Purchases and Sales Made in Q2 2021 in Tekla Life Sciences Investors (HQL)
This table provides information about the institutional ownership of Tekla Life Sciences Investors (HQL) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
99.5K+ 600.95% |
$1.9M - $2.13M
|
116K
$1.55M
|
|
|
Aug 04, 2021
Q2 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
40.4K+ 207.06% |
$774K - $867K
|
60K
$799K
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.3KNew |
$753K - $843K
|
39.3K
$524K
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.3KNew |
$370K - $414K
|
19.3K
$257K
|
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17.8K+ 4.25% |
$341K - $382K
|
436K
$5.81M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.5K+ 26.84% |
$277K - $311K
|
68.5K
$912K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.9K+ 97.34% |
$267K - $299K
|
28.3K
$377K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$226K - $253K
|
11.8K
$157K
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$202K - $226K
|
10.5K
$140K
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
10.1KNew |
$193K - $217K
|
10.1K
$135K
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10KNew |
$191K - $214K
|
10K
$133K
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.92KNew |
$190K - $213K
|
9.92K
$132K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.8KNew |
$188K - $210K
|
9.8K
$131K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.85K+ 430.09% |
$131K - $147K
|
8.44K
$112K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.92K+ 13.95% |
$113K - $127K
|
48.3K
$643K
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.79K+ 4.91% |
$111K - $124K
|
123K
$1.64M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.59K+ 28.22% |
$107K - $120K
|
25.4K
$338K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.62K+ 2.75% |
$69.3K - $77.7K
|
135K
$1.8M
|
|
|
Jul 26, 2021
Q2 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.73K+ 2.72% |
$52.2K - $58.4K
|
103K
$1.37M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.69KNew |
$51.4K - $57.6K
|
2.69K
$35.8K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.62K+ 4.27% |
$50.2K - $56.2K
|
64.1K
$854K
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.92K+ 0.6% |
$36.8K - $41.2K
|
324K
$4.32M
|
|
|
Aug 16, 2021
Q2 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.9K+ 11.12% |
$36.3K - $40.7K
|
19K
$252K
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.84KNew |
$35.2K - $39.4K
|
1.84K
$24.5K
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
675+ 3.69% |
$12.9K - $14.5K
|
19K
$253K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
630New |
$12.1K - $13.5K
|
630
$8.39K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
280+ 1.95% |
$5.36K - $6K
|
14.7K
$195K
|
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
100+ 0.34% |
$1.91K - $2.14K
|
29.6K
$395K
|
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
50New |
$957 - $1.07K
|
50
$666
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 1.9% |
$555 - $622
|
1.56K
$20.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9Closed |
$172 - $193
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-113- 63.48% |
$2.16K - $2.42K
|
65
$866
|
|
|
Aug 13, 2021
Q2 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-193- 0.3% |
$3.69K - $4.14K
|
63.6K
$847K
|
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-300Closed |
$5.74K - $6.43K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-955- 8.53% |
$18.3K - $20.5K
|
10.2K
$136K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.12K- 59.51% |
$21.5K - $24.1K
|
764
$10.2K
|
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.25KClosed |
$23.9K - $26.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.55K- 2.07% |
$29.7K - $33.3K
|
73.4K
$977K
|
|
|
Aug 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.76K- 7.25% |
$33.7K - $37.7K
|
22.5K
$300K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.39K- 5.75% |
$45.8K - $51.3K
|
39.3K
$523K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.29K- 2.4% |
$62.9K - $70.5K
|
133K
$1.78M
|
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.43K- 4.1% |
$84.8K - $95K
|
104K
$1.38M
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.73KClosed |
$129K - $144K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-6.82K- 5.61% |
$130K - $146K
|
115K
$1.53M
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-12.6K- 48.43% |
$241K - $270K
|
13.4K
$179K
|
|
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-13.3KClosed |
$254K - $285K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-25K- 5.26% |
$479K - $536K
|
450K
$5.99M
|
|
|
Aug 16, 2021
Q2 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-39.7K- 23.98% |
$760K - $851K
|
126K
$1.68M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.2K- 43.72% |
$769K - $861K
|
51.7K
$689K
|
|