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Get Institutions for : 
H&Q Healthcare Investors (HQH)  
$16.05 0.08 (0.5%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    2
Total shares held : 
 12,144,877  
% of shares held : 
 33.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 2,051,789  
% of shares held change : 
   5.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $15.41  
Last Quarter's Ending Price : 
 $16.57  
Last Quarter's Average Price : 
 $15.37  
Change from last quarter's     
avg. price to the last closing  : 
0.68 (4.42%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 369,271
 3.04%
 
Increased Positions :
46
 2,552,153
 21.01%
 
Unchanged Positions :
26
 357,234
 2.94%
 
Decreased Positions :
34
-801,784
-6.6%
 
Closed Positions :
10
-67,851
-0.56%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1723 - 2023-12-31 3,021,776 $50,071,000 -204,497
   SABA CAPITAL MANAGEMENT, L.P. 37 - 2023-12-31 1,424,346 $23,601,000 1,127,709
   Cornerstone Advisors LLC 45 - 2023-12-31 732,299 $12,134,000 292,920
   CNH PARTNERS LLC 39 - 2023-12-31 500,418 $8,292,000 181,268
   ROYAL BANK OF CANADA 1608 - 2023-12-31 469,916 $7,786,000 19,459
   RPO LLC 1 - 2023-12-31 382,486 $6,338,000 5,695
   CLOUGH CAPITAL PARTNERS L P 49 - 2023-12-31 323,228 $5,356,000 220,560
   BOOTHBAY FUND MANAGEMENT LLC 138 - 2023-12-31 312,251 $5,174,000 184,015
   Logan Stone Capital LLC 33 - 2023-12-31 297,287 $4,926,000 22,006
   Eschler Asset Management LLP 8 *New 2023-12-31 263,560 $4,552,000 263,560
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1164 - 2023-12-31 252,971 $4,192,000 13,816
   WOLVERINE ASSET MANAGEMENT LLC 64 - 2023-12-31 244,351 $4,049,000 -110,850
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 68 - 2023-12-31 239,393 $3,967,000 156,764
   NEEDHAM INVESTMENT MANAGEMENT LLC 61 - 2023-12-31 226,965 $3,761,000 0
   Quantedge Capital Pte Ltd 19 - 2023-12-31 209,600 $3,473,000 62,500
   BANK OF AMERICA CORP /DE/ 3232 - 2023-12-31 180,276 $2,987,000 -25,241
   RAYMOND JAMES & ASSOCIATES 1884 - 2023-12-31 166,627 $2,761,000 -4,330
   LPL FINANCIAL CORP 2123 - 2023-12-31 163,844 $2,715,000 -39,861
   JANNEY MONTGOMERY SCOTT LLC 987 - 2023-12-31 157,497 $2,610,000 -8,741
   Advisor Group Holdings Inc. 1699 - 2023-12-31 149,273 $2,473,000 -107,275
   FIXED INCOME SECURITIES INC 467 - 2023-12-31 145,898 $2,418,000 2,653
   FIRST TRUST ADVISORS LP 1659 - 2023-12-31 136,556 $2,263,000 -4,448
   UBS Group AG 2706 - 2023-12-31 136,456 $2,261,000 -53,522
   Cetera Investment Advisers 796 - 2023-12-31 120,687 $2,000,000 16,733
   AMERIPRISE FINANCIAL INC 2849 - 2023-12-31 108,662 $1,801,000 -6,455
   OPPENHEIMER & CO INC 563 - 2023-12-31 97,069 $1,608,000 14,757
   NATIONAL ASSET MANAGEMENT, INC. 438 - 2023-12-31 86,031 $1,451,000 15,590
   COMMONWEALTH EQUITY SERVICES LLC. 1941 - 2023-12-31 79,659 $1,320,000 -4,405
   Quarry LP 42 - 2023-12-31 74,292 $1,231,000 21,760
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1537 - 2023-12-31 69,841 $1,157,000 -9,131
   Cyndeo Wealth Partners LLC 187 - 2024-03-31 63,894 $1,077,000 0
   COHEN & STEERS INC 248 - 2023-12-31 60,573 $1,004,000 -39,000
   Eudaimonia Partners LLC 89 - 2023-12-31 59,123 $980,000 -7,469
   MATRIX PRIVATE CAPITAL GROUP LLC 29 - 2023-12-31 57,200 $971,000 -13,600
   Samalin Investment Counsel LLC 56 - 2023-12-31 55,045 $912,000 11,354
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 75 - 2023-12-31 48,380 $802,000 17,899
   AE Wealth Management LLC 1244 - 2023-12-31 45,273 $768,000 12,260
   FINANCIAL NETWORK 1558 - 2023-12-31 45,872 $760,000 17,630
   Qube Research & Technologies Ltd 1792 - 2023-12-31 44,312 $734,000 5,627
   INVESCO LTD 2941 - 2023-12-31 43,565 $722,000 964
   Goss Wealth Management LLC 1109 - 2023-12-31 40,974 $691,000 16,283
   Claraphi Advisory Network LLC 102 - 2022-12-31 37,878 $682,000 -12,191
   MERCER GLOBAL ADVISORS INC /ADV 1170 - 2023-12-31 39,430 $653,000 28,463
   GUGGENHEIM CAPITAL LLC 1347 - 2023-12-31 38,621 $640,000 16,412
