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
Royal Bank of Canada 523k $13M -1% Mar 2021
Lazard Asset Management 426k $10M 0% Mar 2021
Wells Fargo & Company 407k $9.9M 1% Mar 2021
Needham Investment Management 336k $8.2M 0% Mar 2021
Bank of America Corporation 335k $8.2M -10% Mar 2021
Raymond James Financial Services Advisors 325k $7.9M 0% Mar 2021
Punch & Associates Investment Management 292k $7.1M -29% Mar 2021
UBS Group 290k $7.1M 4% Mar 2021
LPL Financial 277k $6.8M 11% Mar 2021
Goodman & Company, Investment Counsel 256k $6.2M -40% Mar 2021
Raymond James & Associates 237k $5.8M 34% Mar 2021

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City of London Investment Management Company 201k $4.9M -20% Mar 2021
First Trust Advisors 175k $4.3M 2% Mar 2021
Deschutes Portfolio Strategy 170k $4.1M -2% Mar 2021
Cetera Investment Advisers 165k $4.0M 82% Mar 2021
1607 Capital Partners 157k $3.7M 30% Dec 2020
Claraphi Advisory Network 155k $3.8M 0% Mar 2021
Janney Montgomery Scott 144k $3.5M 3% Mar 2021
Cohen & Steers Capital Management 143k $3.5M -24% Mar 2021
Ameriprise Financial 128k $3.1M 34% Mar 2021
Guggenheim Capital, LLC Managers 116k $2.8M 8% Mar 2021
Advisors Asset Management 115k $2.8M -32% Mar 2021
Advisor Group Holdings 103k $2.5M 26% Mar 2021
Commonwealth Equity Services 81k $2.0M 30% Mar 2021
Laidlaw Wealth Management 76k $1.8M 6% Dec 2020
U.S. Capital Advisors 74k $1.8M -1% Mar 2021
Oppenheimer & Co 68k $1.7M 7% Mar 2021
Oak Family Advisors 63k $1.5M -1% Mar 2021
Eudaimonia Partners 44k $1.1M -5% Mar 2021
National Asset Management 36k $876k 1% Mar 2021
Invesco 35k $847k -11% Mar 2021
Union Bankshares 34k $853k 100% Mar 2021
Wunderlich Securities 32k $759k -74% Dec 2020
Stephens 28k $675k -13% Mar 2021
Stockman Asset Management 25k $620k 0% Mar 2021
Nations Financial Group 25k $619k 100% Mar 2021
NEXT Financial 25k $600k -7% Mar 2021
Equitable Holdings 24k $584k -4% Mar 2021
Cambridge Investment Research Advisors 23k $567k 15% Mar 2021
Steward Partners Investment Advisory 23k $561k 100% Mar 2021
Wedbush Morgan Securities 21k $523k -5% Mar 2021
HighTower Advisors 19k $469k 7% Mar 2021
Barclays 19k $468k 100% Mar 2021
AE Wealth Management 19k $456k -22% Mar 2021
Mid Atlantic Financial Management 19k $453k 45% Mar 2021
International Assets Investment Management 18k $428k 102% Mar 2021
Mercer Global Advisors 17k $413k 100% Mar 2021
Envestnet Asset Management 17k $409k -8% Mar 2021
Sigma Planning 16k $397k 100% Mar 2021
Sage Capital Advisors 16k $392k 29% Mar 2021
Sippican Capital Adivsors 15k $366k 0% Mar 2021
Pnc Financial Services 15k $356k 412% Mar 2021
Rowland Carmichael Advisors 14k $343k -7% Dec 2020
GRT Capital Partners 14k $351k -16% Mar 2021
Quantedge Capital Pte 13k $323k -80% Mar 2021
Branch Banking & Trust Company 13k $319k -4% Mar 2021
Onyx Bridge Wealth Group 12k $297k 0% Mar 2021
Laurel Wealth Advisors 12k $290k 24% Mar 2021
Multi-Financial Securities 11k $279k -5% Mar 2021
Moloney Securities Asset Management 11k $272k 2% Mar 2021
