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Tekla Healthcare Opportunit shares owned by Summit Financial

Quarter-by-quarter ownership of Tekla Healthcare Opportunit (THQ) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Tekla Healthcare Opportunit

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All positions including Tekla Healthcare Opportunit held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tekla Healthcare Opportunit by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $738k 43k 17.29
2025-06-30 $854k 46k 18.39
2025-03-31 $355k 17k 20.64
2024-12-31 $296k 16k 19.04

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Top funds holding Tekla Healthcare Opportunit

Morgan Stanley
Royal Bank of Canada
Raymond James Financial
Heron Bay Capital Management
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
First Trust Advisors
Commonwealth Equity Services
Wedbush Morgan Securities
Steward Partners Investment Advisory
Landscape Capital Management
Aviance Capital Partners
Jane Street

View all funds holding Tekla Healthcare Opportunit