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Disclosery

HQH ABRDN HEALTHCARE INVESTORS

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SH BEN INT (fund), issuer CIK 805267

120 managers (120 13F filers) reported a position in HQH shares at 2024-12-31, 12,246,262 shares in all. 18 filers opened a position and 23 filers sold out during the quarter.

Managers
120
13F filers
120
New
18
Added
36
Reduced
26
Sold out
23
Shares held by filers
12,246,262

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Goodson Alan Rdirector2026-10-06-242.0095 S$19.3181Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,217,921$51.6M<0.01%-128,24613F-HR/ATimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.1,971,659$31.6M0.8%-900,30313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC937,656$15M0.01%13F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…929,755$14.9M0.27%+62,62613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA434,385$6.97M<0.01%+3,87613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC287,607$4.62M<0.01%+27,04313F-HRTimelineGroup
LPL Financial LLC282,020$4.53M<0.01%+111,38313F-HRTimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…255,078$4.09M0.32%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/220,516$3.54M<0.01%+25,80513F-HRTimelineGroup
Advisors Asset Management, Inc.207,797$3.34M0.06%+29,97713F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP177,740$2.85M<0.01%+9,81913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …174,268$2.8M0.04%+84,73113F-HRTimelineGroup
Janney Montgomery Scott LLC152,449$2.45M0.01%-3,18313F-HRTimeline
Sage Capital Management, LLC151,944$2.44M1.23%-51,89213F-HRTimeline
UBS Group AGin group UBS Group AG150,168$2.41M<0.01%+7,40113F-HRTimelineGroup
WNY Asset Management, LLC144,653$2.32M0.29%+14,06513F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC136,831$2.2M0.04%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.133,831$2.15M<0.01%+21,13113F-HR/ATimelineGroup
Smith Asset Management Co., LLC123,081$1.98M1.92%13F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC111,297$1.79M0.23%-117,65913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.107,573$1.73M<0.01%013F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC101,121$1.62M0.04%-165,40813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.97,843$1.57M<0.01%+30,45113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC86,279$1.39M<0.01%+3,40913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC83,046$1.33M0.01%+43,35613F-HRTimelineGroup
Samalin Investment Counsel, LLC72,844$1.17M0.5%+4,87513F-HRTimeline
Cambridge Investment Research Advisors,…70,628$1.13M<0.01%-54013F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…62,415$1M0.1%013F-HRTimeline
Triumph Capital Management61,217$983K0.34%+15,05713F-HRTimeline
Sanctuary Advisors, LLC54,129$976K0.01%-4,79213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC57,200$954K0.54%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP55,790$895K0.04%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC54,531$875K0.07%+21,21213F-HRTimeline
AE Wealth Management LLC47,139$757K0.01%+1,86713F-HRTimeline
Cetera Investment Advisers46,695$749K<0.01%-135,08513F-HRTimeline
Quarry LP44,240$710K0.14%-29,88413F-HRTimeline
NewEdge Advisors, LLC41,959$673K<0.01%-11713F-HRTimeline
B. Riley Wealth Advisors, Inc.39,987$667K0.02%-71313F-HRTimeline
Cyndeo Wealth Partners, LLC38,308$615K0.04%-25,58613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC36,934$593K<0.01%+4,31313F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC36,787$590K0.17%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC35,942$577K0.11%+3,27413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…35,688$573K0.06%new13F-HRTimelineGroup
Private Advisor Group, LLC34,682$557K<0.01%-4,12213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV34,664$556K0.04%-50013F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC32,535$522K0.03%new13F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P31,187$501K0.06%013F-HRTimelineGroup
HighTower Advisors, LLC30,071$483K<0.01%+3,56213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.29,983$481K<0.01%+1,88413F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC29,749$477K<0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…28,849$463K0.01%-34613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,014$401K<0.01%+11,00013F-HRTimelineGroup
