Filing Research | ABRDN HEALTHCARE INVESTORS Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	Smith Asset Management Co., LLC	Shares	112.7KSH	$2.5M
2	Sage Capital Management, LLC	Shares	73.8KSH	$1.6M
3	Triumph Capital Management	Shares	45.5KSH	$1.0M
4	Cyndeo Wealth Partners, LLC	Shares	38.3KSH	$842.0K
5	Abel Hall, LLC	Shares	33.0KSH	$725.3K
6	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	31.1KSH	$684.1K
7	Sage Capital Advisors,llc	Shares	19.7KSH	$433.6K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.8KSH	$426.6K
9	Capital Investment Advisory Services, LLC	Shares	18.3KSH	$402.9K
10	BENJAMIN EDWARDS INC	Shares	17.9KSH	$392.9K
11	UHLMANN PRICE SECURITIES, LLC	Shares	17.4KSH	$382.6K
12	VISTA INVESTMENT PARTNERS II, LLC	Shares	13.2KSH	$289.1K
13	CoreCap Advisors, LLC	Shares	11.5KSH	$252.5K
14	INDEPENDENT FINANCIAL GROUP, LLC	Shares	11.1KSH	$243.0K
15	180 WEALTH ADVISORS, LLC	Shares	10.0KSH	$219.3K
16	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	9.7KSH	$212.4K
17	EverSource Wealth Advisors, LLC	Shares	5.0KSH	$109.9K
18	SOA Wealth Advisors, LLC.	Shares	3.3KSH	$71.9K
19	Farther Finance Advisors, LLC	Shares	2.3KSH	$51.3K
20	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	2.0KSH	$44.5K
21	Kennebec Savings Bank	Shares	1.3KSH	$28.3K
22	Key FInancial Inc	Shares	1.3KSH	$28.1K
23	Founders Capital Management	Shares	1.0KSH	$22.0K
24	Spire Wealth Management	Shares	535SH	$11.8K
25	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	245SH	$5.4K
26	Vision Retirement, LLC	Shares	212SH	$4.7K
27	Nexus Investment Management ULC	Shares	101SH	$2.2K
28	JFS WEALTH ADVISORS, LLC	Shares	54SH	$1.2K
29	Beaird Harris Wealth Management, LLC	Shares	38SH	$836

Manager changes2026-06-30 vs 2026-03-31

33 / 33 loaded

#		Instrument
1	Sage Capital Management, LLC added	Shares	+11.3K	+$510.9K	$1.6M
2	Smith Asset Management Co., LLC trimmed	Shares	-2.5K	+$427.2K	$2.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+19.8K	+$426.6K	$426.6K
4	180 WEALTH ADVISORS, LLC new	Shares	+10.0K	+$219.3K	$219.3K
5	MOODY LYNN LIEBERSON & WALKER, LLC new	Shares	+9.7K	+$212.4K	$212.4K
6	Triumph Capital Management added	Shares	+567	+$200.8K	$1.0M
7	Cyndeo Wealth Partners, LLC unchanged	Shares	0	+$160.5K	$842.0K
8	Abel Hall, LLC unchanged	Shares	0	+$138.3K	$725.3K
9	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-1.4K	+$106.1K	$684.1K
10	CoreCap Advisors, LLC added	Shares	+2.9K	+$99.4K	$252.5K
11	BENJAMIN EDWARDS INC added	Shares	+1.0K	+$92.7K	$392.9K
12	Sage Capital Advisors,llc added	Shares	+439	+$90.5K	$433.6K
13	Capital Investment Advisory Services, LLC added	Shares	+223	+$80.8K	$402.9K
14	VISTA INVESTMENT PARTNERS II, LLC unchanged	Shares	0	+$55.1K	$289.1K
15	Kennebec Savings Bank new	Shares	+1.3K	+$28.3K	$28.3K
16	Farther Finance Advisors, LLC added	Shares	+1.0K	+$26.9K	$51.3K
17	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$20.9K	$109.9K
18	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$13.7K	$71.9K
19	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-2.0K	+$10.7K	$243.0K
20	Key FInancial Inc added	Shares	+38	+$6.0K	$28.1K
21	Founders Capital Management unchanged	Shares	0	+$4.2K	$22.0K
22	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$4.2K	$44.5K
23	Spire Wealth Management unchanged	Shares	0	+$2.2K	$11.8K
24	JFS WEALTH ADVISORS, LLC added	Shares	+51	+$1.1K	$1.2K
25	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$1.0K	$5.4K
26	Vision Retirement, LLC added	Shares	+6	+$995	$4.7K
27	Nexus Investment Management ULC unchanged	Shares	0	+$423	$2.2K
28	Sound Income Strategies, LLC exited	Shares	-4	-$73	$0
29	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-170	-$3.0K	$0
30	Beaird Harris Wealth Management, LLC trimmed	Shares	-347	-$6.0K	$836
31	UHLMANN PRICE SECURITIES, LLC trimmed	Shares	-9.1K	-$88.7K	$382.6K
32	DECISION INVESTMENTS, INC exited	Shares	-10.9K	-$193.2K	$0
33	Shaker Financial Services, LLC exited	Shares	-16.3K	-$289.3K	$0