Purchases and Sales Made in Q4 2022 in Tekla World Healthcare Fund (THW)
This table provides information about the institutional ownership of Tekla World Healthcare Fund (THW) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
76.7KNew |
$967K - $1.21M
|
76.7K
$891K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
51.2K+ 185.84% |
$645K - $806K
|
78.7K
$913K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
43K+ 4.78% |
$542K - $678K
|
944K
$11M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.7K+ 35.84% |
$249K - $311K
|
74.8K
$868K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.5K+ 13.65% |
$246K - $307K
|
162K
$1.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14.6KNew |
$184K - $230K
|
14.6K
$170K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
12.5KNew |
$157K - $197K
|
12.5K
$145K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11K+ 7.43% |
$139K - $174K
|
159K
$1.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1KNew |
$127K - $159K
|
10.1K
$117K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.1KNew |
$127K - $159K
|
10.1K
$117K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.09K+ 3.79% |
$64.1K - $80.2K
|
139K
$1.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.33K+ 3.99% |
$54.6K - $68.3K
|
113K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.98KNew |
$50.1K - $62.7K
|
3.98K
$46.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.1K+ 9.28% |
$39.1K - $48.9K
|
36.5K
$424K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.68K+ 1.81% |
$33.7K - $42.2K
|
151K
$1.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.67K+ 5.23% |
$33.6K - $42.1K
|
53.7K
$623K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.18K+ 11.91% |
$27.4K - $34.3K
|
20.5K
$238K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3KNew |
$16.4K - $20.5K
|
1.3K
$15.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.21K+ 3.23% |
$15.3K - $19.1K
|
38.7K
$450K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
896+ 1.62% |
$11.3K - $14.1K
|
56.3K
$654K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
752+ 2.97% |
$9.48K - $11.9K
|
26.1K
$303K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
568+ 4.01% |
$7.16K - $8.95K
|
14.7K
$171K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
400New |
$5.04K - $6.3K
|
400
$4.64K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200New |
$2.52K - $3.15K
|
200
$2.32K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
178+ 1.77% |
$2.24K - $2.81K
|
10.2K
$119K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65+ 0.19% |
$819 - $1.02K
|
34.5K
$401K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
38+ 6.61% |
$479 - $599
|
613
$7.12K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 2.53% |
$151 - $189
|
486
$5.64K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 2.38% |
$88.2 - $110
|
301
$3.49K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46- 0.03% |
$580 - $725
|
168K
$1.95M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-55- 0.1% |
$693 - $867
|
52.4K
$609K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-126- 0.45% |
$1.59K - $1.99K
|
28.2K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.01K- 4.21% |
$12.7K - $15.9K
|
23K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.08K- 6.98% |
$13.5K - $16.9K
|
14.3K
$166K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.09K- 5.36% |
$13.7K - $17.1K
|
19.2K
$223K
|
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 3.47% |
$14.7K - $18.4K
|
32.5K
$377K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.35K- 21.25% |
$17K - $21.2K
|
4.99K
$57.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.51K- 1.43% |
$19K - $23.8K
|
104K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.59K- 0.56% |
$20K - $25.1K
|
281K
$3.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-2.95K- 6.56% |
$37.2K - $46.5K
|
42.1K
$488K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.63K- 1.61% |
$58.3K - $72.9K
|
283K
$3.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.77K- 15.41% |
$60.1K - $75.1K
|
26.2K
$304K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-11.3K- 3.7% |
$142K - $178K
|
294K
$3.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-16.7K- 55.65% |
$211K - $264K
|
13.3K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.5K- 4.51% |
$321K - $402K
|
540K
$6.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-45.7K- 53.84% |
$576K - $720K
|
39.2K
$455K
|