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Abrdn Healthcare Investors (HQH)
USD21.12
-0.47 (-2.18%)
US NYSE Financial Services Asset Management
Address
1900 Market Street 19103
Philadelphia, PA, US
Philadelphia, PA, US
CEO
Daniel R. Omstead
Website
teklacap.com
IPO
1987-04-23
CIK 805267 ISIN US87911J1034
Description
Abrdn Healthcare Investors is a closed-ended equity mutual fund launched and managed by abrdn Inc. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the healthcare sector, including the biotechnology, medical devices, and pharmaceuticals industries. The fund primarily invests in growth stocks of small cap companies. It employs fundamental analysis with a focus on factors such as current or anticipated market position for services or products, experienced business management, recognized technological expertise, and the ability either to generate funds internally to finance growth or to secure outside sources of capital to create its portfolio. The fund benchmarks the performance of its portfolio against the NASDAQ Biotechnology Index, the S&P 500 Index, and the S&P 1500 Healthcare Index. Abrdn Healthcare Investors was formed on October 31, 1986 and is domiciled in the United States.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD21.12
-0.47 (-2.18%)
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Volume Profile
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Liquidity & share structure
Average Volume
157.5K
Beta
0.74
Float Shares
57.19M
Free Float %
100.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.73% | +2.67% | +0.71% | +4.39% | +2.36% | +5.54% | +31.34% | +21.00% | -18.51% | -22.61% | +105.03% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
21.12
DCF (Unlevered)
13.71
-35.1%
DCF (Levered)
0.00
-100.0%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
200.73
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+826.8% ★ Q3'25: +202.6% (vs Q2'23)
-
EPS growth Asset Management: +22.7%-48.2% Q3'25: +84.3% (vs Q2'23)
-
FCF margin FCF growth · Asset Management: +27.7%+98.8% Q3'25: +51.2% (vs Q2'23)
-
EBIT margin Asset Management: +50.6%+98.8% ★ Q3'25: +1,018.5% (vs Q2'23)
-
ROIC Asset Management: +6.5%+9.0% ★ Q3'25: +63.4% (vs Q2'23)
-
Share dilution Asset Management: +0.0%+2.9% Q3'25: +13.3% (vs Q2'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.00× Q3'25: 0.00× (vs Q2'23)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-27 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-26 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-22 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-21 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-20 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-19 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-18 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-15 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-14 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-12 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-11 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
Owner's Earnings history not available.
Owner alignment
Owner's Earnings TTM
—
OE per share TTM
—
Owner's Yield
—
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
—
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
125
Total invested
228.93M
Insider transactions (90d)
0
Beneficial owners (>5%)
9
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Brio Capital L.P. | 12.55M | 8.27% | — | — | — | 1.92M | OO | Illinois, U.S.A. | 2013-02-04 | ↗ |
| 2 | Morgan Stanley | 3.12M | 6.60% | — | 12.3K | — | 3.12M | HC, CO | — | 2023-02-10 | ↗ |
| 3 | Morgan Stanley Smith Barney LLC | 3.11M | 6.60% | — | — | — | 3.11M | BD, IA | — | 2023-02-10 | ↗ |
