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Abrdn World Healthcare Fund (THW) Institutional Ownership

Abrdn World Healthcare Fund logo
$13.31 +0.08 (+0.60%)
Closing price 07/30/2026 03:59 PM Eastern
Extended Trading
$13.30 -0.02 (-0.11%)
As of 07/30/2026 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Abrdn World Healthcare Fund (NYSE:THW)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$17.56M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$2.60M
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THW Institutional Buying and Selling by Quarter

Abrdn World Healthcare Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Allied Private Wealth LLC2,024$27K0.0%N/A0.000%
7/7/2026 CoreCap Advisors LLC245,720$3.29M0.1%-4.4%0.000%
6/3/2026NewEdge Advisors LLC70,423$822K0.0%-4.3%0.000%
5/19/2026Bank of America Corp DE34,834$407K0.0%+4.8%0.000%
5/18/2026Empire Financial Management Company LLC63,694$743K0.2%+3.7%0.000%
5/18/2026Royal Bank of Canada462,836$5.40M0.0%+3.6%0.000%
5/13/2026Cetera Investment Advisers85,998$1.00M0.0%+7.1%0.000%
4/30/2026 Kestra Advisory Services LLC52,041$607K0.0%+6.0%0.000%
4/22/2026Janney Montgomery Scott LLC257,753$3.01M0.0%+10.0%0.000%
4/21/2026Wealth Effects LLC40,095$468K0.2%+32.3%0.000%
4/17/2026 PMG Family Office LLC27,444$320K0.4%+15.5%0.000%
3/17/2026Rockefeller Capital Management L.P.40,500$518K0.0%-21.4%0.000%
2/18/2026Ameriflex Group Inc.4,150$53K0.0%-34.1%0.000%
2/18/2026Mercer Global Advisors Inc. ADV12,256$157K0.0%N/A0.000%
2/18/2026Readystate Asset Management LP151,724$1.94M0.1%N/A0.000%
2/17/2026Cetera Investment Advisers80,320$1.03M0.0%-3.0%0.000%
2/17/2026 Kovack Advisors Inc.19,660$251K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.129,764$1.66M0.0%+10.3%0.000%
2/17/2026Royal Bank of Canada446,743$5.71M0.0%+0.9%0.000%
2/13/2026 Kestra Advisory Services LLC49,102$628K0.0%+2.4%0.000%
2/13/2026Stifel Financial Corp66,256$847K0.0%+2.5%0.000%
2/13/2026Wells Fargo & Company MN39,603$506K0.0%-4.8%0.000%
2/13/2026Summit Financial LLC57,101$736K0.0%-1.7%0.000%
2/12/2026Jane Street Group LLC36,102$461K0.0%+58.9%0.000%
2/12/2026 Triumph Capital Management27,880$356K0.1%-4.5%0.000%
2/12/2026 Commonwealth Equity Services LLC232,735$2.97M0.0%+1.8%0.000%
2/12/2026Steward Partners Investment Advisory LLC138,047$1.76M0.0%+11.9%0.000%
2/12/2026 Wedbush Securities Inc.74,249$949K0.0%+4.0%0.000%
2/12/2026Principal Securities Inc.30,852$394K0.0%+6.5%0.000%
2/12/2026 Kovack Advisors Inc.19,660$251K0.0%N/A0.000%
2/11/2026Janney Montgomery Scott LLC234,266$2.99M0.0%+59.1%0.000%
2/11/2026LPL Financial LLC323,675$4.14M0.0%+1.7%0.000%
2/11/2026 J.W. Cole Advisors Inc.107,669$1.38M0.0%-19.7%0.000%
2/6/2026HighTower Advisors LLC13,170$168K0.0%N/A0.000%
2/3/2026 International Assets Investment Management LLC133,988$1.71M0.1%+7.9%0.000%
2/2/2026Wolverine Asset Management LLC13,335$170K0.0%N/A0.000%
1/30/2026 Samalin Investment Counsel LLC71,724$917K0.3%-20.0%0.000%
1/28/2026 Kingswood Wealth Advisors LLC14,557$186K0.0%N/A0.000%
1/28/2026 PMG Family Office LLC23,754$304K0.4%-15.0%0.000%
1/21/2026 Flagship Harbor Advisors LLC13,751$176K0.0%N/A0.000%
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1/16/2026 Vanguard Capital Wealth Advisors20,000$256K0.2%N/A0.000%
1/15/2026 Wealth Quarterback LLC52,679$673K0.2%-2.8%0.000%
1/14/2026 TrueMark Investments LLC41,032$524K0.1%N/A0.000%
12/22/2025 PMG Family Office LLC27,931$352K0.4%N/A0.000%
11/18/2025Advisory Services Network LLC3,421$43K0.0%N/A0.000%
11/17/2025NewEdge Advisors LLC73,560$927K0.0%+404.6%0.000%
