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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
713+ 0.88% |
$14.4K - $15.7K
|
82.1K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.16K- 5.92% |
$43.7K - $47.7K
|
34.4K
$654K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
9.6KNew |
$194K - $212K
|
9.6K
$183K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-400- 3.35% |
$8.1K - $8.83K
|
11.5K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2KNew |
$40.5K - $44.1K
|
2K
$38.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.7KNew |
$217K - $237K
|
10.7K
$204K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-14K- 39.05% |
$284K - $309K
|
21.9K
$416K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-86- 0.28% |
$1.74K - $1.9K
|
30.3K
$577K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.4KNew |
$210K - $228K
|
10.4K
$197K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-733- 4.91% |
$14.8K - $16.2K
|
14.2K
$270K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-801- 1.16% |
$16.2K - $17.7K
|
68.3K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-871- 48.82% |
$17.6K - $19.2K
|
913
$17.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.25KNew |
$25.3K - $27.6K
|
1.25K
$23.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
874+ 1.66% |
$17.7K - $19.3K
|
53.5K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.11K+ 12.4% |
$42.7K - $46.5K
|
19.1K
$364K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-192- 0.53% |
$3.89K - $4.24K
|
35.9K
$683K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.11K- 5.55% |
$103K - $113K
|
87K
$1.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
68.7KNew |
$1.39M - $1.52M
|
68.7K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
286K+ 2108.0% |
$5.79M - $6.31M
|
299K
$5.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-138K- 15.76% |
$2.8M - $3.06M
|
740K
$14.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-141K- 16.99% |
$2.85M - $3.1M
|
687K
$13.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49- 0.03% |
$992 - $1.08K
|
150K
$2.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
475New |
$9.62K - $10.5K
|
475
$9.05K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 1.51% |
$527 - $574
|
1.75K
$33.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.37K+ 4.24% |
$27.7K - $30.2K
|
33.7K
$641K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.67K+ 6.17% |
$33.7K - $36.7K
|
28.7K
$546K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2KNew |
$40.5K - $44.1K
|
2K
$38.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.5KNew |
$50.6K - $55.2K
|
2.5K
$47.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.42K- 7.13% |
$28.8K - $31.4K
|
18.5K
$353K
|
|
| Q2 2024 | |||||||
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
11KNew |
$209K - $227K
|
11K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.3K- 6.31% |
$24.6K - $26.8K
|
19.3K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1KNew |
$192K - $209K
|
10.1K
$193K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 60.0% |
$113 - $124
|
4
$76.2
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
34K+ 89.84% |
$642K - $700K
|
71.8K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$75.6K - $82.4K
|
4K
$76.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.44K- 92.84% |
$27.2K - $29.6K
|
111
$2.11K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-308K- 99.09% |
$5.82M - $6.34M
|
2.84K
$54.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-406- 58.84% |
$7.67K - $8.36K
|
284
$5.41K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
850New |
$16.1K - $17.5K
|
850
$16.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$209K - $227K
|
11K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
114New |
$2.15K - $2.35K
|
114
$2.17K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
622New |
$11.7K - $12.8K
|
622
$11.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
327New |
$6.18K - $6.73K
|
327
$6.23K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-300- 1.57% |
$5.67K - $6.18K
|
18.8K
$358K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
70New |
$1.32K - $1.44K
|
70
$1.33K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.4KNew |
$196K - $213K
|
10.4K
$197K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$18.9K - $20.6K
|
1K
$19.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64.7KNew |
$1.17M - $1.31M
|
64.7K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.98K- 18.75% |
$53.9K - $60.2K
|
12.9K
$246K
|
|