Purchases and Sales Made in Q2 2024 in Tekla Life Sciences Investors (HQL)
This table provides information about the institutional ownership of Tekla Life Sciences Investors (HQL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
968K+ 39.31% |
$12.4M - $13.8M
|
3.43M
$46.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
193KNew |
$2.46M - $2.75M
|
193K
$2.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
83.3KNew |
$1.07M - $1.19M
|
83.3K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
58.9K+ 17.04% |
$753K - $840K
|
404K
$5.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
30.8K+ 97.64% |
$393K - $439K
|
62.2K
$840K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
14.7K+ 34.86% |
$189K - $210K
|
57.1K
$770K
|
|
|
Aug 13, 2024
Q2 2024
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
11.6K+ 3.51% |
$148K - $165K
|
342K
$4.61M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 6.93% |
$130K - $145K
|
156K
$2.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.58K+ 32.2% |
$123K - $137K
|
39.3K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.37K+ 4.27% |
$81.4K - $90.8K
|
156K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.96K+ 1.23% |
$76.3K - $85.1K
|
490K
$6.62M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.96K+ 1.23% |
$76.3K - $85.1K
|
490K
$6.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.77K+ 31.35% |
$73.8K - $82.4K
|
24.2K
$327K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.77K+ 3.16% |
$61.1K - $68.1K
|
156K
$2.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.76K+ 5.52% |
$60.8K - $67.9K
|
90.9K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.76K+ 2.5% |
$48.1K - $53.6K
|
154K
$2.08M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.68K+ 2.78% |
$47.1K - $52.5K
|
136K
$1.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.6K+ 2.28% |
$46K - $51.3K
|
162K
$2.18M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.78K+ 11.13% |
$35.5K - $39.7K
|
27.7K
$375K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.09K+ 15.67% |
$26.7K - $29.8K
|
15.4K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.91K+ 18.32% |
$24.5K - $27.3K
|
12.4K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.88K+ 7.34% |
$24.1K - $26.9K
|
27.5K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.58K+ 3.64% |
$20.2K - $22.5K
|
44.9K
$606K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.38K+ 136.19% |
$17.7K - $19.7K
|
2.4K
$32.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.26K+ 8.18% |
$16.1K - $18K
|
16.7K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.25K+ 5.95% |
$16K - $17.9K
|
22.3K
$301K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
884New |
$11.3K - $12.6K
|
884
$11.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
868+ 2.64% |
$11.1K - $12.4K
|
33.8K
$456K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
632New |
$8.08K - $9.02K
|
632
$8.53K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
433+ 3.5% |
$5.54K - $6.18K
|
12.8K
$173K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
138New |
$1.77K - $1.97K
|
138
$1.86K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
104New |
$1.33K - $1.48K
|
104
$1.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
69+ 3.45% |
$883 - $985
|
2.07K
$27.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
41+ 3.47% |
$524 - $585
|
1.22K
$16.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
41+ 0.29% |
$524 - $585
|
14.4K
$195K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
36+ 3.34% |
$460 - $514
|
1.11K
$15K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 3.36% |
$320 - $357
|
768
$10.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-50- 0.44% |
$640 - $714
|
11.4K
$154K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-180- 4.63% |
$2.3K - $2.57K
|
3.71K
$50.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-300- 2.5% |
$3.84K - $4.28K
|
11.7K
$158K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-348- 2.86% |
$4.45K - $4.97K
|
11.8K
$159K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-463- 1.93% |
$5.92K - $6.61K
|
23.5K
$317K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-661- 3.23% |
$8.45K - $9.43K
|
19.8K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.02K- 2.84% |
$13K - $14.6K
|
35K
$472K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.44K- 98.83% |
$31.2K - $34.8K
|
29
$392
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.3K- 61.42% |
$42.2K - $47.1K
|
2.07K
$28K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.2K- 13.42% |
$53.7K - $59.9K
|
27.1K
$366K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.43K- 43.17% |
$56.6K - $63.2K
|
5.83K
$78.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.51K- 14.2% |
$57.7K - $64.4K
|
27.3K
$368K
|