| Due Diligence for Asset Managers |
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Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
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| Tekla World Healthcare Fund | |
|---|---|
| Ticker | THW |
| CIK # | 0001635977 |
| CUSIP | 87911L108 |
| Sector | - |
| Address | 100 Federal Street 19th Floor, Boston, MA 02110 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001635977] | 3 | |
| [0001635977] | 4 | |
| [0001635977] | 8-K | |
| [0001635977] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Morgan Stanley | Tekla World Healthcare Fund | [2017-02-13] | 6.5 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
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Maher Bill
Common Stock
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2024-08-14 | Buy | 1,000 | $13.03 | 13,030 |
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DiMartino Rose
Common Stock
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2024-07-16 | Buy | 1,000 | $13.31 | 13,310 |
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Goetz Kathleen
Common Stock
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2024-04-09 | Buy | 200 | $12.53 | 2,506 |
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Reit Todd
Common Stock
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2024-01-02 | Buy | 1,000 | $11.94 | 11,940 |
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Goetz Kathleen
Shares of Beneficial Interest
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2022-03-23 | Buy | 103.38 | $14.52 | 1,501 |
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Goetz Kathleen
Shares of Beneficial Interest
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2022-01-26 | Buy | 714 | $14.60 | 10,424 |
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Bailey Jeffrey Allen
Shares of Beneficial Interest
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2021-04-06 | Option exercise | 245 | $14.26 | 3,494 |
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Stebbins Lucinda H
Shares of Beneficial Interest
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2021-04-06 | Option exercise | 250 | $14.26 | 3,565 |
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Reardon William S
Shares of Beneficial Interest
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2021-04-06 | Option exercise | 486 | $14.26 | 6,930 |
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Omstead Daniel R
Shares of Beneficial Interest
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2021-04-06 | Option exercise | 6,442 | $14.26 | 91,863 |
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Kent Thomas M
Shares of Beneficial Interest
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2021-04-06 | Option exercise | 600 | $14.26 | 8,556 |
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Bailey Jeffrey Allen
Subscription Rights · derivative
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2021-04-06 | Option exercise | 735 | $0.00 | |
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Stebbins Lucinda H
Subscription Rights · derivative
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2021-04-06 | Option exercise | 750 | $0.00 | |
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Reardon William S
Subscription rights · derivative
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2021-04-06 | Option exercise | 1,460 | $0.00 | |
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Omstead Daniel R
Subscription Rights · derivative
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2021-04-06 | Option exercise | 24,326 | $0.00 | |
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Kent Thomas M
Subscription Rights · derivative
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2021-04-06 | Option exercise | 1,800 | $0.00 | |
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Reardon William S
Shares of Beneficial Interest
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2021-02-25 | Buy | 1,460 | $17.14 | 25,024 |
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Stebbins Lucinda H
Shares of Beneficial Interest
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2021-02-19 | Buy | 750 | $16.80 | 12,600 |
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Bailey Jeffrey Allen
Shares of Beneficial Interest
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2020-09-23 | Buy | 710 | $14.18 | 10,068 |
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Omstead Daniel R
Shares of Beneficial Interest
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2020-03-17 | Buy | 9,926 | $10.77 | 106,903 |
| showing 20 of 25 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 84 | 5,051,889 |
| 2025-12-31 | 84 | 5,492,820 |
| 2025-09-30 | 79 | 5,095,730 |
| 2025-06-30 | 78 | 5,062,622 |
| 2025-03-31 | 79 | 4,155,790 |
| 2024-12-31 | 86 | 4,648,481 |
| 2024-09-30 | 67 | 3,891,715 |
| 2024-06-30 | 64 | 4,175,091 |
| 2024-03-31 | 67 | 5,814,463 |
| 2023-12-31 | 74 | 5,047,909 |
| 2023-09-30 | 74 | 4,362,709 |
| 2023-06-30 | 70 | 4,314,844 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Corecap Advisors LLC | [2026-06-30] | SOLE | 0 | 245,720 |
| Significant Wealth Partners LLC | [2026-06-30] | SOLE | 0 | 147,758 |
| PMG Family Office LLC | [2026-06-30] | SOLE | 0 | 29,295 |
| Shaker Financial Services LLC | [2026-06-30] | SOLE | 16,080 | 16,080 |
| Seacrest Wealth Management LLC | [2026-06-30] | SOLE | 0 | 14,926 |
| Live Oak Private Wealth LLC | [2026-06-30] | SOLE | 13,540 | 13,540 |
| B Riley Wealth Advisors Inc | [2026-06-30] | SOLE | 10,166 | 10,166 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 3,000 | 3,000 |
| Allied Private Wealth LLC | [2026-06-30] | SOLE | 2,024 | 2,024 |
| Highline Wealth Partners LLC | [2026-06-30] | SOLE | 400 | 400 |
| JFS Wealth Advisors LLC | [2026-06-30] | SOLE | 0 | 5 | Prev | Page 1 | Next |