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
Download as csv
Download as Excel
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 |
|
| Raymond James Financial | 1.2M | $21M | 1% | Mar 2026 |
|
| Penserra Capital Management | 1.1M | $20M | -13% | Mar 2026 |
|
| Advisors Asset Management | 577k | $10M | 25% | Mar 2026 |
|
| LPL Financial | 552k | $9.8M | 10% | Mar 2026 |
|
| Royal Bank of Canada | 520k | $9.3M | 100% | Mar 2026 |
|
| Ameriprise Financial | 467k | $7.9M | 2% | Mar 2026 |
|
| Needham Investment Management | 311k | $5.5M | 7% | Mar 2026 |
|
| Z3 Capital Partners | 230k | $5.1M | 1% | Jun 2026 |
|
| Bank of America Corporation | 226k | $4.0M | 100% | Mar 2026 |
|
| Janney Montgomery Scott | 205k | $3.7M | 8% | Mar 2026 |
|
| Samalin Investment Counsel | 155k | $3.4M | 23% | Jun 2026 |
|
| Goss Wealth Management | 152k | $2.7M | 33% | Mar 2026 |
|
| Kestra Advisory Services | 132k | $2.9M | 3% | Jun 2026 |
|
| Advisor Group Holdings | 130k | $2.3M | -1% | Mar 2026 |
|
| UBS Group | 129k | $2.3M | 4% | Mar 2026 |
|
| Oppenheimer & Co | 117k | $2.1M | -10% | Mar 2026 |
|
| Smith Asset Management | 115k | $2.1M | -2% | Mar 2026 |
|
| Invesco | 113k | $2.0M | 2% | Mar 2026 |
|
| First Trust Advisors | 106k | $1.9M | 3% | Mar 2026 |
|
| NWF Advisory Services | 101k | $1.8M | -2% | Mar 2026 |
|
| Cohen & Steers Capital Management | 90k | $1.6M | 0% | Mar 2026 |
|
| Steward Partners Investment Advisory | 84k | $1.5M | 273% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 83k | $1.5M | 4% | Mar 2026 |
|
| Cetera Investment Advisers | 83k | $1.5M | 17% | Mar 2026 |
|
| Commonwealth Equity Services | 75k | $1.3M | 0% | Mar 2026 |
|
| Baird Financial | 73k | $1.3M | 13% | Mar 2026 |
|
| Sage Capital Management | 63k | $1.1M | 4% | Mar 2026 |
|
| Evolve Private Wealth | 57k | $1.0M | 100% | Mar 2026 |
|
| Northern Trust | 57k | $1.0M | 100% | Mar 2026 |
|
| Private Advisor | 56k | $991k | 15% | Mar 2026 |
|
| City of London Investment Management Company | 52k | $924k | -26% | Mar 2026 |
|
| AE Wealth Management | 48k | $850k | 9% | Mar 2026 |
|
| Wedbush Morgan Securities | 46k | $1.0M | 36% | Jun 2026 |
|
| Triumph Capital Management | 45k | $800k | 3% | Mar 2026 |
|
| Guggenheim Capital, LLC Managers | 44k | $789k | 31% | Mar 2026 |
|
| AlphaCore Capital | 42k | $749k | 6% | Mar 2026 |
|
| Cyndeo Wealth Partners | 38k | $682k | 0% | Mar 2026 |
|
| Closed-End Fund Advisors | 38k | $676k | 100% | Mar 2026 |
|
| Envestnet Asset Management | 35k | $620k | 23% | Mar 2026 |
|
| Pensionmark Financial Group | 35k | $619k | -29% | Mar 2026 |
|
| Abel Hall | 33k | $725k | 0% | Jun 2026 |
|
| Nations Financial Group | 31k | $684k | -4% | Jun 2026 |
|
| HighTower Advisors | 30k | $533k | 70% | Mar 2026 |
|
| Rockefeller Capital Management | 30k | $531k | 3% | Mar 2026 |