   ENVESTNET ASSET MANAGEMENT INC 3220 - 2023-12-31 35,875 $594,000 14,930
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 344 - 2023-12-31 35,650 $591,000 -200
   MILLENNIUM MANAGEMENT LLC 2993 - 2023-12-31 35,325 $585,000 -30,771
   BANK OF NEW YORK MELLON CORP 3438 *New 2023-12-31 34,003 $563,000 34,003
   All Season Financial Advisors Inc. 59 - 2024-03-31 32,873 $554,000 13,491
   Kestra Advisory Services LLC 1462 - 2023-12-31 33,098 $548,000 1,513
   STEPHENS INC /AR/ 720 - 2023-12-31 32,458 $538,000 2,773
   Private Advisor Group LLC 1441 - 2023-12-31 31,510 $522,000 4,337
   WEDBUSH MORGAN SECURITIES INC 600 - 2023-12-31 26,105 $433,000 623
   WEISS CAPITAL LLC 190 *New 2023-12-31 25,293 $419,000 25,293
   Claro Advisors LLC 261 - 2024-03-31 24,584 $414,000 -830
   Sage Capital Advisorsllc 104 - 2024-03-31 23,562 $397,000 1,033
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 98 - 2023-12-31 23,900 $396,000 1,760
   Steward Partners Investment Advisory LLC 1136 - 2023-12-31 21,673 $359,000 8,138
   HIGHTOWER ADVISORS, LLC 2526 - 2023-12-31 21,460 $354,000 -4,008
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4339 - 2023-12-31 19,285 $320,000 19,285
   Atomi Financial Group Inc. 409 - 2023-12-31 18,414 $305,000 -1,680
   Foundations Investment Advisors LLC 536 - 2023-12-31 17,470 $303,000 2,928
   WETHERBY ASSET MANAGEMENT INC 720 *New 2023-12-31 18,171 $301,000 18,171
   Hennion & Walsh Asset Management Inc. 699 - 2024-03-31 17,235 $291,000 78
   Atria Wealth Solutions Inc. 1539 - 2023-12-31 16,616 $275,000 -380
   Capital Investment Advisory Services LLC 412 - 2023-12-31 16,238 $269,000 1,000
   Laurel Wealth Advisors Inc. 537 - 2022-12-31 14,899 $268,000 685
   Flow State Investments L.P. 77 - 2023-12-31 15,319 $254,000 51
   Apollon Wealth Management LLC 911 - 2023-12-31 14,697 $244,000 3,607
   Union Bankshares Corp 258 - 2024-03-31 14,103 $238,000 -500
   BENJAMIN F. EDWARDS & COMPANY INC. 821 - 2023-12-31 14,103 $234,000 -20,950
   WNY Asset Management LLC 200 - 2023-12-31 14,080 $233,000 400
   SHAKER FINANCIAL SERVICES, LLC 142 - 2023-12-31 13,050 $222,000 -3,891
   PNC FINANCIAL SERVICES GROUP INC 2075 - 2023-12-31 13,402 $222,000 -13,490
   IFP Advisors Inc 881 - 2023-12-31 13,344 $221,000 0
   MILESTONE ASSET MANAGEMENT LLC *New 2023-12-31 12,776 $212,000 12,776
   Equitable Holdings Inc. 1056 - 2023-12-31 12,379 $205,000 -3,490
   STIFEL FINANCIAL CORP 3046 - 2023-12-31 12,071 $200,000 -238
   J P MORGAN CHASE & CO 4184 - 2023-12-31 12,058 $200,000 11,781
   ELEQUIN CAPITAL LP 115 - 2023-12-31 11,999 $199,000 -45,629
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1636 - 2023-09-30 12,058 $188,000 -3,707
   Horst & Graben Wealth Management LLC 134 - 2023-12-31 11,362 $188,000 0
   BB&T CORP 2464 - 2023-12-31 11,220 $186,000 0
   Integrated Wealth Concepts LLC 1457 - 2023-12-31 11,055 $183,000 -3,667
   Moloney Securities Asset Management LLC 401 *New 2023-12-31 10,744 $178,000 10,744
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - 2023-12-31 10,420 $173,000 4,520
   COMERICA BANK 2371 - 2023-12-31 8,550 $142,000 264
   SOA Wealth Advisors LLC. 247 - 2024-03-31 5,837 $98,000 0
   CULLEN FROST BANKERS INC 605 - 2023-12-31 4,397 $73,000 0
   Sunbelt Securities Inc. 789 - 2024-03-31 4,077 $69,000 -291
   ADVISORY SERVICES NETWORK, LLC 1902 *New 2023-12-31 3,496 $58,000 3,496
   NORTHWEST INVESTMENT COUNSELORS LLC 232 - 2024-03-31 3,039 $51,000 3,039
   WELLS FARGO & CO/MN 4641 - 2023-12-31 2,990 $50,000 -27,775
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2069 - 2023-12-31 2,776 $46,000 -10
   NORTH STAR INVESTMENT MANAGEMENT CORP. 603 - 2023-12-31 2,674 $44,000 0
   Truvestments Capital LLC 343 - 2023-12-31 2,496 $41,000 0
   US BANCORP 2752 - 2023-12-31 2,298 $38,000 1,023
   Ahrens Investment Partners LLC 383 *New 2023-03-31 1,900 $34,000 1,900
   BARTLETT & CO. LLC 754 - 2023-12-31 2,024 $34,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 756 - 2023-12-31 2,024 $34,000 0
  100 Records found
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