Institutional Ownership Tekla World Healthcare Fund (THW)
This table provides information about the institutional ownership of Tekla World Healthcare Fund (THW). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $83.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,106,178
shares
|
$13.9 Million
0.18% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,014,719
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
665,422
shares
|
$8.37 Million
0.28% of portfolio
|
Q3 2025
Added 112.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
442,605
shares
|
$5.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
318,341
shares
|
$4 Million
0.0% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
237,660
shares
|
$2.99 Million
0.11% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
228,615
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
193,392
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Added 28.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,018
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
147,247
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Added 261.65%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
134,117
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
124,233
shares
|
$1.56 Million
0.1% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
123,387
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
117,648
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
92,727
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.99%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
89,632
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
86,800
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
82,810
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 20.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
73,560
shares
|
$925,384
0.0% of portfolio
|
Q3 2025
Added 404.63%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
71,384
shares
|
$898,010
0.03% of portfolio
|
Q3 2025
Added 245.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
64,626
shares
|
$812,995
0.0% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
61,306
shares
|
$771,229
0.18% of portfolio
|
Q3 2025
Added 190.48%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
58,091
shares
|
$730,784
0.01% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
54,198
shares
|
$681,810
0.28% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
51,500
shares
|
$647,870
0.0% of portfolio
|
Q3 2025
Reduced 12.78%
|
|