GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

65 hedge funds and large institutions have $37.6M invested in Gabelli Healthcare & Wellness Trust in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$918K
2
Wells Fargo
2
Wells Fargo
California
$7.15M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$135K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$117K
5
SI
5
Stephens Inc
Arkansas
$623K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$795K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.29M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.29M
4
SKK
4
Shepherd Kaplan Krochuk
Massachusetts
$0
5
QC
5
Quantedge Capital
Singapore
$150K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$170K 17,855 +5,401 +43%
KIM
27
Karpus Investment Management
New York
$152K 16,000 – –
QC
28
Quantedge Capital
Singapore
$150K 15,796 -19,136 -55%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$135K 14,200 +14,200 New
PAG
30
Private Advisor Group
New Jersey
$128K 13,449 +1 +0%
NA
31
NewEdge Advisors
Louisiana
$128K 13,432 +3,369 +33%
HighTower Advisors
32
HighTower Advisors
Illinois
$117K 12,487 +12,487 New
WS
33
Wedbush Securities
California
$106K 11,154 +9 +0.1%
COLIM
34
City of London Investment Management
United Kingdom
$103K 10,789 -13,501 -56%
CPO
35
Cerity Partners OCIO
New York
$100K 10,500 – –
SWM
36
Sugarloaf Wealth Management
Georgia
$88K 9,247 -597 -6%
WAM
37
Wolverine Asset Management
Illinois
$69K 7,279 -6,849 -48%
BWA
38
BDO Wealth Advisors
Florida
$59K 6,216 – –
AA
39
Ancora Advisors
Ohio
$58K 6,150 – –
AP
40
Atwood & Palmer
Missouri
$35K 3,700 – –
TWM
41
Tradition Wealth Management
Minnesota
$25K 2,590 +2,590 New
RA
42
Rise Advisors
New York
$12K 1,235 +18 +1%
First Manhattan
43
First Manhattan
New York
$11K 1,177 -1 -0.1%
JWM
44
Janiczek Wealth Management
Colorado
$9K 944 – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$8K 850 – –
IA
46
IFP Advisors
Florida
$5K 430 +4 +0.9%
TWC
47
TD Waterhouse Canada
Ontario, Canada
$4.88K 504 +504 New
RCM
48
Raleigh Capital Management
North Carolina
$4K 436 +7 +2%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$2K 225 – –
BCMLT
50
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K 62 -61 -50%
1
2
3