| 4 | Boaz R. Weinstein | 2.56M | 5.17% | — | 2.56M | — | 10.00 | IN | United States | 2024-03-15 | ↗ |
| 5 | Saba Capital Management GP, LLC | 2.56M | 5.17% | — | 2.56M | — | 10.00 | OO | Delaware | 2024-03-15 | ↗ |
| 6 | Saba Capital Management, L.P. | 2.56M | 5.17% | — | 2.56M | — | 10.00 | IA, PN | Delaware | 2024-03-15 | ↗ |
| 7 | 94-3021090 | 1.70M | 10.70% | 1.70M | — | — | — | IA | California | 2001-04-26 | ↗ |
| 8 | Yale University | 1.28M | 11.00% | 1.28M | — | 1.28M | — | EP | Yale University is a Connecticut corporation. | 1998-02-11 | ↗ |
| 9 | 25-1894430 | 830.2K | 5.70% | 830.2K | — | 830.2K | — | IA | Pennsylvania | 2005-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
125
+3 vs prev Q
New positions
21
Closed positions
18
Increased
75
Reduced
26
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 39.6K +39.6K (+100.0%) | 750.08M +750.1M (+100.0%) | 0.07% +0.074 pp | 0.44% +0.443 pp | USD18.94 +0.0% | 1 qtrs NEW |
| 2 | MORGAN STANLEY | 4.68M +481.5K (+11.5%) | 88.70M +11.1M (+14.4%) | 8.73% +0.898 pp | 0.01% +0.001 pp | USD24.26 -21.9% | 45 qtrs — |
| 3 | PENSERRA CAPITAL MANAGEMENT LLC | 1.32M +122.3K (+10.2%) | 25.02M +2.9M (+13.1%) | 2.46% +0.228 pp | 0.30% +0.033 pp | USD18.29 +3.6% | 6 qtrs — |
| 4 | RAYMOND JAMES FINANCIAL INC | 1.18M -3.0K (-0.3%) | 22.40M +512.4K (+2.3%) | 2.21% -0.006 pp | 0.01% 0.000 pp | USD16.04 +18.1% | 5 qtrs — |
| 5 | ROYAL BANK OF CANADA | 517.1K +18.6K (+3.7%) | 9.79M +592.0K (+6.4%) | 0.96% +0.035 pp | 0.00% +0.000 pp | USD21.93 -13.6% | 45 qtrs — |
| 6 | LPL FINANCIAL LLC | 501.1K +95.7K (+23.6%) | 9.49M +2.0M (+26.8%) | 0.93% +0.178 pp | 0.00% +0.000 pp | USD18.51 +2.3% | 45 qtrs — |
| 7 | ADVISORS ASSET MANAGEMENT, INC. | 463.4K +100.3K (+27.6%) | 8.78M +2.1M (+31.0%) | 0.86% +0.187 pp | 0.15% +0.034 pp | USD17.52 +8.1% | 33 qtrs — |
| 8 | AMERIPRISE FINANCIAL INC | 456.0K +44.1K (+10.7%) | 8.64M +1.0M (+13.4%) | 0.85% +0.082 pp | 0.00% +0.000 pp | USD18.40 +2.9% | 45 qtrs — |
| 9 | NEEDHAM INVESTMENT MANAGEMENT LLC | 291.9K +— (+0.0%) | 5.53M +140.1K (+2.6%) | 0.54% +0.000 pp | 0.35% -0.027 pp | USD26.67 -29.0% | 45 qtrs — |
| 10 | JANNEY MONTGOMERY SCOTT LLC | 189.9K +30.5K (+19.2%) | 3.60M +655.0K (+22.3%) | 0.35% +0.057 pp | 0.01% +0.001 pp | USD22.78 -16.9% | 45 qtrs — |
| 11 | BANK OF AMERICA CORP /DE/ | 188.5K -2.5K (-1.3%) | 3.57M +43.6K (+1.2%) | 0.35% -0.005 pp | 0.00% +0.000 pp | USD19.54 -3.1% | 45 qtrs — |
| 12 | WOLVERINE ASSET MANAGEMENT LLC | 146.8K +146.8K (+100.0%) | 2.78M +2.8M (+100.0%) | 0.27% +0.274 pp | 0.02% +0.022 pp | USD18.94 +0.0% | 5 qtrs — |
| 13 | ADVISOR GROUP HOLDINGS, INC. | 131.2K +1.3K (+1.0%) | 2.49M +301.0K (+13.8%) | 0.24% +0.002 pp | 0.00% +0.001 pp | USD17.91 +5.8% | 24 qtrs — |
| 14 | OPPENHEIMER & CO INC | 130.1K +5.3K (+4.3%) | 2.46M +160.4K (+7.0%) | 0.24% +0.010 pp | 0.04% +0.007 pp | USD18.70 +1.3% | 45 qtrs — |
| 15 | UBS GROUP AG | 124.2K -34.7K (-21.8%) | 2.35M -580.4K (-19.8%) | 0.23% -0.065 pp | 0.00% 0.000 pp | USD21.85 -13.3% | 45 qtrs — |
| 16 | KESTRA ADVISORY SERVICES, LLC | 120.1K +11.5K (+10.6%) | 2.27M +270.8K (+13.5%) | 0.22% +0.022 pp | 0.01% +0.000 pp | USD17.76 +6.6% | 21 qtrs — |
| 17 | SMITH ASSET MANAGEMENT CO., LLC | 117.1K -285.0 (-0.2%) | 2.22M +50.9K (+2.4%) | 0.22% -0.001 pp | 1.83% -0.015 pp | USD16.05 +18.0% | 5 qtrs — |
| 18 | NEWEDGE ADVISORS, LLC | 114.3K +12.8K (+12.6%) | 2.17M +290.4K (+15.5%) | 0.21% +0.024 pp | 0.01% -0.001 pp | USD18.76 +1.0% | 17 qtrs — |
| 19 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 110.4K -6.8K (-5.8%) | 2.09M -71.7K (-3.3%) | 0.21% -0.013 pp | 0.37% -0.045 pp | USD16.17 +17.1% | 11 qtrs — |
| 20 | INVESCO LTD. | 110.2K +16.7K (+17.9%) | 2.09M +361.4K (+20.9%) | 0.21% +0.031 pp | 0.00% +0.000 pp | USD17.43 +8.7% | 34 qtrs — |