|
| Wells Fargo & Company | 27k | $482k | 152% | Mar 2026 |
|
| XTX Topco | 25k | $435k | 100% | Mar 2026 |
|
| Wolverine Asset Management | 24k | $425k | -84% | Mar 2026 |
|
| Stephens | 24k | $420k | -43% | Mar 2026 |
|
| WESPAC Advisors | 23k | $407k | -4% | Mar 2026 |
|
| Blue Bell Private Wealth Management | 21k | $372k | -18% | Mar 2026 |
|
| Susquehanna International | 20k | $359k | 100% | Mar 2026 |
|
| Millennium Management | 20k | $356k | 100% | Mar 2026 |
|
| Sage Capital Advisors | 20k | $434k | 2% | Jun 2026 |
|
| Capital Investment Advisory Services | 18k | $403k | 1% | Jun 2026 |
|
| Mariner Wealth Advisors | 18k | $317k | 2% | Mar 2026 |
|
| Benjamin Edwards | 18k | $393k | 6% | Jun 2026 |
|
| Uhlmann Price Securities | 17k | $383k | -34% | Jun 2026 |
|
| Atomi Financial Group | 17k | $308k | -19% | Mar 2026 |
|
| Independent Advisor Alliance | 17k | $298k | 100% | Mar 2026 |
|
| Stifel Financial | 15k | $263k | -40% | Mar 2026 |
|
| Creative Planning | 15k | $261k | 45% | Mar 2026 |
|
| Harbour Wealth Management Group | 15k | $259k | -1% | Mar 2026 |
|
| WNY Asset Management | 14k | $253k | 100% | Mar 2026 |
|
| Vista Investment Partners Ii | 13k | $234k | 0% | Mar 2026 |
|
| Independent Financial Group | 13k | $232k | 100% | Mar 2026 |
|
| Ashton Thomas Securities | 12k | $206k | 7% | Mar 2026 |
|
| CoreCap Advisors | 12k | $253k | 33% | Jun 2026 |
|
| Concorde Asset Management | 12k | $204k | 6% | Mar 2026 |
|
| Kovack Advisors | 11k | $209k | 3% | Mar 2026 |
|
| Hanson McClain Advisors | 11k | $198k | 14% | Mar 2026 |
|
| Equitable Holdings | 11k | $209k | 100% | Mar 2026 |
|
| Decision Investments | 11k | $193k | 100% | Mar 2026 |
|
| Wiley Bros.-aintree Capital | 11k | $187k | 2% | Mar 2026 |
|
| Moors & Cabot | 11k | $186k | 100% | Mar 2026 |
|
| Mercer Global Advisors | 10k | $185k | 100% | Mar 2026 |
|
| 180 Wealth Advisors | 10k | $219k | 100% | Jun 2026 |
|
| Moody Lynn & Co/ | 9.7k | $212k | 100% | Jun 2026 |
|
| Union Bankshares | 7.4k | $132k | 0% | Mar 2026 |
|
| Fifth Third Bancorp | 6.9k | $123k | 100% | Mar 2026 |
|
| Rothschild Investment | 6.4k | $115k | 7% | Mar 2026 |
|
| EverSource Wealth Advisors | 5.0k | $110k | 0% | Jun 2026 |
|
| Advisory Services Network | 4.7k | $85k | 100% | Mar 2026 |
|
| Cullen Frost Bankers | 4.4k | $97k | 0% | Jun 2026 |
|
| Osbon Capital Management | 4.4k | $78k | 100% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 4.3k | $76k | 13% | Mar 2026 |
|
| SOA Wealth Advisors | 3.3k | $58k | 0% | Mar 2026 |
|
| Harbour Investments | 3.0k | $54k | 252% | Mar 2026 |
|
| North Star Investment Management | 2.7k | $59k | 0% | Jun 2026 |
|
| Costello Asset Management | 2.3k | $51k | 1% | Jun 2026 |
|
| Farther Finance Advisors | 2.3k | $51k | 75% | Jun 2026 |
|
| Bartlett & Co. Wealth Management | 2.0k | $45k | 0% | Jun 2026 |
