Purchases and Sales Made in Q3 2025 in Tekla World Healthcare Fund (THW)
This table provides information about the institutional ownership of Tekla World Healthcare Fund (THW) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
353K+ 112.92% |
$3.59M - $4.45M
|
665K
$8.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
107K+ 261.65% |
$1.08M - $1.34M
|
147K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
79K+ 8.44% |
$803K - $995K
|
1.01M
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59K+ 404.63% |
$599K - $743K
|
73.6K
$925K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
50.7K+ 245.12% |
$515K - $639K
|
71.4K
$898K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.4K+ 28.91% |
$441K - $547K
|
193K
$2.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.4K+ 3358.19% |
$410K - $509K
|
41.6K
$523K
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
40.2K+ 190.48% |
$408K - $507K
|
61.3K
$771K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
39K+ 3.65% |
$396K - $491K
|
1.11M
$13.9M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
27.9KNew |
$284K - $352K
|
27.9K
$351K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.7KNew |
$231K - $286K
|
22.7K
$286K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.6K+ 14.14% |
$169K - $209K
|
134K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14.2KNew |
$145K - $179K
|
14.2K
$179K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14K+ 20.33% |
$142K - $176K
|
82.8K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.8K+ 4.52% |
$140K - $174K
|
318K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.7KNew |
$119K - $147K
|
11.7K
$147K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.82K+ 9.1% |
$99.7K - $124K
|
118K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.3KNew |
$64K - $79.4K
|
6.3K
$79.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.66K+ 5.49% |
$47.4K - $58.8K
|
89.6K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.64K+ 1.99% |
$47.1K - $58.4K
|
238K
$2.99M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.5K+ 2.9% |
$35.6K - $44.1K
|
124K
$1.56M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.42KNew |
$34.8K - $43.1K
|
3.42K
$43K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.08K+ 4.0% |
$21.2K - $26.2K
|
54.2K
$682K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.66K+ 2.64% |
$16.9K - $20.9K
|
64.6K
$813K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.43K+ 3.08% |
$14.6K - $18.1K
|
47.9K
$603K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.4K+ 4.88% |
$14.2K - $17.6K
|
30.1K
$379K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.25K+ 9.01% |
$12.7K - $15.7K
|
15.1K
$190K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.13KNew |
$11.4K - $14.2K
|
1.13K
$14.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1KNew |
$10.2K - $12.6K
|
1K
$12.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
825+ 3.42% |
$8.38K - $10.4K
|
24.9K
$314K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
519+ 2.67% |
$5.27K - $6.54K
|
20K
$251K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
500New |
$5.08K - $6.3K
|
500
$6.29K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
500New |
$5.08K - $6.3K
|
500
$6.29K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
454+ 1.58% |
$4.61K - $5.72K
|
29.2K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
111+ 0.39% |
$1.13K - $1.4K
|
28.5K
$358K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
99+ 0.32% |
$1.01K - $1.25K
|
30.7K
$387K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
54+ 0.25% |
$549 - $680
|
21.3K
$268K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
28+ 2.04% |
$284 - $353
|
1.4K
$17.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
27+ 0.07% |
$274 - $340
|
38.2K
$481K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
20+ 1.04% |
$203 - $252
|
1.94K
$24.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 3.0% |
$91.4 - $113
|
309
$3.89K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 2.94% |
$10.2 - $12.6
|
35
$440
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 0.17% |
$50.8 - $63
|
3K
$37.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-148- 0.79% |
$1.5K - $1.86K
|
18.6K
$234K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 5.1% |
$2.03K - $2.52K
|
3.73K
$46.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-222- 45.21% |
$2.26K - $2.8K
|
269
$3.38K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-273- 2.48% |
$2.77K - $3.44K
|
10.7K
$135K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-306- 0.25% |
$3.11K - $3.86K
|
123K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-640- 0.28% |
$6.5K - $8.06K
|
229K
$2.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1K- 18.18% |
$10.2K - $12.6K
|
4.5K
$56.6K
|
|