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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
581
shares
|
$6,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
543
shares
|
$6,277
0.0% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
507
shares
|
$5,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
500
shares
|
$5,780
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
444
shares
|
$5,132
0.0% of portfolio
|
Q3 2024
Reduced 36.3%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
300
shares
|
$3,468
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
279
shares
|
$3,225
0.0% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
200
shares
|
$2,312
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
148
shares
|
$1,710
0.0% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
18
shares
|
$208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
14
shares
|
$161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
10
shares
|
$115
0.0% of portfolio
|
Q3 2024
Reduced 96.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1
shares
|
$11
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$11
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|