11/17/2025Bank of America Corp DE33,138$418K0.0%-10.0%0.000%
11/17/2025Ameriprise Financial Inc.22,674$286K0.0%-27.8%0.000%
11/14/2025Raymond James Financial Inc.193,392$2.44M0.0%+28.9%0.000%
11/13/2025 SeaCrest Wealth Management LLC15,092$195K0.0%+9.0%0.000%
11/13/2025UBS Group AG92,727$1.17M0.0%-32.0%0.000%
11/13/2025Ameriflex Group Inc.6,300$79K0.0%N/A0.000%
11/7/2025Cornerstone Advisors LLC665,422$8.38M0.3%+112.9%0.000%
11/6/2025 Wedbush Securities Inc.71,384$899K0.0%+245.1%0.000%
11/5/2025 J.W. Cole Advisors Inc.134,117$1.69M0.0%+14.1%0.000%
11/5/2025Envestnet Asset Management Inc.27,265$344K0.0%-14.2%0.000%
11/4/2025Penserra Capital Management LLC1,106,178$13.94M0.2%+3.7%0.000%
10/31/2025 International Assets Investment Management LLC124,233$1.57M0.1%+2.9%0.000%
10/30/2025 Samalin Investment Counsel LLC89,632$1.13M0.4%+5.5%0.000%
10/28/2025Wealth Effects LLC30,100$379K0.1%+4.9%0.000%
10/27/2025 Primoris Wealth Advisors LLC10,958$138K0.1%-11.9%0.000%
10/22/2025 CoreCap Advisors LLC237,660$3.00M0.1%+2.0%0.000%
10/22/2025Daymark Wealth Partners LLC14,223$179K0.0%N/A0.000%
10/20/2025 Wealth Quarterback LLC54,198$683K0.3%+4.0%0.000%
10/15/2025 Future Financial Wealth Managment LLC4,500$57K0.0%-18.2%0.000%
9/4/2025Osaic Holdings Inc.107,831$1.11M0.0%+4.6%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.11,019$113K0.0%N/A0.000%
8/19/2025Newbridge Financial Services Group Inc.3,050$31K0.0%N/A0.000%
8/15/2025Bank of America Corp DE36,828$378K0.0%-7.7%0.000%
8/15/2025Ameriprise Financial Inc.31,404$322K0.0%+23.1%0.000%
8/14/2025Raymond James Financial Inc.150,016$1.54M0.0%-4.7%0.000%
8/12/2025 J.W. Cole Advisors Inc.117,505$1.21M0.0%+7.5%0.000%
8/12/2025Steward Partners Investment Advisory LLC123,693$1.27M0.0%-31.1%0.000%
8/8/2025Cornerstone Advisors LLC312,516$3.21M0.1%+121.3%0.000%
8/8/2025Cetera Investment Advisers68,817$706K0.0%+14.7%0.000%
8/8/2025 Wealth Quarterback LLC52,115$535K0.3%-4.8%0.000%
8/7/2025 Samalin Investment Counsel LLC84,969$872K0.3%+12.2%0.000%
8/6/2025Penserra Capital Management LLC1,067,205$10.95M0.2%+3.0%0.000%
8/6/2025 Wedbush Securities Inc.20,684$212K0.0%+42.1%0.000%
8/5/2025 Strategic Financial Concepts LLC14,400$148K0.0%-8.9%0.000%
8/1/2025Envestnet Asset Management Inc.31,765$326K0.0%+19.4%0.000%
7/29/2025 International Assets Investment Management LLC120,733$1.24M0.1%+20.3%0.000%
7/29/2025 Primoris Wealth Advisors LLC12,433$128K0.1%-36.8%0.000%
7/24/2025 IFP Advisors Inc3,005$31K0.0%-57.1%0.000%
7/23/2025 Abel Hall LLC19,000$195K0.1%N/A0.000%
7/18/2025 Institute for Wealth Management LLC.14,333$147K0.0%N/A0.000%
7/11/2025Kapstone Financial Advisors LLC15,370$158K0.1%-6.3%0.000%
7/9/2025 Triumph Capital Management28,749$295K0.1%+10.3%0.000%
5/20/2025Integrity Alliance LLC.11,397$131K0.0%N/A0.000%
5/15/2025Royal Bank of Canada472,082$5.44M0.0%+0.3%0.000%
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5/15/2025Landscape Capital Management L.L.C.20,299$234K0.0%-78.7%0.000%
5/14/2025Samalin Investment Counsel LLC75,713$873K0.4%+9.5%0.000%
5/14/2025Doheny Asset Management CA12,500$144K0.1%N/A0.000%
5/9/2025Cornerstone Advisors LLC141,197$1.63M0.1%N/A0.000%
5/9/2025Blair William & Co. IL38,300$442K0.0%+2.7%0.000%
5/9/2025PNC Financial Services Group Inc.3,925$45K0.0%-45.9%0.000%
5/7/2025Alteri Wealth LLC38,083$439K0.2%+14.4%0.000%
5/6/2025Cetera Investment Advisers60,016$692K0.0%+28.5%0.000%
5/6/2025Wedbush Securities Inc.14,559$168K0.0%N/A0.000%
5/6/2025Triumph Capital Management26,057$300K0.1%+7.4%0.000%


