Purchases and Sales Made in Q1 2025 in Tekla World Healthcare Fund (THW)
This table provides information about the institutional ownership of Tekla World Healthcare Fund (THW) during Q1 2025. The information is specifically focused on institutions that hold shares of Tekla World Healthcare Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.04MNew |
$11.5M - $12.6M
|
1.04M
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.7K+ 44.17% |
$341K - $375K
|
100K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
26.3KNew |
$292K - $321K
|
26.3K
$288K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12.9KNew |
$143K - $158K
|
12.9K
$141K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.11K+ 13.25% |
$34.5K - $38K
|
26.6K
$291K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.6K+ 6.06% |
$17.7K - $19.5K
|
28K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.47K+ 3.74% |
$16.3K - $17.9K
|
40.7K
$445K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$11.1K - $12.2K
|
1K
$11K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
906+ 51.65% |
$10K - $11.1K
|
2.66K
$29.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
55+ 4.01% |
$610 - $671
|
1.43K
$15.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 3.94% |
$122 - $134
|
290
$3.18K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 64.29% |
$99.8 - $110
|
23
$252
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-720- 3.53% |
$7.98K - $8.78K
|
19.7K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-970- 4.33% |
$10.8K - $11.8K
|
21.4K
$235K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.33K- 50.0% |
$14.7K - $16.2K
|
1.33K
$14.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.41K- 1.52% |
$15.7K - $17.2K
|
91.2K
$999K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6K- 27.53% |
$66.6K - $73.2K
|
15.8K
$173K
|