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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
400New |
$5.04K - $6.3K
|
400
$4.52K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.12% |
$193 - $236
|
13K
$146K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$140K - $171K
|
10.9K
$123K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
260New |
$3.34K - $4.09K
|
260
$2.94K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2KNew |
$25.7K - $31.4K
|
2K
$22.6K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.9K- 28.05% |
$50.1K - $61.3K
|
10K
$113K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
103+ 0.99% |
$1.32K - $1.62K
|
10.5K
$118K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
150New |
$1.93K - $2.36K
|
150
$1.69K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-950Closed |
$13.3K - $15.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-76KClosed |
$1.06M - $1.25M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.11K- 8.86% |
$15.5K - $18.1K
|
11.4K
$129K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
90New |
$1.26K - $1.48K
|
90
$1.02K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
32.9KNew |
$461K - $540K
|
32.9K
$372K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-21.8KClosed |
$305K - $357K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.6KClosed |
$22.4K - $26.2K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
640New |
$8.96K - $10.5K
|
640
$7.23K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-29.7KClosed |
$416K - $487K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-885KClosed |
$12M - $14.3M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5KClosed |
$67.8K - $80.8K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.5KClosed |
$23.3K - $25.5K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.93KClosed |
$30K - $32.9K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-21.6KClosed |
$336K - $368K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.26KClosed |
$19.6K - $21.5K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-20KClosed |
$310K - $341K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13KNew |
$202K - $221K
|
13K
$147K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-89.7KClosed |
$1.45M - $1.56M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16KNew |
$259K - $278K
|
16K
$181K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-19.6KClosed |
$316K - $340K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.81KClosed |
$29.3K - $31.5K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-17.7KClosed |
$286K - $307K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-45.7KClosed |
$680K - $762K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-17.8KClosed |
$266K - $298K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.7K+ 33.34% |
$159K - $178K
|
42.6K
$481K
|
|
|
Aug 10, 2021
Q2 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-851Closed |
$12.7K - $14.2K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-739Closed |
$11K - $12.3K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13.5KNew |
$202K - $226K
|
13.5K
$153K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
500New |
$7.45K - $8.35K
|
500
$5.65K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-5.54KClosed |
$81.1K - $98.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.07K- 33.26% |
$88.8K - $108K
|
12.2K
$137K
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-596Closed |
$8.73K - $10.6K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.55KNew |
$66.6K - $81K
|
4.55K
$51.4K
|
|
|
May 05, 2021
Q1 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-500Closed |
$7.32K - $8.91K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100+ 20.0% |
$1.46K - $1.78K
|
600
$6.77K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-370Closed |
$5.42K - $6.59K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-500Closed |
$6.72K - $8.04K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-46.5KClosed |
$625K - $748K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-46.5KClosed |
$643K - $698K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-39.6KClosed |
$547K - $593K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-16KClosed |
$220K - $239K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.38K- 37.9% |
$25.8K - $35.1K
|
3.9K
$44K
|
|