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 116 institutions that hold shares in the stock, with a total of 9.26 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 |
|---|---|---|---|---|---|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
10,522
shares
|
$190,869
0.06% of portfolio
|
Q4 2025
Reduced 3.29%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
10,265
shares
|
$186,207
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,767
shares
|
$159,033
0.0% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,328
shares
|
$78,509
0.0% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,110
shares
|
$74,555
0.0% of portfolio
|
Q3 2025
Added 270.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,000
shares
|
$72,560
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$72,560
0.0% of portfolio
|
Q3 2025
Reduced 71.39%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,457
shares
|
$62,709
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,142
shares
|
$56,995
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
2,244
shares
|
$40,706
0.01% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
2,000
shares
|
$36,280
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,873
shares
|
$33,976
0.0% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,746
shares
|
$31,672
0.0% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
1,745
shares
|
$31,654
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,509
shares
|
$27,373
0.0% of portfolio
|
Q2 2025
Reduced 39.86%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,345
shares
|
$24,398
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,333
shares
|
$24,180
0.0% of portfolio
|
Q2 2025
Reduced 28.53%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,104
shares
|
$20,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
1,080
shares
|
$19,591
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,000
shares
|
$18,140
0.0% of portfolio
|
Q3 2025
Added 49900.0%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,000
shares
|
$18,140
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
937
shares
|
$16,997
0.0% of portfolio
|
Q3 2025
Added 564.54%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
722
shares
|
$13,097
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
600
shares
|
$10,884
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
505
shares
|
$9,160
0.0% of portfolio
|
Q3 2025
Reduced 87.09%
|
|