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 117 institutions that hold shares in the stock, with a total of 9.29 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,381,362
shares
|
$25.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,112,814
shares
|
$20.2 Million
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,061,416
shares
|
$19.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
739,941
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
686,667
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Heron Bay Capital Management
|
Nov 12, 2025 Q3 2025 |
491,284
shares
|
$8.91 Million
1.66% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
310,712
shares
|
$5.64 Million
0.0% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
284,060
shares
|
$5.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
193,074
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
146,340
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
143,523
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
138,397
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
136,585
shares
|
$2.48 Million
0.08% of portfolio
|
Q3 2025
Added 54.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
118,185
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 53.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
115,173
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
107,490
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
85,512
shares
|
$1.55 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
81,699
shares
|
$1.48 Million
0.18% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
76,318
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Added 245.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
74,423
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 38.5%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
69,203
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
68,596
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 21.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
66,963
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
66,911
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
63,315
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 100.14%
|
|