Purchases and Sales Made in Q3 2025 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
49.8KNew |
$775K - $919K
|
49.8K
$974K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
35.3K+ 34.08% |
$550K - $652K
|
139K
$2.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.7KNew |
$197K - $234K
|
12.7K
$248K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.44K+ 5.05% |
$69.1K - $81.9K
|
92.3K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.01K+ 1.93% |
$46.9K - $55.6K
|
159K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.56K+ 47.29% |
$39.9K - $47.3K
|
7.98K
$156K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.72K+ 6.59% |
$26.8K - $31.8K
|
27.8K
$544K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
1.63KNew |
$25.3K - $30K
|
1.63K
$31.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.08KNew |
$16.9K - $20K
|
1.08K
$21.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1KNew |
$15.6K - $18.5K
|
1K
$19.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$15.6K - $18.5K
|
1K
$19.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
568+ 189.33% |
$8.85K - $10.5K
|
868
$17K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
500New |
$7.79K - $9.23K
|
500
$9.78K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
416New |
$6.48K - $7.68K
|
416
$8.14K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
404+ 83.99% |
$6.29K - $7.46K
|
885
$17.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
74+ 0.16% |
$1.15K - $1.37K
|
47.2K
$923K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27+ 3.04% |
$421 - $498
|
914
$17.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22+ 0.06% |
$343 - $406
|
34.3K
$670K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
12New |
$187 - $222
|
12
$235
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-107- 0.49% |
$1.67K - $1.98K
|
21.8K
$426K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-528- 68.31% |
$8.23K - $9.75K
|
245
$4.79K
|
|
|
Oct 03, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-1.08KClosed |
$16.9K - $20K
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-2.18K- 1.82% |
$33.9K - $40.2K
|
117K
$2.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.82K- 97.51% |
$44K - $52.1K
|
72
$1.41K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.93K- 21.21% |
$45.6K - $54.1K
|
10.9K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.57K- 5.85% |
$71.2K - $84.3K
|
73.5K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-6.11K- 18.56% |
$95.2K - $113K
|
26.8K
$524K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.71K- 21.42% |
$105K - $124K
|
24.6K
$482K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-15.1K- 19.86% |
$235K - $278K
|
60.9K
$1.19M
|