13F

Stock

Abrdn Healthcare Investors

HQH · held by 126 managers

Reported value

$201.2M

Holders

126

+20 new · −12 exited

Holders’ est. mark

−$12.2M

Price effect on 105 books still in the name

Largest holder

$80.5M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY4.53M$80.5M−$5.21MCut−$8.18M
RAYMOND JAMES FINANCIAL INC1.19M$21.3M−$1.36MCut−$1.15M
Advisors Asset Management, Inc.577.2K$10.3M−$532.9KAdded$1.49M
LPL Financial LLC552.4K$9.83M−$576.2KAdded$336.9K
ROYAL BANK OF CANADA519.7K$9.24M−$594.9KCut−$549K
AMERIPRISE FINANCIAL INC466.7K$8.3M−$529.6KCut−$340.3K
NEEDHAM INVESTMENT MANAGEMENT LLC311.3K$5.54M−$335.7KAdded$8.59K
Z3 Capital Partners, LLC227.4K$4.04M−$256KCut−$172K
BANK OF AMERICA CORP /DE/225.7K$4.01M−$216.8KAdded$444.6K
OSAIC HOLDINGS, INC.129.9K$2.31M−$149.4KCut−$174.5K
UBS Group AG128.9K$2.29M−$142.8KCut−$58.3K
Kestra Advisory Services, LLC128.4K$2.28M−$138.1KAdded$9.96K
Samalin Investment Counsel, LLC125.8K$2.24M−$94KAdded$690.5K
OPPENHEIMER & CO INC116.6K$2.07M−$134.1KCut−$389.6K
Smith Asset Management Co., LLC115.3K$2.05M−$132.6KCut−$166.7K
Invesco Ltd.112.5K$2M−$126.7KCut−$84.4K
FIRST TRUST ADVISORS LP105.9K$1.88M−$118KCut−$59.2K
NWF Advisory Services Inc.100.8K$1.79M−$115.9KCut−$150.9K
Steward Partners Investment Advisory, LLC84.3K$1.5M−$26KAdded$1.07M
Cetera Investment Advisers82.6K$1.47M−$81.4KAdded$129.3K
COMMONWEALTH EQUITY SERVICES, LLC75.4K$1.34M−$86.6KCut−$85K
Baird Financial Group, Inc.72.9K$1.3M−$74KAdded$79.3K
Sage Capital Management, LLC62.5K$1.11M−$69.1KCut−$25.9K
EVOLVE PRIVATE WEALTH, LLC57.2K$1.02M−$65.6KCut−$61.5K
NORTHERN TRUST CORP56.5K$1MNew
Private Advisor Group, LLC55.7K$991.2K−$55.7KAdded$73.1K
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD52K$924.2K−$59.7KCut−$397.3K
AE Wealth Management LLC47.7K$849.5K−$50.5KAdded$17.2K
Triumph Capital Management44.9K$799.6K−$50KCut−$23.9K
GUGGENHEIM CAPITAL LLC44.3K$788.8K−$38.8KAdded$149.6K
AlphaCore Capital LLC42.1K$748.5K−$45.7KCut−$4.14K
Cyndeo Wealth Partners, LLC38.3K$681.5K−$44.1KCut−$44.1K
Closed-End Fund Advisors, Inc.38K$676.3K−$43.7KCut−$73.8K
ENVESTNET ASSET MANAGEMENT INC34.9K$620K−$32.6KAdded$83.9K
World Investment Advisors34.8K$618.8K−$40KCut−$308.5K
Abel Hall, LLC33K$587.1K−$38KCut−$38K
NATIONS FINANCIAL GROUP INC, /IA/ /ADV32.5K$578K−$37.4KCut−$59.5K
HighTower Advisors, LLC30K$533.2K−$20.3KAdded$199.4K
Rockefeller Capital Management L.P.29.8K$530.8K−$33.4KCut−$18.9K
WELLS FARGO & COMPANY/MN27.1K$481.9K−$12.4KAdded$278.2K
UHLMANN PRICE SECURITIES, LLC26.5K$471.3K−$29.5KCut−$15.7K
XTX Topco Ltd24.5K$435.4KNew
WOLVERINE ASSET MANAGEMENT LLC23.9K$425.4K−$27.5KCut−$2.35M
STEPHENS INC /AR/23.6K$420.3K−$27.2KCut−$371.6K
WESPAC Advisors, LLC22.9K$406.7K−$26.3KCut−$43.7K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC20.9K$372K−$24KCut−$113K
SUSQUEHANNA INTERNATIONAL GROUP, LLP20.2K$358.7KNew
MILLENNIUM MANAGEMENT LLC20K$356KNew
Sage Capital Advisors,llc19.3K$343.1K−$20.5KAdded$5.2K
Capital Investment Advisory Services, LLC18.1K$322.1K−$20.3KCut−$12.2K
Mariner, LLC17.9K$317.3K−$22.1KCut−$17.3K
Compound Planning, Inc.17.3K$307.6K−$19.9KCut−$94.5K
BENJAMIN EDWARDS INC16.9K$300.2K−$16.3KAdded$31.9K
Independent Advisor Alliance16.7K$297.9KNew
Shaker Financial Services, LLC16.3K$289.3K−$18.7KCut−$119K
STIFEL FINANCIAL CORP14.8K$262.7K−$17KCut−$206.5K
Creative Planning14.7K$260.9K−$11.6KAdded$69.3K
