Vault-13

ABRDN HEALTHCARE OPPORTUNITI THQ

SHS · Closed-End Fund · CUSIP 879105104

97 institutional holders +9 vs Q1 2026
8,154,7018.2m shares reported held*
$152.9mreported value*
15 new 39 added 23 reduced 8 sold out net bought ≈ $7.0m (+360.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $18.75.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 82Q4 22: 86Q1 23: 93Q2 23: 79Q3 23: 92Q4 23: 99Q1 24: 95Q2 24: 97Q3 24: 105Q4 24: 107Q1 25: 95Q2 25: 100Q3 25: 106Q4 25: 92Q1 26: 88Q2 26: 9797Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202282
Q4 202286
Q1 202393
Q2 202379
Q3 202392
Q4 202399
Q1 202495
Q2 202497
Q3 2024105
Q4 2024107
Q1 202595
Q2 2025100
Q3 2025106
Q4 202592
Q1 202688
Q2 202697

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 45 bought or addedQ3 24: 45 cut or sold outQ4 24: 47 bought or addedQ4 24: 45 cut or sold outQ4 24Q1 25: 48 bought or addedQ1 25: 41 cut or sold outQ2 25: 44 bought or addedQ2 25: 41 cut or sold outQ2 25Q3 25: 58 bought or addedQ3 25: 40 cut or sold outQ4 25: 37 bought or addedQ4 25: 46 cut or sold outQ4 25Q1 26: 42 bought or addedQ1 26: 37 cut or sold outQ2 26: 54 bought or addedQ2 26: 31 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244545
Q4 20244745
Q1 20254841
Q2 20254441
Q3 20255840
Q4 20253746
Q1 20264237
Q2 20265431

Biggest buyers

LANDSCAPE CAPITAL MANAGEMENT, L.L.C. New +143,003+143.0k
MORGAN STANLEY Added +90,362+90.4k
Marex Group Ltd New +64,474+64.5k
WOLVERINE ASSET MANAGEMENT LLC New +57,930+57.9k
Cambridge Investment Research Advisors, Inc. Added +52,950+53.0k
LPL Financial LLC Added +39,830+39.8k
Shaker Financial Services, LLC Added +37,893+37.9k
XTX Topco Ltd New +30,791+30.8k
MGO ONE SEVEN LLC New +23,973+24.0k
Pine Valley Investments Ltd Liability Co New +18,400+18.4k

Biggest sellers

UBS Group AG Reduced -111,799-111.8k
RAYMOND JAMES FINANCIAL INC Reduced -56,823-56.8k
ROYAL BANK OF CANADA Reduced -34,778-34.8k
Stonehage Fleming Financial Services Holdings Ltd Sold out -32,150-32.1k
Heron Bay Capital Management Reduced -32,027-32.0k
MERCER GLOBAL ADVISORS INC /ADV Sold out -20,214-20.2k
Virtu Financial LLC Sold out -15,474-15.5k
World Investment Advisors Reduced -15,360-15.4k
EVOLVE PRIVATE WEALTH, LLC Reduced -13,572-13.6k
Patriot Financial Group Insurance Agency, LLC Sold out -13,556-13.6k

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 1 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20261$10.5k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-07-16 Mahai Chris LaVictoire Director Bought 568 $18.49 $10.5k568 shares new

