Skip to content
Disclosery

HQH ABRDN HEALTHCARE INVESTORS

Follow

SH BEN INT (fund), issuer CIK 805267

120 managers (120 13F filers) reported a position in HQH shares at 2025-09-30, 12,070,321 shares in all. 20 filers opened a position and 14 filers sold out during the quarter.

Managers
120
13F filers
120
New
20
Added
46
Reduced
30
Sold out
14
Shares held by filers
12,070,321

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY4,201,918$77.6M<0.01%+415,52613F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,198,855$22.1M0.26%+159,61813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,185,930$21.9M0.01%-113,71413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA498,478$9.2M<0.01%-6,80713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC411,938$7.62M<0.01%+64,86813F-HRTimelineGroup
LPL Financial LLC405,400$7.48M<0.01%+12,33313F-HRTimeline
Advisors Asset Management, Inc.363,807$6.72M0.11%+11,66113F-HR/ATimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…291,930$5.39M0.38%+8,75213F-HRTimelineGroup
WNY Asset Management, LLC213,950$3.95M0.38%+14,02413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/191,036$3.53M<0.01%+33913F-HR/ATimelineGroup
Janney Montgomery Scott LLC159,374$2.94M0.01%+3,01313F-HRTimeline
UBS Group AGin group UBS Group AG158,851$2.93M<0.01%+45,70413F-HRTimelineGroup
NWF Advisory Services Inc.138,988$2.57M0.28%+35,32613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …124,811$2.3M0.03%-31,95513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,929$2.18M<0.01%+4,15613F-HRTimelineGroup
Smith Asset Management Co., LLC117,345$2.17M1.85%-2,17513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC117,129$2.16M0.42%+13,59213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC108,526$2M0.01%+3,71713F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP105,993$1.96M<0.01%-37,93913F-HRTimelineGroup
NewEdge Advisors, LLC101,586$1.88M0.01%+57,45613F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.94,616$1.75M0.6%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.93,451$1.73M<0.01%+19,28313F-HRTimelineGroup
Samalin Investment Counsel, LLC92,286$1.7M0.59%+4,43613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.89,573$1.65M<0.01%-18,00013F-HRTimelineGroup
Cambridge Investment Research Advisors,…80,705$1.49M<0.01%+1,86913F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.80,556$1.49M0.05%-83,54613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC73,508$1.36M<0.01%-4,56913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.67,017$1.24M<0.01%-3,38313F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…62,845$1.16M0.09%+43013F-HRTimeline
Sage Capital Management, LLC60,857$1.12M0.51%-15,07713F-HRTimeline
World Investment Advisors49,775$919K0.02%new13F-HRTimeline
Cetera Investment Advisers47,902$884K<0.01%+81513F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC47,456$876K0.46%+1013F-HRTimeline
AE Wealth Management LLC47,211$872K0.01%+7413F-HRTimeline
Triumph Capital Management46,442$857K0.23%+1,44313F-HR/ATimeline
AlphaCore Capital LLC43,085$795K0.03%-26713F-HRTimeline
Private Advisor Group, LLC42,329$781K<0.01%-8,19413F-HRTimeline
Cyndeo Wealth Partners, LLC38,308$707K0.04%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV34,258$632K0.04%+2213F-HRTimeline
Abel Hall, LLC33,000$609K0.25%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC32,819$606K<0.01%-13,50213F-HRTimelineGroup
WEDBUSH SECURITIES INC29,955$553K0.02%+8,08713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,020$536K<0.01%+2,00013F-HRTimelineGroup
WESPAC Advisors, LLC27,818$514K0.3%+1,72113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…26,809$495K0.01%-6,10813F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…25,823$477K0.03%new13F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC24,930$460K0.28%+1,65813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC24,623$455K0.07%-6,71013F-HRTimeline
Steward Partners Investment Advisory, L…24,092$445K<0.01%+86213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,529$434K<0.01%-5,15813F-HRTimelineGroup
Sage Capital Advisors,llc21,793$402K0.1%-10713F-HRTimeline
Compound Planning, Inc.21,227$392K0.01%-1,44013F-HRTimeline
Creative Planningin group Creative Planning20,268$374K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC17,887$330K<0.01%-11713F-HRTimeline
