Institutional Ownership Tekla Healthcare Opportunities Fund (THQ)
This table provides information about the institutional ownership of Tekla Healthcare Opportunities Fund (THQ). We have compiled data on the 107 institutions that hold shares in the stock, with a total of 8.27 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
53,518
shares
|
$1.11 Million
0.26% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
46,910
shares
|
$970,098
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
45,920
shares
|
$949,625
0.17% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
44,880
shares
|
$928,118
0.01% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
40,358
shares
|
$834,603
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
39,237
shares
|
$811,421
0.39% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
35,855
shares
|
$741,481
0.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
35,745
shares
|
$739,206
0.1% of portfolio
|
Q3 2024
Added 172.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
34,354
shares
|
$710,440
0.01% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
31,661
shares
|
$654,749
0.0% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
30,707
shares
|
$635,020
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
30,448
shares
|
$629,664
0.02% of portfolio
|
Q3 2024
Reduced 41.24%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
28,670
shares
|
$592,895
0.0% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
28,605
shares
|
$591,551
0.23% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
28,090
shares
|
$580,901
0.02% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
25,472
shares
|
$526,760
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
24,078
shares
|
$497,933
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
23,865
shares
|
$493,528
0.0% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
22,788
shares
|
$471,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
22,239
shares
|
$459,902
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,239
shares
|
$459,902
0.01% of portfolio
|
Q1 2024
Reduced 9.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
21,838
shares
|
$451,609
0.0% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
19,808
shares
|
$409,629
0.02% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
18,785
shares
|
$388,473
0.05% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
18,518
shares
|
$382,952
0.03% of portfolio
|
Q3 2024
Reduced 7.13%
|