Tekla Life Sciences Investors Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
SABA CAPITAL MANAGEMENT, L.P. | 05/15/2025 | 3.19 M | $40.46 M | -7.04% | 11.36% |
PENSERRA CAPITAL MANAGEMENT LLC | 04/29/2025 | 746.92 K | $9.48 M | -9.75% | 2.66% |
MORGAN STANLEY | 05/15/2025 | 518.54 K | $6.58 M | 41.80% | 1.85% |
KARPUS MANAGEMENT, INC. | 05/14/2025 | 467.69 K | $5.93 M | -4.47% | 1.67% |
NEEDHAM INVESTMENT MANAGEMENT LLC | 05/15/2025 | 378.65 K | $4.81 M | 7.35% | 1.35% |
FLAGSHIP HARBOR ADVISORS, LLC | 04/22/2025 | 340.88 K | $4.33 M | 36.11% | 1.21% |
LPL FINANCIAL LLC | 05/07/2025 | 328.40 K | $4.17 M | 14.39% | 1.17% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 312.53 K | $3.97 M | 31.06% | 1.11% |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/24/2025 | 193.48 K | $2.46 M | 16.52% | 0.69% |
ABSOLUTE INVESTMENT ADVISERS, LLC | 04/29/2025 | 192.38 K | $2.44 M | -51.85% | 0.69% |
1607 CAPITAL PARTNERS, LLC | 05/15/2025 | 180.97 K | $2.30 M | -26.78% | 0.64% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 180.05 K | $2.28 M | -2.92% | 0.64% |
AMERIPRISE FINANCIAL INC | 05/14/2025 | 168.33 K | $2.14 M | 9.73% | 0.60% |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2025 | 162.68 K | $2.06 M | 308.61% | 0.58% |
ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 158.69 K | $2.01 M | 1.84% | 0.57% |
180 WEALTH ADVISORS, LLC | 04/09/2025 | 136.12 K | $1.73 M | 0.92% | 0.49% |
WOLVERINE ASSET MANAGEMENT LLC | 05/12/2025 | 125.54 K | $1.59 M | 3.35% | 0.45% |
AQR ARBITRAGE LLC | 05/15/2025 | 82.19 K | $1.04 M | -56.38% | 0.29% |
ROYAL BANK OF CANADA | 05/15/2025 | 73.48 K | $934.00 K | 53.29% | 0.26% |
QUARRY LP | 05/15/2025 | 71.46 K | $906.82 K | -50.76% | 0.25% |
UHLMANN PRICE SECURITIES, LLC | 07/17/2025 | 70.94 K | $900.27 K | 5.50% | 0.25% |
FORMIDABLE ASSET MANAGEMENT, LLC | 05/05/2025 | 63.98 K | $811.89 K | 100.00% | 0.23% |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/05/2025 | 63.57 K | $806.69 K | 2.18% | 0.23% |
UBS GROUP AG | 05/13/2025 | 37.41 K | $474.72 K | -45.12% | 0.13% |
KINGSVIEW WEALTH MANAGEMENT, LLC | 05/02/2025 | 35.74 K | $453.58 K | 3.06% | 0.13% |
NEWEDGE ADVISORS, LLC | 05/15/2025 | 32.50 K | $412.43 K | 43.08% | 0.12% |
COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 29.12 K | $370.00 K | -3.31% | 0.10% |
OPPENHEIMER & CO INC | 04/23/2025 | 28.71 K | $364.37 K | 46.51% | 0.10% |
GUGGENHEIM CAPITAL LLC | 05/14/2025 | 28.35 K | $359.79 K | 76.62% | 0.10% |
READYSTATE ASSET MANAGEMENT LP | 05/06/2025 | 25.88 K | $328.41 K | -32.94% | 0.09% |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/14/2025 | 25.34 K | $321.52 K | 116.01% | 0.09% |
WNY ASSET MANAGEMENT, LLC | 05/05/2025 | 24.13 K | $306.26 K | 14.13% | 0.09% |
ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 23.66 K | $300.28 K | 60.95% | 0.08% |
SHAKER FINANCIAL SERVICES, LLC | 05/09/2025 | 23.43 K | $297.33 K | 100.00% | 0.08% |
PRIVATE ADVISOR GROUP, LLC | 05/05/2025 | 23.08 K | $292.82 K | 4.99% | 0.08% |
STIFEL FINANCIAL CORP | 05/14/2025 | 22.57 K | $286.36 K | -20.38% | 0.08% |
KPP ADVISORY SERVICES LLC | 04/23/2025 | 21.87 K | $277.58 K | 1.68% | 0.08% |
SAMALIN INVESTMENT COUNSEL, LLC | 05/14/2025 | 20.42 K | $259.08 K | 100.00% | 0.07% |
ATLANTIC UNION BANKSHARES CORP | 05/05/2025 | 19.83 K | $251.59 K | -17.90% | 0.07% |
STEPHENS INC /AR/ | 05/01/2025 | 19.34 K | $245.37 K | 56.07% | 0.07% |
INVESCO LTD. | 05/12/2025 | 17.14 K | $217.47 K | -26.29% | 0.06% |
FIRST TRUST ADVISORS LP | 05/14/2025 | 16.65 K | $211.25 K | 24.62% | 0.06% |
STRATOS WEALTH PARTNERS, LTD. | 04/30/2025 | 14.18 K | $179.89 K | 7.35% | 0.05% |
PNC FINANCIAL SERVICES GROUP, INC. | 05/09/2025 | 13.70 K | $173.85 K | 0.00% | 0.05% |
KAPSTONE FINANCIAL ADVISORS LLC | 04/11/2025 | 13.59 K | $172.51 K | 3.59% | 0.05% |
LIVE OAK PRIVATE WEALTH LLC | 04/22/2025 | 13.22 K | $167.80 K | 0.00% | 0.05% |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/13/2025 | 13.21 K | $167.61 K | 171.77% | 0.05% |
WEDBUSH SECURITIES INC | 05/06/2025 | 11.75 K | $149.00 K | 100.00% | 0.04% |
KINGSWOOD WEALTH ADVISORS, LLC | 04/21/2025 | 11.72 K | $148.74 K | -4.01% | 0.04% |
QUANTEDGE CAPITAL PTE LTD | 05/15/2025 | 11.52 K | $146.19 K | 100.00% | 0.04% |
Tekla Life Sciences Investors institutional Ownership - FAQ's
During the previous two years, 97 institutional investors and hedge funds held shares of Tekla Life Sciences Investors. The most heavily invested institutionals were:
ABSOLUTE INVESTMENT ADVISERS, LLC: 0
Saba Capital Management, L.P.: 3.19 M
Penserra Capital Management LLC: 746,921
MORGAN STANLEY: 518,535
Karpus Management, Inc.: 467,691
NEEDHAM INVESTMENT MANAGEMENT LLC: 378,654
31.60% of Tekla Life Sciences Investors stock is owned by institutional investors.
Institutional investors have bought a total of 9.21 M shares in the last 24 months. This purchase volume represents approximately $122.92 M in transactions.