Purchases and Sales Made in Q1 2025 in Tekla Healthcare Opportunities Fund (THQ)
This table provides information about the institutional ownership of Tekla Healthcare Opportunities Fund (THQ) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
684K+ 281.55% |
$12.7M - $14.4M
|
927K
$16.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.8K+ 73.96% |
$573K - $649K
|
72.3K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
27.9K+ 8.63% |
$519K - $588K
|
351K
$6.32M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
25KNew |
$466K - $528K
|
25K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.8K+ 1.58% |
$426K - $483K
|
1.47M
$26.4M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
15.5KNew |
$289K - $327K
|
15.5K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.5K+ 1.41% |
$270K - $306K
|
1.04M
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 8.57% |
$225K - $255K
|
153K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$202K - $229K
|
10.9K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
9.87KNew |
$184K - $208K
|
9.87K
$178K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.01K+ 322.21% |
$168K - $190K
|
11.8K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.29K+ 9.55% |
$136K - $154K
|
83.5K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.12K+ 2.07% |
$95.5K - $108K
|
253K
$4.56M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.92K+ 6.16% |
$91.7K - $104K
|
84.8K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.89K+ 2.41% |
$91.1K - $103K
|
207K
$3.74M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.1K+ 32.28% |
$76.4K - $86.6K
|
16.8K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
BUY
|
- |
3.46K+ 0.77% |
$64.5K - $73.2K
|
455K
$8.19M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.3K+ 330.0% |
$61.5K - $69.7K
|
4.3K
$77.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.01K+ 10.53% |
$56.1K - $63.6K
|
31.6K
$569K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.98K+ 7.11% |
$55.6K - $63K
|
45K
$810K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.86K+ 8.01% |
$53.4K - $60.5K
|
38.6K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.38K+ 14.93% |
$44.3K - $50.2K
|
18.3K
$329K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.3K+ 230300.0% |
$42.9K - $48.6K
|
2.3K
$41.5K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2.14KNew |
$39.9K - $45.3K
|
2.14K
$38.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2K+ 5.53% |
$37.3K - $42.2K
|
38.2K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.66K+ 10.7% |
$31K - $35.1K
|
17.2K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.5K+ 14.29% |
$27.9K - $31.7K
|
12K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.45K+ 1.77% |
$27K - $30.6K
|
83K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37K+ 273.0% |
$25.4K - $28.8K
|
1.87K
$33.6K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.19K+ 6.25% |
$22.1K - $25.1K
|
20.2K
$364K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.18K+ 3.4% |
$22K - $24.9K
|
35.9K
$647K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1K+ 66.27% |
$18.6K - $21.1K
|
2.51K
$45.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
503+ 19.42% |
$9.37K - $10.6K
|
3.09K
$55.7K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
500+ 19.63% |
$9.32K - $10.6K
|
3.05K
$54.9K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
442+ 0.7% |
$8.23K - $9.34K
|
63.6K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
431+ 1.36% |
$8.03K - $9.1K
|
32.1K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
411+ 3.39% |
$7.66K - $8.68K
|
12.5K
$226K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
315+ 0.79% |
$5.87K - $6.65K
|
40.4K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
152+ 0.69% |
$2.83K - $3.21K
|
22.1K
$397K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
134+ 1914.29% |
$2.5K - $2.83K
|
141
$2.54K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
132+ 0.47% |
$2.46K - $2.79K
|
28.2K
$508K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
89New |
$1.66K - $1.88K
|
89
$1.6K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
66+ 0.18% |
$1.23K - $1.39K
|
36.8K
$664K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66+ 2.98% |
$1.23K - $1.39K
|
2.28K
$41.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47+ 0.19% |
$876 - $993
|
24.2K
$435K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
11New |
$205 - $232
|
11
$198
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-222- 2.31% |
$4.14K - $4.69K
|
9.38K
$169K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-244- 33.66% |
$4.55K - $5.15K
|
481
$8.66K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-263- 99.25% |
$4.9K - $5.55K
|
2
$36
|