GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

67 hedge funds and large institutions have $42.8M invested in Gabelli Healthcare & Wellness Trust in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.45M
2
LSC
2
Logan Stone Capital
Illinois
$473K
3
CA
3
Cornerstone Advisors
North Carolina
$1.22M
4
WAM
4
Wolverine Asset Management
Illinois
$402K
5
Creative Planning
5
Creative Planning
Kansas
$296K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.92M
2
UBS Group
2
UBS Group
Switzerland
$1.7M
3
ACP
3
Aviance Capital Partners
Florida
$1.43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.2M
5
GI
5
GAMCO Investors
Connecticut
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
51
TD Waterhouse Canada
Ontario, Canada
$5.21K – – –
RCM
52
Raleigh Capital Management
North Carolina
$4.54K +$62 +6 +1%
TWM
53
Tradition Wealth Management
Minnesota
$4K -$25.9K -2,244 -87%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$2K – – –
AWM
55
Avior Wealth Management
Nebraska
$1.49K – – –
HI
56
Harbour Investments
Wisconsin
$1.23K – – –
CWA
57
Clearview Wealth Advisors
Oregon
$1.2K +$21 +2 +2%
CA
58
Centerpoint Advisors
Massachusetts
$1K – – –
CA
59
Clearstead Advisors
Ohio
$934 +$10 +1 +1%
US Bancorp
60
US Bancorp
Minnesota
$894 – – –
CWC
61
Carolinas Wealth Consulting
North Carolina
$761 – – –
SWA
62
SOA Wealth Advisors
New York
$617 – – –
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$493 – – –
MRCM
64
M&R Capital Management
New Jersey
$472 – – –
HNB
65
Huntington National Bank
Ohio
$175 – – –
PWMG
66
Prestige Wealth Management Group
New Jersey
$175 – – –
KFI
67
Key Financial Inc
Pennsylvania
$95 – – –
PAG
68
Private Advisor Group
New Jersey
– -$128K -13,449 Closed
HighTower Advisors
69
HighTower Advisors
Illinois
– -$117K -12,487 Closed
First Manhattan
70
First Manhattan
New York
– -$11K -1,177 Closed
BCMLT
71
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$1K -62 Closed
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