Institutional Ownership Tekla Healthcare Opportunities Fund (THQ)
This table provides information about the institutional ownership of Tekla Healthcare Opportunities Fund (THQ). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,439,079
shares
|
$22.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,225,764
shares
|
$19.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,069,086
shares
|
$16.8 Million
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
954,956
shares
|
$15 Million
0.25% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
739,941
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
686,667
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Heron Bay Capital Management
|
Aug 12, 2025 Q2 2025 |
456,560
shares
|
$7.16 Million
1.74% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
294,434
shares
|
$4.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.84%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
291,552
shares
|
$4.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
254,515
shares
|
$3.99 Million
0.04% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
219,731
shares
|
$3.45 Million
0.0% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
158,882
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
142,677
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
126,969
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
123,552
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
107,490
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
88,412
shares
|
$1.39 Million
0.06% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
80,906
shares
|
$1.27 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
80,412
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
71,941
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
65,424
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
56,397
shares
|
$884,868
0.0% of portfolio
|
Q2 2025
Added 47.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
53,734
shares
|
$843,086
0.0% of portfolio
|
Q2 2025
Added 355.18%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
52,845
shares
|
$829,138
0.0% of portfolio
|
Q1 2025
Reduced 26.45%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
48,870
shares
|
$766,770
0.37% of portfolio
|
Q2 2025
Added 8.69%
|