Latest Institutional Sells of Tekla World Healthcare Fund (THW)
This list provides information on the latest institutional transactions involving Tekla World Healthcare Fund (THW) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-100K- 93.46% |
$1.11M - $1.22M
|
7K
$71.8K
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-75.2K- 78.75% |
$834K - $918K
|
20.3K
$208K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-44.9K- 15.01% |
$498K - $548K
|
254K
$2.61M
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6K- 27.53% |
$66.6K - $73.2K
|
15.8K
$162K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.33K- 45.86% |
$36.9K - $40.6K
|
3.93K
$40.2K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.74K- 0.3% |
$30.4K - $33.4K
|
909K
$9.32M
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.5K- 19.08% |
$27.7K - $30.5K
|
10.6K
$109K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.1K- 3.41% |
$23.3K - $25.6K
|
59.4K
$609K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2K- 99.95% |
$22.2K - $24.4K
|
1
$10.3
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.83K- 4.4% |
$20.3K - $22.4K
|
39.9K
$409K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.41K- 1.52% |
$15.7K - $17.2K
|
91.2K
$935K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.33K- 50.0% |
$14.7K - $16.2K
|
1.33K
$13.6K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.15K- 0.72% |
$12.7K - $14K
|
157K
$1.61M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-970- 4.33% |
$10.8K - $11.8K
|
21.4K
$220K
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-776- 1.4% |
$8.61K - $9.47K
|
54.8K
$561K
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-720- 3.53% |
$7.98K - $8.78K
|
19.7K
$201K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-708- 0.24% |
$7.85K - $8.64K
|
295K
$3.03M
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-600- 4.72% |
$6.65K - $7.32K
|
12.1K
$124K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6- 60.0% |
$66.5 - $73.2
|
4
$41
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-23.2K- 58.8% |
$254K - $309K
|
16.2K
$166K
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-10K- 50.0% |
$110K - $133K
|
10K
$103K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-891- 59.4% |
$9.77K - $11.9K
|
609
$6.24K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-284- 2.0% |
$3.11K - $3.79K
|
13.9K
$143K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.47K- 4.18% |
$81.8K - $86.4K
|
148K
$1.52M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5K- 11.38% |
$63.2K - $66.8K
|
38.9K
$399K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.32K- 2.6% |
$29.3K - $31K
|
86.8K
$890K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-253- 36.3% |
$3.2K - $3.38K
|
444
$4.55K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-209- 17.29% |
$2.65K - $2.79K
|
1K
$10.3K
|
|
Q2 2024 | |||||||
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.19K- 9.62% |
$14.6K - $15.7K
|
11.2K
$115K
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.46K- 11.64% |
$17.3K - $19.3K
|
11.1K
$114K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-62- 2.92% |
$736 - $820
|
2.06K
$21.1K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.6K- 83.07% |
$104K - $128K
|
2.16K
$22.2K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-34.8K- 49.41% |
$407K - $491K
|
35.6K
$365K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-16.7K- 55.65% |
$211K - $264K
|
13.3K
$137K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.9K- 28.05% |
$50.1K - $61.3K
|
10K
$103K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-76KClosed |
$1.06M - $1.25M
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-29.7KClosed |
$416K - $487K
|
0
$0
|
|
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
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.11K- 8.86% |
$15.5K - $18.1K
|
11.4K
$117K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-950Closed |
$13.3K - $15.6K
|
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 | |||||||
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-21.6KClosed |
$336K - $368K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-20KClosed |
$310K - $341K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.93KClosed |
$30K - $32.9K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.5KClosed |
$23.3K - $25.5K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.26KClosed |
$19.6K - $21.5K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-89.7KClosed |
$1.45M - $1.56M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-19.6KClosed |
$316K - $340K
|
0
$0
|