Vault-13

ABRDN HEALTHCARE INVESTORS HQH

SH BEN INT · Closed-End Fund · CUSIP 87911J103

125 institutional holders -3 vs Q1 2026
13,430,33213.4m shares reported held*
$295.0mreported value*
13 new 59 added 27 reduced 16 sold out net bought ≈ $8.4m (+380.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $21.97.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 108Q4 22: 115Q1 23: 118Q2 23: 117Q3 23: 117Q4 23: 124Q1 24: 122Q2 24: 114Q3 24: 124Q4 24: 120Q1 25: 108Q2 25: 115Q3 25: 120Q4 25: 123Q1 26: 128Q2 26: 125125Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022108
Q4 2022115
Q1 2023118
Q2 2023117
Q3 2023117
Q4 2023124
Q1 2024122
Q2 2024114
Q3 2024124
Q4 2024120
Q1 2025108
Q2 2025115
Q3 2025120
Q4 2025123
Q1 2026128
Q2 2026125

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 58 bought or addedQ3 24: 46 cut or sold outQ4 24: 53 bought or addedQ4 24: 50 cut or sold outQ4 24Q1 25: 56 bought or addedQ1 25: 50 cut or sold outQ2 25: 59 bought or addedQ2 25: 40 cut or sold outQ2 25Q3 25: 66 bought or addedQ3 25: 45 cut or sold outQ4 25: 49 bought or addedQ4 25: 43 cut or sold outQ4 25Q1 26: 76 bought or addedQ1 26: 37 cut or sold outQ2 26: 72 bought or addedQ2 26: 43 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245846
Q4 20245350
Q1 20255650
Q2 20255940
Q3 20256645
Q4 20254943
Q1 20267637
Q2 20267243

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +91,909+91.9k
Advisors Asset Management, Inc. Added +88,237+88.2k
Rockefeller Capital Management L.P. Added +56,653+56.7k
Penserra Capital Management LLC Added +45,585+45.6k
MGO ONE SEVEN LLC New +40,226+40.2k
RAYMOND JAMES FINANCIAL INC Added +35,036+35.0k
LPL Financial LLC Added +30,488+30.5k
Samalin Investment Counsel, LLC Added +28,768+28.8k
JANE STREET GROUP, LLC New +23,286+23.3k
STEPHENS INC /AR/ Added +22,566+22.6k

Biggest sellers

MORGAN STANLEY Reduced -60,425-60.4k
Baird Financial Group, Inc. Reduced -32,935-32.9k
WOLVERINE ASSET MANAGEMENT LLC Sold out -23,915-23.9k
Cetera Investment Advisers Reduced -22,537-22.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -20,713-20.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -20,161-20.2k
MILLENNIUM MANAGEMENT LLC Sold out -20,013-20.0k
Independent Advisor Alliance Sold out -16,743-16.7k
Shaker Financial Services, LLC Sold out -16,260-16.3k
XTX Topco Ltd Reduced -11,761-11.8k

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 1 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20261$10.5k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-07-16 Mahai Chris LaVictoire Director Bought 501 $20.96 $10.5k501 shares new

