Purchases and Sales Made in Q2 2023 in Tekla World Healthcare Fund (THW)

THW Quotes by TradingView

This table provides information about the institutional ownership of Tekla World Healthcare Fund (THW) during Q2 2023. 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
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
55.8K
+ 5.81%
$767K - $824K
1.02M $12.1M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
31K
+ 19.29%
$426K - $457K
192K $2.28M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
16.6K
+ 9.02%
$228K - $245K
201K $2.39M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
16.6K
New
$227K - $244K
16.6K $197K
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
16.2K
+ 5.77%
$223K - $240K
298K $3.54M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
15.6K
+ 41.38%
$214K - $230K
53.2K $633K
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
15.2K
New
$209K - $224K
15.2K $181K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
10.2K
New
$140K - $151K
10.2K $121K
Jul 27, 2023 Q2 2023
Virtu Financial LLC

New York, NY
BUY
 -
10.1K
New
$139K - $150K
10.1K $121K
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
8.37K
+ 83.14%
$115K - $124K
18.4K $220K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
6.65K
New
$91.4K - $98.2K
6.65K $79.2K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.17K
+ 4.45%
$84.7K - $91K
145K $1.72M
Aug 10, 2023 Q2 2023
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
5.09K
+ 17.67%
$69.9K - $75.1K
33.9K $403K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.49K
+ 23.39%
$47.9K - $51.5K
18.4K $219K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
3.22K
+ 1.11%
$44.2K - $47.5K
293K $3.49M
Jul 18, 2023 Q2 2023
Wealth Effects LLC

BUY
 -
2.55K
+ 4.86%
$35K - $37.6K
55.1K $656K
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1.92K
+ 2.17%
$26.4K - $28.4K
90.4K $1.08M
Jul 27, 2023 Q2 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
1.7K
+ 7.64%
$23.4K - $25.1K
24K $285K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
1.19K
New
$16.3K - $17.5K
1.19K $14.1K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
1K
New
$13.7K - $14.8K
1K $11.9K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
719
+ 3.46%
$9.88K - $10.6K
21.5K $256K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
657
+ 0.4%
$9.03K - $9.7K
167K $1.99M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
565
New
$7.76K - $8.34K
565 $6.73K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
550
New
$7.56K - $8.12K
550 $6.55K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
512
New
$7.03K - $7.56K
512 $6.1K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
258
+ 2.5%
$3.54K - $3.81K
10.6K $126K
Jul 14, 2023 Q2 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
186
+ 1.79%
$2.56K - $2.75K
10.6K $126K
Jul 25, 2023 Q2 2023
All Season Financial Advisors, Inc.

BUY
 -
154
+ 0.41%
$2.12K - $2.27K
37.8K $450K
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
131
+ 0.86%
$1.8K - $1.93K
15.3K $183K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
117
+ 0.88%
$1.61K - $1.73K
13.4K $159K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
110
+ 0.32%
$1.51K - $1.62K
34.7K $413K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
25
+ 0.06%
$344 - $369
38.7K $461K
Aug 01, 2023 Q2 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
16
+ 0.13%
$220 - $236
12.5K $149K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
8
+ 2.6%
$110 - $118
316 $3.76K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

SELL
 -
-325
- 0.6%
$4.47K - $4.8K
53.6K $638K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-445
- 0.88%
$6.11K - $6.57K
50K $596K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
SELL
 -
-500
- 2.25%
$6.87K - $7.38K
21.7K $259K
Aug 03, 2023 Q2 2023
Primoris Wealth Advisors, LLC

SELL
 -
-911
- 2.82%
$12.5K - $13.4K
31.4K $374K
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

SELL
 -
-1K
- 4.72%
$13.8K - $14.8K
20.2K $241K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-1.1K
- 2.98%
$15.1K - $16.2K
35.7K $425K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-1.72K
- 0.59%
$23.6K - $25.3K
290K $3.45M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-2.36K
- 2.17%
$32.4K - $34.8K
106K $1.27M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-3.1K
- 11.19%
$42.5K - $45.7K
24.6K $293K
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

SELL
 -
-3.47K
- 13.96%
$47.7K - $51.2K
21.4K $255K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-3.63K
- 6.53%
$49.9K - $53.6K
52K $619K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

SELL
 -
-3.93K
- 21.25%
$54K - $58K
14.6K $174K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-9.32K
- 1.71%
$128K - $138K
535K $6.37M
Jul 31, 2023 Q2 2023
Sargent Investment Group, LLC

SELL
 -
-10K
- 50.0%
$137K - $148K
10K $119K

Track Institutional and Insider Activities on THW

Follow Tekla World Healthcare Fund and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells THW shares.

Notify only if

Insider Trading

Get notified when an Tekla World Healthcare Fund insider buys or sells THW shares.

Notify only if

News

Receive news related to Tekla World Healthcare Fund

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on THW