Who owns Tekla Healthcare Opportunit Shs Added shs added?

Tip: Access positions for across all investors

Analyze quarterly positions in Tekla Healthcare Opportunit with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 1.3M $23M -1% Mar 2026
 View chart
Royal Bank of Canada 1.1M $21M -3% Jun 2026
 View chart
Raymond James Financial 727k $14M -7% Jun 2026
 View chart
Heron Bay Capital Management 562k $11M -5% Jun 2026
 View chart
Penserra Capital Management 465k $8.7M 4% Jun 2026
 View chart
LPL Financial 347k $6.5M 13% Jun 2026
 View chart
Ameriprise Financial 204k $3.8M 7% Jun 2026
 View chart
UBS Group 196k $3.7M -36% Jun 2026
 View chart
Wedbush Morgan Securities 188k $3.5M 8% Jun 2026
 View chart
First Trust Advisors 148k $2.8M 4% Jun 2026
 View chart
Stifel Financial 145k $2.7M -3% Jun 2026
 View chart
Landscape Capital Management 143k $2.7M 100% Jun 2026
 View chart
Commonwealth Equity Services 139k $2.6M 1% Jun 2026
 View chart
Steward Partners Investment Advisory 137k $2.6M 5% Jun 2026
 View chart
Bank of America Corporation 101k $1.9M -5% Jun 2026
 View chart
Next Level Private 93k $1.7M 9% Jun 2026
 View chart
Z3 Capital Partners 91k $1.7M 1% Jun 2026
 View chart
Private Advisor 86k $1.6M 14% Jun 2026
 View chart
Aviance Capital Partners 86k $1.6M 0% Jun 2026
 View chart
Cetera Investment Advisers 72k $1.4M 5% Jun 2026
 View chart
Shaker Financial Services 71k $1.3M 116% Jun 2026
 View chart
CWM 65k $1.1M -6% Mar 2026
 View chart
Marex Group 65k $1.2M 100% Jun 2026
 View chart
Evolve Private Wealth 58k $1.1M -19% Jun 2026
 View chart
Advisor Group Holdings 58k $1.1M 40% Jun 2026
 View chart
Wolverine Asset Management 58k $1.1M 100% Jun 2026
 View chart
Kestra Advisory Services 56k $1.0M -9% Jun 2026
 View chart
Pensionmark Financial Group 54k $903k -22% Jun 2026
 View chart
Cambridge Investment Research Advisors 54k $1.0M -1% Jun 2026
 View chart
Jane Street 47k $881k 45% Jun 2026
 View chart
Westbourne Investment Advisors 47k $871k 3% Jun 2026
 View chart
D.A. Davidson & Co. 45k $835k 0% Jun 2026
 View chart
Benjamin Edwards 43k $803k 4% Jun 2026
 View chart
Janney Montgomery Scott 42k $782k 34% Jun 2026
 View chart
Summit Financial 40k $753k 1% Jun 2026
 View chart
Stolper 40k $742k 3% Jun 2026
 View chart
Kingsview Wealth Management 39k $657k 1% Mar 2026
 View chart
Stephens 38k $715k 1% Jun 2026
 View chart
Wealth Enhancement Advisory Services 38k $725k 100% Jun 2026
 View chart
Cohen & Steers Capital Management 38k $709k 0% Jun 2026
 View chart
HBK Sorce Advisory 34k $648k 23% Jun 2026
 View chart
Samalin Investment Counsel 34k $637k -26% Jun 2026
 View chart
PMG Family Office 31k $587k 2% Jun 2026
 View chart
XTX Topco 31k $577k 100% Jun 2026
 View chart
National Asset Management 30k $571k 10% Jun 2026
 View chart
Oppenheimer & Co 25k $467k -2% Jun 2026
 View chart
Pnc Financial Services 24k $457k 0% Jun 2026
 View chart
Advisortrust Partners 24k $451k 43% Jun 2026
 View chart
We Are One Seven 24k $449k 100% Jun 2026
 View chart
Wiley Bros.-aintree Capital 24k $442k -16% Jun 2026
 View chart
HPM Partners 23k $421k 0% Jun 2026
 View chart
World Equity Group 20k $381k 9% Jun 2026
 View chart
