Purchases and Sales Made in Q3 2024 in Tekla Life Sciences Investors (HQL)
This table provides information about the institutional ownership of Tekla Life Sciences Investors (HQL) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
776KNew |
$11.1M - $12.2M
|
776K
$11M
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
224K+ 116.49% |
$3.2M - $3.54M
|
417K
$5.93M
|
|
Jan 30, 2025
Q3 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
142K+ 35.51% |
$2.02M - $2.24M
|
541K
$7.69M
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
64.2K+ 15.88% |
$916K - $1.01M
|
469K
$6.66M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29.1K+ 10.26% |
$415K - $459K
|
313K
$4.45M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
21.1KNew |
$302K - $334K
|
21.1K
$300K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15K+ 9.62% |
$215K - $237K
|
171K
$2.44M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.5KNew |
$193K - $213K
|
13.5K
$192K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.3KNew |
$189K - $209K
|
13.3K
$188K
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
11.8KNew |
$169K - $187K
|
11.8K
$168K
|
|
Nov 13, 2024
Q3 2024
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
10.9K+ 3.19% |
$155K - $172K
|
353K
$5.01M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.6K+ 441.46% |
$151K - $167K
|
13K
$184K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.82KNew |
$140K - $155K
|
9.82K
$139K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.19K+ 4.45% |
$103K - $113K
|
169K
$2.4M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.23K+ 11.66% |
$74.6K - $82.5K
|
50.1K
$712K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.81K+ 12.23% |
$68.6K - $75.9K
|
44.1K
$627K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.59KNew |
$65.4K - $72.4K
|
4.59K
$65.2K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.02K+ 1.29% |
$28.7K - $31.8K
|
158K
$2.24M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2KNew |
$28.5K - $31.6K
|
2K
$28.4K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.2KNew |
$17.1K - $18.9K
|
1.2K
$17.1K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
896+ 7.59% |
$12.8K - $14.1K
|
12.7K
$181K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
851+ 3.82% |
$12.1K - $13.4K
|
23.1K
$329K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
513+ 4.15% |
$7.32K - $8.1K
|
12.9K
$183K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
473+ 0.76% |
$6.74K - $7.46K
|
62.7K
$891K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
408+ 3.19% |
$5.82K - $6.44K
|
13.2K
$188K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
274+ 1.89% |
$3.91K - $4.32K
|
14.8K
$210K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
114+ 3.07% |
$1.63K - $1.8K
|
3.82K
$54.3K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
66+ 3.18% |
$941 - $1.04K
|
2.14K
$30.4K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
38+ 3.11% |
$542 - $600
|
1.26K
$17.9K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
10New |
$143 - $158
|
10
$142
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-48- 88.89% |
$684 - $757
|
6
$85.3
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-400- 2.4% |
$5.7K - $6.31K
|
16.3K
$231K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-453- 0.09% |
$6.46K - $7.15K
|
490K
$6.96M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-924- 3.39% |
$13.2K - $14.6K
|
26.3K
$374K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.06K- 51.04% |
$15.1K - $16.7K
|
1.01K
$14.4K
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.2K- 8.29% |
$17.1K - $18.9K
|
13.2K
$188K
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.3K- 4.8% |
$18.5K - $20.5K
|
25.8K
$367K
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.5K- 6.4% |
$21.4K - $23.7K
|
22K
$312K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.7K- 11.05% |
$24.3K - $26.9K
|
13.7K
$195K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.07K- 1.52% |
$29.4K - $32.6K
|
134K
$1.91M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.65K- 1.7% |
$37.7K - $41.8K
|
153K
$2.17M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.75K- 13.95% |
$39.2K - $43.4K
|
17K
$241K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.83K- 13.79% |
$54.6K - $60.4K
|
23.9K
$340K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.85K- 19.47% |
$54.9K - $60.8K
|
15.9K
$226K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.59K- 18.97% |
$65.4K - $72.4K
|
19.6K
$278K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.6K- 13.62% |
$65.6K - $72.6K
|
29.2K
$415K
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.64K- 25.48% |
$66.1K - $73.2K
|
13.6K
$193K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.67K- 6.24% |
$80.8K - $89.5K
|
85.2K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.77K- 11.87% |
$96.5K - $107K
|
50.3K
$715K
|