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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-972- 1.47% |
$10.7K - $13K
|
65K
$784K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-999- 99.9% |
$10.9K - $13.3K
|
1
$12.1
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.41K- 34.12% |
$15.4K - $18.7K
|
2.72K
$32.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.3K- 8.01% |
$25.2K - $30.7K
|
26.4K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.05K- 2.77% |
$33.4K - $40.6K
|
107K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.22K- 1.06% |
$35.3K - $42.9K
|
299K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.29K- 1.1% |
$36.1K - $43.9K
|
296K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.46K- 7.47% |
$38K - $46.2K
|
42.9K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.61K- 3.75% |
$39.5K - $48.1K
|
92.7K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.9K- 1.69% |
$42.7K - $51.9K
|
227K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-6.01K- 22.77% |
$65.8K - $80.1K
|
20.4K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.02K- 16.01% |
$87.9K - $107K
|
42.1K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.39K- 22.43% |
$92K - $112K
|
29K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.8K- 6.15% |
$107K - $131K
|
150K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-10K- 50.0% |
$110K - $133K
|
10K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.6K- 1.68% |
$170K - $207K
|
912K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.9K- 9.83% |
$207K - $252K
|
173K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-23.2K- 58.8% |
$254K - $309K
|
16.2K
$195K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-218K- 90.92% |
$2.39M - $2.91M
|
21.8K
$263K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-613K- 89.81% |
$6.72M - $8.17M
|
69.6K
$839K
|