Who owns Tekla Healthcare Opportunit Shs Added shs added?

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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 1.4M $27M 100% Jun 2025
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Royal Bank of Canada 1.1M $19M 4% Sep 2025
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Raymond James Financial 1.1M $18M -13% Sep 2025
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Heron Bay Capital Management 491k $8.5M 8% Sep 2025
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LPL Financial 311k $5.4M 6% Sep 2025
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UBS Group 284k $4.9M -3% Sep 2025
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Ameriprise Financial 193k $3.3M -12% Sep 2025
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Stifel Financial 146k $2.5M 15% Sep 2025
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First Trust Advisors 144k $2.5M 16% Sep 2025
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Commonwealth Equity Services 138k $2.4M -13% Sep 2025
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Wedbush Morgan Securities 137k $2.4M 54% Sep 2025
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Steward Partners Investment Advisory 118k $2.0M -54% Sep 2025
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Landscape Capital Management 86k $1.5M 100% Sep 2025
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Aviance Capital Partners 82k $1.4M 1% Sep 2025
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Jane Street 76k $1.3M 245% Sep 2025
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Wells Fargo & Company 74k $1.3M 39% Sep 2025
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Wolverine Asset Management 69k $1.2M 100% Sep 2025
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CWM 69k $1.2M 22% Sep 2025
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Cetera Investment Advisers 67k $1.2M -7% Sep 2025
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Susquehanna International 67k $1.2M 100% Sep 2025
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Janney Montgomery Scott 63k $1.1M 100% Sep 2025
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Advisor Group Holdings 63k $1.1M -3% Sep 2025
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Private Advisor 62k $1.1M -23% Sep 2025
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Samalin Investment Counsel 59k $1.0M 21% Sep 2025
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Readystate Asset Management 57k $979k 100% Sep 2025
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Millennium Management 56k $964k 100% Sep 2025
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Cambridge Investment Research Advisors 50k $864k 4% Sep 2025
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Summit Financial 43k $738k -8% Sep 2025
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WNY Asset Management 42k $734k 3% Sep 2025
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Next Level Private 42k $758k 36% Sep 2025
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D.A. Davidson & Co. 42k $719k 33% Sep 2025
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Kestra Advisory Services 41k $716k 10% Sep 2025
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Kingsview Wealth Management 40k $686k -2% Sep 2025
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Wealth Enhancement Advisory Services 38k $687k 1% Sep 2025
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Cohen & Steers Capital Management 38k $654k -28% Sep 2025
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Benjamin Edwards 38k $652k 19% Sep 2025
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Stolper 37k $643k 100% Sep 2025
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Westbourne Investment Advisors 36k $628k -20% Sep 2025
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Oppenheimer & Co 28k $492k 0% Sep 2025
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Triumph Capital Management 28k $484k 22% Sep 2025
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Stonehage Fleming Financial Services Holdings 26k $451k 3% Sep 2025
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HBK Sorce Advisory 26k $461k 1% Sep 2025
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National Asset Management 26k $445k 0% Sep 2025
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Guggenheim Capital, LLC Managers 25k $439k -31% Sep 2025
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Prospera Financial Services 25k $433k -10% Sep 2025
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PFG Investments 23k $401k 18% Sep 2025
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Tradition Wealth Management 22k $381k 1% Sep 2025
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HPM Partners 22k $381k 0% Sep 2025
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Mml Investors Services 22k $379k 3% Sep 2025
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Wiley Bros.-aintree Capital 21k $359k 3% Sep 2025
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World Equity Group 18k $305k 5% Sep 2025
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Commerce Bank N A 17k $296k 0% Sep 2025
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Harbor Investment Advisory 17k $294k -8% Sep 2025
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Madison Park Capital Advisors 14k $242k 8% Sep 2025
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International Assets Investment Management 14k $253k 0% Sep 2025
