GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

69 hedge funds and large institutions have $40.9M invested in Gabelli Healthcare & Wellness Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$1.63M
2
CA
2
Cornerstone Advisors
North Carolina
$2.21M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.31M
4
WAM
4
Wolverine Asset Management
Illinois
$1.03M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$236K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5K
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$585K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$4.23M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.1M
5
SBIA
5
Sheaff Brock Investment Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
51
TD Waterhouse Canada
Ontario, Canada
$5.11K – – –
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$5K -$2.06M -213,526 -100%
RCM
53
Raleigh Capital Management
North Carolina
$4.53K +$71 +7 +2%
TWM
54
Tradition Wealth Management
Minnesota
$3K – – –
Bessemer Group
55
Bessemer Group
New Jersey
$3K +$3K +343 New
WP
56
WealthPLAN Partners
Nebraska
$2.36K +$2.36K +234 New
AWM
57
Avior Wealth Management
Nebraska
$1.46K – – –
HI
58
Harbour Investments
Wisconsin
$1.21K – – –
CWA
59
Clearview Wealth Advisors
Oregon
$1.2K +$10 +1 +0.9%
CA
60
Centerpoint Advisors
Massachusetts
$1K – – –
CA
61
Clearstead Advisors
Ohio
$931 +$10 +1 +1%
US Bancorp
62
US Bancorp
Minnesota
$878 – – –
CWC
63
Carolinas Wealth Consulting
North Carolina
$747 – – –
SWA
64
SOA Wealth Advisors
New York
$605 – – –
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$484 – – –
MRCM
66
M&R Capital Management
New Jersey
$464 – – –
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$207 -$6 -553 -3%
PWMG
68
Prestige Wealth Management Group
New Jersey
$172 – – –
HNB
69
Huntington National Bank
Ohio
$172 -$175 – –
KFI
70
Key Financial Inc
Pennsylvania
$101 – – –
SBIA
71
Sheaff Brock Investment Advisors
Indiana
– -$233K -22,668 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$140K -13,594 Closed
AP
73
Atwood & Palmer
Missouri
– -$38K -3,700 Closed
IA
74
IFP Advisors
Florida
– -$9K -864 Closed
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