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
Royal Bank of Canada 1.1M $19M 4% Sep 2025
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Raymond James Financial 1.0M $20M -2% Dec 2025
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Heron Bay Capital Management 593k $11M 21% Dec 2025
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LPL Financial 332k $6.4M 7% Dec 2025
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UBS Group 296k $5.7M 4% Dec 2025
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Ameriprise Financial 191k $3.6M -1% Dec 2025
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Stifel Financial 185k $3.5M 26% Dec 2025
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Wedbush Morgan Securities 158k $3.0M 16% Dec 2025
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First Trust Advisors 139k $2.7M -3% Dec 2025
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Commonwealth Equity Services 134k $2.6M -3% Dec 2025
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Steward Partners Investment Advisory 110k $2.1M -7% Dec 2025
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Private Advisor 86k $1.6M 38% Dec 2025
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Aviance Capital Partners 84k $1.6M 3% Dec 2025
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Cetera Investment Advisers 74k $1.4M 10% Dec 2025
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Jane Street 72k $1.4M -5% Dec 2025
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CWM 69k $1.3M 1% Dec 2025
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Next Level Private 62k $1.2M 48% Dec 2025
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Janney Montgomery Scott 57k $1.1M -10% Dec 2025
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Millennium Management 56k $964k 100% Sep 2025
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Samalin Investment Counsel 54k $1.0M -8% Dec 2025
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TrueMark Investments 52k $1.0M 100% Dec 2025
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Cambridge Investment Research Advisors 49k $945k -1% Dec 2025
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D.A. Davidson & Co. 44k $840k 6% Dec 2025
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WNY Asset Management 42k $734k 3% Sep 2025
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Kestra Advisory Services 41k $791k 0% Dec 2025
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Advisor Group Holdings 41k $787k -35% Dec 2025
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Summit Financial 40k $779k -5% Dec 2025
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Wealth Enhancement Advisory Services 40k $793k 6% Dec 2025
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Westbourne Investment Advisors 39k $748k 8% Dec 2025
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Kingsview Wealth Management 39k $744k -2% Dec 2025
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Cohen & Steers Capital Management 38k $724k 0% Dec 2025
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Stephens 38k $723k 187% Dec 2025
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Stolper 38k $722k 1% Dec 2025
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Benjamin Edwards 38k $721k 0% Dec 2025
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Stonehage Fleming Financial Services Holdings 31k $598k 20% Dec 2025
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PMG Family Office 29k $549k -21% Dec 2025
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Oppenheimer & Co 29k $546k 0% Dec 2025
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HBK Sorce Advisory 27k $518k 5% Dec 2025
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National Asset Management 26k $445k 0% Sep 2025
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Pnc Financial Services 24k $466k 675% Dec 2025
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Pensionmark Financial Group 24k $143k 100% Dec 2025
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Wells Fargo & Company 24k $457k -68% Dec 2025
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HPM Partners 22k $427k 1% Dec 2025
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Wiley Bros.-aintree Capital 22k $424k 7% Dec 2025
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Mml Investors Services 22k $423k 1% Dec 2025
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World Equity Group 19k $358k 6% Dec 2025
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Prospera Financial Services 19k $356k -26% Dec 2025
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Tradition Wealth Management 18k $350k -17% Dec 2025
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Commerce Bank N A 17k $328k 0% Dec 2025
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Guggenheim Capital, LLC Managers 15k $287k -41% Dec 2025
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PFG Investments 15k $277k -37% Dec 2025
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Intl Fcstone 14k $273k 5% Dec 2025
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Madison Park Capital Advisors 14k $268k 0% Dec 2025
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Brian McDonald 14k $265k 23% Dec 2025
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Landscape Capital Management 14k $261k -84% Dec 2025
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International Assets Investment Management 13k $250k -4% Dec 2025
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CoreCap Advisors 13k $242k 1589% Dec 2025
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ARS Wealth Advisors Group 13k $241k 0% Dec 2025
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NWF Advisory Services 13k $216k 100% Sep 2025
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Maridea Wealth Management 12k $234k 0% Dec 2025
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Wetherby Asset Management 12k $211k 2% Sep 2025
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B.O.S.S. Retirement Advisors 12k $230k 0% Dec 2025
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Wealthtrust Axiom 12k $230k 0% Dec 2025
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Warren Averett Asset Management 11k $209k 0% Dec 2025
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Nations Financial Group 11k $208k 0% Dec 2025
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Tactive Advisors 11k $201k -3% Dec 2025
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Northwestern Mutual Wealth Management Company 4.2k $81k 217% Dec 2025
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Geneos Wealth Management 4.1k $79k 0% Dec 2025
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Global Retirement Partners 4.1k $79k -5% Dec 2025
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EverSource Wealth Advisors 4.0k $77k 0% Dec 2025
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Rockefeller Capital Management 4.0k $77k 0% Dec 2025
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Triumph Capital Management 3.3k $63k -88% Dec 2025
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Costello Asset Management 2.3k $44k 1% Dec 2025
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Nbc Securities 1.9k $36k 1% Dec 2025
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Goss Wealth Management 1.8k $34k 1% Dec 2025
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Gables Capital Management 1.7k $33k 0% Dec 2025
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Bryn Mawr Trust 1.5k $29k 0% Dec 2025
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MAI Wealth Advisors 1.1k $21k 0% Dec 2025
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Atlantic Trust 1.0k $19k 0% Dec 2025
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Optimum Investment Advisors 1.0k $17k 0% Sep 2025
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Jpmorgan Chase & Co 937.00 $16k 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 $9.7k 0% Dec 2025
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SWAN Capital 408.00 $7.8k 0% Dec 2025
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Sound Income Strategies 381.00 $7.5k 0% Dec 2025
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Tidemark 320.00 $6.1k 0% Dec 2025
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Ubs Global Asset Management Americas 250.00 $4.8k 100% Dec 2025
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Highline Wealth Partners 195.00 $3.7k 0% Dec 2025
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Flagship Harbor Advisors 128.00 $2.4k 100% Dec 2025
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Farther Finance Advisors 114.00 $2.2k 0% Dec 2025
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Fourth Dimension Wealth 7.00 $134.000300 0% Dec 2025
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Transamerica Financial Advisors 1.00 $17.000000 -50% Dec 2025
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Who sold out of Tekla Healthcare Opportunit?

Fund or Company Name Date Sold Shares Held Valued At
Wolverine Asset Management Sep 2025 69k $1.2M
Susquehanna International Sep 2025 67k $1.2M
Readystate Asset Management Sep 2025 57k $979k
Harbor Investment Advisory Sep 2025 17k $294k
Newbridge Financial Services Group Sep 2025 13k $228k
Branch Banking & Trust Company Sep 2025 10k $178k
Advisory Services Network Sep 2025 8.8k $152k
Huntington National Bank Sep 2025 3.5k $60k
Future Financial Wealth Managment Sep 2025 2.0k $35k
CX Institutional Sep 2025 1.3k $23k
Summit Wealth Group Llc / Co Sep 2025 1.3k $294k
Keener Financial Planning Sep 2025 1.1k $18k
Ameritas Advisory Services Sep 2025 500.00 $8.6k
Pin Oak Investment Advisors Sep 2025 450.00 $7.8k
Russell Investments Sep 2025 250.00 $4.3k
Tower Research Capital Sep 2025 39.00 $674.001900