Compound Planning, Inc.24,920$400K0.02%+1,68013F-HRTimeline
WEDBUSH SECURITIES INC23,938$384K0.01%-63413F-HRTimeline
UHLMANN PRICE SECURITIES, LLC23,718$381K0.29%-3,24113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC23,353$375K0.1%-1,76813F-HRTimeline
Steward Partners Investment Advisory, L…22,358$359K<0.01%+3,73713F-HRTimeline
Sage Capital Advisors,llc22,041$354K0.09%-6,69213F-HRTimeline
Quantedge Capital Pte Ltd19,500$313K0.11%-1,00013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,790$286K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…16,368$263K0.03%+20013F-HRTimeline
Independent Advisor Alliance15,163$243K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,975$224K<0.01%+3,90013F-HRTimelineGroup
&PARTNERS13,404$220K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,661$203K0.01%-4,52913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,648$187K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,122$179K<0.01%-1,70713F-HRTimelineGroup
Moloney Securities Asset Management, LLC10,945$176K0.02%+31213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,944$176K<0.01%+813F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC10,531$169K0.04%-1,80013F-HRTimeline
IFP Advisors, Inc9,099$146K<0.01%013F-HRTimeline
Elequin Capital, LP7,527$121K0.01%new13F-HRTimeline
COMERICA BANK7,504$120K<0.01%+1,10513F-HR/ATimeline
CoreCap Advisors, LLC7,262$117K0.01%+4,62913F-HRTimeline
SOA Wealth Advisors, LLC.5,837$93.7K0.02%013F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC5,289$84.9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,000$80.2K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,397$70.6K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,045$64.9K<0.01%+91713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,868$62.1K<0.01%-5,00913F-HRTimelineGroup
Sunbelt Securities, Inc.3,086$50K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,000$48.1K<0.01%new13F-HRTimelineGroup
FNY Investment Advisers, LLC3,003$48K0.02%new13F-HRTimeline
North Star Investment Management Corp.2,674$42.9K<0.01%013F-HRTimeline
Truvestments Capital LLC2,496$40.1K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,024$33.7K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,814$29.1K0.02%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,600$25.7K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,596$25.6K<0.01%-14,60213F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,350$21.7K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,275$20.5K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,093$19K<0.01%+65613F-HRTimeline
Creative Planningin group Creative Planning1,150$18.5K<0.01%new13F-HRTimelineGroup
Ransom Advisory, Ltd1,082$17.4K0.01%013F-HRTimeline
Key Financial Inc1,021$16.4K<0.01%013F-HRTimeline
Founders Capital Management1,000$16.1K0.01%013F-HRTimeline
Transce3nd, LLC864$13.9K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP724$11.6K<0.01%+38913F-HRTimelineGroup
Wilmington Savings Fund Society, FSB590$9.47K<0.01%013F-HRTimeline
TRUST CO OF VERMONT546$8.76K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management535$8.59K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO534$8.57K<0.01%+17513F-HRTimelineGroup
Capital A Wealth Management, LLC433$6.95K0.01%13F-HRTimeline
MATHER GROUP, LLC.416$6.68K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc395$6.34K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC380$6.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC346$5.55K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC310$5K<0.01%013F-HRTimelineGroup
Wingate Wealth Advisors, Inc.300$4.82K<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…253$4.06K<0.01%+813F-HRTimeline
Blue Trust, Inc.237$3.8K<0.01%013F-HR/ATimeline
OARSMAN CAPITAL, INC.99$1.59K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC71$1.14K<0.01%013F-HRTimeline
Creekmur Asset Management LLC24$385<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.16$249<0.01%013F-HRTimeline
Sound Income Strategies, LLC4$64<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3$49<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.
Householder Group Estate & Retirement S…13$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Goodson Alan R sold 242.0095 HQH shares on 2026-10-06, Form 4 filed 2026-10-07. 0001104659-26-114286

    Accepted , ingested