Who owns H & Q Healthcare Fund equities?

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Analyze quarterly positions in H & Q Healthcare Fund equities with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of H & Q Healthcare Fund equities stock

Who bought or sold H & Q Healthcare Fund equities this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 3.2M $50M 1% Sep 2023
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Saba Capital Management 1.4M $24M 380% Dec 2023
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Cornerstone Advisors 732k $12M 67% Dec 2023
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CNH Partners 500k $8.3M 57% Dec 2023
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Royal Bank of Canada 470k $7.8M 4% Dec 2023
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Rpo 383k $6.3M 2% Dec 2023
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Clough Capital Partners 323k $5.4M 215% Dec 2023
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Logan Stone Capital 297k $4.9M 8% Dec 2023
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Raymond James Financial Services Advisors 253k $4.2M 6% Dec 2023
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Wolverine Asset Management 244k $4.0M -31% Dec 2023
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Landscape Capital Management 239k $4.0M 190% Dec 2023
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Needham Investment Management 227k $3.5M 3% Sep 2023
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LPL Financial 204k $3.2M -21% Sep 2023
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Bank of America Corporation 180k $3.0M -12% Dec 2023
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Raymond James & Associates 167k $2.8M -3% Dec 2023
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Janney Montgomery Scott 158k $2.6M -5% Dec 2023
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Advisor Group Holdings 149k $2.5M -42% Dec 2023
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Quantedge Capital Pte 147k $2.3M 80% Sep 2023
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Advisors Asset Management 146k $2.4M 2% Dec 2023
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First Trust Advisors 141k $2.2M 7% Sep 2023
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UBS Group 137k $2.3M -28% Dec 2023
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Boothbay Fund Management 128k $2.0M 319% Sep 2023
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Ameriprise Financial 115k $1.8M -18% Sep 2023
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Cetera Investment Advisers 104k $1.6M 11% Sep 2023
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Cohen & Steers Capital Management 100k $1.5M -23% Sep 2023
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National Asset Management 86k $1.5M 22% Dec 2023
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Oppenheimer & Co 82k $1.3M 2% Sep 2023
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Commonwealth Equity Services 80k $1.3M -5% Dec 2023
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Quarry 74k $1.2M 41% Dec 2023
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Matrix Private Capital Group 71k $1.1M -38% Sep 2023
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Cambridge Investment Research Advisors 70k $1.2M -12% Dec 2023
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Cyndeo Wealth Partners 64k $1.1M 0% Dec 2023
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Eudaimonia Partners 59k $980k -11% Dec 2023
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AE Wealth Management 45k $768k 37% Dec 2023
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Samalin Investment Counsel 44k $679k 54% Sep 2023
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Invesco 43k $662k 10% Sep 2023
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Mercer Global Advisors 39k $653k 260% Dec 2023
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Qube Research & Technologies 39k $602k 3% Sep 2023
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Guggenheim Capital, LLC Managers 39k $640k 74% Dec 2023
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Nations Financial Group 36k $591k -1% Dec 2023
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Millennium Management 35k $585k -47% Dec 2023
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Bank of New York Mellon 34k $563k 100% Dec 2023
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Kestra Advisory Services 33k $548k 5% Dec 2023
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Private Advisor 32k $522k 16% Dec 2023
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Prevail Innovative Wealth Advisors 31k $474k 88% Sep 2023
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Stephens 30k $462k 13% Sep 2023
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Financial Network Investment Corporation 28k $439k -10% Sep 2023
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Wedbush Morgan Securities 26k $433k 2% Dec 2023
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Claro Advisors 25k $421k 17% Dec 2023
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Weiss Asset Management LP[1 25k $419k 100% Dec 2023
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Goss Wealth Management 25k $384k -26% Sep 2023
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City of London Investment Management Company 24k $396k 8% Dec 2023
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Sage Capital Advisors 23k $373k -15% Dec 2023
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Stockman Asset Management 22k $364k -2% Dec 2023
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Steward Partners Investment Advisory 22k $359k 60% Dec 2023
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HighTower Advisors 22k $354k -16% Dec 2023
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Envestnet Asset Management 21k $326k -5% Sep 2023
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All Season Financial Advisors 19k $321k -4% Dec 2023
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Atomi Financial Group 18k $305k -8% Dec 2023
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Wetherby Asset Management 18k $301k 100% Dec 2023
