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 115 institutions that hold shares in the stock, with a total of 9.33 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
22,009
shares
|
$395,941
0.0% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
21,191
shares
|
$381,226
0.0% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
20,164
shares
|
$362,750
0.0% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
17,650
shares
|
$317,523
0.07% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,382
shares
|
$312,702
0.01% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
17,127
shares
|
$308,114
0.0% of portfolio
|
Q4 2024
Added 45.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
17,013
shares
|
$306,063
0.02% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
14,943
shares
|
$268,824
0.0% of portfolio
|
Q2 2025
Reduced 35.55%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
14,000
shares
|
$251,859
0.2% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
13,982
shares
|
$251,536
0.0% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
13,604
shares
|
$244,735
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,564
shares
|
$244,016
0.02% of portfolio
|
Q4 2024
Reduced 95.47%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
13,189
shares
|
$237,270
0.04% of portfolio
|
Q3 2025
Reduced 13.17%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
13,188
shares
|
$237,252
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
13,000
shares
|
$233,869
0.03% of portfolio
|
Q3 2023
Reduced 12.75%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
12,596
shares
|
$226,602
0.02% of portfolio
|
Q3 2025
Reduced 25.45%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
12,467
shares
|
$224,281
0.02% of portfolio
|
Q3 2025
Reduced 16.7%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
12,253
shares
|
$220,431
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
12,000
shares
|
$215,879
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,000
shares
|
$215,879
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
12,000
shares
|
$215,879
0.07% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
10,930
shares
|
$196,630
0.0% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
10,880
shares
|
$195,731
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
10,845
shares
|
$195,101
0.01% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
10,265
shares
|
$184,667
0.0% of portfolio
|
Q3 2025
Added 0.16%
|