Capital Investment Advisory Services, L…17,650$326K0.03%+1,00513F-HRTimeline
Mariner, LLCin group Mariner, LLC15,778$291K<0.01%+3,26013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,522$287K<0.01%-30313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,662$234K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,517$231K<0.01%+37713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC12,255$226K0.01%+26913F-HRTimeline
IFP Advisors, Inc12,099$223K0.01%013F-HR/ATimeline
Moloney Securities Asset Management, LLC12,080$223K0.03%+39013F-HRTimeline
RFG Advisory, LLC12,009$222K<0.01%-2,26713F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC11,204$207K0.1%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC10,880$201K0.03%-2,92913F-HRTimeline
&PARTNERS10,159$188K<0.01%+15213F-HRTimeline
HRT FINANCIAL LP10,099$186K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp9,634$178K<0.01%new13F-HRTimelineGroup
Allworth Financial LP9,429$174K<0.01%+25013F-HRTimeline
CoreCap Advisors, LLC7,977$147K0.01%+2,56113F-HRTimeline
COMERICA BANK6,830$126K<0.01%-2,24213F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,049$112K0.01%+18013F-HRTimeline
Advisory Services Network, LLC5,249$96.9K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,000$92.3K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,397$81.2K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,273$78.9K<0.01%-6,55913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,555$65.6K<0.01%+10613F-HRTimelineGroup
SOA Wealth Advisors, LLC.3,271$60.4K0.01%013F-HRTimeline
North Star Investment Management Corp.2,674$49.4K<0.01%013F-HRTimeline
Costello Asset Management, INC2,621$48.4K0.02%+6713F-HRTimeline
NFSG Corp2,235$41.3K0.01%+6713F-HRTimeline
Guerra Advisors Inc2,097$38.7K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,054$37.9K<0.01%-1,38513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,025$37.4K<0.01%-4,15013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,024$37.4K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,883$34.8K<0.01%-1,20313F-HRTimeline
Millstone Evans Group, LLC1,880$34.7K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,656$30.6K0.01%013F-HRTimeline
EASTERN BANK1,626$30K<0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,350$24.9K0.01%013F-HRTimeline
Key Financial Inc1,166$21.7K<0.01%+3413F-HRTimeline
Ransom Advisory, Ltd1,082$20K0.01%013F-HR/ATimeline
Founders Capital Management1,000$18.5K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,000$18.5K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,000$18.5K<0.01%new13F-HRTimeline
Truvestments Capital LLC968$17.9K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.914$16.9K<0.01%+2713F-HRTimeline
WPG Advisers, LLC885$16.3K0.01%+40413F-HRTimeline
TRUST CO OF VERMONT868$16K<0.01%+56813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.700$12.9K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC600$11.1K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC540$9.97K<0.01%+16013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management535$9.88K<0.01%013F-HRTimelineGroup
Mountain Hill Investment Partners Corp.500$9.23K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…470$8.68K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.416$7.68K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO353$6.52K<0.01%013F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC293$5.41K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…245$4.52K0.01%-52813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC213$3.93K<0.01%new13F-HRTimelineGroup
Gen-Wealth Partners Inc95$1.75K<0.01%-30013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC75$1.38K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.72$1.33K<0.01%-2,82113F-HRTimeline
Creekmur Asset Management LLC24$445<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.24$439<0.01%013F-HRTimeline
Quent Capital, LLC12$222<0.01%new13F-HRTimeline
Sound Income Strategies, LLC4$76<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3$56<0.01%013F-HRTimeline
Addison Advisors LLC1$19<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13$00%013F-HRTimelineGroupValue 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