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Foundations Investment Advisors 18k $303k 20% Dec 2023
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Hennion & Walsh Asset Management 17k $284k 0% Dec 2023
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Atria Wealth Solutions 17k $275k -2% Dec 2023
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Capital Investment Advisory Services 16k $269k 7% Dec 2023
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Equitable Holdings 16k $247k -6% Sep 2023
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Flow State Investments 15k $237k 100% Sep 2023
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Integrated Wealth Concepts 15k $229k 1% Sep 2023
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Apollon Wealth Management 15k $244k 33% Dec 2023
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Union Bankshares 15k $242k -9% Dec 2023
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Benjamin F. Edwards & Company 14k $234k -60% Dec 2023
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WNY Asset Management 14k $233k 3% Dec 2023
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Pnc Financial Services 13k $222k -50% Dec 2023
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IFP Advisors 13k $221k 0% Dec 2023
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Shaker Financial Services 13k $222k -23% Dec 2023
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Milestone Asset Management 13k $212k 100% Dec 2023
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Stifel Financial 12k $200k -2% Dec 2023
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Jpmorgan Chase & Co 12k $200k 4253% Dec 2023
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First Republic Investment Management 12k $188k -24% Sep 2023
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Elequin Capital 12k $199k -79% Dec 2023
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Horst & Graben Wealth Management 11k $188k 0% Dec 2023
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Branch Banking & Trust Company 11k $186k 0% Dec 2023
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Moloney Securities Asset Management 11k $178k 100% Dec 2023
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Blue Bell Private Wealth Management 10k $173k 77% Dec 2023
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Brian McDonald 8.3k $129k 100% Sep 2023
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SOA Wealth Advisors 5.8k $97k 0% Dec 2023
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Cullen Frost Bankers 4.4k $73k 0% Dec 2023
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Sunbelt Securities 4.4k $72k 0% Dec 2023
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Advisory Services Network 3.5k $58k 100% Dec 2023
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Wells Fargo & Company 3.0k $50k -90% Dec 2023
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Northwestern Mutual Wealth Management Company 2.8k $43k -10% Sep 2023
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North Star Investment Management 2.7k $44k 0% Dec 2023
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Truvestments Capital 2.5k $39k 0% Sep 2023
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Us Bancorp 2.3k $38k 80% Dec 2023
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Bartlett & Co. 2.0k $34k 0% Dec 2023
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Bartlett & Co. Wealth Management 2.0k $34k 0% Dec 2023
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Parallel Advisors 1.3k $22k 0% Dec 2023
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Baystate Wealth Management 1.2k $20k 100% Dec 2023
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Founders Capital Management 1.0k $17k 0% Dec 2023
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Tradition Wealth Management 957.00 $16k -29% Dec 2023
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Key FInancial 910.00 $15k 0% Dec 2023
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Creekmur Asset Management 901.00 $15k 100% Dec 2023
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Spire Wealth Management 535.00 $9.2k 0% Dec 2023
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Tompkins Financial Corp 465.00 $7.7k 0% Dec 2023
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Hanson McClain Advisors 424.00 $7.0k 144% Dec 2023
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Optimum Investment Advisors 350.00 $5.8k 0% Dec 2023
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Smartleaf Asset Management 313.00 $5.2k 100% Dec 2023
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Quent Capital 306.00 $5.1k 0% Dec 2023
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Versant Capital Management 239.00 $4.0k 0% Dec 2023
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Ronald Blue Trust 237.00 $4.0k -39% Dec 2023
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Global Retirement Partners 66.00 $1.1k 2% Dec 2023
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Geneos Wealth Management 31.00 $513.998600 100% Dec 2023
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Harbour Investments 23.00 $373.000200 0% Dec 2023
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Householder Group Estate & Retirement Specialist 13.00 $0 0% Dec 2023
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Able Wealth Management 4.00 $72.000000 100% Dec 2023
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JFS Wealth Advisors 3.00 $50.000100 0% Dec 2023
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Who sold out of H & Q Healthcare Fund equities?

Fund or Company Name Date Sold Shares Held Valued At
Karpus Investment Management Jun 2023 86k $1.5M
Walleye Trading Advisors Sep 2023 36k $553k
Level Four Advisory Services Sep 2023 12k $191k
Intl Fcstone Sep 2023 12k $182k
Susquehanna International Jun 2023 11k $179k
TrueNorth Sep 2023 3.9k $61k
Northwest Investment Counselors Sep 2023 3.0k $47k
Cary Street Partner Investment Advisory Sep 2023 934.00 $15k
Sittner & Nelson Jun 2023 575.00 $9.8k
Larson Financial Group Sep 2023 300.00 $4.7k
Gradient Investments Sep 2023 100.00 $1.6k