Latest Institutional Purchases of Tekla World Healthcare Fund (THW)
This list provides information on the latest institutional transactions involving Tekla World Healthcare Fund (THW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
353K+ 112.92% |
$3.59M - $4.45M
|
665K
$8.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
107K+ 261.65% |
$1.08M - $1.34M
|
147K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
79K+ 8.44% |
$803K - $995K
|
1.01M
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59K+ 404.63% |
$599K - $743K
|
73.6K
$925K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
50.7K+ 245.12% |
$515K - $639K
|
71.4K
$898K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.4K+ 28.91% |
$441K - $547K
|
193K
$2.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.4K+ 3358.19% |
$410K - $509K
|
41.6K
$523K
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
40.2K+ 190.48% |
$408K - $507K
|
61.3K
$771K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
39K+ 3.65% |
$396K - $491K
|
1.11M
$13.9M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
27.9KNew |
$284K - $352K
|
27.9K
$351K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.7KNew |
$231K - $286K
|
22.7K
$286K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.6K+ 14.14% |
$169K - $209K
|
134K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14.2KNew |
$145K - $179K
|
14.2K
$179K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14K+ 20.33% |
$142K - $176K
|
82.8K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.8K+ 4.52% |
$140K - $174K
|
318K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.7KNew |
$119K - $147K
|
11.7K
$147K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.82K+ 9.1% |
$99.7K - $124K
|
118K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.3KNew |
$64K - $79.4K
|
6.3K
$79.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.66K+ 5.49% |
$47.4K - $58.8K
|
89.6K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.64K+ 1.99% |
$47.1K - $58.4K
|
238K
$2.99M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.5K+ 2.9% |
$35.6K - $44.1K
|
124K
$1.56M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.42KNew |
$34.8K - $43.1K
|
3.42K
$43K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.08K+ 4.0% |
$21.2K - $26.2K
|
54.2K
$682K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.66K+ 2.64% |
$16.9K - $20.9K
|
64.6K
$813K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.43K+ 3.08% |
$14.6K - $18.1K
|
47.9K
$603K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.4K+ 4.88% |
$14.2K - $17.6K
|
30.1K
$379K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.25K+ 9.01% |
$12.7K - $15.7K
|
15.1K
$190K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.13KNew |
$11.4K - $14.2K
|
1.13K
$14.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1KNew |
$10.2K - $12.6K
|
1K
$12.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
825+ 3.42% |
$8.38K - $10.4K
|
24.9K
$314K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
519+ 2.67% |
$5.27K - $6.54K
|
20K
$251K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
500New |
$5.08K - $6.3K
|
500
$6.29K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
500New |
$5.08K - $6.3K
|
500
$6.29K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
111+ 0.39% |
$1.13K - $1.4K
|
28.5K
$358K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
99+ 0.32% |
$1.01K - $1.25K
|
30.7K
$387K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
54+ 0.25% |
$549 - $680
|
21.3K
$268K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
28+ 2.04% |
$284 - $353
|
1.4K
$17.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
27+ 0.07% |
$274 - $340
|
38.2K
$481K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
20+ 1.04% |
$203 - $252
|
1.94K
$24.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 3.0% |
$91.4 - $113
|
309
$3.89K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 2.94% |
$10.2 - $12.6
|
35
$440
|
|
| Q2 2025 | |||||||
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
52KNew |
$523K - $588K
|
52K
$654K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
19KNew |
$191K - $215K
|
19K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
15.5KNew |
$156K - $175K
|
15.5K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$150K - $169K
|
14.9K
$188K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
14.3KNew |
$144K - $162K
|
14.3K
$180K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.06KNew |
$81K - $91.2K
|
8.06K
$101K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.05KNew |
$30.7K - $34.5K
|
3.05K
$38.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.47K+ 147200.0% |
$14.8K - $16.6K
|
1.47K
$18.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.38KNew |
$13.8K - $15.6K
|
1.38K
$17.3K
|
|