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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
53+ 2.42% |
$809 - $987
|
2.24K
$40.7K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43+ 2.52% |
$656 - $801
|
1.75K
$31.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
37+ 2.02% |
$565 - $689
|
1.87K
$34K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32+ 457.14% |
$488 - $596
|
39
$707
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.83% |
$397 - $484
|
3.14K
$57K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
21+ 3.0% |
$320 - $391
|
722
$13.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
16+ 0.16% |
$244 - $298
|
10.3K
$186K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$30.5 - $37.3
|
2
$36.3
|
|
| Q2 2025 | |||||||
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28.2K+ 3.04% |
$499K - $575K
|
955K
$17.3M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.4K+ 2.44% |
$450K - $519K
|
1.07M
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10KNew |
$177K - $204K
|
10K
$181K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
8.23KNew |
$146K - $168K
|
8.23K
$149K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.02KNew |
$88.8K - $102K
|
5.02K
$91K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.4KNew |
$42.5K - $48.9K
|
2.4K
$43.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.3KNew |
$23K - $26.5K
|
1.3K
$23.6K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
806New |
$14.3K - $16.4K
|
806
$14.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
500New |
$8.85K - $10.2K
|
500
$9.07K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
400+ 800.0% |
$7.08K - $8.16K
|
450
$8.16K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
200New |
$3.54K - $4.08K
|
200
$3.63K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
15.5KNew |
$289K - $327K
|
15.5K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
9.87KNew |
$184K - $208K
|
9.87K
$179K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.5K+ 14.29% |
$27.9K - $31.7K
|
12K
$218K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
500+ 19.63% |
$9.32K - $10.6K
|
3.05K
$55.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
89New |
$1.66K - $1.88K
|
89
$1.61K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
11New |
$205 - $232
|
11
$200
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
48.5KNew |
$893K - $1.1M
|
48.5K
$880K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
46.9KNew |
$864K - $1.06M
|
46.9K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
19KNew |
$350K - $429K
|
19K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
19KNew |
$350K - $429K
|
19K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.6KNew |
$214K - $262K
|
11.6K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.5KNew |
$211K - $259K
|
11.5K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.32K+ 45.0% |
$97.9K - $120K
|
17.1K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.1KNew |
$20.3K - $24.9K
|
1.1K
$20K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1K+ 9.32% |
$18.4K - $22.6K
|
11.7K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
636+ 2.5% |
$11.7K - $14.4K
|
26.1K
$474K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
629New |
$11.6K - $14.2K
|
629
$11.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
408New |
$7.52K - $9.21K
|
408
$7.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
360New |
$6.63K - $8.13K
|
360
$6.53K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21New |
$387 - $474
|
21
$381
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7New |
$129 - $158
|
7
$127
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.52% |
$55.3 - $67.7
|
201
$3.65K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.9KNew |
$261K - $285K
|
12.9K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
9.6KNew |
$194K - $212K
|
9.6K
$174K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.16KNew |
$185K - $202K
|
9.16K
$166K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.5KNew |
$50.6K - $55.2K
|
2.5K
$45.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2KNew |
$40.5K - $44.1K
|
2K
$36.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2KNew |
$40.5K - $44.1K
|
2K
$36.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.25KNew |
$25.3K - $27.6K
|
1.25K
$22.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
874+ 1.66% |
$17.7K - $19.3K
|
53.5K
$971K
|
|