GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

66 hedge funds and large institutions have $44.1M invested in Gabelli Healthcare & Wellness Trust in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
66
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
7
Increased
23
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$1.39M
2
CA
2
Cornerstone Advisors
North Carolina
$1.82M
3
Wells Fargo
3
Wells Fargo
California
$7.69M
4
ACP
4
Aviance Capital Partners
Florida
$1.83M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$1.13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.38M
2
RJA
2
Raymond James & Associates
Florida
$367K
3
AWS
3
Atria Wealth Solutions
New York
$200K
4
GC
4
Guggenheim Capital
Illinois
$123K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$2K 225 – –
BCMLT
52
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K 123 – –
US Bancorp
53
US Bancorp
Minnesota
$1K 87 – –
CWC
54
Carolinas Wealth Consulting
North Carolina
$1K 74 – –
CA
55
Centerpoint Advisors
Massachusetts
$1K 127 – –
CCM
56
Covington Capital Management
California
$1K 66 +1 +2%
CWA
57
Clearview Wealth Advisors
Oregon
$1K 113 +1 +0.9%
CA
58
Clearstead Advisors
Ohio
$1K 88 +1 +1%
HI
59
Harbour Investments
Wisconsin
$1K 120 +120 New
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$515 48 – –
APA
61
American Portfolios Advisors
New York
$472 44 – –
PFS
62
Prospera Financial Services
Texas
– – -3,114 Closed
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
– – -408 Closed
CSIA
64
Conrad Siegel Investment Advisors
Pennsylvania
– – -42 Closed
FAG
65
Fortitude Advisory Group
Washington
– – -15 Closed
GAM
66
Gemmer Asset Management
California
– – -12 Closed
Fidelity Investments
67
Fidelity Investments
Massachusetts
– – -1 Closed
FF
68
FourThought Financial
Florida
– – -1 Closed
KFI
69
Key Financial Inc
Pennsylvania
$0 10 – –
SWA
70
SOA Wealth Advisors
New York
$0 60 – –
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
HNB
72
Huntington National Bank
Ohio
– – – –
Citigroup
73
Citigroup
New York
– – – –
MRCM
74
M&R Capital Management
New Jersey
$0 46 – –
RCC
75
Red Cedar Capital
Nebraska
$0 42 – –
1 2
3
4