TEKLA HEALTHCARE OPPORTUNIT shareholder history

Current and past TEKLA HEALTHCARE OPPORTUNIT shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 37370.00%0.01%0.01%Q3 2014Q3 202337
RAYMOND JAMES & ASSOCIATES 37370.01%0.02%0.03%Q3 2014Q3 202337
WELLS FARGO & COMPANY/MN 37370.00%0.00%0.01%Q3 2014Q3 202337
D.A. DAVIDSON & CO. 37370.01%0.02%0.04%Q3 2014Q3 202337
WEDBUSH SECURITIES INC 37370.08%0.14%0.21%Q3 2014Q3 202337
Aviance Capital Partners, LLC 37370.10%0.33%0.52%Q3 2014Q3 202337
ROYAL BANK OF CANADA 37370.00%0.00%0.01%Q3 2014Q3 202337
AMERIPRISE FINANCIAL INC 3420.00%0.00%0.00%Q3 2014Q3 202336
FIRST TRUST ADVISORS LP 36360.00%0.01%0.01%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
BANK OF AMERICA CORP /DE/ 36360.00%0.00%0.00%Q4 2014Q3 202336
Janney Montgomery Scott LLC 3030.00%0.01%0.01%Q2 2015Q3 202333
LPL Financial LLC 2670.00%0.00%0.01%Q2 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 18140.01%0.04%0.06%Q3 2015Q3 202332
1832 Asset Management L.P. 2390.00%0.02%0.04%Q4 2014Q3 202332
STIFEL FINANCIAL CORP 31310.00%0.00%0.01%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
PNC FINANCIAL SERVICES GROUP, INC. 2040.00%0.00%0.00%Q4 2015Q3 202329
Advisors Asset Management, Inc. 2450.00%0.04%0.07%Q3 2015Q3 202329
Advisory Services Network, LLC 2720.02%0.04%0.08%Q2 2016Q3 202329
HBK Sorce Advisory LLC 2010.02%0.04%0.08%Q2 2016Q3 202328
DELTA ASSET MANAGEMENT LLC/TN 2440.00%0.00%0.01%Q1 2016Q3 202328
StrategIQ Financial Group, LLC 28280.03%0.10%0.21%Q4 2016Q3 202328
CITIGROUP INC 27270.00%0.00%0.00%Q4 2014Q2 202127
Bison Wealth, LLC 1980.06%0.14%0.23%Q2 2015Q4 202227
COHEN & STEERS, INC. 27270.00%0.01%0.01%Q1 2017Q3 202327
Capital Investment Advisors, LLC 26260.01%0.01%0.02%Q4 2015Q1 202226
MML INVESTORS SERVICES, LLC 25250.00%0.01%0.01%Q3 2017Q3 202325
Invesco Ltd. 1680.00%0.00%0.00%Q2 2016Q2 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Patriot Financial Group Insurance Agency, LLC 23230.03%0.07%0.14%Q4 2016Q2 202223
GUGGENHEIM CAPITAL LLC 2030.00%0.00%0.01%Q3 2017Q3 202323
RAYMOND JAMES TRUST N.A. 22220.01%0.01%0.02%Q2 2018Q3 202322
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1210.01%0.03%0.11%Q3 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Cambridge Investment Research Advisors, Inc. 21210.00%0.01%0.01%Q3 2018Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.00%0.00%Q4 2014Q4 201921
&PARTNERS 20200.12%0.25%0.40%Q4 2018Q3 202320
BALDWIN BROTHERS LLC/MA 20200.00%0.00%0.01%Q1 2019Q4 202320
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 710.01%0.06%0.13%Q2 2015Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.05%0.07%Q2 2018Q3 202320
Private Advisor Group, LLC 1010.00%0.01%0.02%Q4 2016Q3 202319
BB&T SECURITIES, LLC 19190.00%0.01%0.01%Q1 2015Q3 201919
American Portfolios Advisors 1180.00%0.00%0.00%Q4 2017Q3 202219
Karpus Management, Inc. 18180.17%0.36%0.71%Q4 2015Q1 202018
WHITENER CAPITAL MANAGEMENT, INC. 18180.00%0.12%0.19%Q2 2019Q3 202318
Thomas J. Herzfeld Advisors, Inc. 18182.23%3.86%5.03%Q4 2014Q1 201918
THOMPSON DAVIS & CO., INC. 17170.01%0.01%0.01%Q3 2014Q3 201817
