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 105 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,468,241
shares
|
$26.8 Million
0.0% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,282,784
shares
|
$23.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,043,637
shares
|
$19 Million
0.0% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
926,739
shares
|
$16.9 Million
0.34% of portfolio
|
Q1 2025
Added 281.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
739,941
shares
|
$13.5 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
|
May 13, 2025 Q1 2025 |
454,775
shares
|
$8.29 Million
2.05% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
350,751
shares
|
$6.39 Million
0.0% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
337,826
shares
|
$6.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
253,257
shares
|
$4.61 Million
0.05% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
207,487
shares
|
$3.78 Million
0.0% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
162,071
shares
|
$2.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.92%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
153,103
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
135,992
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
122,385
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
107,490
shares
|
$1.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
84,782
shares
|
$1.54 Million
0.06% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
83,537
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
82,976
shares
|
$1.51 Million
0.25% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
72,329
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 73.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
69,816
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
63,580
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
52,845
shares
|
$962,835
0.0% of portfolio
|
Q1 2025
Reduced 26.45%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
44,963
shares
|
$819,225
0.4% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
43,448
shares
|
$791,622
0.15% of portfolio
|
Q1 2025
Reduced 5.69%
|