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 69 institutions that hold shares in the stock, with a total of 4.78 Million shares, which have been reported (via 13F filing form) to have a value of $53 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
927,472
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
682,718
shares
|
$7.69 Million
0.14% of portfolio
|
Q3 2024
Added 1229.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
459,727
shares
|
$5.18 Million
0.0% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
302,465
shares
|
$3.41 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
299,139
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
230,875
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
192,110
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
159,308
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,018
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
96,258
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
86,800
shares
|
$977,368
0.02% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
86,437
shares
|
$973,280
0.05% of portfolio
|
Q2 2024
Added 642.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
66,019
shares
|
$743,373
0.0% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
62,258
shares
|
$701,025
0.37% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
54,959
shares
|
$618,838
0.38% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
54,548
shares
|
$614,210
0.0% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
50,086
shares
|
$563,968
0.0% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
49,710
shares
|
$559,734
0.03% of portfolio
|
Q3 2024
Added 195.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
46,387
shares
|
$522,317
0.0% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
42,609
shares
|
$479,777
0.09% of portfolio
|
Q2 2021
Added 33.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
42,576
shares
|
$479,405
0.0% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
39,375
shares
|
$443,362
0.05% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
39,322
shares
|
$442,765
0.0% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,907
shares
|
$438,092
0.0% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
38,093
shares
|
$428,927
0.0% of portfolio
|
Q3 2024
Reduced 1.52%
|