Latest Institutional Transactions on Tekla World Healthcare Fund (THW)
This table provides information on the latest institutional transactions involving Tekla World Healthcare Fund (THW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.5K+ 2.92% |
$267K - $300K
|
936K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.8K+ 28.06% |
$139K - $156K
|
63K
$683K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 3.32% |
$5.03K - $5.66K
|
14.6K
$158K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-27.2K- 16.63% |
$273K - $308K
|
136K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.13K- 85.57% |
$71.7K - $80.7K
|
1.2K
$13.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.89K+ 23.07% |
$59.2K - $66.6K
|
31.4K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
15.5KNew |
$156K - $175K
|
15.5K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.05K- 7.65% |
$30.7K - $34.5K
|
36.8K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-21.3K- 8.37% |
$214K - $241K
|
233K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$150K - $169K
|
14.9K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.64K- 0.98% |
$46.6K - $52.4K
|
467K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.43K- 4.72% |
$74.7K - $84K
|
150K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.98K+ 4.45% |
$19.9K - $22.4K
|
46.5K
$505K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.7K- 33.71% |
$349K - $393K
|
68.3K
$742K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
62.8KNew |
$631K - $710K
|
62.8K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
217+ 1.04% |
$2.18K - $2.45K
|
21.1K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.23K+ 7.53% |
$82.7K - $93K
|
118K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5K+ 30.82% |
$50.3K - $56.6K
|
21.2K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.8K- 31.08% |
$561K - $631K
|
124K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.43K+ 3.2% |
$94.8K - $107K
|
305K
$3.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.4K- 4.71% |
$14.1K - $15.9K
|
28.3K
$308K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.06KNew |
$81K - $91.2K
|
8.06K
$87.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.45K+ 33.99% |
$85K - $95.6K
|
33.3K
$362K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
100+ 0.26% |
$1.01K - $1.13K
|
38.2K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
171K+ 121.33% |
$1.72M - $1.94M
|
313K
$3.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-400- 0.67% |
$4.02K - $4.52K
|
59K
$641K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.8K+ 14.66% |
$88.5K - $99.5K
|
68.8K
$747K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-561- 1.8% |
$5.64K - $6.34K
|
30.7K
$333K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
52KNew |
$523K - $588K
|
52K
$564K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.26K+ 12.23% |
$93K - $105K
|
85K
$922K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
11+ 47.83% |
$111 - $124
|
34
$369
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.65K- 4.84% |
$26.6K - $30K
|
52.1K
$565K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31.5K+ 3.04% |
$317K - $357K
|
1.07M
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.13K+ 42.07% |
$61.6K - $69.3K
|
20.7K
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
45+ 3.38% |
$452 - $509
|
1.38K
$14.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.05K- 2.98% |
$70.8K - $79.7K
|
229K
$2.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.4K- 8.86% |
$14.1K - $15.8K
|
14.4K
$156K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.38KNew |
$13.8K - $15.6K
|
1.38K
$14.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.15K+ 19.35% |
$51.8K - $58.3K
|
31.8K
$345K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.7K- 12.59% |
$27.1K - $30.5K
|
18.7K
$203K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.47K+ 147200.0% |
$14.8K - $16.6K
|
1.47K
$16K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-67.1K- 73.57% |
$675K - $759K
|
24.1K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-7.22K- 36.75% |
$72.6K - $81.7K
|
12.4K
$135K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.4K+ 20.34% |
$205K - $231K
|
121K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
47+ 10.59% |
$472 - $532
|
491
$5.33K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
22+ 1.16% |
$221 - $249
|
1.92K
$20.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4K- 57.07% |
$40.1K - $45.2K
|
3.01K
$32.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
19KNew |
$191K - $215K
|
19K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
14.3KNew |
$144K - $162K
|
14.3K
$156K
|