Who owns Tekla Healthcare Opportunit Shs Added shs added?
- Ticker: THQ
- CUSIP Number: 879105104
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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 | 1.5M | $30M | -6% | Mar 2024 |
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| Royal Bank of Canada | 875k | $18M | 6% | Mar 2024 |
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| Raymond James Financial Services Advisors | 860k | $17M | 0% | Mar 2024 |
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| Raymond James & Associates | 797k | $16M | 2% | Mar 2024 |
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| Heron Bay Capital Management | 508k | $9.2M | 35% | Dec 2023 |
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| 1607 Capital Partners | 494k | $9.9M | 24% | Mar 2024 |
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| Ameriprise Financial | 345k | $6.9M | 10% | Mar 2024 |
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| CNH Partners | 334k | $6.7M | -12% | Mar 2024 |
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| Cornerstone Advisors | 311k | $6.2M | -65% | Mar 2024 |
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| UBS Group | 296k | $5.9M | -1% | Mar 2024 |
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| Steward Partners Investment Advisory | 246k | $4.9M | 1% | Mar 2024 |
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| Bank of America Corporation | 225k | $4.5M | -14% | Mar 2024 |
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| LPL Financial | 150k | $3.0M | 2% | Mar 2024 |
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| Commonwealth Equity Services | 139k | $2.8M | 13% | Mar 2024 |
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| First Trust Advisors | 125k | $2.5M | 1% | Mar 2024 |
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| Stifel Financial | 125k | $2.5M | 6% | Mar 2024 |
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| City of London Investment Management Company | 100k | $2.0M | -1% | Mar 2024 |
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| Private Advisor | 91k | $1.8M | 16% | Mar 2024 |
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| Wedbush Morgan Securities | 84k | $1.5M | -13% | Dec 2023 |
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| Aviance Capital Partners | 79k | $1.6M | 3% | Mar 2024 |
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| Landscape Capital Management | 76k | $1.5M | -53% | Mar 2024 |
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| Brian McDonald | 68k | $1.4M | 40% | Mar 2024 |
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| Cambridge Investment Research Advisors | 65k | $1.3M | 13% | Mar 2024 |
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| PFG Investments | 63k | $1.3M | 100% | Mar 2024 |
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| Advisor Group Holdings | 54k | $1.1M | -19% | Mar 2024 |
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| National Asset Management | 50k | $907k | -32% | Dec 2023 |
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| McGowan Group Asset Management | 47k | $938k | 1% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 46k | $925k | 65% | Mar 2024 |
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| Kingsview Wealth Management | 42k | $847k | -1% | Mar 2024 |
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| Oppenheimer & Co | 38k | $765k | 9% | Mar 2024 |
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| Cohen & Steers Capital Management | 38k | $761k | -19% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 38k | $757k | 5% | Mar 2024 |
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| Samalin Investment Counsel | 37k | $739k | 60% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 36k | $648k | 108% | Dec 2023 |
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| Whitener Capital Management | 33k | $666k | 1% | Mar 2024 |
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| D.A. Davidson & Co. | 31k | $617k | -6% | Mar 2024 |
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| Janney Montgomery Scott | 30k | $596k | 0% | Mar 2024 |
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| Prospera Financial Services | 28k | $501k | 0% | Dec 2023 |
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| Next Level Private | 26k | $522k | 28% | Mar 2024 |
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| Atria Wealth Solutions | 25k | $500k | -29% | Mar 2024 |
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| HBK Sorce Advisory | 24k | $481k | -1% | Mar 2024 |
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| Stonebrook Private | 23k | $468k | -6% | Mar 2024 |
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| Benjamin F. Edwards & Company | 22k | $447k | -9% | Mar 2024 |
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| HPM Partners | 22k | $442k | 100% | Mar 2024 |
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| Advisors Asset Management | 21k | $385k | -4% | Dec 2023 |
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| Harbor Investment Advisory | 20k | $401k | -19% | Mar 2024 |
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| ARS Wealth Advisors Group | 19k | $384k | 6% | Mar 2024 |
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| Raymond James Trust | 18k | $367k | 26% | Mar 2024 |
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| Calamos Advisors | 17k | $334k | 100% | Mar 2024 |
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| Tradition Wealth Management | 16k | $325k | -2% | Mar 2024 |
