Latest Institutional Transactions on Tekla Healthcare Opportunities Fund (THQ)
This table provides information on the latest institutional transactions involving Tekla Healthcare Opportunities Fund (THQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Heron Bay Capital Management
|
BUY
|
- |
34.7K+ 7.61% |
$530K - $647K
|
491K
$8.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.5K- 22.97% |
$282K - $344K
|
61.9K
$1.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
796+ 564.54% |
$12.1K - $14.8K
|
937
$17K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
56.6KNew |
$864K - $1.05M
|
56.6K
$1.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
12.3KNew |
$187K - $228K
|
12.3K
$222K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.08KNew |
$16.5K - $20.1K
|
1.08K
$19.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.83% |
$397 - $484
|
3.14K
$57K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
53+ 2.42% |
$809 - $987
|
2.24K
$40.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
48.2K+ 54.49% |
$735K - $897K
|
137K
$2.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.8K- 10.06% |
$42.7K - $52.2K
|
25K
$454K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-89- 0.31% |
$1.36K - $1.66K
|
28.4K
$516K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
12KNew |
$183K - $224K
|
12K
$218K
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1K+ 7.69% |
$15.3K - $18.6K
|
14K
$254K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
320New |
$4.88K - $5.96K
|
320
$5.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
16+ 0.16% |
$244 - $298
|
10.3K
$186K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.48K+ 17.69% |
$53.2K - $64.9K
|
23.2K
$420K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-93- 0.36% |
$1.42K - $1.73K
|
25.7K
$467K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10K+ 20.56% |
$153K - $187K
|
58.9K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
793+ 0.98% |
$12.1K - $14.8K
|
81.7K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
69.2KNew |
$1.06M - $1.29M
|
69.2K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
13.2KNew |
$201K - $246K
|
13.2K
$239K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.51K- 8.13% |
$23K - $28K
|
17K
$309K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.7K+ 100.14% |
$483K - $590K
|
63.3K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.96K+ 18.77% |
$90.9K - $111K
|
37.7K
$684K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.35KNew |
$20.5K - $25.1K
|
1.35K
$24.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.5K- 12.89% |
$313K - $382K
|
138K
$2.51M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2K+ 32.5% |
$156K - $190K
|
41.6K
$754K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3K+ 270.27% |
$45.8K - $55.9K
|
4.11K
$74.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-828- 16.06% |
$12.6K - $15.4K
|
4.33K
$78.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-9.1K- 20.04% |
$139K - $170K
|
36.3K
$658K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12.2K+ 21.63% |
$186K - $227K
|
68.6K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
195New |
$2.98K - $3.63K
|
195
$3.54K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
134+ 0.52% |
$2.04K - $2.5K
|
25.9K
$470K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4.3K- 25.45% |
$65.6K - $80.1K
|
12.6K
$228K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-5.1K- 18.21% |
$90.2K - $104K
|
22.9K
$415K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.4K+ 2.44% |
$450K - $519K
|
1.07M
$19.4M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
806New |
$14.3K - $16.4K
|
806
$14.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10KNew |
$177K - $204K
|
10K
$181K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.24K- 35.55% |
$146K - $168K
|
14.9K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-543- 1.25% |
$9.61K - $11.1K
|
42.9K
$778K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.14K- 8.87% |
$37.9K - $43.7K
|
22K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-532- 28.53% |
$9.42K - $10.8K
|
1.33K
$24.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-700- 6.06% |
$12.4K - $14.3K
|
10.8K
$197K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.02KNew |
$88.8K - $102K
|
5.02K
$91K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
400+ 800.0% |
$7.08K - $8.16K
|
450
$8.16K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.4KNew |
$42.5K - $48.9K
|
2.4K
$43.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28.2K+ 3.04% |
$499K - $575K
|
955K
$17.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1K- 39.86% |
$17.7K - $20.4K
|
1.51K
$27.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.3KNew |
$23K - $26.5K
|
1.3K
$23.6K
|
|