| 21 | FIRST TRUST ADVISORS LP | 102.6K -3.4K (-3.2%) | 1.94M -12.9K (-0.7%) | 0.19% -0.006 pp | 0.00% +0.000 pp | USD20.56 -7.9% | 34 qtrs — |
| 22 | NWF ADVISORY SERVICES INC. | 102.6K -36.4K (-26.2%) | 1.94M -622.1K (-24.2%) | 0.19% -0.068 pp | 0.21% -0.067 pp | USD16.78 +12.9% | 12 qtrs — |
| 23 | COHEN & STEERS, INC. | 89.6K +— (+0.0%) | 1.70M +43.0K (+2.6%) | 0.17% +0.000 pp | 0.00% +0.000 pp | USD19.69 -3.8% | 36 qtrs — |
| 24 | SAMALIN INVESTMENT COUNSEL, LLC | 81.7K -10.5K (-11.4%) | 1.55M -155.3K (-9.1%) | 0.15% -0.020 pp | 0.55% -0.037 pp | USD16.72 +13.3% | 12 qtrs — |
| 25 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 79.5K -1.2K (-1.5%) | 1.51M +16.0K (+1.1%) | 0.15% -0.002 pp | 0.00% 0.000 pp | USD19.42 -2.5% | 24 qtrs — |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 75.3K +1.8K (+2.5%) | 1.43M +69.8K (+5.1%) | 0.14% +0.003 pp | 0.00% +0.000 pp | USD16.70 +13.4% | 8 qtrs — |
| 27 | CETERA INVESTMENT ADVISERS | 70.8K +22.9K (+47.7%) | 1.34M +455.8K (+51.5%) | 0.13% +0.043 pp | 0.00% +0.000 pp | USD18.32 +3.4% | 21 qtrs — |
| 28 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 69.8K +6.9K (+11.0%) | 1.32M +161.4K (+13.9%) | 0.13% +0.013 pp | 0.10% +0.013 pp | USD17.53 +8.0% | 13 qtrs — |
| 29 | BAIRD FINANCIAL GROUP, INC. | 64.3K -2.7K (-4.0%) | 1.22M -19.2K (-1.5%) | 0.12% -0.005 pp | 0.00% 0.000 pp | USD17.03 +11.2% | 7 qtrs — |
| 30 | SAGE CAPITAL MANAGEMENT, LLC | 60.0K -813.0 (-1.3%) | 1.14M +14.0K (+1.2%) | 0.11% -0.002 pp | 0.53% +0.020 pp | USD16.62 +14.0% | 9 qtrs — |
| 31 | PENSIONMARK FINANCIAL GROUP, LLC | 49.0K -813.0 (-1.6%) | 927.3K +8.5K (+0.9%) | 0.09% -0.002 pp | 0.01% -0.004 pp | USD18.46 +2.6% | 2 qtrs — |
| 32 | PRIVATE ADVISOR GROUP, LLC | 48.5K +6.1K (+14.5%) | 918.1K +136.8K (+17.5%) | 0.09% +0.012 pp | 0.00% +0.001 pp | USD20.05 -5.5% | 19 qtrs — |
| 33 | AE WEALTH MANAGEMENT LLC | 43.9K -3.3K (-6.9%) | 832.3K -39.3K (-4.5%) | 0.08% -0.006 pp | 0.00% -0.001 pp | USD18.48 +2.5% | 27 qtrs — |
| 34 | TRIUMPH CAPITAL MANAGEMENT | 43.5K -3.0K (-6.4%) | 823.5K -33.9K (-4.0%) | 0.08% -0.006 pp | 0.18% -0.030 pp | USD18.00 +5.2% | 6 qtrs — |
| 35 | STEPHENS INC /AR/ | 41.8K +15.0K (+55.9%) | 791.8K +296.9K (+60.0%) | 0.08% +0.028 pp | 0.01% +0.004 pp | USD18.35 +3.2% | 31 qtrs — |
| 36 | ALPHACORE CAPITAL LLC | 39.7K -3.3K (-7.8%) | 752.6K -42.7K (-5.4%) | 0.07% -0.006 pp | 0.02% -0.010 pp | USD15.92 +19.0% | 4 qtrs — |
| 37 | CYNDEO WEALTH PARTNERS, LLC | 38.3K +— (+0.0%) | 725.6K +18.4K (+2.6%) | 0.07% +0.000 pp | 0.04% 0.000 pp | USD18.00 +5.2% | 13 qtrs — |
| 38 | WEDBUSH SECURITIES INC | 34.8K +4.9K (+16.3%) | 660.0K +107.0K (+19.3%) | 0.07% +0.009 pp | 0.02% +0.001 pp | USD20.07 -5.6% | 45 qtrs — |
| 39 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 34.6K +8.8K (+34.0%) | 655.3K +178.6K (+37.5%) | 0.06% +0.016 pp | 0.04% +0.014 pp | USD18.58 +1.9% | 2 qtrs — |
| 40 | GUGGENHEIM CAPITAL LLC | 33.7K +929.0 (+2.8%) | 639.2K +33.3K (+5.5%) | 0.06% +0.002 pp | 0.00% +0.000 pp | USD16.82 +12.6% | 33 qtrs — |
| 41 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 33.7K -600.0 (-1.8%) | 637.5K +5.1K (+0.8%) | 0.06% -0.001 pp | 0.03% -0.006 pp | USD23.62 -19.8% | 20 qtrs — |
| 42 | ABEL HALL, LLC | 33.0K +— (+0.0%) | 625.0K +15.8K (+2.6%) | 0.06% +0.000 pp | 0.15% -0.100 pp | USD15.49 +22.3% | 3 qtrs — |
| 43 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 29.0K +— (+0.0%) | 549.6K +13.9K (+2.6%) | 0.05% +0.000 pp | 0.00% 0.000 pp | USD17.30 +9.5% | 6 qtrs — |
| 44 | ENVESTNET ASSET MANAGEMENT INC | 28.3K +4.8K (+20.3%) | 536.1K +101.8K (+23.4%) | 0.05% +0.009 pp | 0.00% +0.000 pp | USD16.64 +13.8% | 4 qtrs — |
