Latest Institutional Transactions on Tekla Life Sciences Investors (HQL)
This table provides information on the latest institutional transactions involving Tekla Life Sciences Investors (HQL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.1KNew |
$126K - $139K
|
10.1K
$145K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
235+ 2.3% |
$3.09K - $3.33K
|
10.5K
$150K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$3.94K - $4.25K
|
300
$4.29K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
17+ 2.31% |
$223 - $241
|
754
$10.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
19+ 2.32% |
$249 - $269
|
839
$12K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
14.3K+ 37.13% |
$192K - $214K
|
52.9K
$757K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
750+ 6.17% |
$10K - $11.2K
|
12.9K
$185K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.7KNew |
$143K - $159K
|
10.7K
$153K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.89KNew |
$52.8K - $59.3K
|
3.89K
$55.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
28.4KNew |
$384K - $432K
|
28.4K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
10.1KNew |
$137K - $153K
|
10.1K
$144K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.1KNew |
$14.9K - $16.7K
|
1.1K
$15.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.29KNew |
$17.5K - $19.7K
|
1.29K
$18.5K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 2.44% |
$53.6 - $65.2
|
168
$2.4K
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-7.26K- 31.96% |
$95.2K - $124K
|
15.5K
$221K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.9KClosed |
$156K - $202K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5Closed |
$65.6 - $85.1
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-50Closed |
$656 - $851
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.2KClosed |
$212K - $275K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-706- 70.18% |
$9.26K - $12K
|
300
$4.29K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-5Closed |
$65.6 - $85.1
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-713- 2.46% |
$9.35K - $12.1K
|
28.2K
$404K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.74KClosed |
$75.2K - $97.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10KClosed |
$154K - $193K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.5KClosed |
$207K - $260K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13KClosed |
$200K - $251K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-14.7KClosed |
$225K - $283K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-600Closed |
$9.21K - $11.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
100New |
$1.85K - $2.16K
|
100
$1.43K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-652Closed |
$12.1K - $14.1K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-13.1KClosed |
$241K - $282K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11KClosed |
$204K - $238K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.36KClosed |
$118K - $137K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
597+ 20.8% |
$11K - $12.9K
|
3.47K
$49.6K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-329Closed |
$6.09K - $7.1K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
429New |
$7.94K - $9.26K
|
429
$6.13K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.5KClosed |
$27.8K - $32.4K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-2.68KClosed |
$54.3K - $60.8K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.92KClosed |
$201K - $225K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.84KClosed |
$37.3K - $41.7K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$203K - $227K
|
10K
$143K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
11.1KNew |
$224K - $251K
|
11.1K
$158K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-13.3KClosed |
$254K - $285K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-113- 63.48% |
$2.16K - $2.42K
|
65
$930
|
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-300Closed |
$5.74K - $6.43K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.01KClosed |
$155K - $177K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-10.5KClosed |
$203K - $232K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3Closed |
$57.9 - $66.2
|
0
$0
|
|