Purchases and Sales Made in Q3 2024 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
58+ 0.22% |
$1.01K - $1.14K
|
26.6K
$440K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
53New |
$922 - $1.04K
|
53
$877
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
46New |
$800 - $905
|
46
$761
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
30+ 3.03% |
$522 - $590
|
1.02K
$16.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$226 - $256
|
13
$215
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
4New |
$69.6 - $78.7
|
4
$66.2
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 2.9% |
$34.8 - $39.3
|
71
$1.18K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 0.28% |
$17.4 - $19.7
|
359
$5.94K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 0.28% |
$17.4 - $19.7
|
359
$5.94K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-5Closed |
$87 - $98.4
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-100- 0.17% |
$1.74K - $1.97K
|
57.2K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-204- 3.09% |
$3.55K - $4.01K
|
6.4K
$106K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-210- 6.37% |
$3.65K - $4.13K
|
3.09K
$51.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-217- 0.93% |
$3.78K - $4.27K
|
23.2K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-230- 2.09% |
$4K - $4.52K
|
10.8K
$178K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-243- 1.48% |
$4.23K - $4.78K
|
16.2K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-246- 0.69% |
$4.28K - $4.84K
|
35.2K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-300- 2.54% |
$5.22K - $5.9K
|
11.5K
$190K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-410- 3.87% |
$7.13K - $8.06K
|
10.2K
$168K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-490- 8.48% |
$8.53K - $9.64K
|
5.29K
$87.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-710- 4.2% |
$12.4K - $14K
|
16.2K
$268K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-752- 96.91% |
$13.1K - $14.8K
|
24
$397
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-784- 1.83% |
$13.6K - $15.4K
|
42.1K
$696K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-897- 6.78% |
$15.6K - $17.6K
|
12.3K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.66K- 3.54% |
$28.9K - $32.7K
|
45.3K
$749K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.77K- 7.44% |
$30.7K - $34.7K
|
21.9K
$363K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.02K- 1.28% |
$35.1K - $39.7K
|
156K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.4K- 0.56% |
$41.8K - $47.3K
|
431K
$7.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-3.53K- 10.79% |
$61.4K - $69.5K
|
29.2K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-6.56K- 9.51% |
$114K - $129K
|
62.4K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11.8K- 26.51% |
$205K - $232K
|
32.6K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.4K- 45.97% |
$216K - $244K
|
14.6K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14K- 5.11% |
$244K - $276K
|
261K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-20.4K- 21.6% |
$355K - $402K
|
74.1K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-21.9K- 88.52% |
$380K - $430K
|
2.84K
$46.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-29.4K- 48.49% |
$511K - $577K
|
31.2K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-31.4K- 40.59% |
$546K - $617K
|
45.9K
$760K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-49.5K- 54.86% |
$861K - $973K
|
40.7K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-70.2K- 86.52% |
$1.22M - $1.38M
|
10.9K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-71.6K- 77.74% |
$1.25M - $1.41M
|
20.5K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-149K- 35.9% |
$2.6M - $2.94M
|
267K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-436K- 13.19% |
$7.59M - $8.58M
|
2.87M
$47.5M
|