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
WOLVERINE ASSET MANAGEMENT LLC 710.00%0.02%0.04%Q3 2015Q3 202316
AdvisorNet Financial, Inc 16160.05%0.07%0.09%Q1 2018Q4 202116
HARBOR INVESTMENT ADVISORY, LLC 16160.07%0.10%0.12%Q4 2019Q3 202316
STEPHENS INC /AR/ 1330.02%0.03%0.04%Q2 2018Q4 202216
Rockefeller Capital Management L.P. 1310.00%0.00%0.00%Q1 2019Q3 202315
B. Riley Wealth Advisors, Inc. 1230.02%0.03%0.04%Q3 2017Q3 202315
Gradient Investments LLC 1140.00%0.00%0.00%Q2 2016Q1 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.04%0.08%0.10%Q1 2020Q3 202315
AE Wealth Management LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
Prospera Financial Services Inc 14140.02%0.03%0.14%Q2 2020Q3 202314
OPPENHEIMER & CO INC 14140.01%0.01%0.02%Q2 2020Q3 202314
1607 Capital Partners, LLC 1040.03%0.18%0.51%Q3 2018Q3 202314
IFP Advisors, Inc 14140.00%0.02%0.03%Q4 2015Q1 201914
US BANCORP \DE\ 820.00%0.00%0.00%Q1 2017Q4 202214
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q4 2019Q4 202213
McGowan Group Asset Management, Inc. 12120.10%0.15%0.22%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.08%0.12%0.15%Q4 2020Q3 202312
DOLIVER ADVISORS, LP 610.10%0.54%1.83%Q3 2015Q2 201912
Cetera Investment Advisers 12120.01%0.02%0.03%Q4 2020Q3 202312
Vigilare Wealth Management 11110.20%0.28%0.43%Q4 2019Q2 202211
FLAGSHIP HARBOR ADVISORS, LLC 11110.03%0.08%0.17%Q1 2018Q3 202011
StoneX Group Inc. 650.03%0.09%0.19%Q4 2020Q3 202311
Baystate Wealth Management LLC 11110.00%0.00%0.00%Q4 2016Q2 201911
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11110.02%0.04%0.06%Q1 2021Q3 202311
NEXT Financial Group, Inc 710.00%0.01%0.02%Q3 2016Q1 202010
Plante Moran Financial Advisors, LLC 910.01%0.02%0.06%Q2 2016Q3 202110
Kingsview Wealth Management, LLC 640.03%0.04%0.05%Q1 2021Q3 202310
Cetera Advisor Networks LLC 910.00%0.01%0.01%Q2 2020Q3 202310
Barnett & Company, Inc. 10100.00%0.01%0.01%Q1 2016Q2 201810
Formidable Asset Management, LLC 510.05%0.10%0.19%Q1 2017Q4 202010
COMMERCE BANK 630.00%0.00%0.00%Q1 2021Q3 20239
BDO Wealth Advisors, LLC 720.00%0.00%0.01%Q2 2019Q2 20239
Creative Planning 810.00%0.00%0.00%Q3 2015Q4 20179
Moisand Fitzgerald Tamayo, LLC 610.00%0.01%0.02%Q3 2020Q3 20239
Winslow, Evans & Crocker, Inc. 990.00%0.00%0.01%Q4 2018Q4 20209
Financial Architects, Inc 990.00%0.00%0.00%Q2 2016Q2 20189
FMR LLC 310.00%0.00%0.00%Q4 2018Q2 20238
DF DENT & CO INC 880.00%0.00%0.00%Q4 2021Q3 20238
CORNERSTONE ADVISORS INC 410.03%0.14%0.42%Q4 2015Q1 20198
Advisor Resource Council 880.14%0.48%0.90%Q2 2021Q1 20238
WASHINGTON TRUST Co 610.00%0.00%0.00%Q2 2018Q2 20228
CREATIVE FINANCIAL DESIGNS INC /ADV 410.00%0.00%0.01%Q2 2020Q3 20238
Jaffetilchin Investment Partners, LLC 880.04%0.05%0.06%Q1 2021Q4 20228
Investors Capital Advisory Services 880.05%0.08%0.11%Q3 2014Q2 20168
SHELTON WEALTH MANAGEMENT, LLC 880.23%0.28%0.34%Q4 2021Q3 20238
SYNOVUS FINANCIAL CORP 710.00%0.00%0.00%Q1 2018Q1 20208
AQR Arbitrage LLC 510.01%0.05%0.18%Q1 2020Q3 20238
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q3 2018Q2 20228
