Latest Institutional Purchases of Tekla Healthcare Opportunities Fund (THQ)
This list provides information on the latest institutional transactions involving Tekla Healthcare Opportunities Fund (THQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
850New |
$16.1K - $17.5K
|
850
$17.6K
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
622New |
$11.7K - $12.8K
|
622
$12.9K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
327New |
$6.18K - $6.73K
|
327
$6.76K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
114New |
$2.15K - $2.35K
|
114
$2.36K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
70New |
$1.32K - $1.44K
|
70
$1.45K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64.7KNew |
$1.17M - $1.31M
|
64.7K
$1.34M
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.75KNew |
$31.6K - $35.3K
|
1.75K
$36.1K
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.44K+ 1297.3% |
$26.1K - $29.1K
|
1.55K
$32.1K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.01KNew |
$18.3K - $20.5K
|
1.01K
$20.9K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1KNew |
$18.1K - $20.2K
|
1K
$20.7K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
783+ 2.94% |
$14.2K - $15.8K
|
27.4K
$567K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
600New |
$10.9K - $12.1K
|
600
$12.4K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
410New |
$7.42K - $8.29K
|
410
$8.48K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
381New |
$6.9K - $7.7K
|
381
$7.88K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
375New |
$6.79K - $7.58K
|
375
$7.76K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
494KNew |
$7.57M - $9.02M
|
494K
$10.2M
|
|
Feb 14, 2024
Q4 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
100KNew |
$1.53M - $1.83M
|
100K
$2.07M
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
56.5K+ 53.23% |
$866K - $1.03M
|
163K
$3.36M
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
43.2K+ 69.1% |
$662K - $790K
|
106K
$2.19M
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
26.9KNew |
$413K - $492K
|
26.9K
$557K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.9K+ 82.93% |
$213K - $254K
|
30.7K
$634K
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
13KNew |
$199K - $238K
|
13K
$269K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11.3KNew |
$174K - $207K
|
11.3K
$234K
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$171K - $204K
|
11.2K
$231K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
3.53KNew |
$54.1K - $64.5K
|
3.53K
$72.9K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.32KNew |
$35.6K - $42.5K
|
2.32K
$48K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
350New |
$5.37K - $6.4K
|
350
$7.24K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15KNew |
$254K - $291K
|
15K
$310K
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.73KNew |
$46.3K - $53K
|
2.73K
$56.4K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.5KNew |
$42.5K - $48.6K
|
2.5K
$51.7K
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
500New |
$8.49K - $9.71K
|
500
$10.3K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55New |
$934 - $1.07K
|
55
$1.14K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4New |
$67.9 - $77.7
|
4
$82.7
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$307K - $343K
|
17K
$353K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11.8KNew |
$212K - $238K
|
11.8K
$244K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10.2KNew |
$184K - $206K
|
10.2K
$212K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.22KNew |
$21.9K - $24.5K
|
1.22K
$25.2K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600New |
$10.8K - $12.1K
|
600
$12.4K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 1.83% |
$234 - $261
|
724
$15K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3New |
$54 - $60.3
|
3
$62
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
12K+ 31.27% |
$218K - $251K
|
50.4K
$1.04M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$88.6K - $102K
|
4.88K
$101K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.5KNew |
$45.4K - $52.3K
|
2.5K
$51.7K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.57KNew |
$28.4K - $32.7K
|
1.57K
$32.4K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.25KNew |
$22.7K - $26.2K
|
1.25K
$25.9K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
675New |
$12.3K - $14.1K
|
675
$14K
|
|
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
|
|
Q3 2022 | |||||||
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
793+ 4.7% |
$14.3K - $16.9K
|
17.7K
$366K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
143New |
$2.58K - $3.04K
|
143
$2.96K
|