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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,382
shares
|
$359,459
0.01% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
16,107
shares
|
$333,092
0.03% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
15,676
shares
|
$324,179
0.01% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
15,418
shares
|
$318,844
0.03% of portfolio
|
Q3 2024
Reduced 88.97%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
14,234
shares
|
$294,359
0.0% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
14,182
shares
|
$293,283
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
13,832
shares
|
$286,045
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
13,564
shares
|
$280,503
0.02% of portfolio
|
Q4 2024
Reduced 95.47%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
13,000
shares
|
$268,840
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
13,000
shares
|
$268,840
0.03% of portfolio
|
Q3 2023
Reduced 12.75%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,900
shares
|
$266,772
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
12,500
shares
|
$258,500
0.01% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,851
shares
|
$245,078
0.0% of portfolio
|
Q3 2024
Reduced 82.52%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
11,812
shares
|
$244,272
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
11,749
shares
|
$242,969
0.0% of portfolio
|
Q3 2024
Added 448.76%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
11,545
shares
|
$238,750
0.02% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
10,731
shares
|
$221,917
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
10,500
shares
|
$217,140
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
10,446
shares
|
$216,023
0.02% of portfolio
|
Q3 2024
Reduced 13.43%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
10,350
shares
|
$214,038
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,325
shares
|
$213,521
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
9,870
shares
|
$204,111
0.0% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
9,602
shares
|
$198,569
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,158
shares
|
$189,387
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$82,720
0.01% of portfolio
|
Q2 2024
New holding
|