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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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 | 4.5M | $81M | -3% | Mar 2026 |
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| Raymond James Financial | 1.2M | $27M | 3% | Jun 2026 |
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| Penserra Capital Management | 1.2M | $26M | 4% | Jun 2026 |
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| Advisors Asset Management | 666k | $15M | 15% | Jun 2026 |
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| LPL Financial | 583k | $13M | 6% | Jun 2026 |
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| Royal Bank of Canada | 525k | $12M | 1% | Jun 2026 |
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| Ameriprise Financial | 466k | $10M | 0% | Jun 2026 |
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| Needham Investment Management | 321k | $7.1M | 3% | Jun 2026 |
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| Z3 Capital Partners | 230k | $5.1M | 1% | Jun 2026 |
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| Bank of America Corporation | 226k | $5.0M | 0% | Jun 2026 |
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| Janney Montgomery Scott | 214k | $4.7M | 4% | Jun 2026 |
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| Goss Wealth Management | 165k | $3.6M | 8% | Jun 2026 |
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| Samalin Investment Counsel | 155k | $3.4M | 23% | Jun 2026 |
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| UBS Group | 133k | $2.9M | 3% | Jun 2026 |
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| Kestra Advisory Services | 132k | $2.9M | 3% | Jun 2026 |
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| Advisor Group Holdings | 132k | $2.9M | 1% | Jun 2026 |
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| Invesco | 122k | $2.7M | 8% | Jun 2026 |
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| Oppenheimer & Co | 116k | $2.6M | 0% | Jun 2026 |
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| First Trust Advisors | 115k | $2.5M | 8% | Jun 2026 |
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| Smith Asset Management | 113k | $2.5M | -2% | Jun 2026 |
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| Steward Partners Investment Advisory | 102k | $2.2M | 21% | Jun 2026 |
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| NWF Advisory Services | 99k | $2.2M | -2% | Jun 2026 |
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| Cohen & Steers Capital Management | 90k | $2.0M | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 87k | $1.9M | 6% | Jun 2026 |
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| Rockefeller Capital Management | 87k | $1.9M | 190% | Jun 2026 |
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| Commonwealth Equity Services | 76k | $1.7M | 1% | Jun 2026 |
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| Sage Capital Management | 74k | $1.6M | 18% | Jun 2026 |
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| Private Advisor | 61k | $1.3M | 10% | Jun 2026 |
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| Cetera Investment Advisers | 60k | $1.3M | -27% | Jun 2026 |
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| Northern Trust | 58k | $1.3M | 3% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 57k | $1.2M | 28% | Jun 2026 |
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| Evolve Private Wealth | 54k | $1.2M | -7% | Jun 2026 |
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| City of London Investment Management Company | 52k | $1.1M | 0% | Jun 2026 |
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| Stephens | 46k | $1.0M | 96% | Jun 2026 |
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| Wedbush Morgan Securities | 46k | $1.0M | 36% | Jun 2026 |
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| Triumph Capital Management | 45k | $800k | 3% | Mar 2026 |
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| AlphaCore Capital | 43k | $944k | 2% | Jun 2026 |
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| AE Wealth Management | 42k | $919k | -12% | Jun 2026 |
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| We Are One Seven | 40k | $884k | 100% | Jun 2026 |
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| Baird Financial | 40k | $879k | -45% | Jun 2026 |
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| Cyndeo Wealth Partners | 38k | $842k | 0% | Jun 2026 |
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| Pensionmark Financial Group | 34k | $610k | -2% | Jun 2026 |
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| Abel Hall | 33k | $725k | 0% | Jun 2026 |
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| Closed-End Fund Advisors | 32k | $710k | -15% | Jun 2026 |
