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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-244- 33.66% |
$4.55K - $5.15K
|
481
$8.66K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
315+ 0.79% |
$5.87K - $6.65K
|
40.4K
$728K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2K+ 5.53% |
$37.3K - $42.2K
|
38.2K
$687K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47+ 0.19% |
$876 - $993
|
24.2K
$435K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
684K+ 281.55% |
$12.7M - $14.4M
|
927K
$16.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.24K- 22.92% |
$60.4K - $68.5K
|
10.9K
$196K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-308- 0.98% |
$5.74K - $6.5K
|
31.1K
$560K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.45K+ 1.77% |
$27K - $30.6K
|
83K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-267- 1.06% |
$4.97K - $5.64K
|
24.8K
$447K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
89New |
$1.66K - $1.88K
|
89
$1.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.91K- 14.23% |
$91.5K - $104K
|
29.6K
$533K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.1K+ 32.28% |
$76.4K - $86.6K
|
16.8K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.38K- 3.3% |
$44.3K - $50.2K
|
69.8K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-841- 4.25% |
$15.7K - $17.8K
|
19K
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
431+ 1.36% |
$8.03K - $9.1K
|
32.1K
$578K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.18K+ 3.4% |
$22K - $24.9K
|
35.9K
$647K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.89K- 10.06% |
$35.2K - $39.9K
|
16.9K
$304K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.55K- 4.01% |
$46.9K - $57.5K
|
61K
$1.1M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.24K- 7.34% |
$41.2K - $50.5K
|
28.2K
$508K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
408New |
$7.52K - $9.21K
|
408
$7.35K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7New |
$129 - $158
|
7
$126
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.57K- 12.56% |
$28.9K - $35.5K
|
10.9K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12.1KNew |
$222K - $272K
|
12.1K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.1KNew |
$20.3K - $24.9K
|
1.1K
$19.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.98K+ 13.4% |
$54.9K - $67.3K
|
25.2K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
19KNew |
$350K - $429K
|
19K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
19KNew |
$350K - $429K
|
19K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.32K+ 45.0% |
$97.9K - $120K
|
17.1K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
48.5KNew |
$893K - $1.1M
|
48.5K
$873K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13.6KNew |
$251K - $308K
|
13.6K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.5KNew |
$211K - $259K
|
11.5K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21New |
$387 - $474
|
21
$378
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
629New |
$11.6K - $14.2K
|
629
$11.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.6KNew |
$214K - $262K
|
11.6K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-23.8K- 18.13% |
$438K - $537K
|
107K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.16KNew |
$95K - $116K
|
5.16K
$92.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.52% |
$55.3 - $67.7
|
201
$3.62K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1K+ 9.32% |
$18.4K - $22.6K
|
11.7K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
360New |
$6.63K - $8.13K
|
360
$6.48K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.25K- 15.87% |
$41.4K - $50.8K
|
11.9K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-38K- 55.28% |
$700K - $858K
|
30.7K
$554K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
636+ 2.5% |
$11.7K - $14.4K
|
26.1K
$470K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-25- 0.24% |
$461 - $565
|
10.3K
$186K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
46.9KNew |
$864K - $1.06M
|
46.9K
$845K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-394- 82.95% |
$7.26K - $8.9K
|
81
$1.46K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-286K- 95.47% |
$5.27M - $6.46M
|
13.6K
$244K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.9KNew |
$261K - $285K
|
12.9K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-124K- 88.97% |
$2.52M - $2.74M
|
15.4K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-117K- 65.88% |
$2.37M - $2.58M
|
60.5K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.97K- 10.17% |
$39.9K - $43.4K
|
17.4K
$313K
|
|