Harbour Wealth Management Group, Inc.14.5K$258.6K−$16.7KCut−$18.7K
WNY Asset Management, LLC14.2K$252.8KHeld
VISTA INVESTMENT PARTNERS II, LLC13.2K$234K−$15.1KCut−$15.1K
INDEPENDENT FINANCIAL GROUP, LLC13.1K$232.3K−$14.1KAdded$210
Equitable Holdings, Inc.11K$209.3KNew
Kovack Advisors, Inc.11.4K$208.9K−$7.35KCut−$1.88K
ASHTON THOMAS SECURITIES, LLC11.6K$206.2K−$12.5KAdded$150
Allworth Financial LP11.2K$198.4K−$11.2KAdded$13.3K
DECISION INVESTMENTS, INC10.9K$193.2K−$12.5KCut−$12.3K
&PARTNERS10.5K$187.4K−$11.9KCut−$8.79K
Moors & Cabot, Inc.10.5K$186.2KNew
MERCER GLOBAL ADVISORS INC /ADV10.4K$184.5KNew
CoreCap Advisors, LLC8.61K$153.1K−$9.48KCut−$3.23K
Atlantic Union Bankshares Corp7.4K$131.6K−$8.51KCut−$8.51K
FIFTH THIRD BANCORP6.91K$122.9KNew
ROTHSCHILD INVESTMENT LLC6.45K$114.7K−$6.96KAdded$142
EverSource Wealth Advisors, LLC5K$89K−$5.75KCut−$5.75K
Advisory Services Network, LLC4.75K$84.5KNew
Cullen/Frost Bankers, Inc.4.4K$78.2K−$5.06KCut−$5.06K
Osbon Capital Management LLC4.37K$77.7KNew
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4.29K$76.3K−$4.38KAdded$4.23K
SOA Wealth Advisors, LLC.3.27K$58.2K−$3.76KCut−$3.76K
HARBOUR INVESTMENTS, INC.3.05K$54.2K−$996Added$37.8K
North Star Investment Management Corp.2.67K$47.6K−$3.07KCut−$3.08K
Costello Asset Management, INC2.32K$41.2K−$2.67KCut−$5.06K
BARTLETT & CO. WEALTH MANAGEMENT LLC2.02K$40.3K$850Added$850
US BANCORP \DE\2.26K$40.2K−$2.43KAdded$56
Millstone Evans Group, LLC1.95K$34.6K−$2.16KCut−$1K
Sunbelt Securities, Inc.1.88K$33.5K−$2.17KCut−$2.17K
Pinnacle Wealth Planning Services, Inc.1.75K$31.1K−$2.01KCut−$9.74K
BROWN, LISLE/CUMMINGS, INC.1.66K$29.5K−$1.9KCut−$1.91K
Farther Finance Advisors, LLC1.33K$24.4K−$660Added$5.45K
Key Financial Inc1.24K$22.1K−$1.34KAdded$11
Penserra Capital Management LLC1.15M$20.4K−$1.32KCut−$4.58K
MAI Capital Management1.03K$18.3K−$1.18KCut−$1.18K
Founders Capital Management1K$17.8K−$1.15KCut−$1.15K
PNC Financial Services Group, Inc.828$14.7K−$952Cut−$91.9K
WPG Advisers, LLC820$14.6K−$939Cut−$2.66K
Truvestments Capital LLC764$13.6K−$879Cut−$879
MONTAG A & ASSOCIATES INC540$9.61K−$621Cut−$621
Spire Wealth Management535$9.52K−$615Cut−$615
MATHER GROUP, LLC.416$7.4KNew
Beaird Harris Wealth Management, LLC385$6.85KNew
JPMORGAN CHASE & CO365$6.3K−$597Cut−$390
CITIGROUP INC311$5.53K−$336Cut−$16
BlackRock, Inc.268$4.77KNew
ABOUND FINANCIAL, LLC268$4.77K−$308Cut−$136.9K
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.245$4.36K−$282Cut−$282
Pinnacle Bancorp, Inc.216$3.84K−$236Cut−$40
Vision Retirement, LLC206$3.67K−$230Cut−$123
Janney Montgomery Scott LLC205.2K$3.65K−$219Added$54
ASSETMARK, INC192$3.42K−$221Cut−$448
HIGHLINE WEALTH PARTNERS LLC170$3.02KNew
Root Financial Partners, LLC146$2.6KNew
CWM, LLC125$2.22KNew
Nexus Investment Management ULC101$1.8KNew
Gen-Wealth Partners Inc95$1.69K−$109Cut−$109
COHEN & STEERS, INC.89.6K$1.59K−$103Cut−$103
Cambridge Investment Research Advisors, Inc.82.7K$1.47K−$92Cut−$36
Geneos Wealth Management Inc.72$1.28K−$83Cut−$83
JONES FINANCIAL COMPANIES LLLP52$906−$79Cut−$11.9K
WEDBUSH SECURITIES INC33.8K$601−$39Cut−$59
CALDWELL SUTTER CAPITAL, INC.25$445New
Sound Income Strategies, LLC4$73−$2Cut−$2
JFS WEALTH ADVISORS, LLC3$54−$3Cut−$3
Gunpowder Capital Management, LLC dba Oliver Wealth Management3$53−$4Cut−$4
Bollard Group LLC1.41K$25New
Addison Advisors LLC1$18−$1Cut−$1
BESSEMER GROUP INC13$0$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.