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| Nations Financial Group | 31k | $684k | -4% | Jun 2026 |
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| HighTower Advisors | 31k | $671k | 2% | Jun 2026 |
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| Wells Fargo & Company | 28k | $611k | 3% | Jun 2026 |
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| Atomi Financial Group | 24k | $518k | 36% | Jun 2026 |
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| Jane Street | 23k | $512k | 100% | Jun 2026 |
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| WESPAC Advisors | 23k | $509k | 1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 20k | $427k | 100% | Jun 2026 |
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| Sage Capital Advisors | 20k | $434k | 2% | Jun 2026 |
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| Mariner Wealth Advisors | 19k | $410k | 4% | Jun 2026 |
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| Capital Investment Advisory Services | 18k | $403k | 1% | Jun 2026 |
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| Benjamin Edwards | 18k | $393k | 6% | Jun 2026 |
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| Uhlmann Price Securities | 17k | $383k | -34% | Jun 2026 |
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| Creative Planning | 15k | $328k | 2% | Jun 2026 |
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| Harbour Wealth Management Group | 15k | $321k | 0% | Jun 2026 |
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| Stifel Financial | 14k | $314k | -3% | Jun 2026 |
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| Envestnet Asset Management | 14k | $311k | -59% | Jun 2026 |
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| M^T Bank Corporation | 14k | $305k | 100% | Jun 2026 |
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| Blue Bell Private Wealth Management | 14k | $302k | -34% | Jun 2026 |
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| Vista Investment Partners Ii | 13k | $289k | 0% | Jun 2026 |
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| XTX Topco | 13k | $279k | -48% | Jun 2026 |
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| Ashton Thomas Securities | 12k | $263k | 3% | Jun 2026 |
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| Concorde Asset Management | 12k | $262k | 4% | Jun 2026 |
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| Kovack Advisors | 12k | $256k | 3% | Jun 2026 |
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| CoreCap Advisors | 12k | $253k | 33% | Jun 2026 |
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| Hanson McClain Advisors | 11k | $251k | 2% | Jun 2026 |
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| Advisory Advocates | 11k | $248k | 100% | Jun 2026 |
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| Independent Financial Group | 11k | $243k | -15% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 11k | $233k | 1% | Jun 2026 |
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| Equitable Holdings | 10k | $228k | -6% | Jun 2026 |
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| Moors & Cabot | 10k | $224k | -3% | Jun 2026 |
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| Lido Advisors | 10k | $221k | 100% | Jun 2026 |
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| 180 Wealth Advisors | 10k | $219k | 100% | Jun 2026 |
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| Moody Lynn & Co/ | 9.7k | $212k | 100% | Jun 2026 |
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| WNY Asset Management | 9.5k | $210k | -33% | Jun 2026 |
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| Union Bankshares | 7.4k | $163k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 6.9k | $153k | 0% | Jun 2026 |
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| Ameritas Advisory Services | 6.8k | $150k | 100% | Jun 2026 |
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| Rothschild Investment | 6.6k | $146k | 3% | Jun 2026 |
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| Mercer Global Advisors | 6.1k | $134k | -41% | Jun 2026 |
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| IFG Advisory | 5.2k | $113k | 100% | Jun 2026 |
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| EverSource Wealth Advisors | 5.0k | $110k | 0% | Jun 2026 |
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| Global Retirement Partners | 4.5k | $100k | -19% | Jun 2026 |
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| Cullen Frost Bankers | 4.4k | $97k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 4.1k | $90k | -5% | Jun 2026 |
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| Us Bancorp | 3.4k | $76k | 63% | Jun 2026 |
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| SOA Wealth Advisors | 3.3k | $72k | 0% | Jun 2026 |
