Tekla Healthcare Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 02/14/2025 | 1.97 M | $31.65 M | -31.35% | 3.78% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 937,656 | $15.05 M | 100.00% | 1.80% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/13/2025 | 929,755 | $14.92 M | 7.22% | 1.78% |
| ROYAL BANK OF CANADA | 02/14/2025 | 434,385 | $6.97 M | 0.90% | 0.81% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 287,607 | $4.62 M | 10.38% | 0.54% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 02/14/2025 | 255,078 | $4.09 M | 0.00% | 0.49% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 207,797 | $3.34 M | 16.86% | 0.39% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 177,740 | $2.85 M | 5.85% | 0.33% |
| OPPENHEIMER & CO INC | 02/05/2025 | 174,268 | $2.80 M | 94.63% | 0.32% |
| SAGE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 151,944 | $2.44 M | -25.46% | 0.29% |
| UBS GROUP AG | 02/14/2025 | 150,168 | $2.41 M | 5.18% | 0.28% |
| WNY ASSET MANAGEMENT, LLC | 02/21/2025 | 144,653 | $2.32 M | 10.77% | 0.27% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/03/2025 | 136,831 | $2.20 M | 100.00% | 0.26% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/24/2025 | 111,297 | $1.79 M | -51.39% | 0.21% |
| COHEN & STEERS, INC. | 02/13/2025 | 107,573 | $1.73 M | 0.00% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 109,093 | $2.01 M | -3.20% | 0.20% |
| AQR ARBITRAGE LLC | 02/14/2025 | 101,121 | $1.62 M | -62.06% | 0.19% |
| BAIRD FINANCIAL GROUP, INC. | 02/14/2025 | 97,843 | $1.57 M | 45.18% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 86,279 | $1.39 M | 4.11% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 83,046 | $1.33 M | 109.24% | 0.16% |
| SAMALIN INVESTMENT COUNSEL, LLC | 02/11/2025 | 72,844 | $1.17 M | 7.17% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 70,628 | $1.13 M | -0.76% | 0.13% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/14/2025 | 62,415 | $1.00 M | 0.00% | 0.12% |
| TRIUMPH CAPITAL MANAGEMENT | 02/14/2025 | 61,217 | $982,533 | 32.62% | 0.12% |
| 02/14/2025 | 61,217 | $982,533 | 100.00% | 0.12% | |
| MATRIX PRIVATE CAPITAL GROUP LLC | 02/14/2025 | 57,200 | $953,524 | 0.00% | 0.11% |
| READYSTATE ASSET MANAGEMENT LP | 02/14/2025 | 55,790 | $895,430 | 100.00% | 0.11% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/22/2025 | 54,531 | $875,222 | 63.66% | 0.10% |
| 01/31/2025 | 54,129 | $976,487 | -8.13% | 0.10% | |
| AE WEALTH MANAGEMENT LLC | 02/13/2025 | 47,139 | $756,587 | 4.12% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 46,695 | $749,451 | -74.31% | 0.09% |
| QUARRY LP | 02/14/2025 | 44,240 | $710,052 | -40.32% | 0.08% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 41,959 | $673,440 | -0.28% | 0.08% |
| B. RILEY WEALTH ADVISORS, INC. | 02/25/2025 | 39,987 | $666,591 | -1.75% | 0.07% |
| CYNDEO WEALTH PARTNERS, LLC | 01/21/2025 | 38,308 | $614,843 | -40.04% | 0.07% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/12/2025 | 36,787 | $590,431 | 100.00% | 0.07% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/07/2025 | 35,942 | $576,869 | 10.02% | 0.07% |
| GUGGENHEIM CAPITAL LLC | 02/13/2025 | 36,934 | $592,791 | 13.22% | 0.07% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/12/2025 | 35,688 | $572,792 | 100.00% | 0.07% |
| PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 34,682 | $556,642 | -10.62% | 0.07% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/30/2025 | 34,664 | $556,358 | -1.42% | 0.07% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/14/2025 | 32,535 | $522,187 | 100.00% | 0.06% |
| CLOUGH CAPITAL PARTNERS L P | 02/14/2025 | 31,187 | $500,551 | 0.00% | 0.06% |
| WALLEYE CAPITAL LLC | 02/13/2025 | 29,749 | $477,471 | 100.00% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 30,071 | $482,635 | 13.44% | 0.06% |
| INVESCO LTD. | 02/13/2025 | 29,983 | $481,227 | 6.70% | 0.06% |
| STEPHENS INC /AR/ | 01/28/2025 | 28,849 | $463,030 | -1.19% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 25,014 | $401,483 | 78.49% | 0.05% |
| ATOMI FINANCIAL GROUP, INC. | 01/17/2025 | 24,920 | $399,958 | 7.23% | 0.05% |
| WEDBUSH SECURITIES INC | 02/13/2025 | 23,938 | $384,000 | -2.58% | 0.05% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Tekla Healthcare Investors institutional Ownership - FAQ's
During the previous two years, 164 institutional investors and hedge funds held shares of Tekla Healthcare Investors. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 1.97 M
RAYMOND JAMES FINANCIAL INC: 937,656
Penserra Capital Management LLC: 929,755
ROYAL BANK OF CANADA: 434,385
AMERIPRISE FINANCIAL INC: 287,607
NEEDHAM INVESTMENT MANAGEMENT LLC: 255,078
23.27% of Tekla Healthcare Investors stock is owned by institutional investors.
Institutional investors have bought a total of 13.32 M shares in the last 24 months. This purchase volume represents approximately $220.05 M in transactions.