GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

69 hedge funds and large institutions have $46.9M invested in Gabelli Healthcare & Wellness Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$8.36M
2
CA
2
Cetera Advisors
Colorado
$2.25M
3
MC
3
Matisse Capital
Oregon
$1.04M
4
AA
4
AQR Arbitrage
Connecticut
$2.1M
5
LSC
5
Logan Stone Capital
Illinois
$1.49M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.96M
3
Wells Fargo
3
Wells Fargo
California
$3.77M
4
AC
4
Almitas Capital
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$172K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$377K -$3.91K -382 -1%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$360K +$4.98K +486 +1%
Creative Planning
28
Creative Planning
Kansas
$300K +$51 +5 +0%
Osaic Holdings
29
Osaic Holdings
Arizona
$274K -$1.11K -108 -0.4%
LPL Financial
30
LPL Financial
California
$207K -$18.4K -1,793 -8%
FAM
31
Formidable Asset Management
Ohio
$190K +$461 +45 +0.2%
RJA
32
Raymond James & Associates
Florida
$173K -$143 -14 -0.1%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$172K -$168K -16,379 -49%
SFS
34
Shaker Financial Services
Virginia
$170K +$170K +16,647 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$150K -$277 -27 -0.2%
Bank of America
36
Bank of America
North Carolina
$144K -$45.1K -4,407 -24%
HighTower Advisors
37
HighTower Advisors
Illinois
$125K -$11.5K -1,243 -8%
WS
38
Wedbush Securities
California
$115K +$92 +9 +0.1%
PAG
39
Private Advisor Group
New Jersey
$105K +$10 +1 +0%
CFD
40
Creative Financial Designs
Indiana
$60K – – –
AA
41
Ancora Advisors
Ohio
$57.9K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$56K +$47.5K +4,651 +562%
SPIA
43
Steward Partners Investment Advisory
New York
$52.7K +$46.6K +4,550 +758%
Comerica Bank
44
Comerica Bank
Texas
$38.1K -$2.21K -216 -5%
SWM
45
Sugarloaf Wealth Management
Georgia
$24.4K -$2.67K -261 -10%
BEI
46
Benjamin Edwards Inc
Missouri
$10K +$10K +1,000 New
JWM
47
Janiczek Wealth Management
Colorado
$9.67K – – –
BCMLT
48
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.52K +$9.52K +930 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
RCM
50
Raleigh Capital Management
North Carolina
$4.89K +$72 +7 +1%
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