Latest Institutional Purchases of Tekla Healthcare Opportunities Fund (THQ)
This list provides information on the latest institutional transactions involving Tekla Healthcare Opportunities Fund (THQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
45.4KNew |
$804K - $926K
|
45.4K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.9K+ 355.18% |
$742K - $855K
|
53.7K
$843K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29.2K+ 170.05% |
$518K - $596K
|
46.4K
$729K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28.2K+ 3.04% |
$499K - $575K
|
955K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.4K+ 2.44% |
$450K - $519K
|
1.07M
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.1KNew |
$391K - $450K
|
22.1K
$347K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
18.2K+ 47.75% |
$323K - $372K
|
56.4K
$885K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
13.6KNew |
$241K - $277K
|
13.6K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.2K+ 5.9% |
$217K - $250K
|
220K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10KNew |
$177K - $204K
|
10K
$157K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
8.23KNew |
$146K - $168K
|
8.23K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.51K+ 25.81% |
$115K - $133K
|
31.7K
$498K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.78K+ 3.77% |
$102K - $118K
|
159K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.22K+ 16.18% |
$92.4K - $106K
|
37.5K
$588K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.02KNew |
$88.8K - $102K
|
5.02K
$78.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.58K+ 3.75% |
$81.1K - $93.5K
|
127K
$1.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.91K+ 8.69% |
$69.2K - $79.7K
|
48.9K
$767K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.63K+ 4.28% |
$64.3K - $74K
|
88.4K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
2.7K+ 13.39% |
$47.9K - $55.1K
|
22.9K
$359K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.6K+ 6.72% |
$45.9K - $52.9K
|
41.2K
$647K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.4KNew |
$42.5K - $48.9K
|
2.4K
$37.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.87K+ 10.22% |
$33.1K - $38.1K
|
20.2K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.84K+ 2.9% |
$32.6K - $37.6K
|
65.4K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
1.79K+ 0.39% |
$31.6K - $36.4K
|
457K
$7.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.68K+ 4.67% |
$29.7K - $34.2K
|
37.6K
$590K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.31K+ 6.36% |
$23.1K - $26.6K
|
21.9K
$343K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.3KNew |
$23K - $26.5K
|
1.3K
$20.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 0.5% |
$22.3K - $25.7K
|
255K
$3.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
938+ 3.78% |
$16.6K - $19.1K
|
25.8K
$404K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
718+ 3.79% |
$12.7K - $14.6K
|
19.7K
$309K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
500New |
$8.85K - $10.2K
|
500
$7.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
400+ 800.0% |
$7.08K - $8.16K
|
450
$7.06K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
308+ 0.99% |
$5.45K - $6.28K
|
31.4K
$492K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
254+ 1.02% |
$4.5K - $5.18K
|
25.3K
$396K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
220+ 45.74% |
$3.89K - $4.49K
|
701
$11K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200New |
$3.54K - $4.08K
|
200
$3.14K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
200New |
$3.54K - $4.08K
|
200
$3.14K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
48+ 2.24% |
$850 - $979
|
2.19K
$34.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 0.74% |
$407 - $469
|
3.12K
$48.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$124 - $143
|
7
$110
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
15.5KNew |
$289K - $327K
|
15.5K
$243K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
15.1KNew |
$281K - $319K
|
15.1K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$202K - $229K
|
10.9K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
9.87KNew |
$184K - $208K
|
9.87K
$155K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.1K+ 32.28% |
$76.4K - $86.6K
|
16.8K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.3K+ 330.0% |
$61.5K - $69.7K
|
4.3K
$67.5K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.5K+ 14.29% |
$27.9K - $31.7K
|
12K
$188K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
500+ 19.63% |
$9.32K - $10.6K
|
3.05K
$47.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
134+ 1914.29% |
$2.5K - $2.83K
|
141
$2.21K
|
|