|
| Millstone Evans Group | 1.9k | $35k | 3% | Mar 2026 |
|
| Sunbelt Securities | 1.9k | $34k | 0% | Mar 2026 |
|
| Pinnacle Wealth Planning Services | 1.8k | $31k | -19% | Mar 2026 |
|
| Brown, Lisle/cummings | 1.7k | $30k | 0% | Mar 2026 |
|
| Bollard | 1.4k | $25k | 100% | Mar 2026 |
|
| Kennebec Savings Bank | 1.3k | $28k | 100% | Jun 2026 |
|
| Key FInancial | 1.3k | $28k | 3% | Jun 2026 |
|
| MAI Wealth Advisors | 1.0k | $18k | 0% | Mar 2026 |
|
| Founders Capital Management | 1.0k | $18k | 0% | Mar 2026 |
|
| Pnc Financial Services | 828.00 | $15k | -85% | Mar 2026 |
|
| WPG Advisers | 820.00 | $15k | -10% | Mar 2026 |
|
| Truvestments Capital | 764.00 | $14k | 0% | Mar 2026 |
|
| A. Montag and Associates | 540.00 | $9.6k | 0% | Mar 2026 |
|
| Spire Wealth Management | 535.00 | $9.5k | 0% | Mar 2026 |
|
| Mather Group | 416.00 | $7.4k | 100% | Mar 2026 |
|
| Citigroup | 311.00 | $5.5k | 100% | Mar 2026 |
|
| Abound Financial | 268.00 | $4.8k | -96% | Mar 2026 |
|
| BlackRock | 268.00 | $4.8k | 100% | Mar 2026 |
|
| Thurston, Springer, Miller, Herd & Titak | 245.00 | $5.4k | 0% | Jun 2026 |
|
| Pinnacle Bank | 222.00 | $4.9k | 3% | Jun 2026 |
|
| Vision Retirement | 206.00 | $3.7k | 3% | Mar 2026 |
|
| Assetmark | 192.00 | $3.4k | -6% | Mar 2026 |
|
| Highline Wealth Partners | 170.00 | $3.0k | 100% | Mar 2026 |
|
| Root Financial Partners | 146.00 | $2.6k | 100% | Mar 2026 |
|
| CWM | 125.00 | $2.2k | 100% | Mar 2026 |
|
| Nexus Investment Management | 101.00 | $2.2k | 0% | Jun 2026 |
|
| Gen-Wealth Partners | 95.00 | $1.7k | 0% | Mar 2026 |
|
| Geneos Wealth Management | 72.00 | $1.3k | 0% | Mar 2026 |
|
| JFS Wealth Advisors | 54.00 | $1.2k | 1700% | Jun 2026 |
|
| Jones Financial Companies, L.L | 52.00 | $906.001200 | -92% | Mar 2026 |
|
| Beaird Harris Wealth Management | 38.00 | $836.000000 | -90% | Jun 2026 |
|
| Caldwell Sutter Capital | 25.00 | $445.000000 | 100% | Mar 2026 |
|
| Bessemer | 13.00 | $0 | 0% | Mar 2026 |
|
| Sound Income Strategies | 4.00 | $73.000000 | 0% | Mar 2026 |
|
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3.00 | $53.000100 | 0% | Mar 2026 |
|
| Addison Advisors | 1.00 | $18.000000 | 0% | Mar 2026 |
|
Who sold out of H & Q Healthcare Fund equities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Prevail Innovative Wealth Advisors | Dec 2025 | 110k | $2.1M |
| Landscape Capital Management | Dec 2025 | 35k | $655k |
| Shaker Financial Services | Mar 2026 | 16k | $289k |
| Jane Street | Dec 2025 | 15k | $287k |
| Matrix Private Capital Group | Dec 2025 | 14k | $261k |
| Goldman Sachs Group | Dec 2025 | 13k | $237k |
| IFP Advisors | Dec 2025 | 12k | $229k |
| Flagship Harbor Advisors | Dec 2025 | 2.6k | $48k |
| Evolution Wealth Management | Dec 2025 | 628.00 | $12k |
| Quent Capital | Dec 2025 | 12.00 | $227.000400 |