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Disclosery

HQH ABRDN HEALTHCARE INVESTORS

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SH BEN INT (fund), issuer CIK 805267

108 managers (108 13F filers) reported a position in HQH shares at 2025-03-31, 11,824,657 shares in all. 13 filers opened a position and 23 filers sold out during the quarter.

Managers
108
13F filers
108
New
13
Added
43
Reduced
27
Sold out
23
Shares held by filers
11,824,657

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY3,377,092$54.8M<0.01%+159,17113F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.1,201,396$19.5M0.54%-770,26313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,189,633$19.3M0.01%+251,97713F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,008,526$16.4M0.29%+78,77113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA529,826$8.6M<0.01%+95,44113F-HR/ATimelineGroup
LPL Financial LLC350,961$5.7M<0.01%+68,94113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC322,578$5.24M<0.01%+34,97113F-HRTimelineGroup
Advisors Asset Management, Inc.265,222$4.31M0.08%+57,42513F-HR/ATimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…264,473$4.3M0.4%+9,39513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/215,341$3.5M<0.01%-5,17513F-HRTimelineGroup
WNY Asset Management, LLC182,505$2.96M0.35%+37,85213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP181,440$2.95M<0.01%+3,70013F-HRTimelineGroup
Janney Montgomery Scott LLC155,593$2.53M0.01%+3,14413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …143,001$2.32M0.04%-31,26713F-HRTimelineGroup
UBS Group AGin group UBS Group AG134,388$2.18M<0.01%-15,78013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,293$2.1M<0.01%-4,53813F-HRTimelineGroup
Smith Asset Management Co., LLC120,719$1.96M1.85%-2,36213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.111,918$1.82M<0.01%+14,07513F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.107,573$1.75M<0.01%013F-HRTimelineGroup
NWF Advisory Services Inc.98,681$1.6M0.23%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC87,131$1.42M0.01%+4,08513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC83,950$1.36M<0.01%-2,32913F-HRTimeline
Cambridge Investment Research Advisors,…83,775$1.36M<0.01%+13,14713F-HRTimeline
Samalin Investment Counsel, LLC80,048$1.3M0.53%+7,20413F-HRTimeline
Sage Capital Management, LLC76,958$1.25M0.68%-74,98613F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…62,415$1.01M0.11%013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC62,394$1.01M0.27%+25,60713F-HRTimeline
Triumph Capital Management57,317$931K0.31%-3,90013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC54,900$924K0.55%-2,30013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC54,915$892K0.08%+38413F-HR/ATimeline
Cetera Investment Advisers53,638$871K<0.01%+6,94313F-HRTimeline
Private Advisor Group, LLC52,130$847K0.01%+17,44813F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC47,265$768K0.01%-89,56613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC46,902$762K0.01%+9,96813F-HRTimelineGroup
AE Wealth Management LLC46,784$760K0.01%-35513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.46,400$754K<0.01%+16,41713F-HRTimelineGroup
NewEdge Advisors, LLC43,233$702K<0.01%+1,27413F-HRTimeline
Cyndeo Wealth Partners, LLC38,308$622K0.04%013F-HRTimeline
B. Riley Wealth Advisors, Inc.35,360$574K0.02%-4,62713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV34,688$563K0.04%+2413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC32,755$532K0.1%-3,18713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,000$520K<0.01%+6,98613F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP31,816$517K0.03%-23,97413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…29,029$471K0.01%+18013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,249$426K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…25,222$410K<0.01%+2,86413F-HRTimeline
AlphaCore Capital LLC25,141$408K0.03%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC24,733$402K0.3%+1,01513F-HRTimeline
WESPAC Advisors, LLC24,591$399K0.33%new13F-HRTimeline
WEDBUSH SECURITIES INC24,117$392K0.01%+17913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC23,647$384K0.11%+29413F-HRTimeline
Sage Capital Advisors,llc23,165$376K0.1%+1,12413F-HRTimeline
Compound Planning, Inc.22,668$368K0.02%-2,25213F-HRTimeline
HighTower Advisors, LLC16,762$272K<0.01%-13,30913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,345$265K<0.01%+2,37013F-HRTimelineGroup
Moloney Securities Asset Management, LLC16,324$265K0.04%+5,37913F-HRTimeline
Capital Investment Advisory Services, L…16,257$264K0.02%-11113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,646$238K<0.01%-3,14413F-HR/ATimelineGroup
MILESTONE ASSET MANAGEMENT, LLC13,746$223K0.05%+3,21513F-HRTimeline
RFG Advisory, LLC13,127$213K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,025$212K0.01%+36413F-HRTimeline
IFP Advisors, Inc12,099$196K0.01%+3,00013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,732$191K<0.01%+78813F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,647$189K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC10,230$166K<0.01%new13F-HRTimeline
COMERICA BANK7,535$122K<0.01%+3113F-HRTimeline
SOA Wealth Advisors, LLC.5,771$93.7K0.02%-6613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,694$92.5K<0.01%+1,82613F-HRTimelineGroup
Nexus Investment Management ULC3,940$92K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,483$89K0.01%+19413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,000$81.2K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC4,754$77.2K<0.01%-2,50813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,397$71.4K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,733$60.6K<0.01%+2,45813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,242$52.6K<0.01%-80313F-HRTimelineGroup
Sunbelt Securities, Inc.3,086$50.1K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,000$48.7K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.2,674$43.4K<0.01%013F-HRTimeline
Costello Asset Management, INC2,480$40.3K0.02%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,024$32.9K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,880$30.5K0.02%+6613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,600$26K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,350$21.9K0.01%013F-HRTimeline
Ransom Advisory, Ltd1,082$17.6K0.01%013F-HRTimeline
Key Financial Inc1,058$17.2K<0.01%+3713F-HRTimeline
Founders Capital Management1,000$16.2K0.01%013F-HRTimeline
Truvestments Capital LLC968$15.7K<0.01%-1,52813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management535$8.69K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.416$6.76K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc395$6.42K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC380$6.17K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO364$5.91K<0.01%-17013F-HRTimelineGroup
CWM, LLCin group CWM, LLC310$5K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…253$4.11K<0.01%013F-HRTimeline
Blue Trust, Inc.237$3.85K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.124$2.01K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…54$877<0.01%-1,54213F-HRTimelineGroup
Creekmur Asset Management LLC24$390<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.20$317<0.01%+413F-HRTimeline
Allworth Financial LP17$279<0.01%-1,07613F-HRTimeline
Quent Capital, LLC12$195<0.01%new13F-HRTimeline
Sound Income Strategies, LLC4$65<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3$49<0.01%013F-HRTimeline
Addison Advisors LLC1$17<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$14<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC13$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Farther Finance Advisors, LLC0$00%-34613F-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