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 $52.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,800
shares
|
$41,838
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,062
shares
|
$22,702
0.0% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
2,056
shares
|
$22,636
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,900
shares
|
$20,919
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,500
shares
|
$16,515
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,344
shares
|
$14,797
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$11,010
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$11,010
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$11,010
0.0% of portfolio
|
Q3 2024
Reduced 17.29%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
600
shares
|
$6,606
0.0% of portfolio
|
Q1 2021
Added 20.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
543
shares
|
$5,978
0.0% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
500
shares
|
$5,505
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
444
shares
|
$4,888
0.0% of portfolio
|
Q3 2024
Reduced 36.3%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
273
shares
|
$3,005
0.0% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
148
shares
|
$1,629
0.0% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
18
shares
|
$198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
10
shares
|
$110
0.0% of portfolio
|
Q3 2024
Reduced 96.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1
shares
|
$11
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|