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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
62,970
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
61,943
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.97%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
58,917
shares
|
$1.07 Million
0.37% of portfolio
|
Q3 2025
Added 20.56%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
56,611
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
55,736
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
49,960
shares
|
$906,274
0.0% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
42,656
shares
|
$773,779
0.01% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
42,442
shares
|
$769,897
0.08% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
42,044
shares
|
$762,678
0.23% of portfolio
|
Q3 2025
Added 36.13%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
41,584
shares
|
$754,333
0.0% of portfolio
|
Q3 2025
Added 32.5%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
41,404
shares
|
$751,068
0.0% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
39,651
shares
|
$719,269
0.01% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
38,099
shares
|
$691,115
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
37,845
shares
|
$686,508
0.0% of portfolio
|
Q3 2025
Reduced 28.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
37,686
shares
|
$683,624
0.01% of portfolio
|
Q3 2025
Added 18.77%
|
|
|
Stolper CO
|
Oct 10, 2025 Q3 2025 |
37,193
shares
|
$674,681
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
36,336
shares
|
$659,135
0.7% of portfolio
|
Q3 2025
New holding
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
36,300
shares
|
$658,482
0.17% of portfolio
|
Q3 2025
Reduced 20.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
28,430
shares
|
$515,720
0.01% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
27,990
shares
|
$507,738
0.15% of portfolio
|
Q2 2025
Reduced 18.21%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 03, 2025 Q3 2025 |
26,059
shares
|
$472,710
0.01% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
25,896
shares
|
$469,753
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
25,733
shares
|
$466,796
0.0% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
25,412
shares
|
$460,973
0.0% of portfolio
|
Q3 2025
Reduced 31.0%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
25,022
shares
|
$453,899
0.01% of portfolio
|
Q3 2025
Reduced 10.06%
|
|