Who owns H & Q Healthcare Fund equities?
- Ticker: HQH
- CUSIP Number: 87911j103
Tip: Access positions for across all investors
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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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 |