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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
581
shares
|
$7,308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
543
shares
|
$6,830
0.0% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
507
shares
|
$6,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
500
shares
|
$6,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
500
shares
|
$6,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
309
shares
|
$3,887
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
269
shares
|
$3,384
0.0% of portfolio
|
Q3 2025
Reduced 45.21%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
148
shares
|
$1,861
0.0% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
35
shares
|
$440
0.0% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
18
shares
|
$226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
4
shares
|
$50
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|