GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

67 hedge funds and large institutions have $43.9M invested in Gabelli Healthcare & Wellness Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$14.8M
2
AW
2
Atlas Wealth
Ohio
$749K
3
LPL Financial
3
LPL Financial
California
$690K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$1.11M
5
ACP
5
Aviance Capital Partners
Florida
$1.23M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
CA
2
Cornerstone Advisors
North Carolina
$1.34M
3
RL
3
RPO LLC
Connecticut
$0
4
AWS
4
Atria Wealth Solutions
New York
$0
5
LSC
5
Logan Stone Capital
Illinois
$713K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$281K +$57 +6 +0%
Osaic Holdings
27
Osaic Holdings
Arizona
$216K -$40.7K -4,249 -16%
RJA
28
Raymond James & Associates
Florida
$162K +$96 +10 +0.1%
FAM
29
Formidable Asset Management
Ohio
$160K -$18K -1,877 -10%
SFS
30
Shaker Financial Services
Virginia
$159K – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$149K -$12.1K -1,261 -8%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$140K +$363 +38 +0.3%
Bank of America
33
Bank of America
North Carolina
$126K -$8.16K -852 -6%
WS
34
Wedbush Securities
California
$108K +$106 +11 +0.1%
HighTower Advisors
35
HighTower Advisors
Illinois
$104K -$9.04K -1,082 -8%
PAG
36
Private Advisor Group
New Jersey
$98.6K +$10 +1 +0%
IAIM
37
International Assets Investment Management
Florida
$53.2K +$53.2K +5,556 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$52K – – –
AA
39
Ancora Advisors
Ohio
$44.5K -$9.58K -1,000 -18%
CFD
40
Creative Financial Designs
Indiana
$39.5K -$16.6K -1,737 -30%
Comerica Bank
41
Comerica Bank
Texas
$31.6K -$4.05K -423 -11%
SWM
42
Sugarloaf Wealth Management
Georgia
$23.2K +$307 +32 +1%
BCMLT
43
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.05K +$134 +14 +2%
JWM
44
Janiczek Wealth Management
Colorado
$9.04K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
RCM
46
Raleigh Capital Management
North Carolina
$4.65K +$77 +8 +2%
Bessemer Group
47
Bessemer Group
New Jersey
$3K +$668 +73 +29%
SPIA
48
Steward Partners Investment Advisory
New York
$2.17K -$47.2K -4,924 -96%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$2.16K – – –
GJWM
50
Gilliland Jeter Wealth Management
Arkansas
$1.92K – – –
1
2
3