Level Financial Advisors 880.01%0.01%0.02%Q4 2021Q3 20238
BRINKER CAPITAL INC 770.02%0.03%0.04%Q1 2017Q3 20187
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q1 2015Q3 20237
Next Level Private LLC 520.28%0.33%0.38%Q4 2021Q3 20237
Sonora Investment Management, LLC 430.00%0.01%0.01%Q3 2015Q4 20187
KESTRA PRIVATE WEALTH SERVICES, LLC 770.01%0.02%0.05%Q3 2020Q1 20227
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.01%0.02%0.02%Q1 2022Q3 20237
SIGNATUREFD, LLC 770.02%0.03%0.04%Q1 2015Q3 20167
Stolper Co 660.29%0.35%0.51%Q1 2020Q2 20216
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2017Q4 20196
Shaker Financial Services, LLC 510.25%0.36%0.47%Q2 2015Q1 20236
AMERICAN INTERNATIONAL GROUP, INC. 660.00%0.00%0.00%Q4 2014Q1 20166
J.P. Morgan Private Wealth Advisors LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Quad-Cities Investment Group, LLC 660.08%0.08%0.09%Q2 2018Q3 20196
Atria Wealth Solutions, Inc. 510.00%0.01%0.01%Q1 2022Q3 20236
Rise Advisors, LLC 660.01%0.01%0.02%Q4 2021Q1 20236
MSI Financial Services Inc 510.00%0.00%0.00%Q3 2014Q4 20166
Virtu KCG Holdings LLC 660.01%0.02%0.04%Q3 2014Q4 20156
Carroll Financial Associates, Inc. 510.00%0.00%0.00%Q2 2015Q2 20196
Rosenberg Matthew Hamilton 660.00%0.00%0.00%Q4 2021Q1 20236
All Season Financial Advisors, Inc. 660.24%0.28%0.35%Q2 2021Q3 20226
Eudaimonia Partners, LLC 660.04%0.09%0.14%Q4 2019Q1 20216
CLOUGH CAPITAL PARTNERS L P 410.02%0.07%0.09%Q1 2015Q1 20205
Spire Wealth Management 550.00%0.00%0.01%Q1 2021Q1 20225
HUNTINGTON NATIONAL BANK 320.00%0.00%0.00%Q3 2021Q2 20235
MANUFACTURERS LIFE INSURANCE COMPANY, THE 320.00%0.00%0.00%Q2 2016Q2 20185
Walleye Capital LLC 310.00%0.01%0.01%Q1 2022Q3 20235
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q2 2019Q2 20205
Cornerstone Advisors, LLC 310.06%0.21%0.32%Q4 2019Q3 20235
HOWE & RUSLING INC 550.00%0.00%0.00%Q3 2021Q3 20225
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WESTPORT RESOURCES MANAGEMENT INC 440.05%0.07%0.10%Q1 2015Q4 20154
Bank of New York Mellon Corp 440.00%0.00%0.00%Q3 2016Q2 20174
Sigma Planning Corp 220.02%0.05%0.10%Q4 2015Q3 20174
Elequin Capital, LP 440.08%0.13%0.23%Q4 2022Q3 20234
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q1 2020Q3 20234
Ellis Investment Partners, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2017Q3 20234
CWM, LLC 310.00%0.00%0.00%Q2 2022Q3 20234
PRIVATE TRUST CO NA 440.00%0.00%0.01%Q4 2022Q3 20234
FNY Investment Advisers, LLC 210.01%0.02%0.02%Q4 2019Q3 20214
BANK OF NOVA SCOTIA 310.00%0.00%0.01%Q4 2017Q4 20184
SHEPHERD KAPLAN KROCHUK, LLC 440.11%0.13%0.14%Q3 2018Q2 20194
VALLEY NATIONAL ADVISERS INC 310.00%0.00%0.00%Q4 2016Q1 20184
PRENTISS SMITH & CO INC 310.01%0.01%0.01%Q3 2017Q3 20184
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Liberty Capital Management, Inc. 440.00%0.00%0.00%Q1 2017Q4 20174
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 440.04%0.07%0.10%Q4 2022Q3 20234
DEUTSCHE BANK AG\ 440.00%0.00%0.00%Q3 2015Q2 20164
Capital Advisors, Ltd. LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Worth Asset Management, LLC 440.02%0.02%0.02%Q1 2022Q4 20224
