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 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-267- 1.06% |
$4.97K - $5.64K
|
24.8K
$447K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-308- 0.98% |
$5.74K - $6.5K
|
31.1K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-665- 2.79% |
$12.4K - $14K
|
23.2K
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-841- 4.25% |
$15.7K - $17.8K
|
19K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-881- 0.71% |
$16.4K - $18.6K
|
122K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 6.32% |
$18.6K - $21.1K
|
14.8K
$267K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.52K- 1.1% |
$28.3K - $32K
|
136K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.58K- 7.15% |
$29.5K - $33.5K
|
20.6K
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.89K- 10.06% |
$35.2K - $39.9K
|
16.9K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.38K- 3.3% |
$44.3K - $50.2K
|
69.8K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-2.62K- 5.69% |
$48.8K - $55.4K
|
43.4K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.83K- 8.06% |
$52.7K - $59.8K
|
32.3K
$581K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.24K- 22.92% |
$60.4K - $68.5K
|
10.9K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.91K- 14.23% |
$91.5K - $104K
|
29.6K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-19K- 26.45% |
$354K - $401K
|
52.8K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.9K- 20.92% |
$799K - $906K
|
162K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-54.2K- 13.82% |
$1.01M - $1.14M
|
338K
$6.08M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-132K- 9.32% |
$2.46M - $2.79M
|
1.28M
$23.1M
|