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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.83K- 4.4% |
$20.3K - $22.4K
|
39.9K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2K- 99.95% |
$22.2K - $24.4K
|
1
$10.3
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.1K- 3.41% |
$23.3K - $25.6K
|
59.4K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.5K- 19.08% |
$27.7K - $30.5K
|
10.6K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.74K- 0.3% |
$30.4K - $33.4K
|
909K
$9.36M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.33K- 45.86% |
$36.9K - $40.6K
|
3.93K
$40.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6K- 27.53% |
$66.6K - $73.2K
|
15.8K
$163K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-44.9K- 15.01% |
$498K - $548K
|
254K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-75.2K- 78.75% |
$834K - $918K
|
20.3K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-100K- 93.46% |
$1.11M - $1.22M
|
7K
$72K
|