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Disclosery

HQH ABRDN HEALTHCARE INVESTORS

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SH BEN INT (fund), issuer CIK 805267

129 managers (129 13F filers) reported a position in HQH shares at 2026-03-31, 13,082,616 shares in all. 20 filers opened a position and 11 filers sold out during the quarter.

Managers
129
13F filers
129
New
20
Added
56
Reduced
27
Sold out
11
Shares held by filers
13,082,616

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY4,526,539$80.5M<0.01%-156,92713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,194,625$21.3M0.01%+11,69413F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,149,268$20.4M0.24%-171,87713F-HRTimelineGroup
Advisors Asset Management, Inc.577,239$10.3M0.17%+113,08513F-HRTimeline
LPL Financial LLC552,394$9.83M<0.01%+51,32713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA519,667$9.24M<0.01%+2,58213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC466,695$8.3M<0.01%+10,64613F-HR/ATimelineGroup
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…311,284$5.54M0.28%+19,35413F-HRTimelineGroup
Z3 Capital Partners, LLC227,368$4.04M1.02%+4,72313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/225,672$4.01M<0.01%+37,17713F-HRTimelineGroup
Janney Montgomery Scott LLC205,248$3.65M0.01%+15,35013F-HRTimeline
NewEdge Advisors, LLC151,738$2.7M0.01%+37,39313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,877$2.31M<0.01%-1,32613F-HRTimelineGroup
UBS Group AGin group UBS Group AG128,934$2.29M<0.01%+4,75213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC128,393$2.28M0.01%+8,32113F-HRTimelineGroup
Samalin Investment Counsel, LLC125,848$2.24M0.79%+44,09913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …116,628$2.07M0.03%-13,48913F-HRTimelineGroup
Smith Asset Management Co., LLC115,261$2.05M1.76%-1,79913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.112,540$2M<0.01%+2,37613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP105,935$1.88M<0.01%+3,30713F-HRTimelineGroup
NWF Advisory Services Inc.100,769$1.79M0.2%-1,84913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.89,573$1.59M<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…84,348$1.5M0.01%+61,71813F-HRTimeline
Cambridge Investment Research Advisors,…82,651$1.47M<0.01%+3,13413F-HRTimeline
Cetera Investment Advisers82,596$1.47M<0.01%+11,84213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC75,423$1.34M<0.01%+9013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.72,924$1.3M<0.01%+8,61713F-HRTimelineGroup
Sage Capital Management, LLC62,475$1.11M0.52%+2,43113F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC57,242$1.02M0.05%+22913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP56,487$1M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC55,718$991K<0.01%+7,24213F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…51,952$924K0.07%-17,82413F-HRTimeline
Todd Wealth Management, LLC51,620$918K0.84%-23513F-HRTimeline
AE Wealth Management LLC47,749$849K<0.01%+3,80713F-HRTimeline
Triumph Capital Management44,945$800K0.16%+1,46813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC44,338$789K0.01%+10,59013F-HRTimelineGroup
AlphaCore Capital LLC42,074$748K0.02%+2,33613F-HRTimeline
Cyndeo Wealth Partners, LLC38,308$681K0.04%013F-HRTimeline
Closed-End Fund Advisors, Inc.38,015$676K0.69%-1,58813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,852$620K<0.01%+6,54613F-HRTimelineGroup
World Investment Advisors34,784$619K0.01%-14,17813F-HRTimeline
WEDBUSH SECURITIES INC33,778$601K0.02%-1,06513F-HRTimeline
Abel Hall, LLC33,000$587K0.13%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV32,488$578K0.03%-1,17013F-HRTimeline
HighTower Advisors, LLC29,970$533K<0.01%+12,35013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,835$531K<0.01%+81513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,088$482K<0.01%+16,33213F-HR/ATimelineGroup
UHLMANN PRICE SECURITIES, LLC26,490$471K0.03%+77913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd24,474$435K0.01%new13F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC23,915$425K0.01%-122,86413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…23,624$420K0.01%-18,18313F-HRTimelineGroup
WESPAC Advisors, LLC22,860$407K0.22%-91713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC20,913$372K0.05%-4,69913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,161$359K<0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC20,013$356K<0.01%new13F-HRTimelineGroup
Sage Capital Advisors,llc19,288$343K0.08%+1,44513F-HRTimeline
Capital Investment Advisory Services, L…18,106$322K0.02%+45613F-HRTimeline