Mml Investors Services 20k $368k -2% Jun 2026
 View chart
Pine Valley Investments Ltd Liability 18k $345k 100% Jun 2026
 View chart
Hrt Financial 17k $324k 100% Jun 2026
 View chart
Fifth Third Bancorp 17k $324k 25% Jun 2026
 View chart
Commerce Bank N A 17k $321k 0% Jun 2026
 View chart
Tradition Wealth Management 16k $308k -2% Jun 2026
 View chart
PFG Investments 15k $274k -3% Jun 2026
 View chart
International Assets Investment Management 12k $229k -6% Jun 2026
 View chart
Maridea Wealth Management 12k $230k 0% Jun 2026
 View chart
HighTower Advisors 12k $227k 100% Jun 2026
 View chart
B.O.S.S. Retirement Advisors 12k $225k 0% Jun 2026
 View chart
Mariner Wealth Advisors 12k $222k 100% Jun 2026
 View chart
Warren Averett Asset Management 12k $220k 7% Jun 2026
 View chart
NWF Advisory Services 12k $216k 2% Jun 2026
 View chart
CoreCap Advisors 11k $208k 100% Jun 2026
 View chart
Nations Financial Group 11k $203k 0% Jun 2026
 View chart
ARS Wealth Advisors Group 11k $198k -16% Jun 2026
 View chart
Intl Fcstone 11k $197k -8% Jun 2026
 View chart
Wealthtrust Axiom 11k $197k 0% Jun 2026
 View chart
Branch Banking & Trust Company 10k $195k 100% Jun 2026
 View chart
Wells Fargo & Company 4.4k $82k -46% Jun 2026
 View chart
Geneos Wealth Management 4.1k $77k 0% Jun 2026
 View chart
Global Retirement Partners 4.1k $77k 0% Jun 2026
 View chart
EverSource Wealth Advisors 4.0k $75k 0% Jun 2026
 View chart
Mercer Global Advisors 3.7k $70k -81% Jun 2026
 View chart
Hanson McClain Advisors 2.7k $51k 12% Jun 2026
 View chart
Integrated Wealth Concepts 2.4k $45k 100% Jun 2026
 View chart
Costello Asset Management 2.4k $45k 2% Jun 2026
 View chart
Northwestern Mutual Wealth Management Company 2.3k $43k -19% Jun 2026
 View chart
Armstrong Advisory Group 2.2k $41k 100% Jun 2026
 View chart
Nbc Securities 2.0k $37k 2% Jun 2026
 View chart
Triumph Capital Management 1.9k $31k -43% Mar 2026
 View chart
Goss Wealth Management 1.9k $35k 2% Jun 2026
 View chart
Gables Capital Management 1.7k $33k 0% Jun 2026
 View chart
Madison Park Capital Advisors 1.7k $249k -88% Jun 2026
 View chart
Allied Private Wealth 924.00 $18k 100% Jun 2026
 View chart
Harbour Investments 827.00 $16k 0% Jun 2026
 View chart
Provenance Wealth Advisors 505.00 $9.5k 0% Jun 2026
 View chart
Salem Investment Counselors 500.00 $9.4k 100% Jun 2026
 View chart
SWAN Capital 408.00 $7.6k 0% Jun 2026
 View chart
Strategic Wealth Partners 350.00 $6.6k 0% Jun 2026
 View chart
Tidemark 320.00 $6.0k 0% Jun 2026
 View chart
Highline Wealth Partners 195.00 $3.7k 0% Jun 2026
 View chart
Farther Finance Advisors 114.00 $2.1k 0% Jun 2026
 View chart
JFS Wealth Advisors 47.00 $881.000900 100% Jun 2026
 View chart
Fourth Dimension Wealth 7.00 $131.000100 0% Jun 2026
 View chart

Who sold out of Tekla Healthcare Opportunit?

Fund or Company Name Date Sold Shares Held Valued At
Stonehage Fleming Financial Services Holdings Mar 2026 32k $540k
Virtu Financial Mar 2026 16k $260k
Patriot Financial Group Insurance Agency Mar 2026 14k $228k
Guggenheim Capital, LLC Managers Mar 2026 10k $175k
Advisory Services Network Mar 2026 6.7k $113k
Osbon Capital Management Mar 2026 2.3k $39k
MAI Wealth Advisors Mar 2026 1.1k $19k