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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18New |
$228 - $241
|
18
$214
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$12.7 - $13.4
|
1
$11.9
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10K+ 50.0% |
$122K - $132K
|
30K
$356K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
600+ 9.02% |
$7.31K - $7.89K
|
7.25K
$86.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
383+ 2.72% |
$4.67K - $5.04K
|
14.4K
$172K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.6KNew |
$352K - $392K
|
29.6K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$160K - $178K
|
13.4K
$160K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.8KNew |
$153K - $170K
|
12.8K
$153K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.4KNew |
$147K - $164K
|
12.4K
$147K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
506New |
$6.01K - $6.69K
|
506
$6.01K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
94.6KNew |
$931K - $1.14M
|
94.6K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
82.4KNew |
$811K - $996K
|
82.4K
$979K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.53KNew |
$15K - $18.5K
|
1.53K
$18.2K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
716New |
$7.05K - $8.65K
|
716
$8.51K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
365+ 2.99% |
$3.59K - $4.41K
|
12.6K
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
130New |
$1.28K - $1.57K
|
130
$1.54K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 3.23% |
$167 - $205
|
543
$6.45K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9+ 2.16% |
$88.6 - $109
|
425
$5.05K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4+ 2.78% |
$39.4 - $48.3
|
148
$1.76K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1KNew |
$11.7K - $14.1K
|
1K
$11.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
195+ 1.84% |
$2.28K - $2.75K
|
10.8K
$128K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
182+ 1.72% |
$2.13K - $2.57K
|
10.8K
$128K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
16.6KNew |
$227K - $244K
|
16.6K
$197K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
15.2KNew |
$209K - $224K
|
15.2K
$181K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.19KNew |
$16.3K - $17.5K
|
1.19K
$14.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$13.7K - $14.8K
|
1K
$11.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
565New |
$7.76K - $8.34K
|
565
$6.71K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
154+ 0.41% |
$2.12K - $2.27K
|
37.8K
$449K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.8KNew |
$50.7K - $58K
|
3.8K
$45.1K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
950New |
$12.7K - $14.5K
|
950
$11.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3KNew |
$16.4K - $20.5K
|
1.3K
$15.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
400New |
$5.04K - $6.3K
|
400
$4.75K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200New |
$2.52K - $3.15K
|
200
$2.38K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$140K - $171K
|
10.9K
$129K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2KNew |
$25.7K - $31.4K
|
2K
$23.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
260New |
$3.34K - $4.09K
|
260
$3.09K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
103+ 0.99% |
$1.32K - $1.62K
|
10.5K
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.12% |
$193 - $236
|
13K
$154K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
32.9KNew |
$461K - $540K
|
32.9K
$391K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
640New |
$8.96K - $10.5K
|
640
$7.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
90New |
$1.26K - $1.48K
|
90
$1.07K
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13KNew |
$202K - $221K
|
13K
$154K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16KNew |
$259K - $278K
|
16K
$190K
|
|
| Q2 2021 | |||||||
|
Aug 02, 2021
Q2 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13.5KNew |
$202K - $226K
|
13.5K
$161K
|
|
|
Aug 12, 2021
Q2 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.7K+ 33.34% |
$159K - $178K
|
42.6K
$506K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
500New |
$7.45K - $8.35K
|
500
$5.94K
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.55KNew |
$66.6K - $81K
|
4.55K
$54.1K
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100+ 20.0% |
$1.46K - $1.78K
|
600
$7.13K
|
|