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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,907
shares
|
$398,407
0.0% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
38,300
shares
|
$392,192
0.0% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
38,083
shares
|
$389,969
0.19% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
31,211
shares
|
$319,600
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
29,744
shares
|
$304,578
0.0% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
28,749
shares
|
$294,389
0.1% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
28,700
shares
|
$293,888
0.12% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
26,614
shares
|
$272,527
0.0% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
26,331
shares
|
$269,629
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
25,518
shares
|
$261,304
0.0% of portfolio
|
Q1 2025
Added 39.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
24,869
shares
|
$254,658
0.01% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
21,432
shares
|
$219,463
0.0% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,888
shares
|
$213,893
0.07% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
20,299
shares
|
$207,861
0.02% of portfolio
|
Q1 2025
Reduced 78.75%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
19,657
shares
|
$201,287
0.19% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
19,453
shares
|
$199,198
0.11% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
16,222
shares
|
$166,113
0.02% of portfolio
|
Q4 2024
Reduced 58.8%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
15,800
shares
|
$161,792
0.03% of portfolio
|
Q1 2025
Reduced 27.53%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
15,370
shares
|
$157,388
0.08% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
15,077
shares
|
$154,388
0.0% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
14,559
shares
|
$149,084
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
14,333
shares
|
$146,769
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
13,931
shares
|
$142,653
0.01% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
13,845
shares
|
$141,772
0.02% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
13,540
shares
|
$138,649
0.03% of portfolio
|
Q2 2021
New holding
|