Who owns Tekla Healthcare Opportunit Shs Added shs added?
- Ticker: THQ
- CUSIP Number: 879105104
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Analyze quarterly positions in Tekla Healthcare Opportunit with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Tekla Healthcare Opportunit stock
Who bought or sold Tekla Healthcare Opportunit Shs Added shs added this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 1.5M | $30M | -1% | Jun 2024 |
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| Royal Bank of Canada | 986k | $22M | 3% | Sep 2024 |
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| Raymond James Financial Services Advisors | 740k | $16M | -16% | Sep 2024 |
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| Raymond James & Associates | 687k | $15M | -17% | Sep 2024 |
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| Heron Bay Capital Management | 446k | $9.9M | -12% | Sep 2024 |
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| LPL Financial | 326k | $7.2M | 9% | Sep 2024 |
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| International Assets Investment Management | 300k | $14M | 2108% | Sep 2024 |
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| Steward Partners Investment Advisory | 245k | $5.0M | 0% | Jun 2024 |
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| Penserra Capital Management | 227k | $5.0M | 100% | Sep 2024 |
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| Bank of America Corporation | 207k | $4.6M | -8% | Sep 2024 |
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| Commonwealth Equity Services | 150k | $3.3M | 0% | Sep 2024 |
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| Sanctuary Advisors | 131k | $2.6M | -5% | Sep 2024 |
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| First Trust Advisors | 129k | $2.9M | 3% | Sep 2024 |
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| Stifel Financial | 118k | $2.4M | -5% | Jun 2024 |
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| Intrinsic Edge Capital Management | 100k | $2.2M | 0% | Sep 2024 |
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| Cetera Investment Advisers | 95k | $1.9M | 2% | Jun 2024 |
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| Private Advisor | 87k | $1.9M | -6% | Sep 2024 |
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| Wedbush Morgan Securities | 82k | $1.8M | 3% | Sep 2024 |
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| Aviance Capital Partners | 82k | $1.8M | 1% | Sep 2024 |
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| Cohen & Steers Capital Management | 72k | $1.5M | 90% | Jun 2024 |
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| Greenleaf Trust | 69k | $1.5M | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 68k | $1.5M | -1% | Sep 2024 |
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| Advisor Group Holdings | 67k | $1.5M | 26% | Sep 2024 |
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| CNH Partners | 61k | $1.3M | -66% | Sep 2024 |
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| Consolidated Portfolio Review Corp | 53k | $1.1M | 14% | Jun 2024 |
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| McGowan Group Asset Management | 46k | $1.0M | -1% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 45k | $991k | -1% | Sep 2024 |
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| Kingsview Wealth Management | 40k | $891k | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 36k | $735k | -4% | Jun 2024 |
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| WNY Asset Management | 36k | $789k | 173% | Sep 2024 |
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| Oppenheimer & Co | 34k | $759k | -10% | Sep 2024 |
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| Next Level Private | 34k | $743k | 4% | Sep 2024 |
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| D.A. Davidson & Co. | 31k | $624k | 0% | Jun 2024 |
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| National Asset Management | 30k | $668k | -41% | Sep 2024 |
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| Janney Montgomery Scott | 30k | $669k | 0% | Sep 2024 |
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| CWM | 29k | $633k | 6% | Sep 2024 |
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| Prospera Financial Services | 28k | $620k | 1% | Sep 2024 |
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| Calamos Advisors | 26k | $562k | 17% | Sep 2024 |
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| HBK Sorce Advisory | 24k | $532k | 0% | Sep 2024 |
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| Invesco | 24k | $527k | 10% | Sep 2024 |
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| HPM Partners | 23k | $503k | 100% | Sep 2024 |
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| Benjamin Edwards | 22k | $491k | 100% | Sep 2024 |
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| Benjamin F. Edwards & Company | 22k | $453k | 0% | Jun 2024 |
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| Whitener Capital Management | 22k | $482k | -39% | Sep 2024 |
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| Mml Investors Services | 22k | $482k | -5% | Sep 2024 |
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| ARS Wealth Advisors Group | 19k | $415k | 0% | Sep 2024 |
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| Harbor Investment Advisory | 19k | $409k | -7% | Sep 2024 |
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| Raymond James Trust | 17k | $384k | -10% | Sep 2024 |
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| PFG Investments | 17k | $346k | -73% | Jun 2024 |
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| Tradition Wealth Management | 16k | $356k | 1% | Sep 2024 |
