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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-406- 58.84% |
$7.67K - $8.36K
|
284
$5.15K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$209K - $227K
|
11K
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
114New |
$2.15K - $2.35K
|
114
$2.07K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
622New |
$11.7K - $12.8K
|
622
$11.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
327New |
$6.18K - $6.73K
|
327
$5.93K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
70New |
$1.32K - $1.44K
|
70
$1.27K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$18.9K - $20.6K
|
1K
$18.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.98K- 18.75% |
$53.9K - $60.2K
|
12.9K
$234K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.22K- 2.2% |
$40.2K - $44.8K
|
98.7K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
783+ 2.94% |
$14.2K - $15.8K
|
27.4K
$497K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64.7KNew |
$1.17M - $1.31M
|
64.7K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.2K- 29.19% |
$185K - $207K
|
24.9K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
600New |
$10.9K - $12.1K
|
600
$10.9K
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-1.51K- 1.49% |
$27.2K - $30.4K
|
99.7K
$1.81M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.45K- 5.87% |
$26.3K - $29.3K
|
23.3K
$422K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.01KNew |
$18.3K - $20.5K
|
1.01K
$18.4K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.75KNew |
$31.6K - $35.3K
|
1.75K
$31.7K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1KNew |
$18.1K - $20.2K
|
1K
$18.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.25K- 9.19% |
$40.7K - $45.5K
|
22.2K
$403K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-685Closed |
$12.4K - $13.8K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
381New |
$6.9K - $7.7K
|
381
$6.91K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
410New |
$7.42K - $8.29K
|
410
$7.44K
|
|
| Q4 2023 | |||||||
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-4.2K- 22.45% |
$64.4K - $76.8K
|
14.5K
$263K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$171K - $204K
|
11.2K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
100KNew |
$1.53M - $1.83M
|
100K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
494KNew |
$7.57M - $9.02M
|
494K
$8.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.9K+ 82.93% |
$213K - $254K
|
30.7K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
43.2K+ 69.1% |
$662K - $790K
|
106K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11.3KNew |
$174K - $207K
|
11.3K
$206K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
350New |
$5.37K - $6.4K
|
350
$6.35K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
26.9KNew |
$413K - $492K
|
26.9K
$489K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
3.53KNew |
$54.1K - $64.5K
|
3.53K
$64K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.32KNew |
$35.6K - $42.5K
|
2.32K
$42.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15KNew |
$254K - $291K
|
15K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55New |
$934 - $1.07K
|
55
$998
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
500New |
$8.49K - $9.71K
|
500
$9.07K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.5KNew |
$42.5K - $48.6K
|
2.5K
$45.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.73KNew |
$46.3K - $53K
|
2.73K
$49.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4New |
$67.9 - $77.7
|
4
$72.6
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.9K- 12.75% |
$32.3K - $36.9K
|
13K
$236K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 99.92% |
$21.6K - $24.1K
|
1
$18.1
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3New |
$54 - $60.3
|
3
$54.4
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
SELL
|
- |
-720- 1.0% |
$13K - $14.5K
|
71.4K
$1.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600New |
$10.8K - $12.1K
|
600
$10.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.22KNew |
$21.9K - $24.5K
|
1.22K
$22.1K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 1.83% |
$234 - $261
|
724
$13.1K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
675New |
$12.3K - $14.1K
|
675
$12.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.84K- 17.82% |
$69.7K - $80.3K
|
17.7K
$321K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.5KNew |
$45.4K - $52.3K
|
2.5K
$45.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
50New |
$908 - $1.05K
|
50
$907
|
|