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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,382
shares
|
$316,700
0.01% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
17,198
shares
|
$313,347
0.01% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
17,127
shares
|
$312,053
0.0% of portfolio
|
Q4 2024
Added 45.0%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
16,896
shares
|
$307,845
0.05% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
16,800
shares
|
$306,096
0.1% of portfolio
|
Q1 2025
Added 32.28%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
15,500
shares
|
$282,410
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
14,832
shares
|
$270,239
0.0% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
13,564
shares
|
$247,136
0.02% of portfolio
|
Q4 2024
Reduced 95.47%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
13,000
shares
|
$236,859
0.03% of portfolio
|
Q3 2023
Reduced 12.75%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
13,000
shares
|
$236,859
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
12,538
shares
|
$228,442
0.02% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,050
shares
|
$219,551
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
12,000
shares
|
$218,640
0.08% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
11,805
shares
|
$215,087
0.0% of portfolio
|
Q1 2025
Added 322.21%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
11,731
shares
|
$213,738
0.01% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
11,545
shares
|
$210,349
0.02% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
10,930
shares
|
$199,144
0.0% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
10,907
shares
|
$198,725
0.0% of portfolio
|
Q1 2025
Reduced 22.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,865
shares
|
$197,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
9,870
shares
|
$179,831
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,381
shares
|
$170,921
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,156
shares
|
$93,942
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,300
shares
|
$78,346
0.0% of portfolio
|
Q1 2025
Added 330.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,000
shares
|
$72,880
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,093
shares
|
$56,354
0.0% of portfolio
|
Q1 2025
Added 19.42%
|