News + Filings Key Docs Ownership Insiders
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Tekla Healthcare Opportunities Fund (THQ)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 1,595,328 | -93,798 | 30,422,912,000 | 0.00 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 1,050,056 | 76,349 | 20,801,530,000 | 0.04 | |
Hist
| 12/31/2022 |
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RAYMOND JAMES & ASSOCIATES
| 909,015 | 23,390 | 18,007,585,000 | 0.02 | |
Hist
| 12/31/2022 |
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ROYAL BANK OF CANADA
| 825,058 | 34,845 | 15,734,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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1607 Capital Partners, LLC
| 363,814 | 112,996 | 6,937,933,000 | 0.50 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 359,430 | -17,051 | 6,854,329,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 322,090 | 11,661 | 6,142,256,000 | 0.00 | |
Hist
| 06/30/2023 |
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Heron Bay Capital Management
| 317,237 | 177,614 | 6,049,710,000 | 1.68 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 299,468 | 17,967 | 5,711,518,000 | 0.00 | |
Hist
| 06/30/2023 |
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Cornerstone Advisors, LLC
| 225,583 | 225,583 | 4,301,868,000 | 0.21 | |
Hist
| 06/30/2023 |
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Steward Partners Investment Advisory, LLC
| 221,224 | 1,493 | 4,218,734,000 | 0.06 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 148,218 | -270,065 | 2,780,574,000 | 0.00 | |
Hist
| 03/31/2023 |
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BANK OF AMERICA CORP /DE/
| 135,866 | -2,117 | 2,590,957,000 | 0.00 | |
Hist
| 06/30/2023 |
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FIRST TRUST ADVISORS LP
| 120,123 | -5,830 | 2,290,745,000 | 0.00 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 119,286 | 3,077 | 2,274,788,000 | 0.00 | |
Hist
| 06/30/2023 |
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AQR Arbitrage LLC
| 109,016 | 64,562 | 2,078,935,000 | 0.09 | |
Hist
| 06/30/2023 |
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Aviance Capital Partners, LLC
| 103,196 | 4,241 | 1,967,955,000 | 0.42 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 76,074 | 14,149 | 1,449,361,000 | | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 70,234 | 19,312 | 1,317,582,000 | 0.01 | |
Hist
| 03/31/2023 |
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B. Riley Wealth Advisors, Inc.
| 67,266 | -220 | 1,282,759,000 | 0.03 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 60,013 | 5,995 | 1,125,844,000 | 0.01 | |
Hist
| 03/31/2023 |
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CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
| 55,596 | 55,596 | 1,059,938,000 | 0.09 | |
Hist
| 06/30/2023 |
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Shaker Financial Services, LLC
| 50,367 | 0 | 944,885,000 | 0.41 | |
Hist
| 03/31/2023 |
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1832 Asset Management L.P.
| 47,066 | -257 | 882,958,000 | 0.00 | |
Hist
| 03/31/2023 |
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Kingsview Wealth Management, LLC
| 46,128 | -940 | 879,661,000 | 0.03 | |
Hist
| 06/30/2023 |
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McGowan Group Asset Management, Inc.
| 46,128 | -6,647 | 865,366,000 | 0.14 | |
Hist
| 03/31/2023 |
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TRUIST FINANCIAL CORP
| 37,857 | -2,139 | 749,951,000 | 0.00 | |
Hist
| 12/31/2022 |
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Advisory Services Network, LLC
| 36,188 | -5,772 | 690,104,000 | 0.02 | |
Hist
| 06/30/2023 |
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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
| 35,214 | -1,293 | 597,934,000 | | |
Hist
| 09/30/2023 |
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HARBOR INVESTMENT ADVISORY, LLC
| 31,081 | 0 | 592,714,000 | 0.08 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 30,412 | 3,080 | 570,529,000 | 0.00 | |
Hist
| 03/31/2023 |
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Prospera Financial Services Inc
| 27,641 | 687 | 527,110,000 | 0.02 | |
Hist
| 06/30/2023 |
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WHITENER CAPITAL MANAGEMENT, INC.
| 26,135 | 5,310 | 498,394,000 | 0.19 | |
Hist
| 06/30/2023 |
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HBK Sorce Advisory LLC
| 23,772 | 64 | 453,333,000 | 0.02 | |
Hist
| 06/30/2023 |
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Next Level Private LLC
| 25,486 | 34 | 428,935,000 | 0.28 | |
Hist
| 09/30/2023 |
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