Purchases and Sales Made in Q4 2021 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.8K+ 511.28% |
$974K - $1.13M
|
51.2K
$846K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.6K+ 1.14% |
$834K - $971K
|
3.26M
$53.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.3KNew |
$643K - $750K
|
28.3K
$467K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
25.1KNew |
$572K - $666K
|
25.1K
$415K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.5K+ 8.46% |
$511K - $595K
|
288K
$4.76M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.4KNew |
$510K - $594K
|
22.4K
$370K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
16.6K+ 15.49% |
$377K - $440K
|
124K
$2.04M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
16.4K+ 94.2% |
$373K - $435K
|
33.8K
$559K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.1K+ 23.8% |
$298K - $347K
|
68.1K
$1.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11.9KNew |
$270K - $314K
|
11.9K
$196K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.3K+ 56.8% |
$233K - $272K
|
28.3K
$467K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.1KNew |
$231K - $269K
|
10.1K
$168K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.78KNew |
$223K - $259K
|
9.78K
$162K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.51KNew |
$216K - $252K
|
9.51K
$157K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.17K+ 2.22% |
$163K - $190K
|
330K
$5.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.71K+ 6.06% |
$153K - $178K
|
118K
$1.94M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.09K+ 4.14% |
$139K - $161K
|
153K
$2.53M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.86K+ 36.93% |
$133K - $155K
|
21.7K
$359K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.04KNew |
$69.1K - $80.5K
|
3.04K
$50.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.99K+ 19.0% |
$68.1K - $79.3K
|
18.7K
$310K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.64K+ 18.07% |
$60K - $69.9K
|
17.2K
$285K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 13.02% |
$57.4K - $66.9K
|
21.9K
$362K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.48K+ 17.49% |
$56.4K - $65.7K
|
16.7K
$275K
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.2K+ 3.26% |
$50.1K - $58.3K
|
69.7K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.93K+ 38.89% |
$44K - $51.2K
|
6.9K
$114K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.78KNew |
$40.4K - $47.1K
|
1.78K
$29.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.27K+ 18.01% |
$28.9K - $33.7K
|
8.32K
$137K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.25KNew |
$28.5K - $33.2K
|
1.25K
$20.7K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 7.87% |
$28.2K - $32.8K
|
17K
$280K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.2K+ 0.63% |
$27.3K - $31.9K
|
192K
$3.16M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.12KNew |
$25.5K - $29.8K
|
1.12K
$18.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.12KNew |
$25.4K - $29.6K
|
1.12K
$18.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.03K+ 0.34% |
$23.5K - $27.4K
|
307K
$5.07M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
939+ 2.16% |
$21.4K - $24.9K
|
44.5K
$735K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
922+ 3.71% |
$21K - $24.4K
|
25.8K
$426K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
636New |
$14.5K - $16.9K
|
636
$10.5K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
600New |
$13.7K - $15.9K
|
600
$9.91K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
524+ 23.38% |
$11.9K - $13.9K
|
2.77K
$45.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$9.1K - $10.6K
|
400
$6.61K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
400New |
$9.1K - $10.6K
|
400
$6.61K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
334New |
$7.6K - $8.85K
|
334
$5.52K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
300New |
$6.83K - $7.95K
|
300
$4.96K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$6.83K - $7.95K
|
300
$4.96K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
264+ 2.0% |
$6.01K - $7K
|
13.5K
$223K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
205+ 2.11% |
$4.66K - $5.43K
|
9.9K
$164K
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
198+ 1.15% |
$4.5K - $5.25K
|
17.4K
$287K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
191+ 1.88% |
$4.35K - $5.06K
|
10.3K
$171K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
131+ 1.04% |
$2.98K - $3.47K
|
12.7K
$210K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
131+ 1.27% |
$2.98K - $3.47K
|
10.5K
$173K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
73+ 0.58% |
$1.66K - $1.93K
|
12.6K
$209K
|