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 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-90- 0.65% |
$1.63K - $1.82K
|
13.8K
$263K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.22K- 2.2% |
$40.2K - $44.8K
|
98.7K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
783+ 2.94% |
$14.2K - $15.8K
|
27.4K
$522K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
600New |
$10.9K - $12.1K
|
600
$11.4K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.2K- 29.19% |
$185K - $207K
|
24.9K
$473K
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-1.51K- 1.49% |
$27.2K - $30.4K
|
99.7K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 50.0% |
$905 - $1.01K
|
50
$953
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-85.5K- 53.0% |
$1.55M - $1.73M
|
75.8K
$1.44M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.45K- 5.87% |
$26.3K - $29.3K
|
23.3K
$443K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.01KNew |
$18.3K - $20.5K
|
1.01K
$19.3K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.75KNew |
$31.6K - $35.3K
|
1.75K
$33.2K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1KNew |
$18.1K - $20.2K
|
1K
$19.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.25K- 9.19% |
$40.7K - $45.5K
|
22.2K
$424K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
375New |
$6.79K - $7.58K
|
375
$7.14K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-685Closed |
$12.4K - $13.8K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
381New |
$6.9K - $7.7K
|
381
$7.26K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
410New |
$7.42K - $8.29K
|
410
$7.81K
|
|
| Q4 2023 | |||||||
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$171K - $204K
|
11.2K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-39.3K- 89.8% |
$602K - $718K
|
4.46K
$84.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
100KNew |
$1.53M - $1.83M
|
100K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
494KNew |
$7.57M - $9.02M
|
494K
$9.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.9K+ 82.93% |
$213K - $254K
|
30.7K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
43.2K+ 69.1% |
$662K - $790K
|
106K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11.3KNew |
$174K - $207K
|
11.3K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-26.9K- 77.19% |
$412K - $492K
|
7.95K
$151K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
350New |
$5.37K - $6.4K
|
350
$6.67K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
56.5K+ 53.23% |
$866K - $1.03M
|
163K
$3.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
13KNew |
$199K - $238K
|
13K
$248K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
26.9KNew |
$413K - $492K
|
26.9K
$513K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.32KNew |
$35.6K - $42.5K
|
2.32K
$44.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
3.53KNew |
$54.1K - $64.5K
|
3.53K
$67.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15KNew |
$254K - $291K
|
15K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55New |
$934 - $1.07K
|
55
$1.05K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
500New |
$8.49K - $9.71K
|
500
$9.53K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.5KNew |
$42.5K - $48.6K
|
2.5K
$47.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.73KNew |
$46.3K - $53K
|
2.73K
$51.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4New |
$67.9 - $77.7
|
4
$76.2
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.9K- 12.75% |
$32.3K - $36.9K
|
13K
$248K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$307K - $343K
|
17K
$325K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10.2KNew |
$184K - $206K
|
10.2K
$195K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 99.92% |
$21.6K - $24.1K
|
1
$19.1
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3New |
$54 - $60.3
|
3
$57.2
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11.8KNew |
$212K - $238K
|
11.8K
$225K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
SELL
|
- |
-720- 1.0% |
$13K - $14.5K
|
71.4K
$1.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600New |
$10.8K - $12.1K
|
600
$11.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.22KNew |
$21.9K - $24.5K
|
1.22K
$23.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 1.83% |
$234 - $261
|
724
$13.8K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
675New |
$12.3K - $14.1K
|
675
$12.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.84K- 17.82% |
$69.7K - $80.3K
|
17.7K
$337K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.25KNew |
$22.7K - $26.2K
|
1.25K
$23.8K
|
|