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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
52+ 4.08% |
$1.18K - $1.38K
|
1.33K
$22.2K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
33+ 0.58% |
$751 - $875
|
5.69K
$95.1K
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
19+ 3.91% |
$432 - $504
|
505
$8.44K
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
15+ 0.15% |
$341 - $398
|
10.1K
$168K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14+ 1.56% |
$319 - $371
|
914
$15.3K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 0.08% |
$273 - $318
|
15.2K
$254K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 3.33% |
$250 - $292
|
341
$5.7K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
11+ 1.91% |
$250 - $292
|
587
$9.81K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2+ 25.0% |
$45.5 - $53
|
10
$167
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-57Closed |
$1.3K - $1.51K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-79- 1.2% |
$1.8K - $2.09K
|
6.52K
$109K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-150- 1.39% |
$3.41K - $3.98K
|
10.6K
$178K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-333- 0.49% |
$7.58K - $8.82K
|
67.8K
$1.13M
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-450- 1.39% |
$10.2K - $11.9K
|
31.9K
$533K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-713- 72.39% |
$16.2K - $18.9K
|
272
$4.55K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-716- 2.83% |
$16.3K - $19K
|
24.6K
$411K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.39K- 10.97% |
$31.5K - $36.7K
|
11.2K
$188K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.43K- 6.68% |
$32.6K - $37.9K
|
20K
$334K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.55KClosed |
$35.2K - $41K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.76K- 21.3% |
$40K - $46.6K
|
6.5K
$109K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.88K- 17.41% |
$42.7K - $49.8K
|
8.91K
$149K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.93K- 10.56% |
$43.9K - $51.1K
|
16.3K
$273K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.02K- 2.7% |
$45.9K - $53.5K
|
72.6K
$1.21M
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.2KClosed |
$50K - $58.3K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.26KClosed |
$51.4K - $59.9K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.54K- 63.0% |
$57.7K - $67.2K
|
1.49K
$24.9K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.47K- 1.01% |
$102K - $118K
|
440K
$7.35M
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.81K- 13.04% |
$109K - $128K
|
32.1K
$537K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-8.01KClosed |
$182K - $212K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8.26KClosed |
$188K - $219K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.87KClosed |
$202K - $235K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-8.89KClosed |
$202K - $236K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.2K- 12.16% |
$233K - $271K
|
73.9K
$1.24M
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-11.3K- 8.65% |
$257K - $300K
|
119K
$2M
|
|
Jan 19, 2022
Q4 2021
|
Sippican Capital Advisors
|
SELL
|
- |
-14.6KClosed |
$331K - $386K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17K- 6.5% |
$388K - $452K
|
245K
$4.1M
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18.3K- 59.07% |
$417K - $486K
|
12.7K
$212K
|
|
Feb 11, 2022
Q4 2021
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-21.3KClosed |
$485K - $564K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-22.1KClosed |
$504K - $587K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.1K- 4.34% |
$526K - $612K
|
510K
$8.52M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.2K- 42.89% |
$551K - $642K
|
32.2K
$539K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-25.1KClosed |
$572K - $666K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-41.6K- 51.68% |
$947K - $1.1M
|
38.9K
$651K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.9K- 13.24% |
$954K - $1.11M
|
275K
$4.59M
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-63.3KClosed |
$1.44M - $1.68M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-76.4K- 71.33% |
$1.74M - $2.02M
|
30.7K
$514K
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-191KClosed |
$4.34M - $5.05M
|
0
$0
|