| 45 | UHLMANN PRICE SECURITIES, LLC | 25.7K +781.0 (+3.1%) | 486.9K +26.7K (+5.8%) | 0.05% +0.002 pp | 0.29% +0.007 pp | USD18.53 +2.2% | 6 qtrs — |
| 46 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 25.6K +989.0 (+4.0%) | 485.1K +30.6K (+6.7%) | 0.05% +0.002 pp | 0.07% +0.002 pp | USD17.07 +11.0% | 11 qtrs — |
| 47 | STIFEL FINANCIAL CORP | 24.8K +9.3K (+59.6%) | 469.2K +182.7K (+63.7%) | 0.05% +0.017 pp | 0.00% +0.000 pp | USD18.14 +4.4% | 6 qtrs — |
| 48 | WESPAC ADVISORS, LLC | 23.8K -4.0K (-14.5%) | 450.3K -63.2K (-12.3%) | 0.04% -0.008 pp | 0.24% -0.056 pp | USD16.34 +15.9% | 4 qtrs — |
| 49 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 22.6K -1.5K (-6.1%) | 428.6K -16.1K (-3.6%) | 0.04% -0.003 pp | 0.00% 0.000 pp | USD17.93 +5.6% | 37 qtrs — |
| 50 | SHAKER FINANCIAL SERVICES, LLC | 21.6K +21.6K (+100.0%) | 408.3K +408.3K (+100.0%) | 0.04% +0.040 pp | 0.13% +0.129 pp | USD18.94 +0.0% | 1 qtrs NEW |
| 51 | ATOMI FINANCIAL GROUP, INC. | 21.2K +— (+0.0%) | 402.0K +10.2K (+2.6%) | 0.04% +0.000 pp | 0.01% -0.001 pp | USD17.35 +9.2% | 12 qtrs — |
| 52 | SAGE CAPITAL ADVISORS,LLC | 17.8K -4.0K (-18.1%) | 337.9K -64.3K (-16.0%) | 0.03% -0.007 pp | 0.08% -0.015 pp | USD19.56 -3.2% | 22 qtrs — |
| 53 | MARINER, LLC | 17.7K +1.9K (+12.0%) | 334.6K +43.4K (+14.9%) | 0.03% +0.004 pp | 0.00% +0.000 pp | USD16.41 +15.4% | 3 qtrs — |
| 54 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 17.7K +— (+0.0%) | 334.3K +8.5K (+2.6%) | 0.03% +0.000 pp | 0.02% -0.002 pp | USD22.23 -14.8% | 21 qtrs — |
| 55 | HIGHTOWER ADVISORS, LLC | 17.6K -267.0 (-1.5%) | 333.7K +3.5K (+1.1%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD19.10 -0.8% | 45 qtrs — |
| 56 | JANE STREET GROUP, LLC | 15.1K +15.1K (+100.0%) | 286.8K +286.8K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.000 pp | USD18.94 +0.0% | 5 qtrs — |
| 57 | BENJAMIN EDWARDS INC | 14.2K +1.5K (+11.8%) | 268.2K +34.5K (+14.8%) | 0.03% +0.003 pp | 0.00% +0.000 pp | USD18.51 +2.3% | 2 qtrs — |
| 58 | VISTA INVESTMENT PARTNERS II, LLC | 13.2K +2.0K (+17.4%) | 249.1K +42.3K (+20.5%) | 0.02% +0.004 pp | 0.11% +0.011 pp | USD16.00 +18.4% | 3 qtrs — |
| 59 | GOLDMAN SACHS GROUP INC | 12.5K +— (+0.0%) | 237.1K +6.0K (+2.6%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD17.36 +9.1% | 7 qtrs — |
| 60 | IFP ADVISORS, INC | 12.1K +— (+0.0%) | 229.2K +5.8K (+2.6%) | 0.02% +0.000 pp | 0.01% -0.001 pp | USD19.62 -3.5% | 16 qtrs — |
| 61 | KOVACK ADVISORS, INC. | 11.1K +11.1K (+100.0%) | 210.8K +210.8K (+100.0%) | 0.02% +0.021 pp | 0.01% +0.010 pp | USD18.94 +0.0% | 1 qtrs NEW |
| 62 | EXCEL SECURITIES & ASSOCIATES, INC. | 10.9K +— (+0.0%) | 206.1K +5.2K (+2.6%) | 0.02% +0.000 pp | 0.04% +0.011 pp | USD17.49 +8.3% | 7 qtrs — |
| 63 | CONCORDE ASSET MANAGEMENT, LLC | 10.8K +10.8K (+100.0%) | 204.8K +204.8K (+100.0%) | 0.02% +0.020 pp | 0.08% +0.082 pp | USD18.94 +0.0% | 1 qtrs NEW |
| 64 | WELLS FARGO & COMPANY/MN | 10.8K +6.5K (+151.7%) | 203.7K +124.9K (+158.3%) | 0.02% +0.012 pp | 0.00% +0.000 pp | USD18.09 +4.7% | 45 qtrs — |
| 65 | WILEY BROS.-AINTREE CAPITAL, LLC | 10.4K +200.0 (+2.0%) | 196.2K +8.7K (+4.6%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD15.60 +21.4% | 5 qtrs — |
| 66 | CREATIVE PLANNING | 10.1K -10.2K (-50.1%) | 191.6K -182.5K (-48.8%) | 0.02% -0.019 pp | 0.00% 0.000 pp | USD18.46 +2.6% | 2 qtrs — |
| 67 | ALLWORTH FINANCIAL LP | 9.8K +341.0 (+3.6%) | 185.0K +11.0K (+6.3%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD15.69 +20.7% | 14 qtrs — |
| 68 | CORECAP ADVISORS, LLC | 8.3K +278.0 (+3.5%) | 156.3K +9.1K (+6.2%) | 0.02% +0.001 pp | 0.01% +0.000 pp | USD17.13 +10.6% | 8 qtrs — |
| 69 | ABOUND FINANCIAL, LLC | 7.5K +7.5K (+100.0%) | 141.7K +141.7K (+100.0%) | 0.01% +0.014 pp | 0.03% +0.033 pp | USD18.94 +0.0% | 1 qtrs NEW |
