GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

70 hedge funds and large institutions have $35.1M invested in Gabelli Healthcare & Wellness Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
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
8
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$1.38M
2
RL
2
RPO LLC
Connecticut
$937K
3
AA
3
AQR Arbitrage
Connecticut
$1.01M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$465K
5
AC
5
Almitas Capital
California
$273K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$479K
2
UBS Group
2
UBS Group
Switzerland
$1.14M
3
ACP
3
Aviance Capital Partners
Florida
$1.08M
4
NA
4
NewEdge Advisors
Louisiana
$257
5
COLIM
5
City of London Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$321K +$90.8K +10,584 +39%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$318K -$283 -33 -0.1%
Creative Planning
28
Creative Planning
Kansas
$274K +$51 +6 +0%
AC
29
Almitas Capital
California
$273K +$273K +31,790 New
HighTower Advisors
30
HighTower Advisors
Illinois
$207K -$2.97K -362 -1%
LPL Financial
31
LPL Financial
California
$188K -$42.1K -4,906 -18%
FAM
32
Formidable Asset Management
Ohio
$182K -$8.37K -976 -4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$177K +$317 +37 +0.2%
RJA
34
Raymond James & Associates
Florida
$150K +$103 +12 +0.1%
LCM
35
Landscape Capital Management
New Jersey
$142K +$37.1K +4,323 +35%
KIM
36
Karpus Investment Management
New York
$137K – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$105K -$19.3K -2,252 -16%
PAG
38
Private Advisor Group
New Jersey
$96.8K -$180 -21 -0.2%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$96.3K +$96.3K +11,227 New
WS
40
Wedbush Securities
California
$96K +$94 +11 +0.1%
Cerity Partners
41
Cerity Partners
New York
$88.1K +$9 +1 +0%
USCWA
42
U.S. Capital Wealth Advisors
Texas
$85.8K -$70.9K -8,263 -45%
Bank of America
43
Bank of America
North Carolina
$83.4K -$17.1K -1,997 -17%
TWC
44
TD Waterhouse Canada
Ontario, Canada
$60.6K – – –
CFD
45
Creative Financial Designs
Indiana
$50.3K – – –
AA
46
Ancora Advisors
Ohio
$48.5K – – –
Comerica Bank
47
Comerica Bank
Texas
$31.2K +$31.2K +3,639 New
SWM
48
Sugarloaf Wealth Management
Georgia
$24.7K -$16K -1,862 -39%
JWM
49
Janiczek Wealth Management
Colorado
$8.1K – – –
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$8K -$2.7K -330 -25%
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