GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

65 hedge funds and large institutions have $37.6M invested in Gabelli Healthcare & Wellness Trust in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$918K
2
Wells Fargo
2
Wells Fargo
California
$7.15M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$135K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$117K
5
SI
5
Stephens Inc
Arkansas
$623K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$795K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.29M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.29M
4
SKK
4
Shepherd Kaplan Krochuk
Massachusetts
$0
5
QC
5
Quantedge Capital
Singapore
$150K
Name Market Value Shares Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$1K 120 – –
US Bancorp
52
US Bancorp
Minnesota
$1K 87 – –
CA
53
Centerpoint Advisors
Massachusetts
$1K 127 – –
CWC
54
Carolinas Wealth Consulting
North Carolina
$1K 74 – –
CCM
55
Covington Capital Management
California
$1K 67 +1 +2%
CWA
56
Clearview Wealth Advisors
Oregon
$1K 115 +2 +2%
CA
57
Clearstead Advisors
Ohio
$1K 90 +2 +2%
AWM
58
Avior Wealth Management
Nebraska
$1K 144 +144 New
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$456 48 – –
APA
60
American Portfolios Advisors
New York
$418 44 – –
SKK
61
Shepherd Kaplan Krochuk
Massachusetts
– – -24,760 Closed
GC
62
Guggenheim Capital
Illinois
– – -11,477 Closed
TCWM
63
Total Clarity Wealth Management
Illinois
– – -8,383 Closed
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
– – -854 Closed
GWM
65
Geneos Wealth Management
Colorado
– – -664 Closed
SWM
66
Spire Wealth Management
Virginia
– – -251 Closed
HNB
67
Huntington National Bank
Ohio
– – – –
CFGS
68
Concourse Financial Group Securities
Alabama
– – – –
MRCM
69
M&R Capital Management
New Jersey
$0 46 – –
Citigroup
70
Citigroup
New York
– – – –
RCC
71
Red Cedar Capital
Nebraska
$0 42 – –
PWMG
72
Prestige Wealth Management Group
New Jersey
$0 17 – –
KFI
73
Key Financial Inc
Pennsylvania
$0 10 – –
SWA
74
SOA Wealth Advisors
New York
$0 60 – –
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3