GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

63 hedge funds and large institutions have $52.6M invested in Gabelli Healthcare & Wellness Trust in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Bennicas & Associates
California
$1.45M
2
Wells Fargo
2
Wells Fargo
California
$4.25M
3
GI
3
GAMCO Investors
Connecticut
$3.97M
4
PAG
4
Private Advisor Group
New Jersey
$268K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$151K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.15M
3
Cohen & Steers
3
Cohen & Steers
New York
$2.55M
4
RJA
4
Raymond James & Associates
Florida
$1.43M
5
AA
5
Ancora Advisors
Ohio
$362K
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$151K 14,312 +8,797 +160%
BRWA
27
B. Riley Wealth Advisors
Florida
$144K 13,579 +2,619 +24%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$135K 12,776 +180 +1%
UR
29
USCA RIA
Texas
$116K 11,053 -12,201 -52%
UBS Group
30
UBS Group
Switzerland
$62K 5,895 +59 +1%
AG
31
Advisor Group
Arizona
$52K 4,928 -1,500 -23%
KCPG
32
Kavar Capital Partners Group
Kansas
$47K 4,500 +4,500 New
RCAG
33
Rehmann Capital Advisory Group
Michigan
$43K 4,084 – –
RFM
34
Royal Fund Management
Florida
$28K 2,726 +97 +4%
PA
35
Parallel Advisors
California
$21K 1,951 – –
GWM
36
Geneos Wealth Management
Colorado
$20K 1,925 – –
GSWM
37
Golden State Wealth Management
California
$19K 1,811 – –
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$16K 1,510 +1,510 New
ASN
39
Advisory Services Network
Georgia
$14K 1,321 – –
Citigroup
40
Citigroup
New York
$12K 1,130 – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$11K 850 – –
SPIA
42
Steward Partners Investment Advisory
New York
$8K 830 +830 New
JWM
43
Janiczek Wealth Management
Colorado
$6K 604 – –
FHA
44
Flagship Harbor Advisors
Massachusetts
$5K 521 +7 +1%
VFA
45
Valeo Financial Advisors
Indiana
$5K 500 +500 New
TFS
46
TrustCore Financial Services
Tennessee
$4K 406 – –
CHC
47
City Holding Co
West Virginia
$2K 151 – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$2K 225 – –
SIC
49
Salem Investment Counselors
North Carolina
$2K 161 +161 New
BCWM
50
Bartlett & Co Wealth Management
Ohio
$1.22K 116 +116 New
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