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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
494+ 2.67% |
$5.48K - $6.03K
|
19K
$195K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.4KNew |
$126K - $139K
|
11.4K
$117K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-600- 4.72% |
$6.65K - $7.32K
|
12.1K
$124K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
800+ 5.6% |
$8.87K - $9.76K
|
15.1K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.83K- 4.4% |
$20.3K - $22.4K
|
39.9K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.74K- 0.3% |
$30.4K - $33.4K
|
909K
$9.32M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.39K+ 0.3% |
$15.4K - $17K
|
472K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.5K- 19.08% |
$27.7K - $30.5K
|
10.6K
$109K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.47K+ 5.86% |
$27.3K - $30.1K
|
44.5K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.2K+ 39.32% |
$79.9K - $87.9K
|
25.5K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.1K- 3.41% |
$23.3K - $25.6K
|
59.4K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5KNew |
$128K - $141K
|
11.5K
$118K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$11.1 - $12.2
|
1
$10.3
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-75.2K- 78.75% |
$834K - $918K
|
20.3K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.6K+ 9.54% |
$73.2K - $80.5K
|
75.7K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
249+ 1.21% |
$2.76K - $3.04K
|
20.9K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
12.5KNew |
$139K - $153K
|
12.5K
$128K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 25.0% |
$16.6K - $18.3K
|
7.5K
$76.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.62K+ 207.03% |
$62.3K - $68.6K
|
8.34K
$85.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.23K+ 3.6% |
$69.1K - $76K
|
179K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.15K- 0.72% |
$12.7K - $14K
|
157K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
14K+ 9.39% |
$156K - $171K
|
164K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.24K+ 14.55% |
$69.2K - $76.2K
|
49.2K
$504K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38K+ 58.49% |
$422K - $464K
|
103K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.33K- 45.86% |
$36.9K - $40.6K
|
3.93K
$40.2K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.33K+ 4.11% |
$103K - $114K
|
236K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1K+ 2.68% |
$11.1K - $12.2K
|
38.3K
$393K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-44.9K- 15.01% |
$498K - $548K
|
254K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.9KNew |
$21K - $23.2K
|
1.9K
$19.5K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2K- 99.95% |
$22.2K - $24.4K
|
1
$10.3
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
141KNew |
$1.57M - $1.72M
|
141K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-708- 0.24% |
$7.85K - $8.64K
|
295K
$3.03M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.8K+ 14.42% |
$53.2K - $58.6K
|
38.1K
$390K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.3K+ 28.46% |
$147K - $162K
|
60K
$615K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
14.6KNew |
$161K - $178K
|
14.6K
$149K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.79K+ 7.39% |
$19.9K - $21.9K
|
26.1K
$267K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
39.9K+ 57.53% |
$443K - $487K
|
109K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
733+ 2.53% |
$8.13K - $8.94K
|
29.7K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
122+ 0.39% |
$1.35K - $1.49K
|
31.2K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-100K- 93.46% |
$1.11M - $1.22M
|
7K
$71.8K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-776- 1.4% |
$8.61K - $9.47K
|
54.8K
$561K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6- 60.0% |
$66.5 - $73.2
|
4
$41
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 64.29% |
$99.8 - $110
|
23
$236
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.04MNew |
$11.5M - $12.6M
|
1.04M
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.11K+ 13.25% |
$34.5K - $38K
|
26.6K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6K- 27.53% |
$66.6K - $73.2K
|
15.8K
$162K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.33K- 50.0% |
$14.7K - $16.2K
|
1.33K
$13.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
26.3KNew |
$292K - $321K
|
26.3K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-720- 3.53% |
$7.98K - $8.78K
|
19.7K
$201K
|