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,436,5681.4m $26.9m $26.9m 0.00% Added +90.4k +90,362
2 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,108,9861.1m $20.8m $20.8m 0.00% Reduced -34.8k -34,778
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 726,863726.9k $13.6m $13.6m 0.00% Reduced -56.8k -56,823
4 Heron Bay Capital Management 0.95% of their portfolio BLOOMFIELD HILLS, MI 562,344562.3k $10.5m $10.5m 0.95% Reduced -32.0k -32,027
5 Penserra Capital Management LLC 0.07% of their portfolio ORINDA, CA 464,627464.6k $8.7m $8.7m 0.07% Added +17.7k +17,692
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 346,884346.9k $6.5m $6.5m 0.00% Added +39.8k +39,830
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 203,590203.6k $3.8m $3.8m 0.00% Added +13.7k +13,706
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 196,425196.4k $3.7m $3.7m 0.00% Reduced -111.8k -111,799
9 WEDBUSH SECURITIES INC 0.09% of their portfolio PASADENA, CA 187,779187.8k $3.5m $3.5m 0.09% Added +14.3k +14,272
10 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 147,949147.9k $2.8m $2.8m 0.00% Added +6.0k +5,991
11 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 145,076145.1k $2.7m $2.7m 0.00% Reduced -4.2k -4,242
12 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.17% of their portfolio Englewood, NJ 143,003143.0k $2.7m $2.7m 0.17% New
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 138,800138.8k $2.6m $2.6m 0.00% Added +1.4k +1,441
14 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 136,587136.6k $2.6m $2.6m 0.01% Added +6.9k +6,891
15 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 107,042107.0k $2.0m $2.0m 0.00% Added +53.0k +52,950
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 100,702100.7k $1.9m $1.9m 0.00% Reduced -5.6k -5,647
17 Next Level Private LLC 0.34% of their portfolio HARRISON, NY 93,04793.0k $1.7m $1.7m 0.34% Added +7.9k +7,864
18 Z3 Capital Partners, LLC 0.36% of their portfolio RICHMOND, VA 90,46090.5k $1.7m $1.7m 0.36% Added +1.1k +1,075
19 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 86,44586.4k $1.6m $1.6m 0.01% Added +10.9k +10,881
20 Aviance Capital Partners, LLC 0.17% of their portfolio NAPLES, FL 86,18186.2k $1.6m $1.6m 0.17% Added +395 +395
21 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 72,39772.4k $1.4m $1.4m 0.00% Added +3.4k +3,376
22 Shaker Financial Services, LLC 0.41% of their portfolio Arlington, VA 70,49370.5k $1.3m $1.3m 0.41% Added +37.9k +37,893
23 Marex Group Ltd 0.01% of their portfolio London, X0 64,47464.5k $1.2m $1.2m 0.01% New
24 Regatta Research & Money Management 1.12% of their portfolio METAIRIE, LA 63,35063.4k $1.2m $1.2m 1.12% First filing
25 EVOLVE PRIVATE WEALTH, LLC 0.07% of their portfolio LOS ANGELES, CA 58,38758.4k $1.1m $1.1m 0.07% Reduced -13.6k -13,572
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 58,32658.3k $1.1m $1.1m 0.00% Added +16.6k +16,585
27 WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio CHICAGO, IL 57,93057.9k $1.1m $1.1m 0.01% New
28 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 55,97456.0k $1.0m $1.0m 0.00% Reduced -5.5k -5,541
29 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 53,64353.6k $903.4k $903.4k 0.01% Reduced -15.4k -15,360
30 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 47,00847.0k $880.5k $880.5k 0.00% Added +14.7k +14,650
31 Westbourne Investment Advisors, Inc. 0.24% of their portfolio ANNAPOLIS, MD 46,50046.5k $870.9k $870.9k 0.24% Added +1.4k +1,400
32 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 44,58844.6k $835.1k $835.1k 0.00% Added +40 +40
33 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 42,86742.9k $802.9k $802.9k 0.01% Added +1.6k +1,566
34 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 41,74041.7k $782.0k $782.0k 0.00% Added +10.6k +10,642
35 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 40,22540.2k $753.4k $753.4k 0.01% Added +571 +571
36 Stolper Co 0.19% of their portfolio TULSA, OK 39,61239.6k $742.0k $742.0k 0.19% Added +1.3k +1,332
37 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 38,29538.3k $717.3k $717.3k 0.01% Reduced -835 -835
38 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 38,17938.2k $715.1k $715.1k 0.01% Added +444 +444
39 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 38,15138.2k $724.5k $724.5k 0.00% Reduced -1.3k -1,280
40 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 37,84537.8k $709.0k $709.0k 0.00% Unchanged
41 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 34,30234.3k $648.0k $648.0k 0.01% Added +6.3k +6,324
42 Samalin Investment Counsel, LLC 0.20% of their portfolio CHAPPAQUA, NY 34,01034.0k $637.0k $637.0k 0.20% Reduced -11.9k -11,895
43 PMG Family Office LLC 0.54% of their portfolio PLANO, TX 31,35631.4k $587.3k $587.3k 0.54% Added +540 +540
44 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 30,79130.8k $576.7k $576.7k 0.01% New
45 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 30,36230.4k $570.5k $570.5k 0.03% Added +2.9k +2,885
46 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 24,94424.9k $467.2k $467.2k 0.00% Reduced -490 -490
47 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 24,41024.4k $457.2k $457.2k 0.00% Added +27 +27
