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 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
506New |
$6.01K - $6.69K
|
506
$5.19K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.46K- 11.64% |
$17.3K - $19.3K
|
11.1K
$114K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.4KNew |
$147K - $164K
|
12.4K
$127K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
82.4KNew |
$811K - $996K
|
82.4K
$845K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
130New |
$1.28K - $1.57K
|
130
$1.33K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.53KNew |
$15K - $18.5K
|
1.53K
$15.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.6K- 83.07% |
$104K - $128K
|
2.16K
$22.2K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
716New |
$7.05K - $8.65K
|
716
$7.34K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4+ 2.78% |
$39.4 - $48.3
|
148
$1.52K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9+ 2.16% |
$88.6 - $109
|
425
$4.36K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
365+ 2.99% |
$3.59K - $4.41K
|
12.6K
$129K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
94.6KNew |
$931K - $1.14M
|
94.6K
$970K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 3.23% |
$167 - $205
|
543
$5.57K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-34.8K- 49.41% |
$407K - $491K
|
35.6K
$365K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1KNew |
$11.7K - $14.1K
|
1K
$10.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
182+ 1.72% |
$2.13K - $2.57K
|
10.8K
$110K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
195+ 1.84% |
$2.28K - $2.75K
|
10.8K
$111K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
565New |
$7.76K - $8.34K
|
565
$5.79K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$13.7K - $14.8K
|
1K
$10.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
16.6KNew |
$227K - $244K
|
16.6K
$170K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.19KNew |
$16.3K - $17.5K
|
1.19K
$12.2K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
154+ 0.41% |
$2.12K - $2.27K
|
37.8K
$388K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
15.2KNew |
$209K - $224K
|
15.2K
$156K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
950New |
$12.7K - $14.5K
|
950
$9.74K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.8KNew |
$50.7K - $58K
|
3.8K
$39K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-16.7K- 55.65% |
$211K - $264K
|
13.3K
$137K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3KNew |
$16.4K - $20.5K
|
1.3K
$13.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200New |
$2.52K - $3.15K
|
200
$2.05K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
400New |
$5.04K - $6.3K
|
400
$4.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.12% |
$193 - $236
|
13K
$133K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$140K - $171K
|
10.9K
$112K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2KNew |
$25.7K - $31.4K
|
2K
$20.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
260New |
$3.34K - $4.09K
|
260
$2.67K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.9K- 28.05% |
$50.1K - $61.3K
|
10K
$103K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
103+ 0.99% |
$1.32K - $1.62K
|
10.5K
$107K
|
|
| 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
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
90New |
$1.26K - $1.48K
|
90
$923
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.11K- 8.86% |
$15.5K - $18.1K
|
11.4K
$117K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
32.9KNew |
$461K - $540K
|
32.9K
$337K
|
|
|
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
$6.56K
|
|
|
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
|
|