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| Branch Banking & Trust Company | 15k | $306k | -58% | Mar 2024 |
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| Stephens | 15k | $303k | 100% | Mar 2024 |
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| Wiley Bros.-aintree Capital | 14k | $281k | -7% | Mar 2024 |
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| Rockefeller Capital Management | 14k | $252k | 12% | Dec 2023 |
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| International Assets Investment Management | 14k | $270k | -16% | Mar 2024 |
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| Madison Park Capital Advisors | 13k | $261k | 0% | Mar 2024 |
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| Warren Averett Asset Management | 13k | $261k | 100% | Mar 2024 |
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| Strategic Financial | 13k | $235k | 0% | Dec 2023 |
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| Shelton Wealth Management | 13k | $259k | -23% | Mar 2024 |
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| Nations Financial Group | 12k | $248k | -2% | Mar 2024 |
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| Intl Fcstone | 12k | $238k | 2% | Mar 2024 |
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| Commerce Bank N A | 12k | $237k | 0% | Mar 2024 |
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| Jump Financial | 11k | $202k | 100% | Dec 2023 |
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| Df Dent & Co | 11k | $224k | 0% | Mar 2024 |
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| Wells Fargo & Company | 7.0k | $142k | 30% | Mar 2024 |
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| Creekmur Asset Management | 5.8k | $117k | -70% | Mar 2024 |
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| Elequin Capital | 4.5k | $81k | -90% | Dec 2023 |
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| Goss Wealth Management | 3.7k | $74k | -10% | Mar 2024 |
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| Washington Trust Company | 3.5k | $71k | 0% | Mar 2024 |
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| Pnc Financial Services | 2.9k | $59k | 0% | Mar 2024 |
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| Future Financial Wealth Managment | 2.3k | $46k | 100% | Mar 2024 |
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| Gables Capital Management | 1.7k | $35k | 100% | Mar 2024 |
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| Nbc Securities | 1.7k | $34k | 2% | Mar 2024 |
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| Private Trust Co Na | 1.6k | $32k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.6k | $31k | 24% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 1.2k | $25k | 0% | Mar 2024 |
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| Geneos Wealth Management | 1.1k | $22k | 0% | Mar 2024 |
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| Parallel Advisors | 1.0k | $20k | 100% | Mar 2024 |
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| Hazlett, Burt & Watson | 1.0k | $20k | 0% | Mar 2024 |
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| Gilliland Jeter Wealth Management | 1.0k | $20k | 100% | Mar 2024 |
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| Creative Financial Designs | 690.00 | $14k | 0% | Mar 2024 |
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| Delta Asset Management | 675.00 | $12k | 0% | Dec 2023 |
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| Tompkins Financial Corp | 410.00 | $8.2k | 100% | Mar 2024 |
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| Sound Income Strategies | 381.00 | $7.7k | 100% | Mar 2024 |
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| Hanson McClain Advisors | 375.00 | $7.5k | 100% | Mar 2024 |
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| Atlantic Trust | 247.00 | $4.9k | 100% | Mar 2024 |
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| Beacon Capital Management | 188.00 | $3.8k | -7% | Mar 2024 |
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| Principal Securities | 50.00 | $1.0k | -50% | Mar 2024 |
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| Tower Research Capital | 10.00 | $201.000000 | -78% | Mar 2024 |
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| FMR | 1.00 | $20.000000 | 100% | Mar 2024 |
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| Blue Bell Private Wealth Management | 0 | $0 | -100% | Mar 2024 |
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Who sold out of Tekla Healthcare Opportunit?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Saba Capital Management | Dec 2023 | 494k | $8.9M |
| Wolverine Asset Management | Dec 2023 | 163k | $2.9M |
| Logan Stone Capital | Dec 2023 | 106k | $1.9M |
| Aptus Capital Advisors | Sep 2023 | 37k | $629k |
| AE Wealth Management | Dec 2023 | 31k | $555k |
| Claro Advisors | Dec 2023 | 27k | $488k |
| Weiss Asset Management LP[1 | Dec 2023 | 11k | $205k |
| Advisory Services Network | Dec 2023 | 7.9k | $144k |
| McGlone Suttner Wealth Management | Dec 2023 | 2.3k | $42k |
| Baldwin Brothers | Dec 2023 | 2.0k | $36k |
| Level Financial Advisors | Dec 2023 | 1.0k | $18k |
| Koesten, Hirschmann & Crabtree | Sep 2023 | 500.00 | $8.5k |
| Northwestern Mutual Wealth Management Company | Sep 2023 | 371.00 | $6.3k |
| Larson Financial Group | Dec 2023 | 350.00 | $6.3k |
| CWM | Dec 2023 | 211.00 | $4.0k |
| Moisand Fitzgerald Tamayo | Dec 2023 | 4.00 | $73.000000 |