| 70 | ATLANTIC UNION BANKSHARES CORP | 7.4K -2.2K (-23.2%) | 140.1K -37.8K (-21.2%) | 0.01% -0.004 pp | 0.00% -0.001 pp | USD18.46 +2.6% | 2 qtrs — |
| 71 | COMERICA BANK | 6.8K -67.0 (-1.0%) | 128.1K +2.0K (+1.6%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD15.62 +21.3% | 10 qtrs — |
| 72 | ROTHSCHILD INVESTMENT LLC | 6.0K +— (+0.0%) | 114.6K +2.9K (+2.6%) | 0.01% +0.000 pp | 0.01% +0.000 pp | USD16.58 +14.2% | 9 qtrs — |
| 73 | PNC FINANCIAL SERVICES GROUP, INC. | 5.6K +5.6K (+100.0%) | 106.7K +106.7K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.000 pp | USD18.94 +0.0% | 1 qtrs NEW |
| 74 | GLOBAL RETIREMENT PARTNERS, LLC | 5.6K +5.6K (+100.0%) | 106.3K +106.3K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.002 pp | USD18.94 +0.0% | 1 qtrs NEW |
| 75 | EVERSOURCE WEALTH ADVISORS, LLC | 5.0K +— (+0.0%) | 94.7K +2.4K (+2.6%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD17.47 +8.4% | 7 qtrs — |
| 76 | CULLEN/FROST BANKERS, INC. | 4.4K +— (+0.0%) | 83.3K +2.1K (+2.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD20.69 -8.5% | 16 qtrs — |
| 77 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.8K +250.0 (+7.0%) | 72.1K +6.4K (+9.8%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD18.19 +4.1% | 45 qtrs — |
| 78 | SOA WEALTH ADVISORS, LLC. | 3.3K +— (+0.0%) | 62.0K +1.6K (+2.6%) | 0.01% +0.000 pp | 0.01% +0.000 pp | USD24.12 -21.5% | 21 qtrs — |
| 79 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 2.7K +— (+0.0%) | 50.6K +1.3K (+2.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD18.34 +3.3% | 41 qtrs — |
| 80 | FLAGSHIP HARBOR ADVISORS, LLC | 2.6K +2.6K (+100.0%) | 48.4K +48.4K (+100.0%) | 0.00% +0.005 pp | 0.00% +0.002 pp | USD18.94 +0.0% | 1 qtrs NEW |
| 81 | COSTELLO ASSET MANAGEMENT, INC | 2.4K -178.0 (-6.8%) | 46.3K -2.1K (-4.4%) | 0.00% 0.000 pp | 0.02% -0.001 pp | USD16.28 +16.3% | 4 qtrs — |
| 82 | PINNACLE WEALTH PLANNING SERVICES, INC. | 2.2K +2.2K (+100.0%) | 40.9K +40.9K (+100.0%) | 0.00% +0.004 pp | 0.00% +0.004 pp | USD18.94 +0.0% | 1 qtrs NEW |
| 83 | US BANCORP \DE\ | 2.1K +63.0 (+3.1%) | 40.1K +2.2K (+5.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD16.63 +13.9% | 13 qtrs — |
| 84 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 2.0K +— (+0.0%) | 39.5K +2.1K (+5.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD20.77 -8.8% | 32 qtrs — |
| 85 | SUNBELT SECURITIES, INC. | 1.9K +— (+0.0%) | 35.7K +904.0 (+2.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.65 +7.3% | 12 qtrs — |
| 86 | MILLSTONE EVANS GROUP, LLC | 1.9K +— (+0.0%) | 35.6K +902.0 (+2.6%) | 0.00% +0.000 pp | 0.02% -0.001 pp | USD16.06 +17.9% | 5 qtrs — |
| 87 | EASTERN BANK | 1.7K +50.0 (+3.1%) | 31.7K +1.7K (+5.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.47 +2.5% | 2 qtrs — |
| 88 | BROWN, LISLE/CUMMINGS, INC. | 1.7K +— (+0.0%) | 31.4K +795.0 (+2.6%) | 0.00% +0.000 pp | 0.01% 0.000 pp | USD16.53 +14.6% | 9 qtrs — |
| 89 | KEY FINANCIAL INC | 1.2K +— (+0.0%) | 22.1K +408.0 (+1.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.52 -3.0% | 16 qtrs — |
| 90 | RANSOM ADVISORY, LTD | 1.1K +— (+0.0%) | 20.5K +519.0 (+2.6%) | 0.00% +0.000 pp | 0.01% -0.001 pp | USD16.63 +13.9% | 8 qtrs — |
| 91 | KARPUS MANAGEMENT, INC. | 1.1K +1.1K (+100.0%) | 20.3K +20.3K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.001 pp | USD18.94 +0.0% | 1 qtrs NEW |
| 92 | MAI CAPITAL MANAGEMENT | 1.0K +1.0K (+100.0%) | 19.5K +19.5K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD18.94 +0.0% | 1 qtrs NEW |
| 93 | FARTHER FINANCE ADVISORS, LLC | 1.0K +— (+0.0%) | 18.9K +480.0 (+2.6%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD18.46 +2.6% | 2 qtrs — |