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| Harbour Investments | 3.0k | $67k | 0% | Jun 2026 |
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| North Star Investment Management | 2.7k | $59k | 0% | Jun 2026 |
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| SRS Capital Advisors | 2.7k | $58k | 100% | Jun 2026 |
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| Costello Asset Management | 2.3k | $51k | 1% | Jun 2026 |
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| Farther Finance Advisors | 2.3k | $51k | 75% | Jun 2026 |
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| Bartlett & Co. Wealth Management | 2.0k | $45k | 0% | Jun 2026 |
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| Millstone Evans Group | 2.0k | $44k | 3% | Jun 2026 |
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| Sunbelt Securities | 1.9k | $34k | 0% | Mar 2026 |
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| Brown, Lisle/cummings | 1.7k | $36k | 0% | Jun 2026 |
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| Bollard | 1.5k | $33k | 7% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 1.5k | $33k | -15% | Jun 2026 |
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| Kennebec Savings Bank | 1.3k | $28k | 100% | Jun 2026 |
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| Key FInancial | 1.3k | $28k | 3% | Jun 2026 |
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| Founders Capital Management | 1.0k | $22k | 0% | Jun 2026 |
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| Truvestments Capital | 764.00 | $17k | 0% | Jun 2026 |
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| WPG Advisers | 710.00 | $16k | -13% | Jun 2026 |
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| A. Montag and Associates | 540.00 | $12k | 0% | Jun 2026 |
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| Spire Wealth Management | 535.00 | $12k | 0% | Jun 2026 |
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| Mather Group | 419.00 | $9.2k | 1% | Jun 2026 |
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| Citigroup | 311.00 | $5.5k | 100% | Mar 2026 |
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| Abound Financial | 276.00 | $6.1k | 3% | Jun 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 245.00 | $5.4k | 0% | Jun 2026 |
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| Pinnacle Bank | 222.00 | $4.9k | 3% | Jun 2026 |
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| Vision Retirement | 212.00 | $4.7k | 3% | Jun 2026 |
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| Assetmark | 173.00 | $3.8k | -10% | Jun 2026 |
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| CWM | 125.00 | $2.2k | 100% | Mar 2026 |
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| Nexus Investment Management | 101.00 | $2.2k | 0% | Jun 2026 |
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| Gen-Wealth Partners | 95.00 | $2.1k | 0% | Jun 2026 |
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| Geneos Wealth Management | 72.00 | $1.6k | 0% | Jun 2026 |
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| JFS Wealth Advisors | 54.00 | $1.2k | 1700% | Jun 2026 |
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| Jones Financial Companies, L.L | 52.00 | $1.1k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 39.00 | $857.001600 | 100% | Jun 2026 |
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| Beaird Harris Wealth Management | 38.00 | $836.000000 | -90% | Jun 2026 |
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| Trust Co Of Vermont | 26.00 | $570.999000 | 0% | Jun 2026 |
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| Caldwell Sutter Capital | 25.00 | $550.000000 | 0% | Jun 2026 |
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| Bessemer | 13.00 | $0 | 0% | Jun 2026 |
|
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3.00 | $66.000000 | 0% | Jun 2026 |
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Who sold out of H & Q Healthcare Fund equities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wolverine Asset Management | Mar 2026 | 24k | $425k |
| Susquehanna International | Mar 2026 | 20k | $359k |
| Millennium Management | Mar 2026 | 20k | $356k |
| Independent Advisor Alliance | Mar 2026 | 17k | $298k |
| Shaker Financial Services | Mar 2026 | 16k | $289k |
| Decision Investments | Mar 2026 | 11k | $193k |
| Advisory Services Network | Mar 2026 | 4.7k | $85k |
| Osbon Capital Management | Mar 2026 | 4.4k | $78k |
| MAI Wealth Advisors | Mar 2026 | 1.0k | $18k |
| Pnc Financial Services | Mar 2026 | 828.00 | $15k |
| BlackRock | Mar 2026 | 268.00 | $4.8k |
| Highline Wealth Partners | Mar 2026 | 170.00 | $3.0k |
| Root Financial Partners | Mar 2026 | 146.00 | $2.6k |
| Sound Income Strategies | Mar 2026 | 4.00 | $73.000000 |