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 88 institutions that hold shares in the stock, with a total of 5.83 Million shares, which have been reported (via 13F filing form) to have a value of $63.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,067,205
shares
|
$11.6 Million
0.15% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
935,718
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
467,446
shares
|
$5.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
312,516
shares
|
$3.39 Million
0.11% of portfolio
|
Q2 2025
Added 121.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
304,571
shares
|
$3.3 Million
0.0% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
233,025
shares
|
$2.53 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
229,255
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
150,016
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,018
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
136,353
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
123,693
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 31.08%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
120,733
shares
|
$1.31 Million
0.1% of portfolio
|
Q2 2025
Added 20.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
117,505
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
86,800
shares
|
$941,780
0.01% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
84,969
shares
|
$921,913
0.35% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
68,817
shares
|
$746,664
0.0% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
68,347
shares
|
$741,564
0.0% of portfolio
|
Q2 2025
Reduced 33.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
62,964
shares
|
$683,159
0.0% of portfolio
|
Q2 2025
Added 28.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
62,801
shares
|
$681,390
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
59,048
shares
|
$640,670
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
52,115
shares
|
$565,447
0.26% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
51,992
shares
|
$564,113
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
46,512
shares
|
$504,655
0.0% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
42,609
shares
|
$462,307
0.06% of portfolio
|
Q2 2021
Added 33.34%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
40,715
shares
|
$441,757
0.0% of portfolio
|
Q2 2025
Added 0.08%
|