Go Pro

Abrdn World Healthcare Fund (THW) Institutional Ownership

Abrdn World Healthcare Fund logo
$14.38 -0.04 (-0.24%)
As of 10:20 AM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$14.89M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$1.89M
Get THW Insider Trade Alerts

Want to know when executives and insiders are buying or selling Abrdn World Healthcare Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
8/20/2026 Wedbush Securities Inc.76,764$1.03M0.0%-1.1%0.000%
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%
6/3/2026 NewEdge Advisors LLC70,423$822K0.0%-4.3%0.000%
5/19/2026 Bank of America Corp DE34,834$407K0.0%+4.8%0.000%
5/18/2026 Empire Financial Management Company LLC63,694$743K0.2%+3.7%0.000%
5/18/2026 Royal Bank of Canada462,836$5.40M0.0%+3.6%0.000%
5/13/2026 Cetera Investment Advisers85,998$1.00M0.0%+7.1%0.000%
4/30/2026 Kestra Advisory Services LLC52,041$607K0.0%+6.0%0.000%
4/22/2026 Janney Montgomery Scott LLC257,753$3.01M0.0%+10.0%0.000%
4/21/2026 Wealth Effects LLC40,095$468K0.2%+32.3%0.000%
4/17/2026 PMG Family Office LLC27,444$320K0.4%+15.5%0.000%
3/17/2026 Rockefeller Capital Management L.P.40,500$518K0.0%-21.4%0.000%
2/18/2026 Ameriflex Group Inc.4,150$53K0.0%-34.1%0.000%
2/18/2026 Mercer Global Advisors Inc. ADV12,256$157K0.0%N/A0.000%
2/18/2026 Readystate Asset Management LP151,724$1.94M0.1%N/A0.000%
2/17/2026 Cetera Investment Advisers80,320$1.03M0.0%-3.0%0.000%
2/17/2026 Kovack Advisors Inc.19,660$251K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.129,764$1.66M0.0%+10.3%0.000%
2/17/2026 Royal 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%
2/13/2026 Stifel Financial Corp66,256$847K0.0%+2.5%0.000%
2/13/2026 Wells Fargo & Company MN39,603$506K0.0%-4.8%0.000%
2/13/2026 Summit Financial LLC57,101$736K0.0%-1.7%0.000%
2/12/2026 Jane 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%
2/12/2026 Steward 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%
2/12/2026 Principal Securities Inc.30,852$394K0.0%+6.5%0.000%
2/12/2026 Kovack Advisors Inc.19,660$251K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC234,266$2.99M0.0%+59.1%0.000%
2/11/2026 LPL 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%
2/6/2026 HighTower Advisors LLC13,170$168K0.0%N/A0.000%
2/3/2026 International Assets Investment Management LLC133,988$1.71M0.1%+7.9%0.000%
2/2/2026 Wolverine 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%
Major Buy Alert Issued for August 31st (Ad)

Keith Kaplan has invested $17 million into his own AI research tools, building a platform now used by 180,000 people worldwide. His system has flagged a handful of stocks worth watching ahead of August 31st. See which stocks his AI research platform is flagging right now.tc pixel

See which stocks his AI research platform is flagging now
1/21/2026 Flagship Harbor Advisors LLC13,751$176K0.0%N/A0.000%
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%
11/18/2025 Advisory Services Network LLC3,421$43K0.0%N/A0.000%
11/17/2025 NewEdge Advisors LLC73,560$927K0.0%+404.6%0.000%
11/17/2025 Bank of America Corp DE33,138$418K0.0%-10.0%0.000%
11/17/2025 Ameriprise Financial Inc.22,674$286K0.0%-27.8%0.000%
11/14/2025 Raymond 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%
11/13/2025 UBS Group AG92,727$1.17M0.0%-32.0%0.000%
11/13/2025 Ameriflex Group Inc.6,300$79K0.0%N/A0.000%
11/7/2025 Cornerstone 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%
11/5/2025 Envestnet Asset Management Inc.27,265$344K0.0%-14.2%0.000%
11/4/2025 Penserra 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%
10/28/2025 Wealth 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%
10/22/2025 Daymark 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%
9/4/2025 Osaic 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%
8/19/2025 Newbridge Financial Services Group Inc.3,050$31K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE36,828$378K0.0%-7.7%0.000%
8/15/2025 Ameriprise Financial Inc.31,404$322K0.0%+23.1%0.000%
8/14/2025 Raymond 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%
8/12/2025 Steward Partners Investment Advisory LLC123,693$1.27M0.0%-31.1%0.000%
8/8/2025 Cornerstone Advisors LLC312,516$3.21M0.1%+121.3%0.000%
8/8/2025 Cetera 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%
8/6/2025 Penserra 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%
8/1/2025 Envestnet 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%
7/11/2025 Kapstone 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%
Major Buy Alert Issued for August 31st (Ad)

Keith Kaplan has invested $17 million into his own AI research tools, building a platform now used by 180,000 people worldwide. His system has flagged a handful of stocks worth watching ahead of August 31st. See which stocks his AI research platform is flagging right now.tc pixel

See which stocks his AI research platform is flagging now
5/15/2025Royal Bank of Canada472,082$5.44M0.0%+0.3%0.000%
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%


THW Institutional Ownership - Frequently Asked Questions

During the previous two years, 75 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 65 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), Raymond James Financial Inc. ($360.56K), Strategic Financial Concepts LLC ($220.63K), Wolverine Asset Management LLC ($159.71K), and Readystate Asset Management LP ($151.72K).

Institutional investors have bought a total of 1,180,455 shares in the last 24 months. This purchase volume represents approximately $14.89M in transactions.

Of the 19 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: 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), Ameriprise Financial Inc. ($8.73K), and Envestnet Asset Management Inc. ($4.50K).

Institutional investors have sold a total of 148,403 shares in the last 24 months. This volume of shares sold represents approximately $1.89M in transactions.



Institutional ownership data for NYSE:THW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
From Our Partners