Laurion Capital Management LP 310.01%0.01%0.03%Q4 2016Q4 20174
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Ahrens Investment Partners LLC 210.01%0.01%0.02%Q1 2022Q1 20233
CITIZENS FINANCIAL GROUP INC/RI 330.00%0.00%0.00%Q3 2019Q1 20203
High Net Worth Advisory Group LLC 330.00%0.00%0.00%Q4 2021Q2 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Golden State Wealth Management, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
Heron Bay Capital Management 331.02%1.47%1.72%Q1 2023Q3 20233
Richard W. Paul & Associates, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q2 2017Q1 20203
Weiss Asset Management LP 110.02%0.03%0.04%Q4 2016Q4 20183
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2016Q2 20183
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Koshinski Asset Management, Inc. 330.00%0.01%0.01%Q3 2021Q1 20223
WFG Advisors, LP 330.00%0.00%0.01%Q3 2016Q1 20173
Valeo Financial Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Claro Advisors LLC 330.14%0.15%0.18%Q1 2020Q3 20203
New Harbor Financial Group, LLC 330.00%0.72%1.12%Q1 2015Q3 20153
TWO SIGMA SECURITIES, LLC 210.02%0.04%0.06%Q4 2016Q3 20173
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q4 2014Q1 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
GLENMEDE TRUST CO NA 210.00%0.00%0.00%Q3 2015Q4 20213
tru Independence LLC 330.01%0.01%0.01%Q4 2019Q2 20203
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Coe Capital Management, LLC 220.17%0.19%0.21%Q1 2016Q2 20162
FineMark National Bank & Trust 110.00%0.00%0.01%Q3 2015Q2 20162
Register Financial Advisors LLC 220.00%0.01%0.02%Q4 2022Q1 20232
Raab & Moskowitz Asset Management LLC 110.03%0.03%0.04%Q3 2018Q4 20192
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q1 2020Q2 20212
Samalin Investment Counsel, LLC 220.16%0.19%0.22%Q2 2023Q3 20232
Ausdal Financial Partners, Inc. 220.04%0.04%0.04%Q4 2021Q1 20222
B. Riley Wealth Management, Inc. 110.00%0.04%0.08%Q1 2020Q2 20222
Consolidated Portfolio Review Corp 220.07%0.07%0.07%Q2 2023Q3 20232
Edge Wealth Management LLC 220.00%0.00%0.00%Q1 2020Q2 20202
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q1 2022Q2 20222
Horan Securities, Inc. 220.00%0.00%0.01%Q4 2021Q1 20222
Marks Group Wealth Management, Inc 220.39%0.40%0.41%Q4 2019Q1 20202
Herold Advisors, Inc. 110.02%0.02%0.03%Q3 2021Q1 20222
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q1 2023Q3 20232
First Allied Advisory Services, Inc. 220.01%0.01%0.01%Q2 2016Q3 20162
QUATTRO FINANCIAL ADVISORS LLC 220.06%0.13%0.21%Q3 2017Q4 20172
1776 Wealth LLC 220.02%0.04%0.06%Q1 2020Q2 20202
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q2 20182
55I, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Cornerstone Wealth Management, LLC 220.01%0.02%0.03%Q2 2018Q3 20182
Squarepoint Ops LLC 110.01%0.03%0.05%Q4 2015Q4 20172
Future Financial Wealth Managment LLC 220.04%0.07%0.09%Q4 2021Q1 20222
RMB Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2023Q3 20232
Filbrandt Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2020Q1 20201
