abrdn Healthcare Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.35 M | $25.91 M | -1.96% | 3.27% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.13 M | $21.54 M | 1.17% | 2.72% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.04 M | $19.85 M | -2.26% | 2.51% |
| HERON BAY CAPITAL MANAGEMENT | 02/13/2026 | 592.72 K | $11.34 M | 20.65% | 1.43% |
| LPL FINANCIAL LLC | 02/11/2026 | 332.33 K | $6.36 M | 6.96% | 0.80% |
| UBS GROUP AG | 01/29/2026 | 295.61 K | $5.66 M | 4.07% | 0.71% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 190.56 K | $3.65 M | -1.30% | 0.46% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 185.06 K | $3.54 M | 26.46% | 0.45% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 158.43 K | $3.03 M | 15.99% | 0.38% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 138.91 K | $2.66 M | -3.21% | 0.34% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 134.09 K | $2.57 M | -3.12% | 0.32% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 110.42 K | $2.11 M | -6.57% | 0.27% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 102.38 K | $1.96 M | -11.11% | 0.25% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 85.57 K | $1.64 M | 38.15% | 0.21% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 83.84 K | $1.60 M | 2.62% | 0.20% |
| 02/17/2026 | 74.38 K | $1.44 M | 100.00% | 0.18% | |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 73.54 K | $1.41 M | 9.82% | 0.18% |
| JANE STREET GROUP, LLC | 02/12/2026 | 72.35 K | $1.38 M | -5.19% | 0.17% |
| CWM, LLC | 01/26/2026 | 69.39 K | $1.33 M | 1.15% | 0.17% |
| NEXT LEVEL PRIVATE LLC | 01/07/2026 | 62.16 K | $1.19 M | 47.84% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 56.93 K | $1.09 M | -10.09% | 0.14% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 54.05 K | $1.03 M | -8.26% | 0.13% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 52.31 K | $1.00 M | 100.00% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 49.38 K | $945.00 K | -1.16% | 0.12% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 43.89 K | $839.65 K | 5.55% | 0.11% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 41.37 K | $791.31 K | -0.09% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 41.13 K | $786.85 K | -34.69% | 0.10% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 40.34 K | $778.87 K | -5.44% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 40.28 K | $792.70 K | 5.72% | 0.10% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 01/23/2026 | 39.10 K | $747.98 K | 7.71% | 0.09% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 38.89 K | $743.88 K | -1.93% | 0.09% |
| COHEN & STEERS, INC. | 02/13/2026 | 37.85 K | $724.00 K | 0.00% | 0.09% |
| STEPHENS INC /AR/ | 02/05/2026 | 37.79 K | $722.92 K | 186.55% | 0.09% |
| STOLPER CO | 01/12/2026 | 37.73 K | $722.00 K | 1.45% | 0.09% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 37.69 K | $720.93 K | 0.00% | 0.09% |
| STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | 01/13/2026 | 31.25 K | $597.81 K | 19.92% | 0.08% |
| 01/28/2026 | 28.70 K | $549.07 K | -21.01% | 0.07% | |
| OPPENHEIMER & CO INC | 02/02/2026 | 28.53 K | $545.72 K | 0.34% | 0.07% |
| HBK SORCE ADVISORY LLC | 02/09/2026 | 27.09 K | $517.95 K | 4.61% | 0.07% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 26.97 K | $515.88 K | 4.80% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 24.36 K | $465.95 K | 675.21% | 0.06% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/04/2026 | 24.04 K | $142.77 K | 100.00% | 0.06% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 23.87 K | $456.70 K | -67.92% | 0.06% |
| CERITY PARTNERS LLC | 02/11/2026 | 22.31 K | $426.81 K | 1.37% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 22.14 K | $423.50 K | 6.70% | 0.05% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 22.13 K | $423.35 K | 1.05% | 0.05% |
| WORLD EQUITY GROUP, INC. | 01/12/2026 | 18.70 K | $357.73 K | 5.95% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 18.62 K | $356.24 K | -25.58% | 0.05% |
| TRADITION WEALTH MANAGEMENT, LLC | 02/11/2026 | 18.31 K | $350.30 K | -16.82% | 0.04% |
| COMMERCE BANK | 02/13/2026 | 17.13 K | $327.64 K | 0.00% | 0.04% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
abrdn Healthcare Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 137 institutional investors and hedge funds held shares of abrdn Healthcare Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.35 M
ROYAL BANK OF CANADA: 1.13 M
RAYMOND JAMES FINANCIAL INC: 1.04 M
Heron Bay Capital Management: 592,723
LPL Financial LLC: 332,325
UBS Group AG: 295,613
18.18% of abrdn Healthcare Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.45 M shares in the last 24 months. This purchase volume represents approximately $182.17 M in transactions.