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 88 institutions that hold shares in the stock, with a total of 6.63 Million shares, which have been reported (via 13F filing form) to have a value of $83.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
13,540
shares
|
$170,333
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
12,500
shares
|
$157,250
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
12,400
shares
|
$155,992
0.02% of portfolio
|
Q1 2023
Added 7.26%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
11,900
shares
|
$149,702
0.02% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,664
shares
|
$146,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
10,958
shares
|
$137,851
0.09% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
10,746
shares
|
$135,184
0.0% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$125,800
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,500
shares
|
$94,350
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,399
shares
|
$93,079
0.0% of portfolio
|
Q2 2020
Reduced 37.9%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
6,300
shares
|
$79,254
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
4,500
shares
|
$56,610
0.04% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,800
shares
|
$47,804
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,725
shares
|
$46,860
0.0% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,421
shares
|
$43,036
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
3,050
shares
|
$38,369
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,000
shares
|
$37,740
0.0% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,062
shares
|
$25,939
0.0% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
1,940
shares
|
$24,405
0.01% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,900
shares
|
$23,902
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,403
shares
|
$17,649
0.0% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,125
shares
|
$14,152
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$12,580
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$12,580
0.0% of portfolio
|
Q3 2024
Reduced 17.29%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$12,580
0.0% of portfolio
|
Q3 2025
New holding
|
|