Latest Institutional Purchases of Tekla World Healthcare Fund (THW)
This list provides information on the latest institutional transactions involving Tekla World Healthcare Fund (THW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
171K+ 121.33% |
$1.72M - $1.94M
|
313K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
62.8KNew |
$631K - $710K
|
62.8K
$681K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
52KNew |
$523K - $588K
|
52K
$564K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31.5K+ 3.04% |
$317K - $357K
|
1.07M
$11.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.5K+ 2.92% |
$267K - $300K
|
936K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.4K+ 20.34% |
$205K - $231K
|
121K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
19KNew |
$191K - $215K
|
19K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
15.5KNew |
$156K - $175K
|
15.5K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$150K - $169K
|
14.9K
$162K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
14.3KNew |
$144K - $162K
|
14.3K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.8K+ 28.06% |
$139K - $156K
|
63K
$683K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.43K+ 3.2% |
$94.8K - $107K
|
305K
$3.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.26K+ 12.23% |
$93K - $105K
|
85K
$922K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.8K+ 14.66% |
$88.5K - $99.5K
|
68.8K
$747K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.45K+ 33.99% |
$85K - $95.6K
|
33.3K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.23K+ 7.53% |
$82.7K - $93K
|
118K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.06KNew |
$81K - $91.2K
|
8.06K
$87.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.13K+ 42.07% |
$61.6K - $69.3K
|
20.7K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.89K+ 23.07% |
$59.2K - $66.6K
|
31.4K
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.15K+ 19.35% |
$51.8K - $58.3K
|
31.8K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5K+ 30.82% |
$50.3K - $56.6K
|
21.2K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
2.69K+ 10.33% |
$27.1K - $30.4K
|
28.7K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.98K+ 4.45% |
$19.9K - $22.4K
|
46.5K
$505K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.47K+ 147200.0% |
$14.8K - $16.6K
|
1.47K
$16K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.38KNew |
$13.8K - $15.6K
|
1.38K
$14.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
933+ 7.23% |
$9.38K - $10.6K
|
13.8K
$150K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
700+ 2.5% |
$7.04K - $7.92K
|
28.7K
$311K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
430+ 2.26% |
$4.32K - $4.86K
|
19.5K
$211K
|
|
|
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 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
100+ 0.26% |
$1.01K - $1.13K
|
38.2K
$414K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
48+ 3.37% |
$482 - $543
|
1.47K
$16K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
47+ 10.59% |
$472 - $532
|
491
$5.33K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
45+ 3.38% |
$452 - $509
|
1.38K
$14.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33+ 0.08% |
$332 - $373
|
40.7K
$442K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
22+ 1.16% |
$221 - $249
|
1.92K
$20.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
11+ 47.83% |
$111 - $124
|
34
$369
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 3.45% |
$101 - $113
|
300
$3.26K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
26.3KNew |
$292K - $321K
|
26.3K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
12.5KNew |
$139K - $153K
|
12.5K
$136K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
12.4KNew |
$138K - $151K
|
12.4K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5KNew |
$128K - $141K
|
11.5K
$125K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.4KNew |
$126K - $139K
|
11.4K
$124K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 25.0% |
$16.6K - $18.3K
|
7.5K
$81.4K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1K+ 2.68% |
$11.1K - $12.2K
|
38.3K
$416K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$11.1K - $12.2K
|
1K
$10.9K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$11.1 - $12.2
|
1
$10.9
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
34.6KNew |
$379K - $461K
|
34.6K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.2KNew |
$320K - $389K
|
29.2K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
24.3KNew |
$266K - $323K
|
24.3K
$263K
|
|