 15.18% |
$1.25M - $1.41M
|
450K
$7.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-182K- 85.56% |
$2.83M - $3.19M
|
30.8K
$514K
|