Purchases and Sales Made in Q4 2025 in Tekla World Healthcare Fund (THW)
This table provides information about the institutional ownership of Tekla World Healthcare Fund (THW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
41KNew |
$488K - $537K
|
41K
$516K
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
20KNew |
$238K - $262K
|
20K
$252K
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.6KNew |
$173K - $191K
|
14.6K
$183K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.8KNew |
$164K - $180K
|
13.8K
$173K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
8.62K+ 9.3% |
$103K - $113K
|
101K
$1.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
751+ 0.32% |
$8.94K - $9.83K
|
238K
$3M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
515New |
$6.13K - $6.74K
|
515
$6.48K
|
|
|
Jan 26, 2026
Q4 2025
|
Wealth Effects LLC
|
BUY
|
- |
200+ 0.66% |
$2.38K - $2.62K
|
30.3K
$381K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
60+ 0.2% |
$714 - $785
|
30.8K
$388K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 1.62% |
$59.5 - $65.5
|
314
$3.95K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-100- 20.0% |
$1.19K - $1.31K
|
400
$5.03K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-267- 1.77% |
$3.18K - $3.5K
|
14.8K
$186K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.52K- 2.8% |
$18.1K - $19.9K
|
52.7K
$663K
|
|
|
Jan 28, 2026
Q4 2025
|
Pmg Family Office LLC
Plano, TX |
SELL
|
- |
-4.18K- 14.95% |
$49.7K - $54.7K
|
23.8K
$299K
|
|
|
Jan 30, 2026
Q4 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-17.9K- 19.98% |
$213K - $234K
|
71.7K
$902K
|
|