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| 1607 Capital Partners | 15k | $340k | -89% | Sep 2024 |
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| Wiley Bros.-aintree Capital | 15k | $313k | 10% | Jun 2024 |
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| Branch Banking & Trust Company | 15k | $309k | 0% | Jun 2024 |
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| Stephens | 14k | $313k | -5% | Sep 2024 |
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| Rockefeller Capital Management | 14k | $282k | 0% | Jun 2024 |
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| Madison Park Capital Advisors | 13k | $287k | 0% | Sep 2024 |
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| Beacon Pointe Advisors | 13k | $285k | 100% | Sep 2024 |
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| Brian McDonald | 12k | $262k | -83% | Sep 2024 |
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| Commerce Bank N A | 12k | $261k | 0% | Sep 2024 |
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| Nations Financial Group | 12k | $255k | -3% | Sep 2024 |
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| Leavell Investment Management | 11k | $237k | 100% | Sep 2024 |
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| Intl Fcstone | 10k | $231k | -13% | Sep 2024 |
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| Steel Peak Wealth Management | 10k | $229k | 0% | Sep 2024 |
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| World Equity Group | 10k | $229k | 100% | Sep 2024 |
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| Df Dent & Co | 9.9k | $218k | -12% | Sep 2024 |
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| Lakeview Capital Partners | 9.6k | $212k | 100% | Sep 2024 |
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| Moors & Cabot | 9.2k | $202k | 100% | Sep 2024 |
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| EverSource Wealth Advisors | 4.0k | $88k | 0% | Sep 2024 |
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| Washington Trust Company | 3.5k | $78k | 0% | Sep 2024 |
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| Wells Fargo & Company | 3.4k | $76k | -9% | Sep 2024 |
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| CoreCap Advisors | 2.8k | $62k | 100% | Sep 2024 |
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| Pnc Financial Services | 2.6k | $57k | -13% | Sep 2024 |
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| Umb Bank N A | 2.5k | $55k | 100% | Sep 2024 |
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| Goss Wealth Management | 2.1k | $44k | -42% | Jun 2024 |
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| Future Financial Wealth Managment | 2.0k | $44k | 100% | Sep 2024 |
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| Ashton Thomas Securities | 2.0k | $44k | 100% | Sep 2024 |
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| Nbc Securities | 1.7k | $38k | 2% | Sep 2024 |
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| Gables Capital Management | 1.7k | $39k | 0% | Sep 2024 |
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| Bryn Mawr Trust | 1.5k | $33k | 100% | Sep 2024 |
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| Fortitude Family Office | 1.3k | $28k | 100% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 1.2k | $26k | 0% | Sep 2024 |
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| Geneos Wealth Management | 1.1k | $23k | 0% | Jun 2024 |
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| Optimum Investment Advisors | 1.0k | $22k | 0% | Sep 2024 |
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| Gilliland Jeter Wealth Management | 1.0k | $22k | 0% | Sep 2024 |
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| Hazlett, Burt & Watson | 1.0k | $22k | 0% | Sep 2024 |
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| Creekmur Asset Management | 913.00 | $20k | -49% | Sep 2024 |
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| Atlantic Trust | 732.00 | $16k | 188% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 500.00 | $11k | 100% | Sep 2024 |
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| Fifth Third Bancorp | 475.00 | $11k | 100% | Sep 2024 |
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| Sound Income Strategies | 381.00 | $8.4k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 375.00 | $8.3k | 0% | Sep 2024 |
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| Creative Financial Designs | 284.00 | $6.3k | 0% | Sep 2024 |
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| Beacon Capital Management | 198.00 | $4.4k | 3% | Sep 2024 |
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| Farther Finance Advisors | 114.00 | $2.5k | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 111.00 | $2.5k | 0% | Sep 2024 |
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| Principal Securities | 50.00 | $1.1k | 0% | Sep 2024 |
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| Tower Research Capital | 4.00 | $82.000000 | -60% | Jun 2024 |
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Who sold out of Tekla Healthcare Opportunit?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisors Asset Management | Jun 2024 | 19k | $394k |
| Aptus Capital Advisors | Jun 2024 | 11k | $225k |
| Second Line Capital | Jun 2024 | 11k | $225k |
| Kestra Advisory Services | Jun 2024 | 10k | $207k |
| Cornerstone Advisors | Jun 2024 | 2.8k | $58k |
| Private Trust Co Na | Mar 2024 | 1.6k | $32k |
| HGK Asset Management, Inc." | Jun 2024 | 850.00 | $17k |
| Winch Advisory Services | Jun 2024 | 622.00 | $13k |
| Investors Research Corp | Jun 2024 | 327.00 | $6.7k |
| Triad Wealth Partners | Jun 2024 | 70.00 | $1.4k |