Mariner, LLCin group Mariner, LLC17,940$317K<0.01%+27313F-HRTimelineGroup
Compound Planning, Inc.17,288$308K0.01%-3,93913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,873$300K<0.01%+2,71113F-HRTimelineGroup
Independent Advisor Alliance16,743$298K<0.01%new13F-HRTimeline
Shaker Financial Services, LLC16,260$289K0.1%-5,29513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,769$263K<0.01%-10,00313F-HRTimelineGroup
Creative Planningin group Creative Planning14,667$261K<0.01%+4,54913F-HRTimelineGroup
Harbour Wealth Management Group, Inc.14,536$259K0.19%-10713F-HRTimeline
WNY Asset Management, LLC14,213$253K0.03%13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC13,154$234K0.11%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,059$232K0.01%+80413F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,049$209K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.11,429$209K0.01%+29913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC11,592$206K0.03%+71213F-HRTimeline
Concorde Asset Management, LLC11,487$204K0.1%+67613F-HRTimeline
Allworth Financial LP11,151$198K<0.01%+1,38113F-HRTimeline
DECISION INVESTMENTS, INC10,861$193K0.22%+1013F-HRTimeline
&PARTNERS10,534$187K<0.01%+17513F-HRTimeline
Moors & Cabot, Inc.10,469$186K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,370$184K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC8,606$153K0.01%+35113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,396$132K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,908$123K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC6,448$115K0.01%+39913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,000$89K<0.01%013F-HR/ATimelineGroup
Advisory Services Network, LLC4,749$84.5K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,397$78.2K<0.01%013F-HRTimelineGroup
Osbon Capital Management LLC4,370$77.7K0.06%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,289$76.3K<0.01%+48413F-HRTimelineGroup
SOA Wealth Advisors, LLC.3,271$58.2K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,046$54.2K<0.01%+2,18113F-HRTimeline
North Star Investment Management Corp.2,674$47.6K<0.01%013F-HRTimeline
Costello Asset Management, INC2,317$41.2K0.01%-12613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,024$40.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,257$40.2K<0.01%+14013F-HRTimelineGroup
Millstone Evans Group, LLC1,945$34.6K0.02%+6513F-HRTimeline
Sunbelt Securities, Inc.1,883$33.5K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,751$31.1K<0.01%-40813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,656$29.5K0.01%013F-HRTimeline
Bollard Group LLC1,412$25K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,334$24.4K<0.01%+33413F-HRTimeline
Key Financial Inc1,242$22.1K<0.01%+7613F-HRTimeline
MAI Capital Management1,029$18.3K<0.01%013F-HRTimeline
Founders Capital Management1,000$17.8K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…828$14.7K<0.01%-4,80313F-HRTimelineGroup
WPG Advisers, LLC820$14.6K0.01%-9113F-HRTimeline
Truvestments Capital LLC764$13.6K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC540$9.61K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management535$9.52K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.416$7.4K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC385$6.85K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO365$6.3K<0.01%+1213F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC311$5.53K<0.01%+1813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.268$4.77K<0.01%new13F-HRTimelineGroup
ABOUND FINANCIAL, LLC268$4.77K<0.01%-7,21413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…245$4.36K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.216$3.84K<0.01%+1113F-HRTimeline
Vision Retirement, LLC206$3.67K<0.01%+613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC192$3.42K<0.01%-1213F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC170$3.02K<0.01%new13F-HRTimeline
Root Financial Partners, LLC146$2.6K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC125$2.22K<0.01%new13F-HRTimelineGroup
Nexus Investment Management ULC101$1.8K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc95$1.69K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.72$1.28K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP52$906<0.01%-62413F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.25$445<0.01%new13F-HRTimeline
Sound Income Strategies, LLC4$73<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3$54<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…3$53<0.01%013F-HRTimeline
Addison Advisors LLC1$18<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