Purchases and Sales Made in Q4 2022 in Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH) during Q4 2022. 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 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 2.29% |
$87 - $97.4
|
223
$3.93K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
3+ 1.05% |
$52.2 - $58.4
|
288
$5.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$17.4 - $19.5
|
1
$17.6
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 16.87% |
$244 - $273
|
69
$1.22K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-22- 11.11% |
$383 - $428
|
176
$3.1K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-80- 0.26% |
$1.39K - $1.56K
|
31.2K
$550K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-102- 0.28% |
$1.77K - $1.99K
|
36.1K
$636K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-122- 0.53% |
$2.12K - $2.38K
|
23K
$405K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-257- 2.47% |
$4.47K - $5K
|
10.1K
$179K
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
SELL
|
- |
-295- 1.95% |
$5.13K - $5.74K
|
14.9K
$262K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-357- 20.83% |
$6.21K - $6.95K
|
1.36K
$23.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-358- 2.02% |
$6.23K - $6.97K
|
17.4K
$306K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-380- 0.25% |
$6.61K - $7.4K
|
154K
$2.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-415- 3.93% |
$7.22K - $8.08K
|
10.2K
$179K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-599- 3.34% |
$10.4K - $11.7K
|
17.3K
$305K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-670- 0.88% |
$11.7K - $13K
|
75.7K
$1.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-684- 10.49% |
$11.9K - $13.3K
|
5.84K
$103K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-772- 12.48% |
$13.4K - $15K
|
5.42K
$95.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.02K- 4.62% |
$17.7K - $19.8K
|
21K
$369K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.39K- 6.23% |
$24.1K - $27K
|
20.8K
$367K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.43K- 2.96% |
$24.8K - $27.8K
|
46.8K
$824K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.08K- 2.32% |
$36.2K - $40.5K
|
87.6K
$1.54M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 7.67% |
$44.9K - $50.2K
|
31.1K
$547K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.87K- 1.55% |
$49.9K - $55.9K
|
182K
$3.2M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.97K- 6.44% |
$69.1K - $77.4K
|
57.8K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.2K- 21.32% |
$73K - $81.7K
|
15.5K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-5.17K- 3.17% |
$89.9K - $101K
|
158K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.19K- 12.8% |
$108K - $120K
|
42.2K
$743K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.21K- 99.99% |
$125K - $140K
|
1
$17.6
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.2K- 13.65% |
$246K - $276K
|
89.6K
$1.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 23.87% |
$342K - $382K
|
62.6K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-24.9K- 10.75% |
$433K - $485K
|
207K
$3.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.6K- 9.25% |
$515K - $576K
|
291K
$5.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.5K- 6.69% |
$687K - $769K
|
551K
$9.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-49.9K- 17.34% |
$869K - $972K
|
238K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-63K- 17.17% |
$1.1M - $1.23M
|
304K
$5.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-118K- 35.39% |
$2.06M - $2.31M
|
216K
$3.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-162K- 50.45% |
$2.82M - $3.16M
|
159K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-644K- 94.44% |
$11.2M - $12.5M
|
37.9K
$667K
|