Institutional Ownership Tekla World Healthcare Fund (THW)
This table provides information about the institutional ownership of Tekla World Healthcare Fund (THW). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 5.65 Million shares, which have been reported (via 13F filing form) to have a value of $57.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,035,682
shares
|
$10.6 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
909,181
shares
|
$9.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
472,082
shares
|
$4.83 Million
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
295,139
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
254,315
shares
|
$2.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
236,304
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
179,465
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
163,545
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
157,445
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,018
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
141,197
shares
|
$1.45 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
109,278
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Added 57.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
103,096
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.19%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
100,326
shares
|
$1.03 Million
0.1% of portfolio
|
Q1 2025
Added 44.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
91,239
shares
|
$934,287
0.0% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
86,800
shares
|
$888,832
0.02% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
75,713
shares
|
$775,301
0.37% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
60,016
shares
|
$614,563
0.0% of portfolio
|
Q1 2025
Added 28.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
59,448
shares
|
$608,747
0.0% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
54,764
shares
|
$560,783
0.36% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
49,168
shares
|
$503,480
0.0% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
44,531
shares
|
$455,997
0.0% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
42,609
shares
|
$436,316
0.06% of portfolio
|
Q2 2021
Added 33.34%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
40,715
shares
|
$416,921
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
39,879
shares
|
$408,360
0.0% of portfolio
|
Q1 2025
Reduced 4.4%
|