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 107 institutions that hold shares in the stock, with a total of 8.44 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
3,527
shares
|
$67,542
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,445
shares
|
$65,971
0.0% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,800
shares
|
$53,619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,570
shares
|
$49,215
0.0% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,500
shares
|
$47,875
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$38,300
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$38,300
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,748
shares
|
$33,474
0.0% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
1,745
shares
|
$33,416
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
1,250
shares
|
$23,937
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,220
shares
|
$23,363
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,110
shares
|
$21,256
0.0% of portfolio
|
Q4 2022
Reduced 48.01%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$19,150
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,000
shares
|
$19,150
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,000
shares
|
$19,150
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
913
shares
|
$17,483
0.0% of portfolio
|
Q3 2024
Reduced 48.82%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
732
shares
|
$14,017
0.0% of portfolio
|
Q3 2024
Added 188.19%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
600
shares
|
$11,490
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$9,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
475
shares
|
$9,096
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$8,617
0.0% of portfolio
|
Q2 2020
Reduced 76.19%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
381
shares
|
$7,296
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
375
shares
|
$7,181
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
284
shares
|
$5,438
0.0% of portfolio
|
Q2 2024
Reduced 58.84%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
198
shares
|
$3,791
0.0% of portfolio
|
Q3 2024
Added 2.59%
|