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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.4K- 41.24% |
$433K - $472K
|
30.4K
$585K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.51KNew |
$30.6K - $33.3K
|
1.51K
$29K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
131KNew |
$2.66M - $2.9M
|
131K
$2.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.25K- 5.39% |
$25.2K - $27.5K
|
21.8K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.61K+ 448.76% |
$195K - $212K
|
11.7K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.36K+ 3.69% |
$88.2K - $96.1K
|
122K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.4K- 4.95% |
$230K - $251K
|
218K
$4.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 0.48% |
$24K - $26.2K
|
246K
$4.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
8.88K+ 3.08% |
$180K - $196K
|
297K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-300- 2.34% |
$6.08K - $6.62K
|
12.5K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
338+ 2.2% |
$6.84K - $7.46K
|
15.7K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.9K- 7.52% |
$341K - $372K
|
207K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.6K- 1.53% |
$457K - $498K
|
1.46M
$28M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-56K- 82.52% |
$1.13M - $1.24M
|
11.9K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.35K- 12.01% |
$27.3K - $29.7K
|
9.87K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-117K- 65.88% |
$2.37M - $2.58M
|
60.5K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-124K- 88.97% |
$2.52M - $2.74M
|
15.4K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.6K+ 2.55% |
$497K - $542K
|
986K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.2KNew |
$450K - $491K
|
22.2K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.9KNew |
$261K - $285K
|
12.9K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
128+ 0.8% |
$2.59K - $2.82K
|
16.1K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-940- 6.19% |
$19K - $20.7K
|
14.2K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.54K+ 4.08% |
$31.1K - $33.9K
|
39.2K
$754K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
110+ 0.36% |
$2.23K - $2.43K
|
30.7K
$590K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
478+ 188.19% |
$9.68K - $10.5K
|
732
$14.1K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
115+ 0.09% |
$2.33K - $2.54K
|
129K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-322- 8.55% |
$6.52K - $7.11K
|
3.45K
$66.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 13.54% |
$214K - $233K
|
67.4K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-378- 0.84% |
$7.65K - $8.34K
|
44.9K
$863K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
10.5KNew |
$213K - $232K
|
10.5K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.96K+ 7.3% |
$141K - $154K
|
102K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-246- 0.53% |
$4.98K - $5.43K
|
45.9K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
500New |
$10.1K - $11K
|
500
$9.61K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.97K- 10.17% |
$39.9K - $43.4K
|
17.4K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.62K- 13.43% |
$32.8K - $35.8K
|
10.4K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9+ 0.04% |
$182 - $199
|
24.1K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.18K+ 10.03% |
$44.1K - $48K
|
23.9K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.8KNew |
$461K - $503K
|
22.8K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-200- 0.49% |
$4.05K - $4.41K
|
40.4K
$776K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
22.6K+ 172.53% |
$458K - $499K
|
35.7K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
227KNew |
$4.59M - $5M
|
227K
$4.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-381- 12.91% |
$7.72K - $8.41K
|
2.57K
$49.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.52K+ 3.16% |
$51K - $55.6K
|
82.1K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.8KNew |
$56.7K - $61.8K
|
2.8K
$53.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-61.7K- 12.14% |
$1.25M - $1.36M
|
446K
$8.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.1K+ 9.42% |
$569K - $620K
|
326K
$6.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.16KNew |
$185K - $202K
|
9.16K
$176K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 2.59% |
$101 - $110
|
198
$3.81K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
3.64K+ 16.67% |
$73.7K - $80.3K
|
25.5K
$490K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
400+ 1.44% |
$8.1K - $8.83K
|
28.1K
$540K
|