Abrdn World Healthcare Fund (THW) Institutional Ownership

$12.86
-0.04 (-0.31%)
(As of 05/7/2024 ET)

Institutional Ownership Changes (13F Filings) for Abrdn World Healthcare Fund (NYSE:THW)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$14.33M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$5.11M
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THW Institutional Buying and Selling by Quarter

Abrdn World Healthcare Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Semus Wealth Partners LLC11,087$147K0.1%-11.6%0.000%
5/7/2024Oppenheimer & Co. Inc.21,864$289K0.0%+69.1%0.000%
5/1/2024 Janney Montgomery Scott LLC43,134$571K0.0%-17.2%0.000%
4/30/2024 Hartline Investment Corp12,411$164K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC232,507$3.08M0.0%-3.9%0.000%
4/22/2024 Strategic Financial Concepts LLC20,105$266K0.1%N/A0.000%
4/15/2024 Future Financial Wealth Managment LLC5,500$73K0.1%N/A0.000%
4/11/2024 International Assets Investment Management LLC48,107$628K0.0%+16.3%0.000%
3/15/2024B. Riley Wealth Advisors Inc.12,853$151K0.0%-18.8%0.000%
3/1/2024Creekmur Asset Management LLC7,031$82K0.0%N/A0.000%
2/15/2024Flow State Investments L.P.82,449$962K0.3%N/A0.000%
2/14/2024Wealth Quarterback LLC36,942$431K0.3%+11.8%0.000%
2/12/2024Tradition Wealth Management LLC41,225$481K0.1%+560.8%0.000%
2/12/2024Steward Partners Investment Advisory LLC170,618$1.99M0.0%-17.9%0.000%
2/8/2024 Janney Montgomery Scott LLC52,071$608K0.0%-3.5%0.000%
2/7/2024Principal Securities Inc.18,190$212K0.0%N/A0.000%
2/6/2024 Private Advisor Group LLC34,288$400K0.0%+49.6%0.000%
2/1/2024Wolverine Asset Management LLC41,624$486K0.0%-68.6%0.000%
2/1/2024Significant Wealth Partners LLC94,630$1.10M0.8%N/A0.000%
1/30/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,840$150K0.0%-27.7%0.000%
1/29/2024 NewEdge Wealth LLC92,956$1.09M0.0%-6.5%0.000%
1/29/2024 Wealth Effects LLC66,250$773K0.3%+6.2%0.000%
1/25/2024 International Assets Investment Management LLC41,382$483K0.0%+75.4%0.000%
1/24/2024 International Assets Investment Management LLC482,929$5.64M0.0%+1,947.3%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.33,781$394K0.0%-26.9%0.000%
1/16/2024 Raymond James & Associates133,054$1.55M0.0%-15.7%0.000%
1/16/2024CoreCap Advisors LLC280,645$3.28M0.2%-2.4%0.000%
12/1/2023B. Riley Wealth Advisors Inc.15,837$186K0.0%-13.9%0.000%
11/14/2023Samalin Investment Counsel LLC32,804$384K0.2%+77.9%0.000%
11/13/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors17,759$208K0.0%-12.1%0.000%
11/13/2023Sargent Investment Group LLC20,000$234K0.1%+100.0%0.000%
11/13/2023Wolverine Asset Management LLC132,516$1.55M0.0%N/A0.000%
11/13/2023Kestra Advisory Services LLC48,231$565K0.0%+2.7%0.000%
11/9/2023UBS Group AG298,182$3.50M0.0%+1.7%0.000%
11/8/2023Atria Wealth Solutions Inc.12,202$143K0.0%N/A0.000%
11/8/2023Landscape Capital Management L.L.C.19,561$229K0.0%N/A0.000%
11/8/2023 NewEdge Wealth LLC99,469$1.17M0.0%+10.0%0.000%
11/8/2023Oppenheimer & Co. Inc.11,233$132K0.0%+10.1%0.000%
11/3/2023 Private Advisor Group LLC22,913$269K0.0%+6.6%0.000%
10/31/2023Primoris Wealth Advisors LLC28,425$333K0.4%-9.4%0.000%
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10/24/2023 Raymond James Financial Services Advisors Inc.46,204$542K0.0%-72.6%0.000%
10/24/2023 Raymond James & Associates157,906$1.85M0.0%-5.4%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.112,811$1.32M0.0%+6.1%0.000%
10/23/2023Commonwealth Equity Services LLC250,219$2.93M0.0%-13.7%0.000%
10/16/2023 Wealth Effects LLC62,400$731K0.4%+13.4%0.000%
10/10/2023 International Assets Investment Management LLC23,589$278K0.0%+53.7%0.000%
10/4/2023 International Assets Investment Management LLC23,589$278K0.0%+53.7%0.000%
8/11/2023Kestra Advisory Services LLC46,970$659K0.0%+20.1%0.000%
8/10/2023Commonwealth Equity Services LLC290,033$4.07M0.0%-0.6%0.000%
8/10/2023Wealth Quarterback LLC33,855$475K0.3%+17.7%0.000%
8/10/2023Cetera Investment Advisers35,672$500K0.0%-3.0%0.000%
8/3/2023Samalin Investment Counsel LLC18,440$259K0.1%+83.1%0.000%
8/3/2023Primoris Wealth Advisors LLC31,391$440K0.5%-2.8%0.000%
8/3/2023Oppenheimer & Co. Inc.10,199$143K0.0%N/A0.000%
8/1/2023Truist Financial Corp16,551$232K0.0%N/A0.000%
7/31/2023LPL Financial LLC191,569$2.69M0.0%+19.3%0.000%
7/31/2023Sargent Investment Group LLC10,000$140K0.0%-50.0%0.000%
7/27/2023Empire Financial Management Company LLC23,955$336K0.1%+7.6%0.000%
7/27/2023Virtu Financial LLC10,149$142K0.0%N/A0.000%
7/27/2023B. Riley Wealth Advisors Inc.18,400$258K0.0%+23.4%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.168,798$2.37M0.0%-9.5%0.000%
7/21/2023 IFG Advisory LLC15,195$213K0.0%N/A0.000%
7/18/2023 Wealth Effects LLC55,050$772K0.3%+4.9%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.106,312$1.49M0.0%-2.2%0.000%
5/11/2023 Cambridge Investment Research Advisors Inc.108,668$1.49M0.0%-3.8%0.000%
5/11/2023Elequin Securities LLC2,776$38K0.0%N/A0.000%
5/11/2023Commonwealth Equity Services LLC291,748$4.01M0.0%+3.0%0.000%
5/10/2023 Private Advisor Group LLC20,772$285K0.0%N/A0.000%
5/9/2023Wedbush Securities Inc.24,860$342K0.0%-5.0%0.000%
5/9/2023Samalin Investment Counsel LLC10,069$138K0.1%N/A0.000%
5/8/2023 NewEdge Wealth LLC88,475$1.22M0.0%+12.4%0.000%
5/4/2023 Wealth Effects LLC52,500$721K0.4%+24.9%0.000%
4/27/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors21,208$286K0.1%+45.1%0.000%
4/24/2023Ahrens Investment Partners LLC3,800$52K0.0%N/A0.000%
4/20/2023Empire Financial Management Company LLC22,255$306K0.1%N/A0.000%
4/19/2023 International Assets Investment Management LLC15,215$209K0.0%-80.2%0.000%
4/17/2023 All Season Financial Advisors Inc.37,661$517K0.5%+44.4%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.186,427$2.56M0.0%+149.3%0.000%
4/14/2023 Raymond James & Associates166,268$2.29M0.0%-1.0%0.000%
2/10/2023Heritage Trust Co13,325$195K0.0%-55.6%0.000%
2/10/2023CoreCap Advisors LLC281,305$4.12M0.3%-0.6%0.000%
2/10/2023Advisor Group Holdings Inc.159,173$2.33M0.0%+7.4%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.74,772$1.10M0.0%+35.8%0.000%
2/8/2023UBS Group AG294,210$4.31M0.0%-3.7%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.112,969$1.66M0.0%+4.0%0.000%
2/8/2023Semus Wealth Partners LLC12,494$183K0.2%N/A0.000%
2/8/2023Oppenheimer & Co. Inc.10,107$148K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC283,333$4.15M0.0%-1.6%0.000%
2/7/2023LPL Financial LLC150,571$2.21M0.0%+1.8%0.000%
2/3/2023Primoris Wealth Advisors LLC32,472$476K0.7%-3.5%0.000%
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2/3/2023Tradition Wealth Management LLC4,989$73K0.0%-21.2%0.000%
2/2/2023 Wealth Effects LLC42,050$616K0.4%-6.6%0.000%
2/2/2023 All Season Financial Advisors Inc.26,090$382K0.3%+3.0%0.000%
2/1/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,613$214K0.1%N/A0.000%
2/1/2023 Janney Montgomery Scott LLC53,698$787K0.0%+5.2%0.000%
1/31/2023Kestra Advisory Services LLC38,736$567K0.0%+3.2%0.000%
1/31/2023Wedbush Securities Inc.26,160$383K0.0%-15.4%0.000%
1/20/2023 Beacon Financial Advisory LLC10,070$148K0.1%N/A0.000%
1/18/2023 Private Advisor Group LLC20,462$300K0.0%+11.9%0.000%
12/5/2022Centaurus Financial Inc.105,857$1.36M0.1%-19.8%0.000%
(Data available from 1/1/2016 forward)

