Purchases and Sales Made in Q2 2025 in Tekla World Healthcare Fund (THW)
This table provides information about the institutional ownership of Tekla World Healthcare Fund (THW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
171K+ 121.33% |
$1.72M - $1.94M
|
313K
$3.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
62.8KNew |
$631K - $710K
|
62.8K
$747K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
52KNew |
$523K - $588K
|
52K
$618K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.5K+ 57.77% |
$397K - $447K
|
108K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31.5K+ 3.04% |
$317K - $357K
|
1.07M
$12.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.5K+ 2.92% |
$267K - $300K
|
936K
$11.1M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.4K+ 20.34% |
$205K - $231K
|
121K
$1.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
19KNew |
$191K - $215K
|
19K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
15.5KNew |
$156K - $175K
|
15.5K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$150K - $169K
|
14.9K
$177K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
14.3KNew |
$144K - $162K
|
14.3K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.8K+ 28.06% |
$139K - $156K
|
63K
$749K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.43K+ 3.2% |
$94.8K - $107K
|
305K
$3.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.26K+ 12.23% |
$93K - $105K
|
85K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.8K+ 14.66% |
$88.5K - $99.5K
|
68.8K
$818K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.45K+ 33.99% |
$85K - $95.6K
|
33.3K
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.23K+ 7.53% |
$82.7K - $93K
|
118K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.06KNew |
$81K - $91.2K
|
8.06K
$95.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.13K+ 42.07% |
$61.6K - $69.3K
|
20.7K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.89K+ 23.07% |
$59.2K - $66.6K
|
31.4K
$373K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.15K+ 19.35% |
$51.8K - $58.3K
|
31.8K
$378K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5K+ 30.82% |
$50.3K - $56.6K
|
21.2K
$252K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.05KNew |
$30.7K - $34.5K
|
3.05K
$36.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
2.69K+ 10.33% |
$27.1K - $30.4K
|
28.7K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.98K+ 4.45% |
$19.9K - $22.4K
|
46.5K
$553K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.47K+ 147200.0% |
$14.8K - $16.6K
|
1.47K
$17.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.38KNew |
$13.8K - $15.6K
|
1.38K
$16.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
933+ 7.23% |
$9.38K - $10.6K
|
13.8K
$165K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
700+ 2.5% |
$7.04K - $7.92K
|
28.7K
$341K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
430+ 2.26% |
$4.32K - $4.86K
|
19.5K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
217+ 1.04% |
$2.18K - $2.45K
|
21.1K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
100+ 0.26% |
$1.01K - $1.13K
|
38.2K
$454K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
48+ 3.37% |
$482 - $543
|
1.47K
$17.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
47+ 10.59% |
$472 - $532
|
491
$5.84K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
45+ 3.38% |
$452 - $509
|
1.38K
$16.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33+ 0.08% |
$332 - $373
|
40.7K
$484K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
22+ 1.16% |
$221 - $249
|
1.92K
$22.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
11+ 47.83% |
$111 - $124
|
34
$404
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 3.45% |
$101 - $113
|
300
$3.57K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-400- 0.67% |
$4.02K - $4.52K
|
59K
$702K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 3.32% |
$5.03K - $5.66K
|
14.6K
$173K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-561- 1.8% |
$5.64K - $6.34K
|
30.7K
$364K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.03K- 6.28% |
$10.4K - $11.6K
|
15.4K
$183K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.4K- 8.86% |
$14.1K - $15.8K
|
14.4K
$171K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.4K- 4.71% |
$14.1K - $15.9K
|
28.3K
$337K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.65K- 4.84% |
$26.6K - $30K
|
52.1K
$620K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.7K- 12.59% |
$27.1K - $30.5K
|
18.7K
$223K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.91K- 20.9% |
$29.3K - $32.9K
|
11K
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.05K- 7.65% |
$30.7K - $34.5K
|
36.8K
$438K
|