| 94 | FOUNDERS CAPITAL MANAGEMENT | 1.0K +— (+0.0%) | 18.9K +480.0 (+2.6%) | 0.00% +0.000 pp | 0.01% +0.000 pp | USD17.65 +7.3% | 12 qtrs — |
| 95 | WPG ADVISERS, LLC | 911.00 +26.0 (+2.9%) | 17.3K +918.0 (+5.6%) | 0.00% +0.000 pp | 0.01% +0.000 pp | USD16.90 +12.1% | 3 qtrs — |
| 96 | HARBOUR INVESTMENTS, INC. | 865.00 +841.0 (+3,504.2%) | 16.4K +15.9K (+3,633.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD18.90 +0.2% | 15 qtrs — |
| 97 | TRUVESTMENTS CAPITAL LLC | 764.00 -204.0 (-21.1%) | 14.5K -3.4K (-19.0%) | 0.00% 0.000 pp | 0.00% -0.001 pp | USD18.62 +1.7% | 28 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
1.0K
Shares disposed
—
Cash buys
1.00
Cash sales
—
Net activity
+1,000
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-09 | Reilly Heather Carter | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-17 | Dietrick Joseph Francis | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-11 | Taggart Michael | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-11 | Marsico Michael | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-11 | Kim Andrew Wonil | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-11 | Hepp Robert W. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-11 | Hasson Heather | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-11 | Gebauer Katie Lynn | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-10 | Wilson Ashton | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-16 | DiMartino Rose | Director | P-Purchase | A | Common Stock | 1,000 | 18.88 | 18.9K | 1,000 | — | ↗ |
| 2024-06-12 | Taggart Michael | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-10 | Nichols Rebecca Suzanne | Director | — | D | Common Shares | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-04-09 | Goetz Kathleen | Director | P-Purchase | A | Common Stock | 525 | 16.42 | 8.6K | 1,080 | — | ↗ |
| 2024-03-13 | Tse Loretta | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-13 | Silue Kolotioloma | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-01-02 | Reit Todd | Director | P-Purchase | A | Common Stock | 1,000 | 16.93 | 16.9K | 1,000 | — | ↗ |
| 2023-12-28 | Maher Bill | Director | P-Purchase | A | Common Stock | 1,000 | 16.58 | 16.6K | 1,000 | — | ↗ |
| 2023-12-21 | Goodson Alan R | Officer | P-Purchase | A | Common stock | 170 | 16.13 | 2.7K | 170 | — | ↗ |
| 2023-12-13 | Ritchie Ben | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-13 | Duitz Joshua | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | abrdn Inc. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | Tooze Marika | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | Sitar Lucia | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | Reit Todd | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | Pittard Christian | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | O'Connor James Joseph | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | Nichols Jennifer A | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | Matsick Jaclyn Marie | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | Maher Bill | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | Kennedy Megan | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | Goodson Alan R | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | Ferrari Sharon | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | DiMartino Rose | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | BIRD STEPHEN | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-27 | Andolina Joseph | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-09-25 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of Beneficial Interest | 9,500 | 15.63 | 148.5K | 178,269 | — | ↗ |
