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Disclosery

HQH ABRDN HEALTHCARE INVESTORS

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SH BEN INT (fund), issuer CIK 805267

115 managers (115 13F filers) reported a position in HQH shares at 2025-06-30, 11,643,903 shares in all. 16 filers opened a position and 10 filers sold out during the quarter.

Managers
115
13F filers
115
New
16
Added
41
Reduced
32
Sold out
10
Shares held by filers
11,643,903

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY3,786,392$58.7M<0.01%+409,30013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,299,644$20.1M0.01%+110,01113F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,039,237$16.1M0.22%+30,71113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA505,285$7.83M<0.01%-24,54113F-HR/ATimelineGroup
LPL Financial LLC393,067$6.09M<0.01%+42,10613F-HRTimeline
Advisors Asset Management, Inc.352,146$5.45M0.1%+86,92413F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC347,070$5.37M<0.01%+24,49213F-HRTimelineGroup
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…283,178$4.39M0.35%+18,70513F-HRTimelineGroup
WNY Asset Management, LLC199,926$3.1M0.34%+17,42113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/190,697$2.95M<0.01%-24,64413F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.164,102$2.54M0.07%-1,037,29413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …156,766$2.43M0.03%+13,76513F-HRTimelineGroup
Janney Montgomery Scott LLC156,361$2.42M0.01%+76813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP143,932$2.23M<0.01%-37,50813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.125,773$1.95M<0.01%-3,52013F-HR/ATimelineGroup
Smith Asset Management Co., LLC119,520$1.85M1.6%-1,19913F-HRTimeline
UBS Group AGin group UBS Group AG113,147$1.75M<0.01%-21,24113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.107,573$1.67M<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC104,809$1.62M0.01%+17,67813F-HRTimelineGroup
NWF Advisory Services Inc.103,662$1.61M0.19%+4,98113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC103,537$1.6M0.36%+41,14313F-HRTimeline
Samalin Investment Counsel, LLC87,850$1.36M0.52%+7,80213F-HRTimeline
Cambridge Investment Research Advisors,…78,836$1.22M<0.01%-4,93913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC78,077$1.21M<0.01%-5,87313F-HRTimeline
Sage Capital Management, LLC75,934$1.18M0.57%-1,02413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.74,168$1.15M<0.01%+27,76813F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP73,834$1.14M0.05%+42,01813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC71,414$1.11M<0.01%+56,76813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.70,400$1.09M<0.01%-41,51813F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC63,862$989K0.02%+16,59713F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…62,415$967K0.09%013F-HRTimeline
Private Advisor Group, LLC50,523$783K<0.01%-1,60713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC47,446$735K0.43%-7,45413F-HRTimeline
AE Wealth Management LLC47,137$730K0.01%+35313F-HRTimeline
Cetera Investment Advisers47,087$729K<0.01%-6,55113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC46,321$718K0.01%-58113F-HRTimelineGroup
Triumph Capital Management44,999$697K0.21%-12,31813F-HR/ATimeline
NewEdge Advisors, LLC44,130$684K<0.01%+89713F-HRTimeline
AlphaCore Capital LLC43,352$672K0.03%+18,21113F-HRTimeline
Cyndeo Wealth Partners, LLC38,308$593K0.04%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV34,236$530K0.04%-45213F-HRTimeline
Abel Hall, LLC33,000$511K0.24%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…32,917$510K0.01%+3,88813F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC31,333$485K0.08%-1,42213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,687$444K<0.01%+2,43813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,020$419K<0.01%-4,98013F-HR/ATimelineGroup
WESPAC Advisors, LLC26,097$404K0.28%+1,50613F-HRTimeline
Elequin Capital, LP23,692$367K0.05%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC23,272$360K0.26%-1,46113F-HRTimeline
Steward Partners Investment Advisory, L…23,230$360K<0.01%-1,99213F-HRTimeline
Compound Planning, Inc.22,667$351K0.01%-113F-HRTimeline
Sage Capital Advisors,llc21,900$339K0.08%-1,26513F-HRTimeline
WEDBUSH SECURITIES INC21,868$339K0.01%-2,24913F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P20,043$310K0.03%new13F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…19,442$301K0.01%13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management18,872$292K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC18,004$279K<0.01%+1,24213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,592$272K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…16,645$258K0.02%+38813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,825$245K<0.01%-52013F-HRTimelineGroup
RFG Advisory, LLC14,276$221K0.01%+1,14913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC13,809$214K0.05%-9,83813F-HRTimeline
Mariner, LLCin group Mariner, LLC12,518$194K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,140$188K<0.01%+40813F-HRTimelineGroup
IFP Advisors, Inc12,099$187K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,986$186K0.01%-1,03913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC11,913$185K0.04%-1,83313F-HRTimeline
Moloney Securities Asset Management, LLC11,690$181K0.02%-4,63413F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC11,204$174K0.08%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,832$168K<0.01%+5,13813F-HRTimelineGroup
&PARTNERS10,007$155K<0.01%new13F-HRTimeline
Allworth Financial LP9,179$142K<0.01%+9,16213F-HRTimeline
COMERICA BANK9,072$141K<0.01%+1,53713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,175$95.7K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC5,869$90.9K0.01%+38613F-HRTimeline
CoreCap Advisors, LLC5,416$83.9K<0.01%+66213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,000$77.5K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,397$68.1K<0.01%013F-HRTimelineGroup
Nexus Investment Management ULC3,940$61K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors3,697$57.3K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,449$53.4K<0.01%+20713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,439$53.3K<0.01%-29413F-HRTimelineGroup
SOA Wealth Advisors, LLC.3,271$50.7K0.01%-2,50013F-HRTimeline
Sunbelt Securities, Inc.3,086$49.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,893$44.8K<0.01%+2,76913F-HRTimeline
North Star Investment Management Corp.2,674$41.4K<0.01%013F-HRTimeline
Costello Asset Management, INC2,554$39.6K0.01%+7413F-HRTimeline
NFSG Corp2,168$33.6K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,024$31.4K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,880$29.1K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,656$25.7K0.01%+5613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,350$20.9K0.01%013F-HRTimeline
Key Financial Inc1,132$17.5K<0.01%+7413F-HRTimeline
Ransom Advisory, Ltd1,082$16.8K0.01%013F-HRTimeline
Founders Capital Management1,000$15.5K0.01%013F-HRTimeline
Truvestments Capital LLC968$15K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.887$13.7K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…773$12K<0.01%+52013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.700$10.8K<0.01%+69913F-HRTimelineGroup
Beacon Capital Management, LLC584$9.05K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management535$8.29K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC481$7.45K0.01%new13F-HRTimeline
Gen-Wealth Partners Inc395$6.12K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC380$5.89K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO353$5.47K<0.01%-1113F-HRTimelineGroup
CWM, LLCin group CWM, LLC310$5K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT300$4.65K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…32$496<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC24$373<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.24$365<0.01%+413F-HRTimeline
Sound Income Strategies, LLC4$62<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3$47<0.01%013F-HRTimeline
Addison Advisors LLC1$16<0.01%013F-HRTimeline
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.

Events

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

    Accepted , ingested