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,466,1144.5m $98.2m $98.2m 0.01% Reduced -60.4k -60,425
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,229,6611.2m $27.0m $27.0m 0.01% Added +35.0k +35,036
3 Penserra Capital Management LLC 0.20% of their portfolio ORINDA, CA 1,194,8531.2m $26.3m $26.3m 0.20% Added +45.6k +45,585
4 Advisors Asset Management, Inc. 0.22% of their portfolio Monument, CO 665,476665.5k $14.6m $14.6m 0.22% Added +88.2k +88,237
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 582,882582.9k $12.8m $12.8m 0.00% Added +30.5k +30,488
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 524,781524.8k $11.5m $11.5m 0.00% Added +5.1k +5,114
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 465,769465.8k $10.2m $10.2m 0.00% Reduced -926 -926
8 NEEDHAM INVESTMENT MANAGEMENT LLC 0.21% of their portfolio NEW YORK, NY 320,825320.8k $7.1m $7.1m 0.21% Added +9.5k +9,541
9 Z3 Capital Partners, LLC 1.06% of their portfolio RICHMOND, VA 230,448230.4k $5.1m $5.1m 1.06% Added +3.1k +3,080
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 226,301226.3k $5.0m $5.0m 0.00% Added +629 +629
11 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 214,304214.3k $4.7m $4.7m 0.01% Added +9.1k +9,056
12 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 174,560174.6k $3.8m $3.8m 0.00% Added +91.9k +91,909
13 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 164,510164.5k $3.6m $3.6m 0.01% Added +12.8k +12,772
14 Samalin Investment Counsel, LLC 1.09% of their portfolio CHAPPAQUA, NY 154,616154.6k $3.4m $3.4m 1.09% Added +28.8k +28,768
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 133,040133.0k $2.9m $2.9m 0.00% Added +4.1k +4,106
16 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 131,800131.8k $2.9m $2.9m 0.01% Added +3.4k +3,407
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 131,570131.6k $2.9m $2.9m 0.00% Added +1.7k +1,693
18 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 121,516121.5k $2.7m $2.7m 0.00% Added +9.0k +8,976
19 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 116,304116.3k $2.6m $2.6m 0.03% Reduced -324 -324
20 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 114,792114.8k $2.5m $2.5m 0.00% Added +8.9k +8,857
21 Smith Asset Management Co., LLC 1.95% of their portfolio Chiefland, FL 112,724112.7k $2.5m $2.5m 1.95% Reduced -2.5k -2,537
22 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 101,994102.0k $2.2m $2.2m 0.01% Added +17.6k +17,646
23 NWF Advisory Services Inc. 0.20% of their portfolio Los Angeles, CA 98,50798.5k $2.2m $2.2m 0.20% Reduced -2.3k -2,262
24 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 89,57389.6k $2.0m $2.0m 0.00% Unchanged
25 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 86,48886.5k $1.9m $1.9m 0.00% Added +56.7k +56,653
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 76,37376.4k $1.7m $1.7m 0.00% Added +950 +950
27 Sage Capital Management, LLC 0.63% of their portfolio Stockton, NJ 73,80773.8k $1.6m $1.6m 0.63% Added +11.3k +11,332
28 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 61,34561.3k $1.3m $1.3m 0.01% Added +5.6k +5,627
29 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 60,05960.1k $1.3m $1.3m 0.00% Reduced -22.5k -22,537
30 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 57,97158.0k $1.3m $1.3m 0.00% Added +1.5k +1,484
31 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 56,85856.9k $1.2m $1.2m 0.01% Added +12.5k +12,520
32 EVOLVE PRIVATE WEALTH, LLC 0.07% of their portfolio LOS ANGELES, CA 53,46153.5k $1.2m $1.2m 0.07% Reduced -3.8k -3,781
33 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.07% of their portfolio London, X0 51,95252.0k $1.1m $1.1m 0.07% Unchanged
34 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 46,19046.2k $1.0m $1.0m 0.01% Added +22.6k +22,566
35 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 46,10346.1k $1.0m $1.0m 0.03% Added +12.3k +12,325
36 Triumph Capital Management 0.18% of their portfolio DENVER, CO 45,51245.5k $1.0m $1.0m 0.18% Added +567 +567
37 AlphaCore Capital LLC 0.02% of their portfolio LA JOLLA, CA 42,94742.9k $944.0k $944.0k 0.02% Added +873 +873
38 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 41,79741.8k $918.7k $918.7k 0.00% Reduced -6.0k -5,952
39 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 40,22640.2k $884.2k $884.2k 0.01% New
40 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 39,98940.0k $879.0k $879.0k 0.00% Reduced -32.9k -32,935
41 Cyndeo Wealth Partners, LLC 0.04% of their portfolio ST. PETERSBURG, FL 38,30838.3k $842.0k $842.0k 0.04% Unchanged
42 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 34,25934.3k $609.5k $609.5k 0.01% Reduced -525 -525
43 Abel Hall, LLC 0.13% of their portfolio BATON ROUGE, LA 33,00033.0k $725.3k $725.3k 0.13% Unchanged
44 Closed-End Fund Advisors, Inc. 0.69% of their portfolio RICHMOND, VA 32,29332.3k $709.8k $709.8k 0.69% Reduced -5.7k -5,722
45 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 31,12231.1k $684.1k $684.1k 0.03% Reduced -1.4k -1,366
46 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 30,51530.5k $670.7k $670.7k 0.00% Added +545 +545
47 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 27,80827.8k $611.2k $611.2k 0.00% Added +720 +720
48 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 23,58523.6k $518.4k $518.4k 0.01% Added +6.3k +6,297
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 23,28623.3k $511.8k $511.8k 0.00% New
