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 $181 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
40,423
shares
|
$728,018
0.02% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
38,638
shares
|
$695,870
0.1% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
38,170
shares
|
$687,441
0.0% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
36,842
shares
|
$663,524
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
35,932
shares
|
$647,135
0.0% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
32,263
shares
|
$581,056
0.0% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
32,092
shares
|
$577,976
0.0% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
31,076
shares
|
$559,678
0.01% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
30,886
shares
|
$556,256
0.2% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
30,736
shares
|
$553,555
0.01% of portfolio
|
Q4 2024
Reduced 55.28%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
29,602
shares
|
$533,132
0.01% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
28,222
shares
|
$508,278
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
28,213
shares
|
$508,116
0.02% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
25,219
shares
|
$454,194
0.01% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
25,000
shares
|
$450,250
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
24,824
shares
|
$447,080
0.02% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
24,150
shares
|
$434,941
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
23,184
shares
|
$417,543
0.0% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
22,893
shares
|
$412,302
0.14% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,239
shares
|
$400,524
0.01% of portfolio
|
Q1 2024
Reduced 9.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
22,062
shares
|
$397,336
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
20,564
shares
|
$370,357
0.04% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
18,967
shares
|
$341,595
0.03% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
18,518
shares
|
$333,509
0.03% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
18,294
shares
|
$329,474
0.0% of portfolio
|
Q1 2025
Added 14.93%
|