Shaker Financial Services 11k $264k -74% Mar 2021
Capital Investment Advisory Services 11k $262k 5% Mar 2021
Stifel Financial 11k $255k 7% Mar 2021
Coastline Trust 10k $253k 0% Mar 2021
Kestra Advisory Services 10k $250k 13% Mar 2021
Financial Counselors 10k $244k 0% Mar 2021
Camden Capital 9.7k $238k 100% Mar 2021
Putnam Fl Investment Management 9.6k $234k 9% Mar 2021
Horst & Graben Wealth Management 9.5k $232k 1% Mar 2021
Private Capital Advisors 8.7k $213k 2% Mar 2021
Moors & Cabot 8.6k $210k 100% Mar 2021
Bessemer 7.1k $172k 0% Mar 2021
SOA Wealth Advisors 5.6k $136k 0% Mar 2021
Truvestments Capital 5.5k $134k 83% Mar 2021
Centaurus Financial 5.3k $130k 18% Mar 2021
TrueNorth 5.0k $121k 0% Mar 2021
Atlas Private Wealth Advisors 4.6k $111k -37% Mar 2021
RMR Wealth Builders 3.6k $89k 301% Mar 2021
Northwest Investment Counselors 3.0k $74k 100% Mar 2021
North Star Investment Management 2.7k $65k 0% Mar 2021
Rockefeller Capital Management 2.5k $61k 0% Mar 2021
Lindbrook Capital 2.5k $61k 0% Mar 2021
Northwestern Mutual Wealth Management Company 2.5k $61k 17% Mar 2021
Bank Of Montreal 2.4k $58k -97% Mar 2021
Bartlett & Co. 2.2k $54k 0% Mar 2021
CoreFirst Bank & Trust 1.9k $0 100% Dec 2020
Huntington National Bank 1.8k $43k 0% Mar 2021
Savior 1.6k $40k 2% Mar 2021
Fifth Third Bancorp 1.4k $34k -26% Mar 2021
Parallel Advisors 1.2k $30k 0% Mar 2021
Emerald Investment Partners 1.2k $30k 100% Mar 2021
Tradition Wealth Management 1.1k $26k 0% Mar 2021
D'Orazio & Associates 1.0k $25k 100% Mar 2021
Pinnacle Bank 990.00 $24k 0% Mar 2021
Geneos Wealth Management 870.00 $21k -40% Mar 2021
Princeton Global Asset Management 800.00 $20k 0% Mar 2021
Reilly Financial Advisors 670.00 $16k 100% Mar 2021
Spire Wealth Management 535.00 $13k 100% Mar 2021
Sittner & Nelson 477.00 $12k 2% Mar 2021
Optimum Investment Advisors 350.00 $9.0k 0% Mar 2021
Winslow, Evans & Crocker 85.00 $2.0k 100% Dec 2020
Global Retirement Partners 55.00 $999.999000 4% Mar 2021
Citigroup 45.00 $999.999000 15% Mar 2021
Stonebridge Financial Planning Group 17.00 $0 100% Mar 2021
Sowell Financial Services 6.00 $0 -62% Mar 2021
Kayne Anderson Rudnick Investment Management 5.00 $0 100% Mar 2021
JFS Wealth Advisors 3.00 $0 0% Mar 2021
Jpmorgan Chase & Co 3.00 $0 -25% Mar 2021
FMR 1.00 $0 100% Mar 2021

Who sold out of H & Q Healthcare Fund equities?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 3.1M $73M
Karpus Investment Management Sep 2020 138k $2.9M
United Asset Strategies Dec 2020 75k $1.8M
CNH Partners Dec 2020 51k $1.2M
Landscape Capital Management Dec 2020 35k $827k
Sawtooth Asset Management Dec 2020 18k $437k
First Republic Investment Management Dec 2020 12k $278k
Ropes Wealth Advisors Dec 2020 5.6k $133k
Glenmede Trust Company Sep 2020 4.2k $85k
Advisory Services Network Dec 2020 1.8k $44k
Altus Wealth Group Dec 2020 1.3k $32k
FNY Investment Advisers Dec 2020 1.2k $28k
Freestone Capital Holdings Dec 2020 859.00 $21k
Samalin Investment Counsel Dec 2020 825.00 $20k
Ade Dec 2020 441.00 $11k
Trust Co Of Vermont Dec 2020 12.00 $0