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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.25KNew |
$22.7K - $26.2K
|
1.25K
$25.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.5KNew |
$45.4K - $52.3K
|
2.5K
$51.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
50New |
$908 - $1.05K
|
50
$1.03K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.35% |
$54.5 - $62.8
|
226
$4.67K
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
12K+ 31.27% |
$218K - $251K
|
50.4K
$1.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.03K- 48.01% |
$18.6K - $21.4K
|
1.11K
$23K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.57KNew |
$28.4K - $32.7K
|
1.57K
$32.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$88.6K - $102K
|
4.88K
$101K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
143New |
$2.58K - $3.04K
|
143
$2.96K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
29+ 1.74% |
$522 - $616
|
1.69K
$35K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
124New |
$2.23K - $2.64K
|
124
$2.56K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
793+ 4.7% |
$14.3K - $16.9K
|
17.7K
$366K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1KNew |
$18.2K - $23.1K
|
1K
$20.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-985Closed |
$18K - $22.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.4KClosed |
$226K - $287K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-38.2KClosed |
$697K - $884K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.8KNew |
$252K - $320K
|
13.8K
$286K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.28K+ 22.63% |
$169K - $215K
|
50.3K
$1.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-11.8KClosed |
$214K - $272K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
65+ 0.83% |
$1.19K - $1.5K
|
7.93K
$164K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-9.96KClosed |
$182K - $230K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.27KClosed |
$41.4K - $52.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-322Closed |
$5.87K - $7.45K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.25KClosed |
$59.3K - $75.2K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.14KClosed |
$93.8K - $119K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.3KClosed |
$170K - $215K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8KClosed |
$165K - $203K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.48KClosed |
$175K - $215K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.25KNew |
$25.8K - $31.7K
|
1.25K
$25.9K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5KClosed |
$103K - $127K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-13.5KClosed |
$278K - $342K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1KNew |
$20.6K - $25.3K
|
1K
$20.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.65KClosed |
$33.9K - $41.7K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-3KClosed |
$61.9K - $76K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33.5KClosed |
$691K - $849K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
190New |
$4.26K - $4.87K
|
190
$3.93K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.52KClosed |
$78.9K - $90.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-250Closed |
$5.6K - $6.41K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1KClosed |
$22.4K - $25.6K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-600Closed |
$13.4K - $15.4K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1KClosed |
$22.4K - $25.6K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-48Closed |
$1.08K - $1.23K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
50New |
$1.12K - $1.28K
|
50
$1.03K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1KNew |
$22.4K - $25.6K
|
1K
$20.7K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.25KClosed |
$28K - $32.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.06KNew |
$23.8K - $27.1K
|
1.06K
$21.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-19.2KClosed |
$432K - $491K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-2.25KClosed |
$50.6K - $57.6K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
SELL
|
- |
-30.4KClosed |
$684K - $778K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-8.39KClosed |
$182K - $199K
|
0
$0
|
|