Purchases and Sales Made in Q4 2024 in Tekla Healthcare Opportunities Fund (THQ)
This table provides information about the institutional ownership of Tekla Healthcare Opportunities Fund (THQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-16- 0.07% |
$295 - $361
|
23.8K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-25- 0.24% |
$461 - $565
|
10.3K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-83- 0.58% |
$1.53K - $1.87K
|
14.2K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-104- 93.69% |
$1.92K - $2.35K
|
7
$145
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-188- 20.59% |
$3.46K - $4.25K
|
725
$15.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-250- 0.62% |
$4.61K - $5.65K
|
40.1K
$833K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-394- 82.95% |
$7.26K - $8.9K
|
81
$1.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-467- 63.8% |
$8.6K - $10.5K
|
265
$5.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-606- 0.74% |
$11.2K - $13.7K
|
81.5K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-649- 18.84% |
$12K - $14.7K
|
2.8K
$58K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.57K- 12.56% |
$28.9K - $35.5K
|
10.9K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.75K- 99.94% |
$32.2K - $39.4K
|
1
$20.8
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.8K- 64.29% |
$33.2K - $40.6K
|
1K
$20.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.25K- 18.97% |
$41.4K - $50.8K
|
9.6K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.25K- 15.87% |
$41.4K - $50.8K
|
11.9K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.26K- 1.09% |
$41.6K - $51.1K
|
205K
$4.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.29K- 2.79% |
$42.2K - $51.7K
|
79.9K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.26K- 6.32% |
$78.5K - $96.2K
|
63.1K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-5.07K- 15.04% |
$93.3K - $114K
|
28.6K
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.1K- 18.06% |
$149K - $183K
|
36.8K
$763K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.88K- 5.92% |
$163K - $200K
|
141K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.53K- 81.13% |
$176K - $215K
|
2.22K
$46K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.7K- 12.33% |
$197K - $242K
|
76.3K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.7K- 0.8% |
$216K - $265K
|
1.45M
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.8K- 7.22% |
$290K - $356K
|
203K
$4.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-23.8K- 18.13% |
$438K - $537K
|
107K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-38K- 55.28% |
$700K - $858K
|
30.7K
$638K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-60.8K- 59.38% |
$1.12M - $1.37M
|
41.6K
$863K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-286K- 95.47% |
$5.27M - $6.46M
|
13.6K
$282K
|