Purchases and Sales Made in Q2 2022 in Tekla Healthcare Opportunities Fund (THQ)
This table provides information about the institutional ownership of Tekla Healthcare Opportunities Fund (THQ) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
250K+ 34.55% |
$4.56M - $5.78M
|
974K
$18.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
99.8KNew |
$1.82M - $2.31M
|
99.8K
$1.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
BUY
|
- |
15KNew |
$273K - $346K
|
15K
$285K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.3K+ 9.31% |
$260K - $330K
|
167K
$3.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
14K+ 14.61% |
$255K - $323K
|
110K
$2.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.8KNew |
$252K - $320K
|
13.8K
$264K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.2K+ 15.18% |
$222K - $282K
|
92.5K
$1.76M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.9K+ 42.75% |
$217K - $275K
|
39.7K
$756K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.28K+ 22.63% |
$169K - $215K
|
50.3K
$958K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
7.92K+ 2.84% |
$145K - $183K
|
287K
$5.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.63K+ 28.21% |
$121K - $153K
|
30.1K
$574K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.37K+ 0.86% |
$116K - $147K
|
750K
$14.3M
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.64K+ 11.82% |
$103K - $130K
|
53.3K
$1.02M
|
|
|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
5K+ 16.74% |
$91.2K - $116K
|
34.9K
$664K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
4.99K+ 10.35% |
$90.9K - $115K
|
53.2K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.91K+ 1.74% |
$71.2K - $90.3K
|
228K
$4.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.57K+ 3.2% |
$65K - $82.5K
|
115K
$2.19M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.99K+ 5.76% |
$54.6K - $69.2K
|
54.9K
$1.05M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.52K+ 5.29% |
$46K - $58.3K
|
50.2K
$956K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.77KNew |
$32.2K - $40.8K
|
1.77K
$33.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.71K+ 1.74% |
$31.3K - $39.6K
|
100K
$1.91M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.58K+ 3.44% |
$28.8K - $36.5K
|
47.5K
$905K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.28K+ 13.88% |
$23.3K - $29.6K
|
10.5K
$200K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1KNew |
$18.2K - $23.1K
|
1K
$19.1K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
676+ 1.57% |
$12.3K - $15.6K
|
43.8K
$834K
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
250+ 2.42% |
$4.56K - $5.78K
|
10.6K
$202K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$4.56K - $5.78K
|
250
$4.76K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
244+ 478.43% |
$4.45K - $5.64K
|
295
$5.62K
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
235+ 1.53% |
$4.29K - $5.44K
|
15.6K
$297K
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
141+ 0.84% |
$2.57K - $3.26K
|
16.9K
$322K
|
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
85+ 0.77% |
$1.55K - $1.97K
|
11.1K
$212K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
76+ 0.17% |
$1.39K - $1.76K
|
44.2K
$843K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
65+ 0.83% |
$1.19K - $1.5K
|
7.93K
$151K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47+ 0.07% |
$857 - $1.09K
|
66.9K
$1.27M
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
34+ 0.2% |
$620 - $786
|
17K
$323K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
27+ 1.65% |
$492 - $625
|
1.66K
$31.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 1.63% |
$201 - $254
|
687
$13.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.23% |
$164 - $208
|
3.95K
$75.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 2.04% |
$73 - $92.5
|
200
$3.81K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-65- 21.67% |
$1.19K - $1.5K
|
235
$4.48K
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-225- 0.95% |
$4.1K - $5.2K
|
23.4K
$446K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-253- 1.21% |
$4.61K - $5.85K
|
20.6K
$392K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-322Closed |
$5.87K - $7.45K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-466- 2.68% |
$8.5K - $10.8K
|
16.9K
$322K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-500- 2.47% |
$9.12K - $11.6K
|
19.8K
$376K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-516- 1.93% |
$9.41K - $11.9K
|
26.2K
$499K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-592- 3.49% |
$10.8K - $13.7K
|
16.4K
$312K
|
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-672- 3.39% |
$12.3K - $15.5K
|
19.1K
$365K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-775Closed |
$14.1K - $17.9K
|
0
$0
|