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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.6K+ 6.06% |
$17.7K - $19.5K
|
28K
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.7K+ 44.17% |
$341K - $375K
|
100K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.41K- 1.52% |
$15.7K - $17.2K
|
91.2K
$935K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-970- 4.33% |
$10.8K - $11.8K
|
21.4K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.47K+ 3.74% |
$16.3K - $17.9K
|
40.7K
$417K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12.9KNew |
$143K - $158K
|
12.9K
$132K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
55+ 4.01% |
$610 - $671
|
1.43K
$14.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$11.1K - $12.2K
|
1K
$10.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 3.94% |
$122 - $134
|
290
$2.97K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
357New |
$3.91K - $4.76K
|
357
$3.66K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-284- 2.0% |
$3.11K - $3.79K
|
13.9K
$143K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
581New |
$6.37K - $7.74K
|
581
$5.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
507New |
$5.56K - $6.76K
|
507
$5.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.2KNew |
$189K - $229K
|
17.2K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.2KNew |
$320K - $389K
|
29.2K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
149KNew |
$1.64M - $1.99M
|
149K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
300New |
$3.29K - $4K
|
300
$3.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
34.6KNew |
$379K - $461K
|
34.6K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.61KNew |
$61.4K - $74.7K
|
5.61K
$57.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
24.3KNew |
$266K - $323K
|
24.3K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200New |
$2.19K - $2.67K
|
200
$2.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-23.2K- 58.8% |
$254K - $309K
|
16.2K
$166K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.97KNew |
$65.5K - $79.6K
|
5.97K
$61.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
23.9KNew |
$262K - $319K
|
23.9K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.2KNew |
$133K - $162K
|
12.2K
$125K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-891- 59.4% |
$9.77K - $11.9K
|
609
$6.24K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
5.9K+ 56.19% |
$64.7K - $78.6K
|
16.4K
$168K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.06KNew |
$11.6K - $14.1K
|
1.06K
$10.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
146KNew |
$1.6M - $1.95M
|
146K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.46K+ 10.97% |
$26.9K - $32.8K
|
24.9K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
555New |
$6.08K - $7.4K
|
555
$5.69K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-10K- 50.0% |
$110K - $133K
|
10K
$103K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16KNew |
$175K - $213K
|
16K
$164K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$1.1K - $1.33K
|
100
$1.03K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18New |
$228 - $241
|
18
$185
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.32K- 2.6% |
$29.3K - $31K
|
86.8K
$890K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-209- 17.29% |
$2.65K - $2.79K
|
1K
$10.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
20KNew |
$253K - $267K
|
20K
$205K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$12.7 - $13.4
|
1
$10.3
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.47K- 4.18% |
$81.8K - $86.4K
|
148K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5K- 11.38% |
$63.2K - $66.8K
|
38.9K
$399K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.5KNew |
$69.6K - $73.5K
|
5.5K
$56.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-253- 36.3% |
$3.2K - $3.38K
|
444
$4.55K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
2.06KNew |
$26K - $27.5K
|
2.06K
$21.1K
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10K+ 50.0% |
$122K - $132K
|
30K
$308K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.19K- 9.62% |
$14.6K - $15.7K
|
11.2K
$115K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
383+ 2.72% |
$4.67K - $5.04K
|
14.4K
$148K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-62- 2.92% |
$736 - $820
|
2.06K
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$160K - $178K
|
13.4K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.6KNew |
$352K - $392K
|
29.6K
$304K
|
|