abrdn Healthcare Opportunities Fund
THQ- Exchange
- NYSE
- SEC CIK
- 0001604522
In the last 90 days, abrdn Healthcare Opportunities Fund insiders filed 1 open-market purchase and 0 sales; 96 institutions reported holding it in 13F filings for Q2 2026, worth $151.8M in total; no superinvestor holds it.
Q3 2024 vs. Q2 2024
How the institutions holding abrdn Healthcare Opportunities Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 96 | 1 | 104 | +9 |
| Shares | 8.55M | 22.2K | 8.56M | +26.5K (+0.3%) |
| Value | $174.2M | $453.0K | $195.6M | +$21.9M (+12.6%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held abrdn Healthcare Opportunities Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Penserra Capital Management LLC | 226,525 | $5.00M | 0.11% |
| Greenleaf Trust | 68,737 | $1.52M | 0.01% |
| Cerity Partners LLC | 22,788 | $503.2K | 0.00% |
| Benjamin Edwards Inc | 22,239 | $491.0K | 0.01% |
| Triumph Capital Management | 17,768 | $392.3K | 0.14% |
| Beacon Pointe Advisors, LLC | 12,900 | $284.8K | 0.00% |
| Leavell Investment Management, Inc. | 10,731 | $236.9K | 0.01% |
| WealthTrust Axiom LLC | 10,500 | $231.8K | 0.07% |
| World Equity Group, Inc. | 10,350 | $228.5K | 0.08% |
| Lakeview Capital Partners, LLC | 9,602 | $212.0K | 0.03% |
| Moors & Cabot, Inc. | 9,158 | $202.2K | 0.01% |
| CoreCap Advisors, LLC | 2,800 | $61.8K | 0.00% |
| Umb Bank N A | 2,500 | $55.2K | 0.00% |
| Ashton Thomas Securities, LLC | 2,000 | $44.2K | 0.01% |
| Future Financial Wealth Managment LLC | 2,000 | $44.2K | 0.03% |
| Bryn Mawr Trust Co | 1,509 | $33.3K | 0.00% |
| Fortitude Family Office, LLC | 1,250 | $27.6K | 0.01% |
| Northwestern Mutual Wealth Management Co | 500 | $11.0K | 0.00% |
| Fifth Third Bancorp | 475 | $10.5K | 0.00% |
Sold out (10)
Institutions that held abrdn Healthcare Opportunities Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Advisors Asset Management, Inc. | 19,310 | $393.5K |
| Aptus Capital Advisors, LLC | 11,048 | $225.2K |
| Second Line Capital, LLC | 11,048 | $225.2K |
| Kestra Advisory Services, LLC | 10,145 | $206.8K |
| Cornerstone Advisors, LLC | 2,841 | $57.9K |
| HGK Asset Management Inc | 850 | $17.3K |
| Winch Advisory Services, LLC | 622 | $12.7K |
| Investors Research Corp | 327 | $6.66K |
| Triad Wealth Partners, LLC | 70 | $1.43K |
| FMR LLC | 1 | $20 |
Not filed for Q3 2024 yet (1)
Institutions that held abrdn Healthcare Opportunities Fund at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 22,239 | $453.0K |