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 $58.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
42,065
shares
|
$486,271
0.0% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
41,713
shares
|
$482,202
0.0% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
39,214
shares
|
$453,313
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,907
shares
|
$449,764
0.0% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
37,300
shares
|
$431,188
0.0% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
34,575
shares
|
$399,687
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
33,283
shares
|
$384,751
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
31,089
shares
|
$359,388
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,205
shares
|
$337,609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
29,011
shares
|
$335,367
0.0% of portfolio
|
Q4 2024
Reduced 22.43%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
26,400
shares
|
$305,184
0.11% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
24,869
shares
|
$287,485
0.01% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
24,264
shares
|
$280,491
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
24,264
shares
|
$280,491
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
23,899
shares
|
$276,272
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
23,501
shares
|
$271,671
0.0% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
22,402
shares
|
$258,967
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,639
shares
|
$238,586
0.07% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
20,377
shares
|
$235,558
0.18% of portfolio
|
Q4 2024
Reduced 22.77%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
18,529
shares
|
$214,195
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
18,316
shares
|
$211,732
0.0% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
17,208
shares
|
$198,924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
16,400
shares
|
$189,584
0.1% of portfolio
|
Q4 2024
Added 56.19%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
16,222
shares
|
$187,526
0.02% of portfolio
|
Q4 2024
Reduced 58.8%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
16,000
shares
|
$184,960
0.01% of portfolio
|
Q4 2024
New holding
|