| 2023-09-20 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of Beneficial Interest | 9,500 | 15.88 | 150.8K | 168,769 | — | ↗ |
| 2022-06-09 | Watson W. Mark | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-03-23 | Goetz Kathleen | Director | P-Purchase | A | Shares of Beneficial Interest | 74 | 20.42 | 1.5K | 555 | — | ↗ |
| 2022-01-26 | Goetz Kathleen | Director | P-Purchase | A | Shares of Beneficial Interest | 481 | 21.52 | 10.3K | 481 | — | ↗ |
| 2020-10-26 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of Beneficial Interest | 5,200 | 20.53 | 106.7K | 125,411 | — | ↗ |
| 2020-10-21 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of Beneficial Interest | 5,050 | 20.68 | 104.4K | 120,211 | — | ↗ |
| 2020-09-23 | Bailey Jeffrey Allen | Director | P-Purchase | A | Shares of Beneficial Interest | 490 | 20.39 | 10.0K | 490 | — | ↗ |
| 2020-08-27 | Bailey Jeffrey Allen | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-05-21 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of Beneficial Interest | 5,000 | 21.01 | 105.1K | 110,357 | — | ↗ |
| 2020-03-17 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of Beneficial Interest | 6,800 | 16.24 | 110.4K | 102,319 | — | ↗ |
| 2018-12-26 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of Beneficial Interest | 6,300 | 17.14 | 108.0K | 85,406 | — | ↗ |
| 2018-12-13 | NABEL ELIZABETH G | Director | — | D | Shares of Beneficial Interest | 0 | 0.00 | — | 2,417 | — | ↗ |
| 2018-10-25 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of Beneficial Interest | 5,500 | 20.43 | 112.3K | 79,106 | — | ↗ |
| 2018-10-17 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of Beneficial Interest | 3,882 | 21.78 | 84.5K | 73,606 | — | ↗ |
| 2018-01-25 | Kent Thomas M | Director | P-Purchase | A | Shares of Beneficial Interest | 1,100 | 24.19 | 26.6K | 1,100 | — | ↗ |
| 2017-12-19 | Kent Thomas M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-01-06 | Gasperoni Timothy L | — | P-Purchase | A | Shares of Beneficial Interest | 862 | 28.98 | 25.0K | 862 | — | ↗ |
| 2015-06-29 | STEBBINS LUCINDA H | Director | P-Purchase | D | Shares of Beneficial Interest | 2,000 | 35.74 | 71.5K | 6,513 | — | ↗ |
| 2014-06-24 | STEBBINS LUCINDA H | Director | X-InTheMoney | D | Subscription Rights | 4,200 | 25.04 | 105.2K | 0 | — | ↗ |
| 2014-06-24 | REINHARDT UWE E | Director | X-InTheMoney | D | Subscription Rights | 2,235 | 25.04 | 56.0K | 0 | — | ↗ |
| 2014-06-24 | REARDON WILLIAM S | Director | X-InTheMoney | D | Subscription Rights | 1,226 | 25.04 | 30.7K | 0 | — | ↗ |
| 2014-06-24 | POHOTSKY OLEG M | Director | X-InTheMoney | D | Subscription Rights | 231 | 25.04 | 5.8K | 0 | — | ↗ |
| 2014-06-24 | OMSTEAD DANIEL R | Director / Officer | X-InTheMoney | D | Subscription Rights | 35,832 | 25.04 | 897.1K | 0 | — | ↗ |
| 2014-06-24 | BONNEY MICHAEL W | Director | X-InTheMoney | D | Subscription Rights | 1,606 | 25.04 | 40.2K | 0 | — | ↗ |
| 2013-06-04 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of Beneficial Interest | 5,000 | 21.45 | 107.3K | 33,326 | — | ↗ |
| 2012-03-19 | POHOTSKY OLEG M | Director | P-Purchase | A | Shares of beneficial interest | 200 | 16.00 | 3.2K | 200 | — | ↗ |
| 2012-03-09 | REARDON WILLIAM S | Director | P-Purchase | A | Shares of Beneficial Interest | 646 | 15.86 | 10.2K | 646 | — | ↗ |
| 2012-03-09 | BONNEY MICHAEL W | Director | P-Purchase | A | Shares of Beneficial Interest | 650 | 15.80 | 10.3K | 650 | — | ↗ |
| 2011-12-13 | BONNEY MICHAEL W | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2011-08-08 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of beneficial interest | 8,100 | 12.37 | 100.2K | 24,491 | — | ↗ |
