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 115 institutions that hold shares in the stock, with a total of 9.73 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,445,394
shares
|
$29.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,414,675
shares
|
$29.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,029,170
shares
|
$21.2 Million
0.0% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
739,941
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
686,667
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Heron Bay Capital Management
|
Feb 11, 2025 Q4 2024 |
451,311
shares
|
$9.31 Million
1.85% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
392,000
shares
|
$8.08 Million
0.0% of portfolio
|
Q4 2024
Added 20.11%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
322,889
shares
|
$6.66 Million
0.0% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
248,133
shares
|
$5.12 Million
0.04% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
242,886
shares
|
$5.01 Million
0.08% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
204,958
shares
|
$4.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
202,596
shares
|
$4.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
141,022
shares
|
$2.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
137,509
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
123,266
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
107,490
shares
|
$2.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
100,000
shares
|
$2.06 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
81,529
shares
|
$1.68 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
79,860
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
76,252
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
72,195
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
71,845
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Added 89.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
63,138
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
48,500
shares
|
$1 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
46,910
shares
|
$967,284
0.05% of portfolio
|
Q4 2024
New holding
|