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Disclosery

HQH ABRDN HEALTHCARE INVESTORS

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SH BEN INT (fund), issuer CIK 805267

124 managers (124 13F filers) reported a position in HQH shares at 2025-12-31, 13,125,779 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
124
13F filers
124
New
13
Added
36
Reduced
30
Sold out
12
Shares held by filers
13,125,779

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY4,683,466$88.7M0.01%+481,54813F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,321,145$25M0.3%+122,29013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,182,931$22.4M0.01%-2,99913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA517,085$9.79M<0.01%+18,60713F-HRTimelineGroup
LPL Financial LLC501,067$9.49M<0.01%+95,66713F-HRTimeline
Advisors Asset Management, Inc.464,154$8.79M0.15%+100,34713F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC456,049$8.64M<0.01%+44,11113F-HRTimelineGroup
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…291,930$5.53M0.35%013F-HRTimelineGroup
Z3 Capital Partners, LLC222,645$4.22M1.01%13F-HRTimeline
Janney Montgomery Scott LLC189,898$3.6M0.01%+30,52413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/188,495$3.57M<0.01%-2,54113F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC146,779$2.78M0.04%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,203$2.49M<0.01%+1,27413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …130,117$2.46M0.03%+5,30613F-HRTimelineGroup
UBS Group AGin group UBS Group AG124,182$2.35M<0.01%-34,66913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC120,072$2.27M0.01%+11,54613F-HRTimelineGroup
Smith Asset Management Co., LLC117,060$2.22M1.83%-28513F-HRTimeline
NewEdge Advisors, LLC114,345$2.17M0.01%+12,75913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC110,374$2.09M0.37%-6,75513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.110,164$2.09M<0.01%+16,71313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP102,628$1.94M<0.01%-3,36513F-HRTimelineGroup
NWF Advisory Services Inc.102,618$1.94M0.21%-36,37013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.89,573$1.7M<0.01%013F-HRTimelineGroup
Samalin Investment Counsel, LLC81,749$1.55M0.55%-10,53713F-HRTimeline
Cambridge Investment Research Advisors,…79,517$1.51M<0.01%-1,18813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC75,333$1.43M<0.01%+1,82513F-HRTimeline
Cetera Investment Advisers70,754$1.34M<0.01%+22,85213F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…69,776$1.32M0.1%+6,93113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.64,307$1.22M<0.01%-2,71013F-HRTimelineGroup
Sage Capital Management, LLC60,044$1.14M0.53%-81313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC57,013$1.08M0.06%13F-HRTimeline
Todd Wealth Management, LLC51,855$982K0.89%13F-HRTimeline
World Investment Advisors48,962$927K0.02%-81313F-HR/ATimeline
Private Advisor Group, LLC48,476$918K<0.01%+6,14713F-HRTimeline
AE Wealth Management LLC43,942$832K<0.01%-3,26913F-HRTimeline
Triumph Capital Management43,477$823K0.18%-2,96513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…41,807$792K0.01%+14,99813F-HRTimelineGroup
AlphaCore Capital LLC39,738$753K0.02%-3,34713F-HRTimeline
Closed-End Fund Advisors, Inc.39,603$750K0.44%13F-HRTimeline
Cyndeo Wealth Partners, LLC38,308$726K0.04%013F-HRTimeline
WEDBUSH SECURITIES INC34,843$660K0.02%+4,88813F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…34,599$655K0.04%+8,77613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC33,748$639K<0.01%+92913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV33,658$637K0.03%-60013F-HRTimeline
Abel Hall, LLC33,000$625K0.15%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,020$550K<0.01%013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,306$536K<0.01%+4,77713F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC25,711$487K0.29%+78113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC25,612$485K0.07%+98913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,772$469K<0.01%+9,25013F-HRTimelineGroup
WESPAC Advisors, LLC23,777$450K0.24%-4,04113F-HRTimeline
Steward Partners Investment Advisory, L…22,630$429K<0.01%-1,46213F-HRTimeline
Shaker Financial Services, LLC21,555$408K0.13%new13F-HRTimeline
Compound Planning, Inc.21,227$402K0.01%013F-HRTimeline
