Purchases and Sales Made in Q2 2022 in Tekla Healthcare Opportunities Fund (THQ)
This table provides information about the institutional ownership of Tekla Healthcare Opportunities Fund (THQ) during Q2 2022. The information is specifically focused on institutions that hold shares of Tekla Healthcare Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-826- 2.98% |
$15.1K - $19.1K
|
26.9K
$503K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-985Closed |
$18K - $22.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.5K- 2.99% |
$27.4K - $34.7K
|
48.8K
$912K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.6K- 9.59% |
$29.2K - $37K
|
15.1K
$282K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.79K- 1.04% |
$32.7K - $41.5K
|
171K
$3.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2K- 76.92% |
$36.5K - $46.3K
|
600
$11.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 3.36% |
$36.5K - $46.3K
|
57.6K
$1.08M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.27KClosed |
$41.4K - $52.6K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.3KClosed |
$42K - $53.2K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.41K- 2.15% |
$43.9K - $55.7K
|
110K
$2.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.56K- 6.02% |
$46.7K - $59.2K
|
40K
$748K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.57K- 2.1% |
$46.9K - $59.5K
|
120K
$2.25M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.25KClosed |
$59.3K - $75.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.51K- 15.53% |
$64K - $81.1K
|
19.1K
$357K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.31K- 3.09% |
$78.7K - $99.8K
|
135K
$2.53M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.14KClosed |
$93.8K - $119K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.2K- 24.15% |
$94.9K - $120K
|
16.3K
$306K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.3KClosed |
$170K - $215K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.31K- 7.32% |
$170K - $215K
|
118K
$2.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-9.96KClosed |
$182K - $230K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.7KClosed |
$214K - $271K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-11.8KClosed |
$214K - $272K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.4KClosed |
$226K - $287K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.1K- 1.79% |
$294K - $373K
|
886K
$16.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-16.7KClosed |
$305K - $387K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-17KClosed |
$311K - $394K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-30.8K- 28.34% |
$561K - $712K
|
77.8K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-38.2KClosed |
$697K - $884K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-61.3K- 8.56% |
$1.12M - $1.42M
|
655K
$12.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-266K- 14.24% |
$4.85M - $6.14M
|
1.6M
$29.9M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-266K- 14.24% |
$4.85M - $6.14M
|
1.6M
$29.9M
|