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 68 institutions that hold shares in the stock, with a total of 4.23 Million shares, which have been reported (via 13F filing form) to have a value of $54.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
892,643
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2024
Added 7.72%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
486,794
shares
|
$6.25 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.32%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
299,580
shares
|
$3.85 Million
0.0% of portfolio
|
Q1 2024
Added 16.39%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
280,645
shares
|
$3.6 Million
0.22% of portfolio
|
Q4 2023
Reduced 2.43%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
232,507
shares
|
$2.99 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.87%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
211,239
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.54%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
178,646
shares
|
$2.29 Million
0.03% of portfolio
|
Q1 2024
Added 4.71%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
148,300
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2024
Added 11.46%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
139,532
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2024
Added 0.02%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
107,174
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
92,956
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2023
Reduced 6.55%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
84,525
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2024
Added 67.47%
|
|
Wealth Effects LLC
|
Apr 22, 2024 Q1 2024 |
66,450
shares
|
$853,218
0.33% of portfolio
|
Q1 2024
Added 0.3%
|
|
Landscape Capital Management, L.L.C.
|
May 09, 2024 Q1 2024 |
58,369
shares
|
$749,457
0.07% of portfolio
|
Q1 2024
Reduced 63.87%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 13, 2024 Q1 2024 |
55,774
shares
|
$716,138
0.36% of portfolio
|
Q1 2024
Added 11.53%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
52,548
shares
|
$674,716
0.0% of portfolio
|
Q4 2023
Reduced 13.21%
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 09, 2024 Q1 2024 |
52,444
shares
|
$673,380
0.39% of portfolio
|
Q1 2024
Added 41.96%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
52,423
shares
|
$673,111
0.0% of portfolio
|
Q1 2024
Added 4.74%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
48,107
shares
|
$617,693
0.07% of portfolio
|
Q1 2024
Added 16.25%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
43,792
shares
|
$562,289
0.0% of portfolio
|
Q1 2024
Added 29.64%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
43,134
shares
|
$553,840
0.0% of portfolio
|
Q1 2024
Reduced 17.16%
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2024 Q1 2024 |
42,609
shares
|
$547,099
0.1% of portfolio
|
Q2 2021
Added 33.34%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
40,569
shares
|
$520,905
0.0% of portfolio
|
Q1 2024
Reduced 30.94%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
39,965
shares
|
$513,150
0.06% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
38,851
shares
|
$498,846
0.0% of portfolio
|
Q1 2024
New holding
|