Purchases and Sales Made in Q4 2024 in Tekla Healthcare Opportunities Fund (THQ)
This table provides information about the institutional ownership of Tekla Healthcare Opportunities Fund (THQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
46.9KNew |
$864K - $1.06M
|
46.9K
$970K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.38K+ 4.56% |
$25.5K - $31.2K
|
31.7K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
706+ 3.7% |
$13K - $15.9K
|
19.8K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
636+ 2.5% |
$11.7K - $14.4K
|
26.1K
$540K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-25- 0.24% |
$461 - $565
|
10.3K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-394- 82.95% |
$7.26K - $8.9K
|
81
$1.68K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.75K- 99.94% |
$32.2K - $39.4K
|
1
$20.7
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-5.07K- 15.04% |
$93.3K - $114K
|
28.6K
$592K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-38K- 55.28% |
$700K - $858K
|
30.7K
$636K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-286K- 95.47% |
$5.27M - $6.46M
|
13.6K
$281K
|