48 ADVISORTRUST PARTNERS, LLC 0.15% of their portfolio RALEIGH, NC 24,06324.1k $450.7k $450.7k 0.15% Added +7.3k +7,281
49 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 23,97324.0k $449.0k $449.0k 0.01% New
50 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 23,57123.6k $441.5k $441.5k 0.00% Reduced -4.6k -4,560
51 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 22,45622.5k $420.6k $420.6k 0.00% Unchanged
52 WORLD EQUITY GROUP, INC. 0.09% of their portfolio SCHAUMBURG, IL 20,33620.3k $380.9k $380.9k 0.09% Added +1.6k +1,636
53 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 19,62519.6k $367.6k $367.6k 0.00% Reduced -469 -469
54 Pine Valley Investments Ltd Liability Co 0.01% of their portfolio MARLTON, NJ 18,40018.4k $344.6k $344.6k 0.01% New
55 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 17,33517.3k $324.0k $324.0k 0.00% New
56 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 17,29617.3k $324.0k $324.0k 0.00% Added +3.5k +3,460
57 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 17,12717.1k $320.8k $320.8k 0.00% Unchanged
58 Tradition Wealth Management, LLC 0.02% of their portfolio EDINA, MN 16,43716.4k $307.9k $307.9k 0.02% Reduced -303 -303
59 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 14,64514.6k $274.3k $274.3k 0.01% Reduced -495 -495
60 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 12,26712.3k $229.3k $229.3k 0.01% Reduced -810 -810
61 Maridea Wealth Management LLC 0.02% of their portfolio BROOKLYN, NY 12,25312.3k $229.5k $229.5k 0.02% Unchanged
62 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 12,13312.1k $227.3k $227.3k 0.00% New
63 B.O.S.S. Retirement Advisors, LLC 0.06% of their portfolio Lehi, UT 12,00012.0k $224.8k $224.8k 0.06% Unchanged
64 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,83511.8k $221.7k $221.7k 0.00% New
65 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 11,73011.7k $219.7k $219.7k 0.00% Added +800 +800
66 NWF Advisory Services Inc. 0.02% of their portfolio Los Angeles, CA 11,51011.5k $215.6k $215.6k 0.02% Added +250 +250
67 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 11,08711.1k $207.7k $207.7k 0.01% New
68 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 10,84510.8k $203.1k $203.1k 0.01% Unchanged
69 ARS Wealth Advisors Group, LLC 0.02% of their portfolio St. Petersburg, FL 10,58810.6k $198.3k $198.3k 0.02% Reduced -2.0k -2,008
70 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 10,53810.5k $197.4k $197.4k 0.01% Reduced -867 -867
71 WealthTrust Axiom LLC 0.04% of their portfolio WAYNE, PA 10,50010.5k $196.7k $196.7k 0.04% Unchanged
72 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 10,41910.4k $195.2k $195.2k 0.00% New
73 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4,3514.4k $81.5k $81.5k 0.00% Reduced -3.6k -3,633
74 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4,1104.1k $77.0k $77.0k 0.00% Unchanged
75 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4,1014.1k $76.8k $76.8k 0.00% First filing
76 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 4,0004.0k $74.9k $74.9k 0.00% Unchanged
77 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,7002.7k $50.6k $50.6k 0.00% Added +300 +300
78 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,4002.4k $45.0k $45.0k 0.00% New
79 Costello Asset Management, INC 0.01% of their portfolio FEASTERVILLE, PA 2,3972.4k $44.9k $44.9k 0.01% Added +52 +52
80 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,3152.3k $43.4k $43.4k 0.00% Reduced -544 -544
81 ARMSTRONG ADVISORY GROUP, INC 0.00% of their portfolio NEEDHAM, MA 2,2082.2k $41.4k $41.4k 0.00% New
82 Triumph Capital Management 0.01% of their portfolio DENVER, CO 2,1442.1k $40.2k $40.2k 0.01% Added +273 +273
83 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,9792.0k $37.1k $37.1k 0.00% Added +36 +36
84 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,8701.9k $35.0k $35.0k 0.00% Added +43 +43
85 GABLES CAPITAL MANAGEMENT INC. 0.01% of their portfolio MIAMI, FL 1,7451.7k $32.7k $32.7k 0.01% Unchanged
86 Madison Park Capital Advisors, LLC 0.18% of their portfolio SEATTLE, WA 1,6981.7k $248.8k $248.8k 0.18% Reduced -12.3k -12,302
87 Allied Private Wealth LLC 0.01% of their portfolio BOCA RATON, FL 924924 $17.5k $17.5k 0.01% First filing
88 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 827827 $15.5k $15.5k 0.00% Added +1 +1
89 Provenance Wealth Advisors, LLC 0.00% of their portfolio FORT LAUDERDALE, FL 505505 $9.5k $9.5k 0.00% Unchanged
90 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 500500 $9.4k $9.4k 0.00% New
91 SWAN Capital LLC 0.00% of their portfolio PENSACOLA, FL 408408 $7.6k $7.6k 0.00% Unchanged
92 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 350350 $6.6k $6.6k 0.00% Unchanged
93 Tidemark, LLC 0.00% of their portfolio SAN DIEGO, CA 320320 $6.0k $6.0k 0.00% Unchanged
94 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 195195 $3.7k $3.7k 0.00% Unchanged
95 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 114114 $2.1k $2.1k 0.00% Unchanged
96 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 4747 $881 $881 0.00% New
97 Fourth Dimension Wealth, LLC 0.00% of their portfolio MIDDLEBURG HEIGHTS, OH 77 $131 $131 0.00% Unchanged