| 2010-06-08 | REARDON WILLIAM S | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-09-03 | STEBBINS LUCINDA H | Director | P-Purchase | A | Shares of beneficial interest | 300 | 10.50 | 3.2K | 5,294 | — | ↗ |
| 2009-08-06 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of beneficial interest | 3,000 | 10.70 | 32.1K | 14,908 | — | ↗ |
| 2009-06-11 | Chang Betty T | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-05-11 | Woodward Laura F | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2008-11-26 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of beneficial interest | 2,000 | 8.97 | 17.9K | 11,034 | — | ↗ |
| 2008-10-10 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of beneficial interest | 387 | 11.40 | 4.4K | 9,034 | — | ↗ |
| 2007-11-21 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of beneficial interest | 1,100 | 15.82 | 17.4K | 7,902 | — | ↗ |
| 2007-11-14 | Kim Howard Y | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2007-10-03 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of Beneficial Interest | 1,500 | 17.40 | 26.1K | 6,402 | — | ↗ |
| 2007-08-21 | STEBBINS LUCINDA H | Director | P-Purchase | A | Shares of Beneficial Interest | 1,000 | 16.63 | 16.6K | 4,123 | — | ↗ |
| 2007-08-03 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of Beneficial Interest | 1,000 | 16.79 | 16.8K | 4,799 | — | ↗ |
| 2007-06-21 | Rakesh Jain K. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2007-05-09 | Haley Carolyn P | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2006-12-27 | STEBBINS LUCINDA H | Director | P-Purchase | A | H&Q Healthcare Investors | 3,000 | 16.41 | 49.2K | 3,000 | — | ↗ |
| 2006-06-15 | STEBBINS LUCINDA H | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2006-01-26 | Gentile Frank | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2005-12-07 | Brinzey Christopher F | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2005-12-07 | Akus Jason | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2005-04-01 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | H&Q Healthcare Investors | 2,700 | 16.30 | 44.0K | 3,535 | — | ↗ |
| 2004-10-05 | Eckert Kathleen | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2004-07-29 | OMSTEAD DANIEL R | Director / Officer | P-Purchase | A | Shares of Beneficial Interest | 500 | 16.77 | 8.4K | 800 | — | ↗ |
| 2004-06-28 | MACK ROBERT P | Director | P-Purchase | A | Shares of Beneficial Interest | 1,246 | 16.80 | 20.9K | 3,910 | — | ↗ |
| 2004-06-25 | LEWIN LAWRENCE S | Director | P-Purchase | A | Shares of Beneficial Interest | 1,488 | 16.80 | 25.0K | 4,359 | — | ↗ |
Executive team
Top executives
Shares Outstanding
57.19M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
| Filing date | Form type | Filing |
|---|---|---|
| 2026-04-07 | DEF 14A | ↗ |
| 2025-04-14 | DEF 14A | ↗ |
| 2024-04-22 | DEF 14A | ↗ |
| 2023-10-05 | DEFA14A | ↗ |
| 2023-10-04 | DEFA14A | ↗ |
| 2023-10-02 | DEFA14A | ↗ |
| 2023-09-15 | DEFA14A | ↗ |
| 2023-09-15 | DEFA14A | ↗ |
| 2023-09-13 | DEFA14A | ↗ |
| 2023-09-05 | DEFA14A | ↗ |
| 2023-08-29 | DEFA14A | ↗ |
| 2023-08-22 | DEFA14A | ↗ |
| 2023-08-14 | DEFA14A | ↗ |
| 2023-08-11 | DEFA14A | ↗ |
| 2023-07-28 | DEFA14A | ↗ |
| 2023-07-18 | DEFA14A | ↗ |
| 2023-07-11 | DEFA14A | ↗ |
| 2023-07-10 | DEF 14A | ↗ |
| 2023-06-27 | PRE 14A | ↗ |
| 2023-04-11 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher F. Brinzey | Senior Vice President of Research and Portfolio Manager | — | male |
| Daniel R. Omstead | Portfolio Manager | — | — |
| Frank T. Gentile | Senior Vice President of Research and Portfolio Manager | — | — |
| Jason C. Akus | Vice President of Research and Portfolio Manager | — | — |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for HQH
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
