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 |
|---|---|---|---|---|---|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
12,500
shares
|
$128,000
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
12,100
shares
|
$123,904
0.08% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,521
shares
|
$117,975
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
11,397
shares
|
$116,705
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
10,000
shares
|
$102,400
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
8,336
shares
|
$85,360
0.0% of portfolio
|
Q1 2025
Added 207.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,500
shares
|
$76,800
0.01% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,399
shares
|
$75,765
0.0% of portfolio
|
Q2 2020
Reduced 37.9%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
7,000
shares
|
$71,680
0.0% of portfolio
|
Q1 2025
Reduced 93.46%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
5,500
shares
|
$56,320
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,925
shares
|
$40,192
0.0% of portfolio
|
Q1 2025
Reduced 45.86%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,800
shares
|
$38,912
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,062
shares
|
$21,114
0.0% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,900
shares
|
$19,456
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,898
shares
|
$19,435
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,473
shares
|
$15,083
0.0% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,330
shares
|
$13,619
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$10,240
0.0% of portfolio
|
Q3 2024
Reduced 17.29%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,000
shares
|
$10,240
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
600
shares
|
$6,144
0.0% of portfolio
|
Q1 2021
Added 20.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
581
shares
|
$5,949
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
543
shares
|
$5,560
0.0% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
507
shares
|
$5,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$5,120
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
444
shares
|
$4,546
0.0% of portfolio
|
Q3 2024
Reduced 36.3%
|