GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

69 hedge funds and large institutions have $40.9M invested in Gabelli Healthcare & Wellness Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$1.63M
2
CA
2
Cornerstone Advisors
North Carolina
$2.21M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.31M
4
WAM
4
Wolverine Asset Management
Illinois
$1.03M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$236K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5K
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$585K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$4.23M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.1M
5
SBIA
5
Sheaff Brock Investment Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$291K – – –
LPL Financial
27
LPL Financial
California
$258K +$61.8K +6,121 +31%
FAM
28
Formidable Asset Management
Ohio
$250K -$38K -3,742 -13%
HighTower Advisors
29
HighTower Advisors
Illinois
$236K +$236K +24,261 New
RJA
30
Raymond James & Associates
Florida
$213K -$107K -10,581 -33%
Citadel Advisors
31
Citadel Advisors
Florida
$173K -$97.4K -9,656 -36%
KIM
32
Karpus Investment Management
New York
$161K – – –
Bank of America
33
Bank of America
North Carolina
$147K -$5.27K -522 -3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$146K -$16.3K -1,615 -10%
NA
35
NewEdge Advisors
Louisiana
$142K +$1.75K +173 +1%
LCM
36
Landscape Capital Management
New Jersey
$130K +$130K +12,894 New
COLIM
37
City of London Investment Management
United Kingdom
$117K -$18.3K -1,806 -14%
WS
38
Wedbush Securities
California
$113K -$1.35K -133 -1%
RA
39
Ruggaard & Associates
Ohio
$111K +$111K +10,983 New
PAG
40
Private Advisor Group
New Jersey
$107K +$107K +10,638 New
Stifel Financial
41
Stifel Financial
Missouri
$104K +$104K +10,322 New
SWM
42
Sugarloaf Wealth Management
Georgia
$89.2K -$5.36K -531 -6%
AA
43
Ancora Advisors
Ohio
$57K -$5.05K -500 -8%
BWA
44
BDO Wealth Advisors
Florida
$54.1K -$5.28K -523 -9%
CFD
45
Creative Financial Designs
Indiana
$17.5K +$17.5K +1,738 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$13K +$10.8K +1,102 +490%
RA
47
Rise Advisors
New York
$12.8K +$202 +20 +2%
ASN
48
Advisory Services Network
Georgia
$9.71K – – –
JWM
49
Janiczek Wealth Management
Colorado
$9.61K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
1
2
3