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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
14,277
shares
|
$165,042
0.0% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
13,931
shares
|
$161,042
0.01% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
13,540
shares
|
$156,522
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
13,100
shares
|
$151,436
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
12,700
shares
|
$146,812
0.07% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
12,150
shares
|
$140,454
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
10,000
shares
|
$115,600
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,399
shares
|
$85,532
0.0% of portfolio
|
Q2 2020
Reduced 37.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,250
shares
|
$83,810
0.0% of portfolio
|
Q2 2024
Added 9.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,000
shares
|
$69,360
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,974
shares
|
$69,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,606
shares
|
$64,805
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
5,500
shares
|
$63,580
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,800
shares
|
$43,928
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,715
shares
|
$31,385
0.0% of portfolio
|
Q4 2024
Reduced 34.12%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,062
shares
|
$23,836
0.0% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$23,120
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,900
shares
|
$21,964
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,754
shares
|
$20,276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,370
shares
|
$15,837
0.0% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,061
shares
|
$12,265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$11,560
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,000
shares
|
$11,560
0.0% of portfolio
|
Q3 2024
Reduced 17.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
609
shares
|
$7,040
0.0% of portfolio
|
Q4 2024
Reduced 59.4%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
600
shares
|
$6,936
0.0% of portfolio
|
Q1 2021
Added 20.0%
|