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 1.3M $23M -1% Mar 2026
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Royal Bank of Canada 1.1M $19M 3% Mar 2026
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Raymond James Financial 1.0M $20M -2% Dec 2025
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Heron Bay Capital Management 594k $10M 0% Mar 2026
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Penserra Capital Management 447k $7.5M 100% Mar 2026
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UBS Group 308k $5.2M 4% Mar 2026
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LPL Financial 307k $5.2M -8% Mar 2026
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Ameriprise Financial 190k $3.2M 0% Mar 2026
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Wedbush Morgan Securities 174k $2.9M 10% Mar 2026
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Stifel Financial 149k $2.5M -19% Mar 2026
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First Trust Advisors 142k $2.4M 2% Mar 2026
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Commonwealth Equity Services 137k $2.3M 2% Mar 2026
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Steward Partners Investment Advisory 130k $2.2M 17% Mar 2026
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Bank of America Corporation 106k $1.8M 100% Mar 2026
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Z3 Capital Partners 89k $1.5M 8% Mar 2026
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Aviance Capital Partners 86k $1.4M 2% Mar 2026
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Next Level Private 85k $1.4M 37% Mar 2026
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Private Advisor 76k $1.3M -12% Mar 2026
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Evolve Private Wealth 72k $1.2M 100% Mar 2026
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CWM 69k $1.3M 1% Dec 2025
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Cetera Investment Advisers 69k $1.2M -6% Mar 2026
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Pensionmark Financial Group 69k $1.2M 187% Mar 2026
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Kestra Advisory Services 62k $1.0M 49% Mar 2026
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Cambridge Investment Research Advisors 54k $909k 10% Mar 2026
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Samalin Investment Counsel 46k $771k -15% Mar 2026
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Westbourne Investment Advisors 45k $758k 15% Mar 2026
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D.A. Davidson & Co. 45k $748k 1% Mar 2026
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Benjamin Edwards 41k $694k 10% Mar 2026
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Advisor Group Holdings 41k $787k -35% Dec 2025
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Summit Financial 40k $666k -2% Mar 2026
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Kingsview Wealth Management 39k $657k 1% Mar 2026
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Stolper 38k $643k 1% Mar 2026
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Cohen & Steers Capital Management 38k $724k 0% Dec 2025
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Stephens 38k $634k 0% Mar 2026
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Shaker Financial Services 33k $548k 100% Mar 2026
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Jane Street 32k $544k -55% Mar 2026
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Stonehage Fleming Financial Services Holdings 32k $540k 3% Mar 2026
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Janney Montgomery Scott 31k $522k -45% Mar 2026
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PMG Family Office 31k $518k 7% Mar 2026
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HBK Sorce Advisory 28k $515k 3% Mar 2026
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National Asset Management 28k $449k 2% Mar 2026
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Oppenheimer & Co 25k $427k -11% Mar 2026
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Pnc Financial Services 24k $410k 0% Mar 2026
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HPM Partners 23k $377k 1% Mar 2026
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Wiley Bros.-aintree Capital 22k $424k 7% Dec 2025
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Mercer Global Advisors 20k $340k 100% Mar 2026
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Mml Investors Services 20k $338k -9% Mar 2026
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World Equity Group 19k $314k 0% Mar 2026
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Tradition Wealth Management 18k $350k -17% Dec 2025
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Commerce Bank N A 17k $288k 0% Mar 2026
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Advisortrust Partners 17k $282k 100% Mar 2026
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PFG Investments 15k $254k 5% Mar 2026
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Madison Park Capital Advisors 14k $235k 0% Mar 2026
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Fifth Third Bancorp 14k $233k 100% Mar 2026
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Brian McDonald 14k $265k 23% Dec 2025
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Patriot Financial Group Insurance Agency 14k $228k 100% Mar 2026
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International Assets Investment Management 13k $227k 0% Mar 2026
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ARS Wealth Advisors Group 13k $212k 0% Mar 2026
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Maridea Wealth Management 12k $206k 0% Mar 2026
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B.O.S.S. Retirement Advisors 12k $202k 0% Mar 2026
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Intl Fcstone 11k $192k -20% Mar 2026
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NWF Advisory Services 11k $189k 0% Mar 2026
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Warren Averett Asset Management 11k $209k 0% Dec 2025
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Nations Financial Group 11k $182k 0% Mar 2026
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Wealthtrust Axiom 11k $176k -12% Mar 2026
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Guggenheim Capital, LLC Managers 10k $175k -30% Mar 2026
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Wells Fargo & Company 8.0k $134k -67% Mar 2026
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Geneos Wealth Management 4.1k $69k 0% Mar 2026
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Global Retirement Partners 4.1k $79k -5% Dec 2025
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EverSource Wealth Advisors 4.0k $67k 0% Mar 2026
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Northwestern Mutual Wealth Management Company 2.9k $48k -32% Mar 2026
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Costello Asset Management 2.3k $39k 3% Mar 2026
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Nbc Securities 1.9k $33k 2% Mar 2026
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Triumph Capital Management 1.9k $31k -43% Mar 2026
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Gables Capital Management 1.7k $29k 0% Mar 2026
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MAI Wealth Advisors 1.1k $19k 0% Mar 2026
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Atlantic Trust 1.0k $19k 0% Dec 2025
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Harbour Investments 826.00 $14k 100% Mar 2026
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Provenance Wealth Advisors 505.00 $8.5k 0% Mar 2026
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SWAN Capital 408.00 $6.9k 0% Mar 2026
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Strategic Wealth Partners 350.00 $5.9k 0% Mar 2026
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Tidemark 320.00 $5.4k 0% Mar 2026
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Highline Wealth Partners 195.00 $3.3k 0% Mar 2026
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Farther Finance Advisors 114.00 $2.0k 0% Mar 2026
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Fourth Dimension Wealth 7.00 $117.999700 0% Mar 2026
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Who sold out of Tekla Healthcare Opportunit?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Sep 2025 67k $1.2M
TrueMark Investments Dec 2025 52k $1.0M
WNY Asset Management Sep 2025 42k $734k
Wealth Enhancement Advisory Services Dec 2025 40k $793k
Prospera Financial Services Dec 2025 19k $356k
Landscape Capital Management Dec 2025 14k $261k
Millennium Management Dec 2025 13k $251k
CoreCap Advisors Dec 2025 13k $242k
Tactive Advisors Dec 2025 11k $201k
Advisory Services Network Sep 2025 8.8k $152k
Rockefeller Capital Management Dec 2025 4.0k $77k
Huntington National Bank Sep 2025 3.5k $60k
Goss Wealth Management Dec 2025 1.8k $34k
Bryn Mawr Trust Dec 2025 1.5k $29k
Jpmorgan Chase & Co Sep 2025 937.00 $16k
Creekmur Asset Management Sep 2025 722.00 $13k
Sound Income Strategies Dec 2025 381.00 $7.5k
Ubs Global Asset Management Americas Dec 2025 250.00 $4.8k
Flagship Harbor Advisors Dec 2025 128.00 $2.4k
Tower Research Capital Sep 2025 39.00 $674.001900