Purchases and Sales Made in Q4 2025 in Tekla Healthcare Opportunities Fund (THQ)
This table provides information about the institutional ownership of Tekla Healthcare Opportunities Fund (THQ) during Q4 2025. 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 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
52.3KNew |
$910K - $957K
|
52.3K
$949K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
20.1K+ 47.84% |
$350K - $368K
|
62.2K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.9K+ 1588.93% |
$207K - $218K
|
12.7K
$230K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.19K+ 19.92% |
$90.3K - $94.9K
|
31.3K
$567K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.18K+ 5.72% |
$37.9K - $39.9K
|
40.3K
$731K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.05K+ 5.95% |
$18.3K - $19.2K
|
18.7K
$339K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
539+ 1.45% |
$9.38K - $9.86K
|
37.7K
$684K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-358- 3.29% |
$6.23K - $6.55K
|
10.5K
$191K
|
|