Purchases and Sales Made in Q1 2024 in Tekla Life Sciences Investors (HQL)
This table provides information about the institutional ownership of Tekla Life Sciences Investors (HQL) during Q1 2024. The information is specifically focused on institutions that hold shares of TEKLA LIFE SCIENCES INVESTORS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
1.04M+ 73.23% |
$13.9M - $14.9M
|
2.46M
$33.2M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
346KNew |
$4.62M - $4.95M
|
346K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
154K+ 217.9% |
$2.06M - $2.21M
|
225K
$3.03M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
146KNew |
$1.96M - $2.1M
|
146K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
142KNew |
$1.89M - $2.03M
|
142K
$1.91M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.9K+ 12.53% |
$721K - $773K
|
484K
$6.53M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.9K+ 12.53% |
$721K - $773K
|
484K
$6.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27K+ 20.61% |
$361K - $387K
|
158K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
26.1K+ 21.21% |
$349K - $374K
|
149K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
24.3K+ 243.33% |
$326K - $349K
|
34.3K
$463K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
23.9KNew |
$320K - $343K
|
23.9K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
23.5KNew |
$315K - $337K
|
23.5K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.2K+ 18.31% |
$311K - $333K
|
150K
$2.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
21.4K+ 211.05% |
$286K - $306K
|
31.5K
$425K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21KNew |
$282K - $302K
|
21K
$284K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
19.8K+ 7.51% |
$265K - $284K
|
284K
$3.83M
|
|
|
May 14, 2024
Q1 2024
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
16.4K+ 5.24% |
$220K - $236K
|
330K
$4.45M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.3KNew |
$178K - $191K
|
13.3K
$179K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.5KNew |
$154K - $165K
|
11.5K
$155K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.4KNew |
$140K - $150K
|
10.4K
$141K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10.4KNew |
$140K - $150K
|
10.4K
$141K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
9.55K+ 7.77% |
$128K - $137K
|
133K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.36K+ 14.52% |
$71.8K - $76.9K
|
42.3K
$570K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.1K+ 5.0% |
$54.9K - $58.8K
|
86.1K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.43K+ 13.04% |
$45.9K - $49.2K
|
29.8K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
3.08K+ 0.8% |
$41.2K - $44.1K
|
387K
$5.22M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.61K+ 3.58% |
$34.9K - $37.4K
|
75.6K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.47KNew |
$33K - $35.4K
|
2.47K
$33.3K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.46K+ 10.95% |
$33K - $35.3K
|
25K
$337K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2KNew |
$26.8K - $28.7K
|
2K
$27K
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
1.2K+ 0.25% |
$16.1K - $17.2K
|
481K
$6.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
991+ 5.09% |
$13.3K - $14.2K
|
20.4K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
847+ 2.26% |
$11.3K - $12.1K
|
38.3K
$516K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
814+ 4.63% |
$10.9K - $11.7K
|
18.4K
$248K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
614+ 5.23% |
$8.22K - $8.8K
|
12.4K
$167K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
501+ 4.81% |
$6.7K - $7.18K
|
10.9K
$147K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
171+ 1.7% |
$2.29K - $2.45K
|
10.3K
$138K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
154+ 17.91% |
$2.06K - $2.21K
|
1.01K
$13.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
151+ 2.89% |
$2.02K - $2.16K
|
5.38K
$72.5K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
97+ 5.1% |
$1.3K - $1.39K
|
2K
$27K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
58+ 5.17% |
$776 - $831
|
1.18K
$15.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
57+ 0.4% |
$763 - $817
|
14.4K
$194K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
54New |
$723 - $774
|
54
$728
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8+ 4.0% |
$107 - $115
|
208
$2.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-21- 0.54% |
$281 - $301
|
3.89K
$52.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-87- 0.26% |
$1.16K - $1.25K
|
32.9K
$444K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-450- 32.44% |
$6.02K - $6.45K
|
937
$12.6K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-677- 5.27% |
$9.06K - $9.7K
|
12.2K
$164K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-963- 2.61% |
$12.9K - $13.8K
|
36K
$485K
|