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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
3,047
shares
|
$55,516
0.01% of portfolio
|
Q1 2025
Added 19.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,509
shares
|
$45,713
0.0% of portfolio
|
Q1 2025
Added 66.27%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
2,500
shares
|
$45,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,304
shares
|
$41,978
0.0% of portfolio
|
Q1 2025
Added 230300.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,283
shares
|
$41,596
0.0% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
2,143
shares
|
$39,045
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
2,000
shares
|
$36,440
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,865
shares
|
$33,980
0.0% of portfolio
|
Q1 2025
Added 273.0%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,745
shares
|
$31,793
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
1,250
shares
|
$22,775
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,110
shares
|
$20,224
0.0% of portfolio
|
Q4 2022
Reduced 48.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,104
shares
|
$20,114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$18,220
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
600
shares
|
$10,932
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
481
shares
|
$8,763
0.0% of portfolio
|
Q1 2025
Reduced 33.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$8,199
0.0% of portfolio
|
Q2 2020
Reduced 76.19%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
408
shares
|
$7,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
381
shares
|
$6,941
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
284
shares
|
$5,174
0.0% of portfolio
|
Q2 2024
Reduced 58.84%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
143
shares
|
$2,605
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
141
shares
|
$2,569
0.0% of portfolio
|
Q1 2025
Added 1914.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
114
shares
|
$2,077
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
89
shares
|
$1,621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
81
shares
|
$1,475
0.0% of portfolio
|
Q4 2024
Reduced 82.95%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
50
shares
|
$911
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|