abrdn Healthcare Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.35 M | $22.62 M | -0.59% | 3.25% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.14 M | $19.22 M | 1.59% | 2.76% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 783.69 K | $13.17 M | -24.46% | 1.89% |
| HERON BAY CAPITAL MANAGEMENT | 05/13/2026 | 594.37 K | $9.99 M | 0.28% | 1.44% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 446.94 K | $7.51 M | 100.00% | 1.08% |
| UBS GROUP AG | 05/05/2026 | 308.22 K | $5.18 M | 4.27% | 0.74% |
| LPL FINANCIAL LLC | 05/06/2026 | 307.05 K | $5.16 M | -7.60% | 0.74% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 189.88 K | $3.19 M | -0.35% | 0.46% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 173.51 K | $2.92 M | 9.52% | 0.42% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 149.32 K | $2.51 M | -19.31% | 0.36% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 141.96 K | $2.38 M | 2.19% | 0.34% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 137.36 K | $2.31 M | 2.44% | 0.33% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 129.70 K | $2.18 M | 17.46% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 106.35 K | $1.79 M | 3.88% | 0.26% |
| 05/07/2026 | 89.39 K | $1.50 M | 7.95% | 0.22% | |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 85.79 K | $1.44 M | 2.32% | 0.21% |
| NEXT LEVEL PRIVATE LLC | 04/23/2026 | 85.18 K | $1.43 M | 37.04% | 0.21% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 75.56 K | $1.27 M | -11.70% | 0.18% |
| 04/16/2026 | 71.96 K | $1.21 M | -3.26% | 0.17% | |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 69.02 K | $1.16 M | -6.14% | 0.17% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 69.00 K | $1.16 M | 187.05% | 0.17% |
| CWM, LLC | 05/14/2026 | 65.36 K | $1.10 M | -5.81% | 0.16% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 61.52 K | $1.03 M | 48.71% | 0.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 54.09 K | $909.00 K | 9.54% | 0.13% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 45.91 K | $771.21 K | -15.07% | 0.11% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 04/28/2026 | 45.10 K | $757.68 K | 15.35% | 0.11% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 44.55 K | $748.41 K | 1.50% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 41.74 K | $701.29 K | 1.49% | 0.10% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 41.30 K | $693.85 K | 9.59% | 0.10% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 39.65 K | $666.18 K | -1.69% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 39.43 K | $677.04 K | -2.11% | 0.10% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 39.13 K | $657.38 K | 0.63% | 0.09% |
| STOLPER CO | 04/13/2026 | 38.28 K | $643.00 K | 1.45% | 0.09% |
| COHEN & STEERS, INC. | 05/15/2026 | 37.85 K | $636.00 K | 0.00% | 0.09% |
| STEPHENS INC /AR/ | 04/28/2026 | 37.74 K | $633.95 K | -0.15% | 0.09% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 32.60 K | $547.68 K | 100.00% | 0.08% |
| JANE STREET GROUP, LLC | 05/12/2026 | 32.36 K | $543.62 K | -55.28% | 0.08% |
| STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | 05/13/2026 | 32.15 K | $540.12 K | 2.88% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 31.10 K | $522.00 K | -45.37% | 0.08% |
| 04/17/2026 | 30.82 K | $517.71 K | 7.37% | 0.07% | |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 28.13 K | $472.60 K | 27.07% | 0.07% |
| HBK SORCE ADVISORY LLC | 05/11/2026 | 27.98 K | $515.36 K | 3.28% | 0.07% |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 27.48 K | $449.26 K | 1.89% | 0.07% |
| OPPENHEIMER & CO INC | 04/24/2026 | 25.43 K | $427.29 K | -10.84% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 24.38 K | $409.64 K | 0.11% | 0.06% |
| CERITY PARTNERS LLC | 05/15/2026 | 22.46 K | $377.26 K | 0.65% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 20.21 K | $339.59 K | 100.00% | 0.05% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 20.09 K | $337.58 K | -9.20% | 0.05% |
| WORLD EQUITY GROUP, INC. | 05/06/2026 | 18.70 K | $314.16 K | 0.00% | 0.05% |
| COMMERCE BANK | 05/11/2026 | 17.13 K | $287.73 K | 0.00% | 0.04% |
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abrdn Healthcare Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 129 institutional investors and hedge funds held shares of abrdn Healthcare Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.35 M
ROYAL BANK OF CANADA: 1.14 M
RAYMOND JAMES FINANCIAL INC: 783,686
Heron Bay Capital Management: 594,371
Penserra Capital Management LLC: 446,935
UBS Group AG: 308,224
18.83% of abrdn Healthcare Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.58 M shares in the last 24 months. This purchase volume represents approximately $174.61 M in transactions.