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 |
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,631
shares
|
$155,271
0.0% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
5,016
shares
|
$90,237
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,328
shares
|
$77,860
0.0% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,110
shares
|
$73,938
0.0% of portfolio
|
Q3 2025
Added 270.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,000
shares
|
$71,960
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,457
shares
|
$62,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,142
shares
|
$56,524
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,400
shares
|
$43,175
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
2,244
shares
|
$40,369
0.01% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
2,000
shares
|
$35,980
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,836
shares
|
$33,029
0.0% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
1,745
shares
|
$31,392
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,703
shares
|
$30,636
0.0% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
1,509
shares
|
$27,146
0.0% of portfolio
|
Q2 2025
Reduced 39.86%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,345
shares
|
$24,196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,333
shares
|
$23,980
0.0% of portfolio
|
Q2 2025
Reduced 28.53%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,104
shares
|
$19,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
1,080
shares
|
$19,429
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,000
shares
|
$17,990
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
937
shares
|
$16,856
0.0% of portfolio
|
Q3 2025
Added 564.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
750
shares
|
$13,492
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
722
shares
|
$12,988
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
600
shares
|
$10,793
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
505
shares
|
$9,084
0.0% of portfolio
|
Q3 2025
Reduced 87.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
500
shares
|
$8,995
0.0% of portfolio
|
Q2 2025
New holding
|