Latest Institutional Transactions on Tekla Healthcare Opportunities Fund (THQ)
This table provides information on the latest institutional transactions involving Tekla Healthcare Opportunities Fund (THQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
2.7K+ 13.39% |
$47.9K - $55.1K
|
22.9K
$412K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-732- 2.32% |
$13K - $14.9K
|
30.9K
$556K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-468- 20.31% |
$8.28K - $9.54K
|
1.84K
$33.1K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
11New |
$205 - $232
|
11
$198
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-19K- 26.45% |
$354K - $401K
|
52.8K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.38K+ 14.93% |
$44.3K - $50.2K
|
18.3K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
132+ 0.47% |
$2.46K - $2.79K
|
28.2K
$508K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66+ 2.98% |
$1.23K - $1.39K
|
2.28K
$41.1K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.9K- 20.92% |
$799K - $906K
|
162K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.8K+ 1.58% |
$426K - $483K
|
1.47M
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
411+ 3.39% |
$7.66K - $8.68K
|
12.5K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.5K+ 1.41% |
$270K - $306K
|
1.04M
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
9.87KNew |
$184K - $208K
|
9.87K
$178K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$202K - $229K
|
10.9K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37K+ 273.0% |
$25.4K - $28.8K
|
1.87K
$33.6K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 6.32% |
$18.6K - $21.1K
|
14.8K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.89K+ 2.41% |
$91.1K - $103K
|
207K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.66K+ 10.7% |
$31K - $35.1K
|
17.2K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.83K- 8.06% |
$52.7K - $59.8K
|
32.3K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.58K- 7.15% |
$29.5K - $33.5K
|
20.6K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
25KNew |
$466K - $528K
|
25K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-222- 2.31% |
$4.14K - $4.69K
|
9.38K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-263- 99.25% |
$4.9K - $5.55K
|
2
$36
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.5K+ 14.29% |
$27.9K - $31.7K
|
12K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-2.62K- 5.69% |
$48.8K - $55.4K
|
43.4K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
66+ 0.18% |
$1.23K - $1.39K
|
36.8K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.98K+ 7.11% |
$55.6K - $63K
|
45K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
152+ 0.69% |
$2.83K - $3.21K
|
22.1K
$397K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.52K- 1.1% |
$28.3K - $32K
|
136K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.12K+ 2.07% |
$95.5K - $108K
|
253K
$4.56M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.01K+ 322.21% |
$168K - $190K
|
11.8K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-132K- 9.32% |
$2.46M - $2.79M
|
1.28M
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
27.9K+ 8.63% |
$519K - $588K
|
351K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-881- 0.71% |
$16.4K - $18.6K
|
122K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
BUY
|
- |
3.46K+ 0.77% |
$64.5K - $73.2K
|
455K
$8.19M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
134+ 1914.29% |
$2.5K - $2.83K
|
141
$2.54K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-665- 2.79% |
$12.4K - $14K
|
23.2K
$418K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
15.5KNew |
$289K - $327K
|
15.5K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2.14KNew |
$39.9K - $45.3K
|
2.14K
$38.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.3K+ 330.0% |
$61.5K - $69.7K
|
4.3K
$77.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 8.57% |
$225K - $255K
|
153K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
503+ 19.42% |
$9.37K - $10.6K
|
3.09K
$55.7K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
500+ 19.63% |
$9.32K - $10.6K
|
3.05K
$54.9K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1K+ 66.27% |
$18.6K - $21.1K
|
2.51K
$45.2K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-54.2K- 13.82% |
$1.01M - $1.14M
|
338K
$6.08M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.8K+ 73.96% |
$573K - $649K
|
72.3K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.92K+ 6.16% |
$91.7K - $104K
|
84.8K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.86K+ 8.01% |
$53.4K - $60.5K
|
38.6K
$696K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.29K+ 9.55% |
$136K - $154K
|
83.5K
$1.5M
|
|