Sage Capital Advisors,llc17,843$338K0.08%-3,95013F-HRTimeline
Mariner, LLCin group Mariner, LLC17,667$335K<0.01%+1,88913F-HRTimelineGroup
Capital Investment Advisory Services, L…17,650$334K0.02%013F-HRTimeline
HighTower Advisors, LLC17,620$334K<0.01%-26713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,141$287K<0.01%new13F-HRTimelineGroup
Harbour Wealth Management Group, Inc.14,643$277K0.22%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,162$268K<0.01%+1,50013F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC13,800$261K0.13%-33,65613F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC13,154$249K0.11%+1,95013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,517$237K<0.01%013F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC12,255$232K0.01%013F-HRTimeline
IFP Advisors, Inc12,099$229K0.01%013F-HRTimeline
Kovack Advisors, Inc.11,130$211K0.01%new13F-HR/ATimeline
ASHTON THOMAS SECURITIES, LLC10,880$206K0.04%013F-HRTimeline
DECISION INVESTMENTS, INC10,851$206K0.22%13F-HRTimeline
Concorde Asset Management, LLC10,811$205K0.08%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,756$204K<0.01%+6,48313F-HRTimelineGroup
&PARTNERS10,359$196K<0.01%+20013F-HRTimeline
Creative Planningin group Creative Planning10,118$192K<0.01%-10,15013F-HRTimelineGroup
Allworth Financial LP9,770$185K<0.01%+34113F-HRTimeline
CoreCap Advisors, LLC8,255$156K0.01%+27813F-HRTimeline
ABOUND FINANCIAL, LLC7,482$142K0.05%new13F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,396$140K<0.01%-2,23813F-HRTimelineGroup
COMERICA BANK6,763$128K<0.01%-6713F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,049$115K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,631$107K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC5,610$106K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,000$94.7K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,397$83.3K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,805$72.1K<0.01%+25013F-HR/ATimelineGroup
SOA Wealth Advisors, LLC.3,271$62K0.01%013F-HRTimeline
North Star Investment Management Corp.2,674$50.6K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,555$48.4K<0.01%new13F-HRTimeline
Costello Asset Management, INC2,443$46.3K0.02%-17813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,159$40.9K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,117$40.1K<0.01%+6313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,024$39.5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,883$35.7K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,880$35.6K0.02%013F-HRTimeline
EASTERN BANK1,676$31.7K<0.01%+5013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,656$31.4K0.01%013F-HRTimeline
Key Financial Inc1,166$22.1K<0.01%013F-HRTimeline
Ransom Advisory, Ltd1,082$20.5K0.01%013F-HRTimeline
MAI Capital Management1,029$19.5K<0.01%new13F-HRTimeline
Founders Capital Management1,000$18.9K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,000$18.9K<0.01%013F-HRTimeline
WPG Advisers, LLC911$17.3K0.01%+2613F-HRTimeline
HARBOUR INVESTMENTS, INC.865$16.4K<0.01%+84113F-HRTimeline
Truvestments Capital LLC764$14.5K<0.01%-20413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP676$12.8K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.628$11.9K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC540$10.2K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management535$10.1K<0.01%013F-HRTimelineGroup
Mountain Hill Investment Partners Corp.500$9.47K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO353$6.69K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.303$5.74K<0.01%-39713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC293$5.55K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…245$4.64K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.205$3.88K<0.01%-70913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC204$3.86K<0.01%-913F-HRTimelineGroup
Vision Retirement, LLC200$3.79K<0.01%13F-HRTimeline
Gen-Wealth Partners Inc95$1.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.72$1.36K<0.01%013F-HRTimeline
TRUST CO OF VERMONT26$492<0.01%-84213F-HRTimeline
Quent Capital, LLC12$227<0.01%013F-HRTimeline
Sound Income Strategies, LLC4$75<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3$57<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…3$57<0.01%13F-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