50 WESPAC Advisors, LLC 0.25% of their portfolio ORINDA, CA 23,15323.2k $508.9k $508.9k 0.25% Added +293 +293
51 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 19,75719.8k $426.6k $426.6k 0.00% New
52 Sage Capital Advisors,llc 0.09% of their portfolio SIOUX FALLS, SD 19,72719.7k $433.6k $433.6k 0.09% Added +439 +439
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,63318.6k $409.6k $409.6k 0.00% Added +693 +693
54 Capital Investment Advisory Services, LLC 0.02% of their portfolio RALEIGH, NC 18,32918.3k $402.9k $402.9k 0.02% Added +223 +223
55 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 17,87517.9k $392.9k $392.9k 0.00% Added +1.0k +1,002
56 Turner Financial Group, Inc. 0.39% of their portfolio PACE, FL 17,64617.6k $387.9k $387.9k 0.39% First filing
57 UHLMANN PRICE SECURITIES, LLC 0.01% of their portfolio SKOKIE, IL 17,40617.4k $382.6k $382.6k 0.01% Reduced -9.1k -9,084
58 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,90614.9k $327.6k $327.6k 0.00% Added +239 +239
59 Harbour Wealth Management Group, Inc. 0.22% of their portfolio DANIEL ISLAND, SC 14,60014.6k $320.9k $320.9k 0.22% Added +64 +64
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,26814.3k $313.6k $313.6k 0.00% Reduced -501 -501
61 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,13914.1k $310.8k $310.8k 0.00% Reduced -20.7k -20,713
62 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 13,86113.9k $304.7k $304.7k 0.00% New
63 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.04% of their portfolio BLUE BELL, PA 13,71813.7k $301.5k $301.5k 0.04% Reduced -7.2k -7,195
64 VISTA INVESTMENT PARTNERS II, LLC 0.11% of their portfolio RICHMOND, IN 13,15413.2k $289.1k $289.1k 0.11% Unchanged
65 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 12,71312.7k $279.4k $279.4k 0.00% Reduced -11.8k -11,761
66 ASHTON THOMAS SECURITIES, LLC 0.04% of their portfolio ROCHESTER, NY 11,94211.9k $262.5k $262.5k 0.04% Added +350 +350
67 Concorde Asset Management, LLC 0.15% of their portfolio ANN ARBOR, MI 11,92411.9k $262.1k $262.1k 0.15% Added +437 +437
68 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 11,77311.8k $255.8k $255.8k 0.01% Added +344 +344
69 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 11,48911.5k $252.5k $252.5k 0.01% Added +2.9k +2,883
70 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 11,42311.4k $251.1k $251.1k 0.00% Added +272 +272
71 Advisory Advocates, LLC 0.21% of their portfolio GRAND RAPIDS, MI 11,27111.3k $247.7k $247.7k 0.21% New
72 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 11,05611.1k $243.0k $243.0k 0.00% Reduced -2.0k -2,003
73 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 10,58710.6k $232.7k $232.7k 0.00% Added +53 +53
74 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 10,38610.4k $228.3k $228.3k 0.00% Reduced -663 -663
75 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 10,20110.2k $224.2k $224.2k 0.01% Reduced -268 -268
76 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 10,04910.0k $220.9k $220.9k 0.00% New
77 180 WEALTH ADVISORS, LLC 0.02% of their portfolio FEDERAL WAY, WA 9,97910.0k $219.3k $219.3k 0.02% New
78 MOODY LYNN LIEBERSON & WALKER, LLC 0.01% of their portfolio BOSTON, MA 9,6649.7k $212.4k $212.4k 0.01% New
79 WNY Asset Management, LLC 0.02% of their portfolio Williamsville, NY 9,5369.5k $209.6k $209.6k 0.02% Reduced -4.7k -4,677
80 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 7,3967.4k $162.6k $162.6k 0.00% Unchanged
81 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 6,9396.9k $152.5k $152.5k 0.00% Added +31 +31
82 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 6,8006.8k $149.5k $149.5k 0.00% New
83 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,7726.8k $148.9k $148.9k 0.00% New
84 ROTHSCHILD INVESTMENT LLC 0.01% of their portfolio CHICAGO, IL 6,6456.6k $146.1k $146.1k 0.01% Added +197 +197
85 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 5,1535.2k $113.3k $113.3k 0.00% New
86 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 5,0005.0k $109.9k $109.9k 0.00% Unchanged
87 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4,5324.5k $99.6k $99.6k 0.00% First filing
88 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 4,3974.4k $96.6k $96.6k 0.00% Unchanged
89 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 4,0804.1k $89.7k $89.7k 0.00% Reduced -209 -209
90 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 3,4453.4k $75.7k $75.7k 0.00% Added +1.2k +1,188
91 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 3,2713.3k $71.9k $71.9k 0.01% Unchanged
92 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,0473.0k $67.0k $67.0k 0.00% Added +1 +1
93 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 2,6742.7k $58.8k $58.8k 0.00% Unchanged
94 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2,6502.6k $58.2k $58.2k 0.00% New
95 Costello Asset Management, INC 0.02% of their portfolio FEASTERVILLE, PA 2,3362.3k $51.3k $51.3k 0.02% Added +19 +19
96 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,3342.3k $51.3k $51.3k 0.00% Added +1.0k +1,000
97 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 2,0242.0k $44.5k $44.5k 0.00% Unchanged
98 Millstone Evans Group, LLC 0.02% of their portfolio BOULDER, CO 2,0042.0k $44.0k $44.0k 0.02% Added +59 +59
99 Bollard Group LLC 0.00% of their portfolio BOSTON, MA 1,5061.5k $33.0k $33.0k 0.00% Added +94 +94
100 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 1,4871.5k $32.7k $32.7k 0.00% Reduced -264 -264