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 90 institutions that hold shares in the stock, with a total of 5.09 Million shares, which have been reported (via 13F filing form) to have a value of $59 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
911,922
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
470,692
shares
|
$5.45 Million
0.0% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
299,245
shares
|
$3.47 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
295,847
shares
|
$3.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
240,029
shares
|
$2.78 Million
0.04% of portfolio
|
Q4 2024
Reduced 90.92%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
226,978
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
173,233
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
158,591
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
149,511
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
149,192
shares
|
$1.73 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,018
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
146,372
shares
|
$1.69 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
107,017
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
95,512
shares
|
$1.11 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
92,651
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
86,800
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
69,589
shares
|
$805,840
0.06% of portfolio
|
Q4 2024
Reduced 89.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
69,368
shares
|
$803,281
0.03% of portfolio
|
Q4 2024
Added 39.55%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
69,116
shares
|
$800,363
0.34% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
65,047
shares
|
$753,244
0.0% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
61,548
shares
|
$712,725
0.0% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
55,540
shares
|
$643,153
0.29% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
46,719
shares
|
$541,006
0.0% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
42,924
shares
|
$497,059
0.0% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
42,609
shares
|
$493,412
0.08% of portfolio
|
Q2 2021
Added 33.34%
|