Purchases and Sales Made in Q4 2024 in Tekla World Healthcare Fund (THW)
This table provides information about the institutional ownership of Tekla World Healthcare Fund (THW) during Q4 2024. 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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
219K+ 1065.13% |
$2.4M - $2.92M
|
240K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
159KNew |
$1.74M - $2.11M
|
159K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
149KNew |
$1.64M - $1.99M
|
149K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
146KNew |
$1.6M - $1.95M
|
146K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
95.5KNew |
$1.05M - $1.27M
|
95.5K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
34.6KNew |
$379K - $461K
|
34.6K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
33.3KNew |
$365K - $444K
|
33.3K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.2KNew |
$320K - $389K
|
29.2K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
24.3KNew |
$266K - $323K
|
24.3K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
24.3KNew |
$266K - $323K
|
24.3K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
23.9KNew |
$262K - $319K
|
23.9K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.7K+ 39.55% |
$215K - $262K
|
69.4K
$837K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
18.5KNew |
$203K - $247K
|
18.5K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.2KNew |
$189K - $229K
|
17.2K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16KNew |
$175K - $213K
|
16K
$193K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
13.1KNew |
$144K - $175K
|
13.1K
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.2KNew |
$133K - $162K
|
12.2K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11K+ 2.39% |
$120K - $146K
|
471K
$5.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7K+ 12.83% |
$76.7K - $93.3K
|
61.5K
$742K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.86K+ 11.02% |
$75.2K - $91.4K
|
69.1K
$834K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.97KNew |
$65.5K - $79.6K
|
5.97K
$72K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
5.9K+ 56.19% |
$64.7K - $78.6K
|
16.4K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.61KNew |
$61.4K - $74.7K
|
5.61K
$67.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.14K+ 9.73% |
$45.4K - $55.2K
|
46.7K
$563K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.46K+ 10.97% |
$26.9K - $32.8K
|
24.9K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.39K+ 6.08% |
$26.2K - $31.9K
|
41.7K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2KNew |
$21.9K - $26.7K
|
2K
$24.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.75KNew |
$19.2K - $23.4K
|
1.75K
$21.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 3.08% |
$12.8K - $15.6K
|
39.2K
$473K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.06KNew |
$11.6K - $14.1K
|
1.06K
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
865+ 4.37% |
$9.48K - $11.5K
|
20.6K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
670+ 2.93% |
$7.34K - $8.93K
|
23.5K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
581+ 1.06% |
$6.37K - $7.74K
|
55.5K
$670K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
581New |
$6.37K - $7.74K
|
581
$7.01K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
555New |
$6.08K - $7.4K
|
555
$6.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
519+ 2.92% |
$5.69K - $6.92K
|
18.3K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
507New |
$5.56K - $6.76K
|
507
$6.11K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
500+ 4.1% |
$5.48K - $6.67K
|
12.7K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
300New |
$3.29K - $4K
|
300
$3.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200New |
$2.19K - $2.67K
|
200
$2.41K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$1.1K - $1.33K
|
100
$1.21K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
85+ 0.27% |
$932 - $1.13K
|
31.1K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52+ 0.23% |
$570 - $693
|
22.4K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
26+ 1.93% |
$285 - $347
|
1.37K
$16.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
14New |
$153 - $187
|
14
$169
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 2.2% |
$65.8 - $80
|
279
$3.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-284- 2.0% |
$3.11K - $3.79K
|
13.9K
$168K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-793- 2.08% |
$8.69K - $10.6K
|
37.3K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-891- 59.4% |
$9.77K - $11.9K
|
609
$7.34K
|