GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

68 hedge funds and large institutions have $66.7M invested in Gabelli Healthcare & Wellness Trust in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
1
Wintrust Investments
Illinois
$890K
2
WAM
2
Wolverine Asset Management
Illinois
$1.24M
3
Wells Fargo
3
Wells Fargo
California
$8.35M
4
CA
4
Cornerstone Advisors
North Carolina
$3.34M
5
UBS Group
5
UBS Group
Switzerland
$2.68M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$10.4M
2
Bank of America
2
Bank of America
North Carolina
$223K
3
QC
3
Quantedge Capital
Singapore
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$5.74M
5
AA
5
Advisory Alpha
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SKK
26
Shepherd Kaplan Krochuk
Massachusetts
$334K – – –
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$322K -$27K -2,000 -8%
Osaic Holdings
28
Osaic Holdings
Arizona
$310K +$54 +4 +0%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$286K +$68.2K +5,061 +31%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$263K – – –
BWA
31
BDO Wealth Advisors
Florida
$246K – – –
Bank of America
32
Bank of America
North Carolina
$223K -$1.31M -97,082 -85%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$202K -$6.76K -500 -3%
Stifel Financial
34
Stifel Financial
Missouri
$189K – – –
SFS
35
Shaker Financial Services
Virginia
$171K +$171K +12,675 New
Citadel Advisors
36
Citadel Advisors
Florida
$152K +$152K +11,268 New
WS
37
Wedbush Securities
California
$140K -$3.48K -258 -2%
BWM
38
BerganKDV Wealth Management
Minnesota
$136K +$136K +10,044 New
SWM
39
Sugarloaf Wealth Management
Georgia
$129K +$1.34K +99 +1%
ASN
40
Advisory Services Network
Georgia
$117K +$117K +8,669 New
FIA
41
FNY Investment Advisers
New York
$94K +$94K +7,000 New
AA
42
Ancora Advisors
Ohio
$86K -$6.73K -500 -7%
Citigroup
43
Citigroup
New York
$15K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$40 +3 +0.4%
GWM
46
Geneos Wealth Management
Colorado
$10K – – –
JWM
47
Janiczek Wealth Management
Colorado
$4K – – –
IP
48
Isthmus Partners
Wisconsin
$4K +$4K +260 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$3K – – –
SWM
50
Spire Wealth Management
Virginia
$3K +$12 +1 +0.4%
1
2
3