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 %
TWC
51
TD Waterhouse Canada
Ontario, Canada
$1.51K – – –
BWAM
52
Boyd Watterson Asset Management
Ohio
$1.46K +$1.46K +152 New
HI
53
Harbour Investments
Wisconsin
$1.15K – – –
HNB
54
Hilltop National Bank
Wyoming
$958 – – –
CA
55
Clearstead Advisors
Ohio
$956 +$19 +2 +2%
US Bancorp
56
US Bancorp
Minnesota
$833 – – –
CA
57
Continuum Advisory
Idaho
$797 +$10 +1 +1%
CWC
58
Carolinas Wealth Consulting
North Carolina
$709 – – –
SWA
59
SOA Wealth Advisors
New York
$575 – – –
PS
60
Principal Securities
Iowa
$479 – – –
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$460 – – –
MRCM
62
M&R Capital Management
New Jersey
$287 -$153 -16 -35%
AssetMark Inc
63
AssetMark Inc
California
$278 -$911 -95 -77%
PWMG
64
Prestige Wealth Management Group
New Jersey
$163 – – –
KFI
65
Key Financial Inc
Pennsylvania
$96 – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$57 +$57 +6 New
AF
67
Allworth Financial
California
$52 – – –
WAM
68
Wolverine Asset Management
Illinois
– -$1.85M -180,190 Closed
RL
69
RPO LLC
Connecticut
– -$1.39M -136,169 Closed
AWS
70
Atria Wealth Solutions
New York
– -$790K -77,108 Closed
BFM
71
Boothbay Fund Management
New York
– -$627K -61,276 Closed
BEI
72
Benjamin Edwards Inc
Missouri
– -$10K -1,000 Closed
MCM
73
MidAtlantic Capital Management
Virginia
– -$102 -10 Closed
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