Purchases and Sales Made in Q1 2024 in Tekla Healthcare Opportunities Fund (THQ)
This table provides information about the institutional ownership of Tekla Healthcare Opportunities Fund (THQ) during Q1 2024. The information is specifically focused on institutions that hold shares of Tekla Healthcare Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
93.1KNew |
$1.69M - $1.88M
|
93.1K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64.7KNew |
$1.17M - $1.31M
|
64.7K
$1.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
63.3KNew |
$1.15M - $1.28M
|
63.3K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
52.5K+ 3.62% |
$949K - $1.06M
|
1.5M
$28.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
52.5K+ 3.62% |
$949K - $1.06M
|
1.5M
$28.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.3K+ 5.71% |
$856K - $956K
|
875K
$16.7M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23.9K+ 47.93% |
$432K - $482K
|
73.7K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22KNew |
$398K - $445K
|
22K
$419K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.2K+ 1.37% |
$366K - $409K
|
1.5M
$28.6M
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
19.9K+ 4.18% |
$359K - $401K
|
494K
$9.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18K+ 64.51% |
$327K - $365K
|
46K
$876K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
16.6KNew |
$301K - $336K
|
16.6K
$316K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.1K+ 13.08% |
$291K - $325K
|
139K
$2.65M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 11.72% |
$285K - $318K
|
150K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15K+ 65.66% |
$272K - $303K
|
37.8K
$721K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2K+ 1.82% |
$258K - $288K
|
797K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13KNew |
$235K - $263K
|
13K
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.3K+ 15.64% |
$223K - $249K
|
91K
$1.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.71K+ 13.47% |
$140K - $156K
|
65K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.28K+ 6.2% |
$132K - $147K
|
125K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.76K+ 5.71% |
$122K - $137K
|
125K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.66K+ 27.89% |
$102K - $114K
|
26K
$494K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.32K+ 14.87% |
$96.3K - $108K
|
41.1K
$783K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.89K+ 15.35% |
$88.5K - $98.8K
|
36.7K
$700K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.81K+ 26.34% |
$68.9K - $76.9K
|
18.3K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.56K+ 1.47% |
$64.5K - $72K
|
246K
$4.68M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
3.1K+ 25.95% |
$56.1K - $62.7K
|
15K
$287K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.47K+ 3.23% |
$44.6K - $49.8K
|
78.8K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.3KNew |
$41.6K - $46.5K
|
2.3K
$43.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.88K+ 5.26% |
$34.1K - $38K
|
37.7K
$717K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.75KNew |
$31.6K - $35.3K
|
1.75K
$33.2K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.61K+ 29.6% |
$29.1K - $32.5K
|
7.04K
$134K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.01KNew |
$18.3K - $20.5K
|
1.01K
$19.3K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1KNew |
$18.1K - $20.2K
|
1K
$19.1K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1K+ 5.53% |
$18.1K - $20.2K
|
19.1K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
783+ 2.94% |
$14.2K - $15.8K
|
27.4K
$522K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
600New |
$10.9K - $12.1K
|
600
$11.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
410New |
$7.42K - $8.29K
|
410
$7.81K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
381New |
$6.9K - $7.7K
|
381
$7.26K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
375New |
$6.79K - $7.58K
|
375
$7.14K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
350+ 1.07% |
$6.34K - $7.07K
|
33.2K
$632K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
300+ 23.98% |
$5.43K - $6.06K
|
1.55K
$29.5K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
247New |
$4.47K - $4.99K
|
247
$4.71K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
230+ 1.98% |
$4.16K - $4.65K
|
11.9K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
156+ 0.34% |
$2.82K - $3.15K
|
46.6K
$889K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
84+ 2.34% |
$1.52K - $1.7K
|
3.67K
$69.9K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
67+ 0.23% |
$1.21K - $1.35K
|
29.6K
$564K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29+ 1.74% |
$525 - $586
|
1.7K
$32.3K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 0.48% |
$253 - $283
|
2.93K
$55.8K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$181 - $202
|
10
$191
|