Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Abrdn Healthcare Investors include NWF Advisory Services Inc., Abel Hall, LLC, Balyasny Asset Management Llc, Mariner, LLC, Vista Investment Partners Ii, Llc, Ameritas Advisory Services, LLC, Colonial Trust Advisors, Beacon Capital Management, LLC, and WPG Advisers, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1,028,647 | 2.00 | 15,934 | -2.72 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 26,097 | 6.12 | 404 | 1.25 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 199,926 | 9.55 | 3,097 | 4.49 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 98,681 | 1,603 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 156,766 | 9.63 | 2,428 | 4.57 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 351,359 | 32.87 | 5,443 | 26.73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,299,644 | 9.25 | 20,131 | 4.20 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 63,862 | 35.11 | 989 | 28.94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 700 | 69,900.00 | 11 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 2,554 | 2.98 | 40 | -2.50 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 47,137 | 0.75 | 730 | -3.82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9,072 | 20.40 | 141 | 14.75 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 44,130 | 2.07 | 684 | -2.71 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 104,809 | 20.29 | 1,623 | 14.70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 32 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 156,361 | 0.49 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17,592 | 272 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10,832 | 90.24 | 168 | 81.52 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,007 | 155 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 3,697 | 57 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,893 | 9,232.26 | 45 | |||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 11,204 | 174 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 87,850 | 9.75 | 1,361 | 4.70 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 74,168 | 59.84 | 1,149 | 52.46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12,518 | 194 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 300 | 5 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 16,645 | 2.39 | 258 | -2.65 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,416 | 13.93 | 84 | 7.79 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 887 | 14 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 14,276 | 8.75 | 221 | 3.76 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 584 | 9 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 28,687 | 9.29 | 444 | 4.23 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6,175 | 96 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 481 | 7 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 773 | 205.53 | 12 | 175.00 | ||||
| 2025-08-14 | 13F | Clough Capital Partners L P | 20,043 | 0 | ||||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 18,872 | 292 | ||||||
| 2025-08-14 | 13F | Needham Investment Management Llc | 283,178 | 7.07 | 4,386 | 2.12 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 73,834 | 132.07 | 1,144 | 121.51 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 12,140 | 3.48 | 188 | -1.05 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 5,869 | 7.04 | 91 | 1.12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9,179 | 53,894.12 | 142 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 103,537 | 65.94 | 1,604 | 58.24 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,132 | 6.99 | 18 | 0.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 32,917 | 13.39 | 510 | 8.07 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 33,000 | 511 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2,168 | 34 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 1,656 | 3.50 | 26 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 347,070 | 7.59 | 5,372 | 2.52 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,449 | 6.38 | 53 | 1.92 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 23,692 | 367 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 18,004 | 7.41 | 279 | 2.21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 393,067 | 12.00 | 6,089 | 6.83 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 43,352 | 72.44 | 672 | 64.46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 71,414 | 387.60 | 1,106 | 366.67 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24 | 20.00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 19,442 | 301 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3,786,392 | 12.12 | 58,651 | 6.94 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,039,237 | 3.05 | 16 | 0.00 |
