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
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
141KNew |
$1.57M - $1.72M
|
141K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
39.9K+ 57.53% |
$443K - $487K
|
109K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38K+ 58.49% |
$422K - $464K
|
103K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.7K+ 44.17% |
$341K - $375K
|
100K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
26.3KNew |
$292K - $321K
|
26.3K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
14.6KNew |
$161K - $178K
|
14.6K
$150K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
14K+ 9.39% |
$156K - $171K
|
164K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.3K+ 28.46% |
$147K - $162K
|
60K
$618K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12.9KNew |
$143K - $158K
|
12.9K
$133K
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
12.5KNew |
$139K - $153K
|
12.5K
$129K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5KNew |
$128K - $141K
|
11.5K
$119K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.4KNew |
$126K - $139K
|
11.4K
$117K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.33K+ 4.11% |
$103K - $114K
|
236K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.2K+ 39.32% |
$79.9K - $87.9K
|
25.5K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.6K+ 9.54% |
$73.2K - $80.5K
|
75.7K
$779K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.24K+ 14.55% |
$69.2K - $76.2K
|
49.2K
$506K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.23K+ 3.6% |
$69.1K - $76K
|
179K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.62K+ 207.03% |
$62.3K - $68.6K
|
8.34K
$85.8K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.8K+ 14.42% |
$53.2K - $58.6K
|
38.1K
$392K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.11K+ 13.25% |
$34.5K - $38K
|
26.6K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.47K+ 5.86% |
$27.3K - $30.1K
|
44.5K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.9KNew |
$21K - $23.2K
|
1.9K
$19.5K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.79K+ 7.39% |
$19.9K - $21.9K
|
26.1K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.6K+ 6.06% |
$17.7K - $19.5K
|
28K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 25.0% |
$16.6K - $18.3K
|
7.5K
$77.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.47K+ 3.74% |
$16.3K - $17.9K
|
40.7K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.39K+ 0.3% |
$15.4K - $17K
|
472K
$4.86M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1K+ 2.68% |
$11.1K - $12.2K
|
38.3K
$394K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$11.1K - $12.2K
|
1K
$10.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
906+ 51.65% |
$10K - $11.1K
|
2.66K
$27.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
800+ 5.6% |
$8.87K - $9.76K
|
15.1K
$155K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
733+ 2.53% |
$8.13K - $8.94K
|
29.7K
$306K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
494+ 2.67% |
$5.48K - $6.03K
|
19K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
249+ 1.21% |
$2.76K - $3.04K
|
20.9K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
122+ 0.39% |
$1.35K - $1.49K
|
31.2K
$321K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
55+ 4.01% |
$610 - $671
|
1.43K
$14.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 3.94% |
$122 - $134
|
290
$2.98K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 64.29% |
$99.8 - $110
|
23
$237
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$11.1 - $12.2
|
1
$10.3
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6- 60.0% |
$66.5 - $73.2
|
4
$41.2
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-600- 4.72% |
$6.65K - $7.32K
|
12.1K
$125K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-708- 0.24% |
$7.85K - $8.64K
|
295K
$3.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-720- 3.53% |
$7.98K - $8.78K
|
19.7K
$202K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-776- 1.4% |
$8.61K - $9.47K
|
54.8K
$564K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-970- 4.33% |
$10.8K - $11.8K
|
21.4K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.15K- 0.72% |
$12.7K - $14K
|
157K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.33K- 50.0% |
$14.7K - $16.2K
|
1.33K
$13.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.41K- 1.52% |
$15.7K - $17.2K
|
91.2K
$939K
|