THW Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 institutional investors and hedge funds held shares of Abrdn World Healthcare Fund. The most heavily invested institutionals were Penserra Capital Management LLC ($13.94M), Cornerstone Advisors LLC ($8.38M), Royal Bank of Canada ($5.40M), LPL Financial LLC ($4.14M), CoreCap Advisors LLC ($3.29M), Janney Montgomery Scott LLC ($3.01M), and Commonwealth Equity Services LLC ($2.97M).Learn more on Abrdn World Healthcare Fund's institutional investors.

Of the 66 institutional investors that purchased Abrdn World Healthcare Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($1.11M), International Assets Investment Management LLC ($695.75K), Cornerstone Advisors LLC ($665.42K), Strategic Financial Concepts LLC ($465.51K), Raymond James Financial Inc. ($360.56K), CoreCap Advisors LLC ($307.23K), and Wolverine Asset Management LLC ($159.71K).

Institutional investors have bought a total of 1,440,812 shares in the last 24 months. This purchase volume represents approximately $17.56M in transactions.

Of the 21 institutional investors that sold Abrdn World Healthcare Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Steward Partners Investment Advisory LLC ($55.77K), UBS Group AG ($43.63K), J.W. Cole Advisors Inc. ($26.45K), Samalin Investment Counsel LLC ($17.91K), CoreCap Advisors LLC ($11.31K), Rockefeller Capital Management L.P. ($11K), and Ameriprise Financial Inc. ($8.73K).

Institutional investors have sold a total of 217,829 shares in the last 24 months. This volume of shares sold represents approximately $2.60M in transactions.


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This page (NYSE:THW) was last updated on 7/31/2026 by MarketBeat.com Staff.
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