THW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of THW shares?

During the previous two years, 57 institutional investors and hedge funds held shares of Abrdn World Healthcare Fund. The most heavily invested institutionals were Royal Bank of Canada ($7.27M), UBS Group AG ($3.50M), CoreCap Advisors LLC ($3.28M), Commonwealth Equity Services LLC ($3.08M), LPL Financial LLC ($2.69M), Advisor Group Holdings Inc. ($2.33M), and Steward Partners Investment Advisory LLC ($1.99M).Learn more on THW's institutional investors.

Which institutional investors have been buying Abrdn World Healthcare Fund stock?

Of the 47 institutional investors that purchased Abrdn World Healthcare Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($579.72K), Raymond James Financial Services Advisors Inc. ($141.12K), Wolverine Asset Management LLC ($132.52K), Significant Wealth Partners LLC ($94.63K), Flow State Investments L.P. ($82.45K), Private Advisor Group LLC ($40.84K), and All Season Financial Advisors Inc. ($37.66K).

How much institutional buying is happening at Abrdn World Healthcare Fund?

Institutional investors have bought a total of 1,709,571 shares in the last 24 months. This purchase volume represents approximately $21.65M in transactions.

Which Abrdn World Healthcare Fund major shareholders have been selling company stock?

Of the 29 institutional investors that sold Abrdn World Healthcare Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($152.65K), Wolverine Asset Management LLC ($90.89K), Royal Bank of Canada ($70.66K), International Assets Investment Management LLC ($64.66K), Commonwealth Equity Services LLC ($55.51K), Steward Partners Investment Advisory LLC ($37.10K), and Raymond James & Associates ($35.61K).

How much institutional selling is happening at Abrdn World Healthcare Fund?

Institutional investors have sold a total of 660,194 shares in the last 24 months. This volume of shares sold represents approximately $8.27M in transactions.


This page (NYSE:THW) was last updated on 5/8/2024 by MarketBeat.com Staff

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