Tekla Life Sciences Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 2.59 M | $40.12 M | -14.28% | 8.96% |
| MORGAN STANLEY | 11/14/2025 | 870.66 K | $13.50 M | 13.63% | 3.02% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 794.14 K | $12.32 M | 3.18% | 2.75% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 423.03 K | $6.56 M | 12.52% | 1.47% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 11/14/2025 | 403.36 K | $6.26 M | 3.01% | 1.40% |
| LPL FINANCIAL LLC | 11/12/2025 | 374.06 K | $5.80 M | 8.62% | 1.30% |
| FLAGSHIP HARBOR ADVISORS, LLC | 11/05/2025 | 357.12 K | $5.54 M | 4.43% | 1.24% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 307.64 K | $4.77 M | 33.85% | 1.07% |
| KARPUS MANAGEMENT, INC. | 11/14/2025 | 300.28 K | $4.66 M | -30.28% | 1.04% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 235.50 K | $3.65 M | 0.00% | 0.82% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 215.52 K | $3.34 M | 50.80% | 0.75% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 209.68 K | $3.25 M | 24.49% | 0.73% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 197.80 K | $3.07 M | 536.80% | 0.69% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 159.16 K | $2.47 M | -0.63% | 0.55% |
| 180 WEALTH ADVISORS, LLC | 10/16/2025 | 149.26 K | $2.31 M | 4.30% | 0.52% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 122.17 K | $1.89 M | -24.57% | 0.42% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 116.94 K | $1.81 M | 100.00% | 0.41% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 113.01 K | $1.75 M | -22.20% | 0.39% |
| PENSIONMARK FINANCIAL GROUP, LLC | 10/15/2025 | 92.87 K | $1.44 M | 100.00% | 0.32% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 82.35 K | $1.28 M | 100.00% | 0.29% |
| ROYAL BANK OF CANADA | 11/14/2025 | 79.25 K | $1.23 M | -82.44% | 0.27% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 10/29/2025 | 76.19 K | $976.03 K | 19.09% | 0.26% |
| UHLMANN PRICE SECURITIES, LLC | 11/07/2025 | 73.90 K | $1.15 M | 19.75% | 0.26% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 64.83 K | $1.01 M | 2.86% | 0.22% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 63.69 K | $987.79 K | 24.07% | 0.22% |
| MAREX GROUP PLC | 11/14/2025 | 56.97 K | $883.56 K | 100.00% | 0.20% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 46.89 K | $727.26 K | 32.75% | 0.16% |
| UBS GROUP AG | 11/13/2025 | 36.79 K | $570.55 K | -12.59% | 0.13% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 11/12/2025 | 35.87 K | $556.41 K | -2.37% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 33.02 K | $480.21 K | 8.39% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 33.00 K | $512.00 K | -0.52% | 0.11% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 26.88 K | $416.95 K | -21.37% | 0.09% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 26.49 K | $410.78 K | -4.67% | 0.09% |
| WNY ASSET MANAGEMENT, LLC | 11/14/2025 | 25.70 K | $398.67 K | 3.00% | 0.09% |
| STEPHENS INC /AR/ | 10/27/2025 | 23.87 K | $370.21 K | 12.43% | 0.08% |
| KPP ADVISORY SERVICES LLC | 11/03/2025 | 23.24 K | $360.41 K | -1.35% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 21.42 K | $332.16 K | 62.14% | 0.07% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 21.23 K | $329.26 K | 1.19% | 0.07% |
| SAMALIN INVESTMENT COUNSEL, LLC | 10/30/2025 | 18.55 K | $287.65 K | -14.86% | 0.06% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 18.34 K | $284.45 K | 100.00% | 0.06% |
| ATLANTIC UNION BANKSHARES CORP | 11/04/2025 | 17.81 K | $276.20 K | 0.00% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 15.12 K | $234.57 K | 3.17% | 0.05% |
| KAPSTONE FINANCIAL ADVISORS LLC | 11/07/2025 | 13.99 K | $216.97 K | -0.04% | 0.05% |
| JANE STREET GROUP, LLC | 11/14/2025 | 13.97 K | $216.69 K | 100.00% | 0.05% |
| LIVE OAK PRIVATE WEALTH LLC | 10/17/2025 | 13.22 K | $205.09 K | 0.00% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 12.66 K | $196.00 K | 16.77% | 0.04% |
| CORNERSTONE ADVISORS, LLC | 11/07/2025 | 11.30 K | $175.26 K | 100.00% | 0.04% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 10.95 K | $170.00 K | -8.37% | 0.04% |
| WEALTHCARE ADVISORY PARTNERS LLC | 11/07/2025 | 10.81 K | $167.71 K | 3.01% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 11/07/2025 | 10.80 K | $167.45 K | 5.70% | 0.04% |
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 Life Sciences Investors institutional Ownership - FAQ's
During the previous two years, 109 institutional investors and hedge funds held shares of Tekla Life Sciences Investors. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 2.59 M
MORGAN STANLEY: 870,658
Penserra Capital Management LLC: 794,138
RAYMOND JAMES FINANCIAL INC: 423,031
NEEDHAM INVESTMENT MANAGEMENT LLC: 403,364
LPL Financial LLC: 374,059
31.57% of Tekla Life Sciences Investors stock is owned by institutional investors.
Institutional investors have bought a total of 9.76 M shares in the last 24 months. This purchase volume represents approximately $154.13 M in transactions.