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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4K- 57.07% |
$40.1K - $45.2K
|
3.01K
$35.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.64K- 0.98% |
$46.6K - $52.4K
|
467K
$5.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.05K- 2.98% |
$70.8K - $79.7K
|
229K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.13K- 85.57% |
$71.7K - $80.7K
|
1.2K
$14.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-7.22K- 36.75% |
$72.6K - $81.7K
|
12.4K
$148K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.43K- 4.72% |
$74.7K - $84K
|
150K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-21.3K- 8.37% |
$214K - $241K
|
233K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-27.2K- 16.63% |
$273K - $308K
|
136K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.7K- 33.71% |
$349K - $393K
|
68.3K
$813K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.8K- 31.08% |
$561K - $631K
|
124K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-67.1K- 73.57% |
$675K - $759K
|
24.1K
$287K
|