Purchases and Sales Made in Q1 2025 in Tekla Life Sciences Investors (HQL)
This table provides information about the institutional ownership of Tekla Life Sciences Investors (HQL) during Q1 2025. 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, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
153K+ 41.8% |
$1.94M - $2.19M
|
519K
$6.93M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
123K+ 308.61% |
$1.56M - $1.76M
|
163K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
90.4K+ 36.11% |
$1.15M - $1.3M
|
341K
$4.55M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
74.1K+ 31.06% |
$940K - $1.06M
|
313K
$4.18M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
64KNew |
$812K - $919K
|
64K
$855K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.3K+ 14.39% |
$524K - $593K
|
328K
$4.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
27.4K+ 16.52% |
$348K - $394K
|
193K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
25.9K+ 7.35% |
$329K - $372K
|
379K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.5K+ 53.29% |
$324K - $367K
|
73.5K
$982K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
23.4KNew |
$297K - $336K
|
23.4K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
20.4KNew |
$259K - $293K
|
20.4K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.9K+ 9.73% |
$189K - $214K
|
168K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13.6K+ 116.01% |
$173K - $195K
|
25.3K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.3K+ 76.61% |
$156K - $177K
|
28.4K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
11.8KNew |
$149K - $169K
|
11.8K
$157K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.7KNew |
$149K - $168K
|
11.7K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
11.5KNew |
$146K - $165K
|
11.5K
$154K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.1KNew |
$140K - $159K
|
11.1K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.7KNew |
$135K - $153K
|
10.7K
$142K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$134K - $151K
|
10.5K
$141K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.3KNew |
$131K - $148K
|
10.3K
$138K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.79K+ 43.08% |
$124K - $141K
|
32.5K
$434K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.12K+ 46.51% |
$116K - $131K
|
28.7K
$384K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.87K+ 60.01% |
$113K - $127K
|
23.7K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.35K+ 171.77% |
$106K - $120K
|
13.2K
$176K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
6.95K+ 56.07% |
$88.2K - $99.8K
|
19.3K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.08K+ 3.35% |
$51.7K - $58.5K
|
126K
$1.68M
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
3.7K+ 5.5% |
$46.9K - $53.1K
|
70.9K
$948K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.47KNew |
$44K - $49.8K
|
3.47K
$46.3K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.29K+ 24.62% |
$41.7K - $47.2K
|
16.6K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.99K+ 14.13% |
$37.9K - $42.9K
|
24.1K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.86K+ 1.84% |
$36.3K - $41.1K
|
159K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.66KNew |
$21K - $23.8K
|
1.66K
$22.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.49KNew |
$18.9K - $21.4K
|
1.49K
$19.9K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.36K+ 2.18% |
$17.2K - $19.5K
|
63.6K
$849K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 0.92% |
$15.8K - $17.9K
|
136K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.1K+ 4.99% |
$13.9K - $15.8K
|
23.1K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.06K+ 3.06% |
$13.5K - $15.2K
|
35.7K
$478K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
971+ 7.35% |
$12.3K - $13.9K
|
14.2K
$189K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
878New |
$11.1K - $12.6K
|
878
$11.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
471+ 3.59% |
$5.98K - $6.76K
|
13.6K
$182K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
362+ 1.68% |
$4.59K - $5.2K
|
21.9K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
169New |
$2.14K - $2.43K
|
169
$2.26K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
151+ 3.77% |
$1.92K - $2.17K
|
4.15K
$55.5K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
101+ 7.35% |
$1.28K - $1.45K
|
1.48K
$19.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$1.27K - $1.44K
|
100
$1.34K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
39New |
$495 - $560
|
39
$521
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37New |
$470 - $531
|
37
$494
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8+ 3.85% |
$102 - $115
|
216
$2.89K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5New |
$63.4 - $71.8
|
5
$66.8
|