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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
631K+ 1229.1% |
$7.99M - $8.44M
|
683K
$7.73M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.9K+ 195.08% |
$416K - $439K
|
49.7K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.3K+ 5.84% |
$321K - $339K
|
460K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.2K+ 2.57% |
$294K - $311K
|
927K
$10.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
20KNew |
$253K - $267K
|
20K
$226K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
19.8KNew |
$250K - $264K
|
19.8K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.98K+ 3.21% |
$75.7K - $79.9K
|
192K
$2.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.5KNew |
$69.6K - $73.5K
|
5.5K
$62.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.62K+ 8.02% |
$58.5K - $61.8K
|
62.3K
$705K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.75K+ 7.32% |
$47.4K - $50.1K
|
55K
$622K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.57K+ 165.7% |
$32.5K - $34.4K
|
4.12K
$46.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.06K+ 5.09% |
$26.1K - $27.6K
|
42.6K
$482K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
2.06KNew |
$26K - $27.5K
|
2.06K
$23.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.34KNew |
$17K - $18K
|
1.34K
$15.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.1K+ 3.02% |
$13.9K - $14.7K
|
37.4K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
626+ 3.65% |
$7.93K - $8.37K
|
17.8K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500+ 9.09% |
$6.33K - $6.69K
|
6K
$67.9K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
265+ 1.9% |
$3.35K - $3.54K
|
14.2K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
79+ 0.26% |
$1K - $1.06K
|
31K
$351K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
45+ 0.2% |
$570 - $602
|
22.4K
$253K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18New |
$228 - $241
|
18
$204
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 2.63% |
$88.6 - $93.6
|
273
$3.09K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$12.7 - $13.4
|
1
$11.3
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
74.8K+ 642.84% |
$912K - $984K
|
86.4K
$978K
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
12.2KNew |
$149K - $160K
|
12.2K
$138K
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
10.5KNew |
$128K - $138K
|
10.5K
$119K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10K+ 50.0% |
$122K - $132K
|
30K
$340K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2K+ 3.81% |
$24.4K - $26.3K
|
54.5K
$617K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$18.3K - $19.7K
|
1.5K
$17K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
600+ 9.02% |
$7.31K - $7.89K
|
7.25K
$82.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
383+ 2.72% |
$4.67K - $5.04K
|
14.4K
$164K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.6KNew |
$352K - $392K
|
29.6K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$160K - $178K
|
13.4K
$152K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.8KNew |
$153K - $170K
|
12.8K
$145K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.4KNew |
$147K - $164K
|
12.4K
$140K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
506New |
$6.01K - $6.69K
|
506
$5.73K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
94.6KNew |
$931K - $1.14M
|
94.6K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
82.4KNew |
$811K - $996K
|
82.4K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
16.4K+ 31.98% |
$161K - $198K
|
67.5K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$152K - $186K
|
15.4K
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.53KNew |
$15K - $18.5K
|
1.53K
$17.3K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
716New |
$7.05K - $8.65K
|
716
$8.11K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
365+ 2.99% |
$3.59K - $4.41K
|
12.6K
$142K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
130New |
$1.28K - $1.57K
|
130
$1.47K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 3.23% |
$167 - $205
|
543
$6.15K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9+ 2.16% |
$88.6 - $109
|
425
$4.81K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4+ 2.78% |
$39.4 - $48.3
|
148
$1.68K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
10K+ 100.0% |
$117K - $141K
|
20K
$226K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1KNew |
$11.7K - $14.1K
|
1K
$11.3K
|
|