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Intl Fcstone 14k $233k -1% Sep 2025
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Newbridge Financial Services Group 13k $228k -13% Sep 2025
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Stephens 13k $228k 100% Sep 2025
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ARS Wealth Advisors Group 13k $218k -25% Sep 2025
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NWF Advisory Services 13k $216k -17% Sep 2025
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Maridea Wealth Management 12k $221k 100% Sep 2025
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Wetherby Asset Management 12k $211k 2% Sep 2025
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B.O.S.S. Retirement Advisors 12k $208k 100% Sep 2025
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Wealthtrust Axiom 12k $208k 0% Sep 2025
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Brian McDonald 11k $194k 30% Sep 2025
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Warren Averett Asset Management 11k $189k 0% Sep 2025
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Tactive Advisors 11k $188k 100% Sep 2025
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Nations Financial Group 11k $188k 0% Sep 2025
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Branch Banking & Trust Company 10k $178k 0% Sep 2025
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Advisory Services Network 8.8k $152k -13% Sep 2025
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Global Retirement Partners 4.3k $75k -16% Sep 2025
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Geneos Wealth Management 4.1k $71k 270% Sep 2025
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EverSource Wealth Advisors 4.0k $69k 0% Sep 2025
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Rockefeller Capital Management 4.0k $69k -71% Sep 2025
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Huntington National Bank 3.5k $60k 100% Sep 2025
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Pnc Financial Services 3.1k $54k 1% Sep 2025
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Costello Asset Management 2.2k $39k 2% Sep 2025
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Future Financial Wealth Managment 2.0k $35k 0% Sep 2025
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Nbc Securities 1.9k $32k 2% Sep 2025
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Goss Wealth Management 1.7k $30k 3% Sep 2025
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Gables Capital Management 1.7k $30k 0% Sep 2025
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Bryn Mawr Trust 1.5k $26k 0% Sep 2025
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CX Institutional 1.3k $23k 100% Sep 2025
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Northwestern Mutual Wealth Management Company 1.3k $23k 0% Sep 2025
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MAI Wealth Advisors 1.1k $19k 0% Sep 2025
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Keener Financial Planning 1.1k $18k 100% Sep 2025
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Optimum Investment Advisors 1.0k $17k 0% Sep 2025
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Atlantic Trust 1.0k $17k 0% Sep 2025
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Jpmorgan Chase & Co 937.00 $16k 565% Sep 2025
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CoreCap Advisors 750.00 $13k 100% Sep 2025
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Creekmur Asset Management 722.00 $13k 3% Sep 2025
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Provenance Wealth Advisors 505.00 $8.7k -14% Sep 2025
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Ameritas Advisory Services 500.00 $8.6k 0% Sep 2025
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Pin Oak Investment Advisors 450.00 $7.8k 125% Sep 2025
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SWAN Capital 408.00 $7.1k 0% Sep 2025
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Sound Income Strategies 381.00 $6.9k 0% Sep 2025
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Tidemark 320.00 $5.5k 100% Sep 2025
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Russell Investments 250.00 $4.3k 100% Sep 2025
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Highline Wealth Partners 195.00 $3.4k 100% Sep 2025
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Farther Finance Advisors 114.00 $2.0k 0% Sep 2025
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Tower Research Capital 39.00 $674.001900 457% Sep 2025
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Semmax Financial Advisors 11.00 $167.999700 0% Jun 2025
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Fourth Dimension Wealth 7.00 $120.999900 0% Sep 2025
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Transamerica Financial Advisors 2.00 $31.000000 100% Sep 2025
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Who sold out of Tekla Healthcare Opportunit?

Fund or Company Name Date Sold Shares Held Valued At
Penserra Capital Management Jun 2025 955k $18M
McGowan Group Asset Management Jun 2025 43k $789k
Invesco Jun 2025 15k $275k
Baker Avenue Asset Management Jun 2025 10k $184k
Elequin Capital Jun 2025 5.0k $92k
Umb Bank N A Jun 2025 2.5k $46k
Hanson McClain Advisors Jun 2025 2.4k $44k
Ronald Blue Trust Jun 2025 1.3k $24k
Evolution Wealth Management Jun 2025 806.00 $15k
Principal Securities Jun 2025 450.00 $8.3k
Crews Bank & Trust Jun 2025 200.00 $3.7k
Fifth Third Bancorp Jun 2025 81.00 $1.5k