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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-244K- 92.23% |
$3.09M - $3.27M
|
20.6K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-49.2K- 23.61% |
$623K - $658K
|
159K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-33.4K- 53.78% |
$423K - $447K
|
28.7K
$324K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.7K- 3.46% |
$136K - $143K
|
299K
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-8.17K- 41.77% |
$103K - $109K
|
11.4K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.2K- 15.47% |
$91.1K - $96.2K
|
39.3K
$444K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.47K- 4.18% |
$81.8K - $86.4K
|
148K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5K- 11.38% |
$63.2K - $66.8K
|
38.9K
$439K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.43K- 4.4% |
$56.1K - $59.3K
|
96.3K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.88K- 5.55% |
$49.1K - $51.9K
|
66K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.73K- 5.55% |
$34.5K - $36.5K
|
46.4K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.32K- 2.6% |
$29.3K - $31K
|
86.8K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.75K- 4.26% |
$22.2K - $23.4K
|
39.4K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.24K- 5.16% |
$15.7K - $16.6K
|
22.8K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-919- 0.4% |
$11.6K - $12.3K
|
231K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-683- 1.35% |
$8.65K - $9.13K
|
50.1K
$565K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-676- 1.75% |
$8.56K - $9.04K
|
38K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-588- 1.52% |
$7.44K - $7.86K
|
38.1K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-400- 2.73% |
$5.06K - $5.35K
|
14.3K
$161K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-366- 1.61% |
$4.63K - $4.89K
|
22.4K
$253K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-362- 1.35% |
$4.58K - $4.84K
|
26.4K
$298K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-253- 36.3% |
$3.2K - $3.38K
|
444
$5.01K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-246- 96.09% |
$3.11K - $3.29K
|
10
$113
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-209- 17.29% |
$2.65K - $2.79K
|
1K
$11.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-125- 0.04% |
$1.58K - $1.67K
|
302K
$3.41M
|
|
| Q2 2024 | |||||||
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.19K- 9.62% |
$14.6K - $15.7K
|
11.2K
$127K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-103K- 63.87% |
$1.22M - $1.37M
|
58.4K
$659K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.46K- 11.64% |
$17.3K - $19.3K
|
11.1K
$125K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-62- 2.92% |
$736 - $820
|
2.06K
$23.3K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-90.9K- 68.59% |
$894K - $1.1M
|
41.6K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.6K- 83.07% |
$104K - $128K
|
2.16K
$24.4K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.11K- 7.95% |
$10.9K - $13.4K
|
12.9K
$145K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-34.8K- 49.41% |
$407K - $491K
|
35.6K
$402K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-16.7K- 55.65% |
$211K - $264K
|
13.3K
$150K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.08K- 6.98% |
$13.5K - $16.9K
|
14.3K
$162K
|
|
| 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
$113K
|
|
| 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
$129K
|
|
|
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
|
|