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20141
Chemistry Wealth Management LLC 110.29%0.29%0.29%Q4 2021Q4 20211
WELCH & FORBES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CHIRON CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q3 2015Q3 20151
OLD NATIONAL BANCORP /IN/ 110.01%0.01%0.01%Q1 2018Q1 20181
Asset Dedication, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
TRUST CO OF VERMONT 110.00%0.00%0.00%Q4 2016Q4 20161
Virtu Financial LLC 110.04%0.04%0.04%Q2 2021Q2 20211
McElhenny Sheffield Capital Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
NWAM LLC 110.05%0.05%0.05%Q1 2018Q1 20181
Private Capital Group, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
JNBA Financial Advisors 110.02%0.02%0.02%Q3 2016Q3 20161
Tower View Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q3 20211
ClearBridge Investments 110.00%0.00%0.00%Q1 2015Q1 20151
Kalos Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q1 2017Q1 20171
STEPH & CO 110.04%0.04%0.04%Q4 2021Q4 20211
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Vista Private Wealth Partners. LLC 110.19%0.19%0.19%Q1 2020Q1 20201
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
C-J Advisory, Inc. 110.03%0.03%0.03%Q1 2019Q1 20191
Koesten, Hirschmann & Crabtree, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Matisse Capital 110.07%0.07%0.07%Q1 2020Q1 20201
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FourThought Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Citadel Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
COUNTRY TRUST BANK 110.00%0.00%0.00%Q2 2018Q2 20181
Capital Investment Advisory Services, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
TSFG, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Aptus Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
TFS CAPITAL LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Logan Stone Capital, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
Enterprise Trust & Investment Co 110.02%0.02%0.02%Q2 2021Q2 20211
Spectrum Management Group, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Acrospire Investment Management LLC 110.00%0.00%0.00%Q1 2016Q1 20161
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q2 2016Q2 20161
Laird Norton Wetherby Wealth Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Stephens Consulting, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
NEWGATE CAPITAL MANAGEMENT LLC 111.29%1.29%1.29%Q2 2016Q2 20161
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2020Q4 20201
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Moors & Cabot, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CSS LLC/IL 110.01%0.01%0.01%Q4 2015Q4 20151
Catalyst Capital Advisors LLC 110.01%0.01%0.01%Q1 2015Q1 20151
BOOTHBAY FUND MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2017Q4 20171
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
External links

This page lists all the filers that currently own TEKLA HEALTHCARE OPPORTUNIT or have owned TEKLA HEALTHCARE OPPORTUNIT in the past.