abrdn Healthcare Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.44 M | $26.91 M | 6.71% | 3.47% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.11 M | $20.77 M | -3.04% | 2.68% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 726.86 K | $13.61 M | -7.25% | 1.75% |
| HERON BAY CAPITAL MANAGEMENT | 08/11/2026 | 562.34 K | $10.53 M | -5.39% | 1.36% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 464.63 K | $8.70 M | 3.96% | 1.12% |
| LPL FINANCIAL LLC | 08/07/2026 | 346.88 K | $6.50 M | 12.97% | 0.84% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 203.59 K | $3.82 M | 7.22% | 0.49% |
| UBS GROUP AG | 08/13/2026 | 196.43 K | $3.68 M | -36.27% | 0.47% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 187.78 K | $3.52 M | 8.23% | 0.45% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 147.95 K | $2.77 M | 4.22% | 0.36% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 145.08 K | $2.72 M | -2.84% | 0.35% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 143.00 K | $2.68 M | 100.00% | 0.35% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 138.80 K | $2.60 M | 1.05% | 0.34% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 136.59 K | $2.56 M | 5.31% | 0.33% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 100.70 K | $1.89 M | -5.31% | 0.24% |
| NEXT LEVEL PRIVATE LLC | 07/09/2026 | 93.05 K | $1.74 M | 9.23% | 0.22% |
| Z3 CAPITAL PARTNERS, LLC | 07/28/2026 | 90.46 K | $1.69 M | 1.20% | 0.22% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 86.45 K | $1.62 M | 14.40% | 0.21% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 86.18 K | $1.61 M | 0.46% | 0.21% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 72.40 K | $1.36 M | 4.89% | 0.17% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 70.49 K | $1.32 M | 116.24% | 0.17% |
| MAREX GROUP PLC | 08/14/2026 | 64.47 K | $1.21 M | 100.00% | 0.16% |
| REGATTA RESEARCH & MONEY MANAGEMENT | 08/12/2026 | 63.35 K | $1.19 M | 100.00% | 0.15% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 58.39 K | $1.09 M | -18.86% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 58.33 K | $1.09 M | 39.73% | 0.14% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 57.93 K | $1.09 M | 100.00% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 55.97 K | $1.05 M | -9.01% | 0.14% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 53.64 K | $903.44 K | -22.26% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 53.52 K | $1.00 M | -1.06% | 0.13% |
| JANE STREET GROUP, LLC | 08/14/2026 | 47.01 K | $880.46 K | 45.27% | 0.11% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 07/27/2026 | 46.50 K | $870.95 K | 3.10% | 0.11% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 44.59 K | $835.14 K | 0.09% | 0.11% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 42.87 K | $802.89 K | 3.79% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 41.74 K | $782.00 K | 34.22% | 0.10% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 40.23 K | $753.41 K | 1.44% | 0.10% |
| STOLPER CO | 07/14/2026 | 39.61 K | $742.00 K | 3.48% | 0.10% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 38.30 K | $717.27 K | -2.13% | 0.09% |
| STEPHENS INC /AR/ | 07/29/2026 | 38.18 K | $715.09 K | 1.18% | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 38.15 K | $724.49 K | -3.25% | 0.09% |
| COHEN & STEERS, INC. | 08/14/2026 | 37.85 K | $709.00 K | 0.00% | 0.09% |
| HBK SORCE ADVISORY LLC | 08/06/2026 | 34.30 K | $647.96 K | 22.60% | 0.08% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 34.01 K | $637.00 K | -25.91% | 0.08% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 31.36 K | $587.30 K | 1.75% | 0.08% |
| XTX TOPCO LTD | 08/14/2026 | 30.79 K | $576.72 K | 100.00% | 0.07% |
| B. RILEY WEALTH ADVISORS, INC. | 07/14/2026 | 30.36 K | $570.51 K | 10.50% | 0.07% |
| OPPENHEIMER & CO INC | 08/03/2026 | 24.94 K | $467.20 K | -1.93% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 24.41 K | $457.21 K | 0.11% | 0.06% |
| ADVISORTRUST PARTNERS, LLC | 08/10/2026 | 24.06 K | $450.70 K | 43.39% | 0.06% |
| MGO ONE SEVEN LLC | 07/31/2026 | 23.97 K | $449.01 K | 100.00% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 23.57 K | $441.48 K | -16.21% | 0.06% |
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abrdn Healthcare Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 138 institutional investors and hedge funds held shares of abrdn Healthcare Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.44 M
ROYAL BANK OF CANADA: 1.11 M
RAYMOND JAMES FINANCIAL INC: 726,863
Heron Bay Capital Management: 562,344
Penserra Capital Management LLC: 464,627
LPL Financial LLC: 346,884
19.56% of abrdn Healthcare Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.16 M shares in the last 24 months. This purchase volume represents approximately $185.24 M in transactions.