GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

66 hedge funds and large institutions have $44.1M invested in Gabelli Healthcare & Wellness Trust in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$1.39M
2
CA
2
Cornerstone Advisors
North Carolina
$1.82M
3
Wells Fargo
3
Wells Fargo
California
$7.69M
4
ACP
4
Aviance Capital Partners
Florida
$1.83M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$1.13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.38M
2
RJA
2
Raymond James & Associates
Florida
$367K
3
AWS
3
Atria Wealth Solutions
New York
$200K
4
GC
4
Guggenheim Capital
Illinois
$123K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
SBIA
26
Sheaff Brock Investment Advisors
Indiana
$256K 23,868 – –
AWS
27
Atria Wealth Solutions
New York
$200K 18,668 -71,296 -79%
Bank of America
28
Bank of America
North Carolina
$189K 17,545 +3,857 +28%
KIM
29
Karpus Investment Management
New York
$172K 16,000 – –
WAM
30
Wolverine Asset Management
Illinois
$151K 14,128 +14,128 New
PAG
31
Private Advisor Group
New Jersey
$144K 13,448 +629 +5%
LPL Financial
32
LPL Financial
California
$134K 12,454 +12,454 New
GC
33
Guggenheim Capital
Illinois
$123K 11,477 -12,355 -52%
WS
34
Wedbush Securities
California
$119K 11,145 +9 +0.1%
CPO
35
Cerity Partners OCIO
New York
$113K 10,500 – –
NA
36
NewEdge Advisors
Louisiana
$108K 10,063 +10,063 New
SWM
37
Sugarloaf Wealth Management
Georgia
$106K 9,844 +140 +1%
TCWM
38
Total Clarity Wealth Management
Illinois
$90K 8,383 +8,383 New
BWA
39
BDO Wealth Advisors
Florida
$67K 6,216 – –
AA
40
Ancora Advisors
Ohio
$66K 6,150 – –
AP
41
Atwood & Palmer
Missouri
$40K 3,700 – –
RA
42
Rise Advisors
New York
$13K 1,217 +18 +2%
First Manhattan
43
First Manhattan
New York
$12K 1,178 – –
JWM
44
Janiczek Wealth Management
Colorado
$11K 944 +642 +213%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$9K 850 – –
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$9K 854 +5 +0.6%
GWM
47
Geneos Wealth Management
Colorado
$7K 664 -25 -4%
IA
48
IFP Advisors
Florida
$5K 426 – –
RCM
49
Raleigh Capital Management
North Carolina
$5K 429 +429 New
SWM
50
Spire Wealth Management
Virginia
$3K 251 – –
1
2
3 4