Purchases and Sales Made in Q4 2024 in Tekla World Healthcare Fund (THW)
This table provides information about the institutional ownership of Tekla World Healthcare Fund (THW) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
219K+ 1065.13% |
$2.4M - $2.92M
|
240K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
159KNew |
$1.74M - $2.11M
|
159K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
146KNew |
$1.6M - $1.95M
|
146K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
23.9KNew |
$262K - $319K
|
23.9K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.7K+ 39.55% |
$215K - $262K
|
69.4K
$826K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16KNew |
$175K - $213K
|
16K
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.2KNew |
$133K - $162K
|
12.2K
$145K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.86K+ 11.02% |
$75.2K - $91.4K
|
69.1K
$823K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
5.9K+ 56.19% |
$64.7K - $78.6K
|
16.4K
$195K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.46K+ 10.97% |
$26.9K - $32.8K
|
24.9K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2KNew |
$21.9K - $26.7K
|
2K
$23.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.75KNew |
$19.2K - $23.4K
|
1.75K
$20.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 3.08% |
$12.8K - $15.6K
|
39.2K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.06KNew |
$11.6K - $14.1K
|
1.06K
$12.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
581+ 1.06% |
$6.37K - $7.74K
|
55.5K
$661K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
555New |
$6.08K - $7.4K
|
555
$6.61K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$1.1K - $1.33K
|
100
$1.19K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
85+ 0.27% |
$932 - $1.13K
|
31.1K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52+ 0.23% |
$570 - $693
|
22.4K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
26+ 1.93% |
$285 - $347
|
1.37K
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
14New |
$153 - $187
|
14
$167
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 2.2% |
$65.8 - $80
|
279
$3.32K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-891- 59.4% |
$9.77K - $11.9K
|
609
$7.25K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-972- 1.47% |
$10.7K - $13K
|
65K
$775K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-999- 99.9% |
$10.9K - $13.3K
|
1
$11.9
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.3K- 8.01% |
$25.2K - $30.7K
|
26.4K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.05K- 2.77% |
$33.4K - $40.6K
|
107K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.29K- 1.1% |
$36.1K - $43.9K
|
296K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.9K- 1.69% |
$42.7K - $51.9K
|
227K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.02K- 16.01% |
$87.9K - $107K
|
42.1K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.39K- 22.43% |
$92K - $112K
|
29K
$346K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-10K- 50.0% |
$110K - $133K
|
10K
$119K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.9K- 9.83% |
$207K - $252K
|
173K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-218K- 90.92% |
$2.39M - $2.91M
|
21.8K
$260K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-613K- 89.81% |
$6.72M - $8.17M
|
69.6K
$829K
|