Purchases and Sales Made in Q1 2022 in Tekla World Healthcare Fund (THW)
This table provides information about the institutional ownership of Tekla World Healthcare Fund (THW) during Q1 2022. The information is specifically focused on institutions that hold shares of Tekla World Healthcare Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
76KNew |
$1.03M - $1.23M
|
76K
$905K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.8KNew |
$363K - $433K
|
26.8K
$319K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.9K+ 14.8% |
$269K - $321K
|
154K
$1.84M
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
17.7K+ 148.26% |
$240K - $285K
|
29.6K
$353K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.9K+ 5.9% |
$216K - $257K
|
286K
$3.4M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.6KNew |
$171K - $204K
|
12.6K
$150K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.8K+ 4.36% |
$160K - $191K
|
282K
$3.36M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 12.64% |
$152K - $181K
|
99.8K
$1.19M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.59K+ 27.88% |
$116K - $139K
|
39.4K
$469K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.43K+ 6.85% |
$101K - $120K
|
116K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.06K+ 63.87% |
$95.7K - $114K
|
18.1K
$216K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
6.62K+ 2.31% |
$89.6K - $107K
|
294K
$3.5M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.2K+ 44.6% |
$84K - $100K
|
20.1K
$239K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.52K+ 19.73% |
$61.2K - $72.9K
|
27.4K
$326K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.78K+ 8.25% |
$51.2K - $61K
|
49.6K
$590K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.56K+ 34.88% |
$34.7K - $41.3K
|
9.9K
$118K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.5K+ 83.33% |
$33.9K - $40.4K
|
5.5K
$65.5K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.63K+ 0.26% |
$22.1K - $26.3K
|
637K
$7.58M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.63K+ 5.81% |
$22.1K - $26.3K
|
29.7K
$353K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.6KNew |
$21.7K - $25.8K
|
1.6K
$19.1K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.38K+ 1.05% |
$18.8K - $22.4K
|
133K
$1.59M
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.37K+ 13.68% |
$18.5K - $22.1K
|
11.4K
$135K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
962+ 7.87% |
$13K - $15.5K
|
13.2K
$157K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
451New |
$6.11K - $7.28K
|
451
$5.37K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
200+ 2.7% |
$2.71K - $3.23K
|
7.6K
$90.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
124+ 27.49% |
$1.68K - $2K
|
575
$6.85K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
117+ 0.95% |
$1.59K - $1.89K
|
12.5K
$149K
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
92+ 0.84% |
$1.25K - $1.49K
|
11.1K
$132K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
73+ 0.21% |
$989 - $1.18K
|
35.1K
$418K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
68+ 0.11% |
$921 - $1.1K
|
60K
$714K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58+ 0.19% |
$786 - $937
|
30.3K
$361K
|
|
|
Apr 29, 2022
Q1 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.07% |
$352 - $420
|
34.9K
$415K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 2.56% |
$94.9 - $113
|
280
$3.33K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$81.3 - $96.9
|
6
$71.5
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2Closed |
$27.1 - $32.3
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-634- 2.87% |
$8.59K - $10.2K
|
21.4K
$255K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-714- 0.5% |
$9.67K - $11.5K
|
141K
$1.68M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1K- 20.83% |
$13.6K - $16.1K
|
3.8K
$45.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.11K- 3.69% |
$15.1K - $18K
|
29.1K
$346K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.27K- 4.09% |
$17.2K - $20.5K
|
29.7K
$354K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.95K- 2.05% |
$40K - $47.6K
|
141K
$1.68M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.46K- 6.97% |
$60.4K - $72K
|
59.5K
$709K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5KClosed |
$67.8K - $80.8K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.9KClosed |
$79.9K - $95.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.01K- 16.46% |
$122K - $145K
|
45.7K
$545K
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-10.9KClosed |
$148K - $176K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28.6K- 14.57% |
$388K - $462K
|
168K
$2M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.7K- 3.88% |
$470K - $560K
|
860K
$10.2M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-94.4K- 9.89% |
$1.28M - $1.53M
|
860K
$10.2M
|