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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.41MNew |
$26.1M - $31.9M
|
1.41M
$29.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.6K+ 20.11% |
$1.21M - $1.48M
|
392K
$8.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
48.5KNew |
$893K - $1.1M
|
48.5K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
46.9KNew |
$864K - $1.06M
|
46.9K
$974K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43K+ 4.36% |
$793K - $971K
|
1.03M
$21.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.1KNew |
$646K - $792K
|
35.1K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25.6K+ 8.6% |
$471K - $578K
|
323K
$6.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
19KNew |
$350K - $429K
|
19K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
19KNew |
$350K - $429K
|
19K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16.4K+ 7.22% |
$301K - $369K
|
243K
$5.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.5KNew |
$286K - $351K
|
15.5K
$323K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13.6KNew |
$251K - $308K
|
13.6K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12.1KNew |
$222K - $272K
|
12.1K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.6KNew |
$214K - $262K
|
11.6K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.5KNew |
$211K - $259K
|
11.5K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.26K+ 6.39% |
$152K - $186K
|
138K
$2.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.5K+ 26.16% |
$138K - $169K
|
36.2K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.04K+ 37.51% |
$111K - $136K
|
22.1K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.32K+ 45.0% |
$97.9K - $120K
|
17.1K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.16KNew |
$95K - $116K
|
5.16K
$107K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
4.94K+ 1.11% |
$91.1K - $112K
|
451K
$9.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.87K+ 5.67% |
$71.3K - $87.4K
|
72.2K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.98K+ 13.4% |
$54.9K - $67.3K
|
25.2K
$524K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.74K+ 6.99% |
$50.5K - $61.9K
|
42K
$872K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.55KNew |
$46.9K - $57.5K
|
2.55K
$52.9K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.35K+ 22.71% |
$43.3K - $53.1K
|
12.7K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.22K+ 0.9% |
$40.9K - $50.2K
|
248K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2K+ 14.46% |
$36.8K - $45.2K
|
15.8K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.68K+ 16.09% |
$31K - $38K
|
12.1K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.38K+ 4.56% |
$25.5K - $31.2K
|
31.7K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.32K+ 5.77% |
$24.2K - $29.7K
|
24.1K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
1.23K+ 6.95% |
$22.7K - $27.9K
|
19K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.1KNew |
$20.3K - $24.9K
|
1.1K
$22.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.03K+ 0.84% |
$19K - $23.3K
|
123K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.01K+ 4.21% |
$18.7K - $22.9K
|
25.1K
$521K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1K+ 9.32% |
$18.4K - $22.6K
|
11.7K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
706+ 3.7% |
$13K - $15.9K
|
19.8K
$411K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
677+ 2.2% |
$12.5K - $15.3K
|
31.4K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
636+ 2.5% |
$11.7K - $14.4K
|
26.1K
$542K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
629New |
$11.6K - $14.2K
|
629
$13.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
360New |
$6.63K - $8.13K
|
360
$7.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
241+ 1.54% |
$4.44K - $5.44K
|
15.9K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
159+ 0.46% |
$2.93K - $3.59K
|
34.5K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
149+ 0.32% |
$2.74K - $3.36K
|
46.1K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72+ 0.33% |
$1.33K - $1.63K
|
21.9K
$455K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
29+ 0.08% |
$534 - $655
|
35.8K
$743K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21New |
$387 - $474
|
21
$436
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 0.78% |
$368 - $452
|
2.59K
$53.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7New |
$129 - $158
|
7
$145
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.52% |
$55.3 - $67.7
|
201
$4.17K
|