GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

66 hedge funds and large institutions have $50.9M invested in Gabelli Healthcare & Wellness Trust in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.7M
2
SIA
2
Sit Investment Associates
Minnesota
$3.54M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$959K
4
Wells Fargo
4
Wells Fargo
California
$4.12M
5
SCM
5
Saba Capital Management
New York
$18.4M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
Cerity Partners
2
Cerity Partners
New York
$0
3
QC
3
Quantedge Capital
Singapore
$126K
4
AA
4
AQR Arbitrage
Connecticut
$1.36M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
51
TD Waterhouse Canada
Ontario, Canada
$1.54K – – –
BWAM
52
Boyd Watterson Asset Management
Ohio
$1.47K – – –
HI
53
Harbour Investments
Wisconsin
$1.16K – – –
CA
54
Clearstead Advisors
Ohio
$990 +$19 +2 +2%
HNB
55
Hilltop National Bank
Wyoming
$964 – – –
US Bancorp
56
US Bancorp
Minnesota
$839 – – –
CA
57
Continuum Advisory
Idaho
$826 +$19 +2 +2%
VWM
58
Vermillion Wealth Management
Minnesota
$810 +$810 +84 New
CWC
59
Carolinas Wealth Consulting
North Carolina
$714 – – –
SWA
60
SOA Wealth Advisors
New York
$578 – – –
AssetMark Inc
61
AssetMark Inc
California
$559 – – –
PS
62
Principal Securities
Iowa
$482 – – –
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$463 – – –
PWMG
64
Prestige Wealth Management Group
New Jersey
$164 – – –
KFI
65
Key Financial Inc
Pennsylvania
$96 – – –
AF
66
Allworth Financial
California
$53 – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$10 +$10 +1 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
– -$2.46M -224,665 Closed
IAIM
69
International Assets Investment Management
Florida
– -$5.56K -60,838 Closed
Cerity Partners
70
Cerity Partners
New York
– -$353K -32,208 Closed
HighTower Advisors
71
HighTower Advisors
Illinois
– -$143K -13,232 Closed
FAM
72
Formidable Asset Management
Ohio
– -$136K -12,422 Closed
WS
73
Wedbush Securities
California
– -$123K -11,232 Closed
Bessemer Group
74
Bessemer Group
New Jersey
– -$4K -366 Closed
GJWM
75
Gilliland Jeter Wealth Management
Arkansas
– -$2.19K -200 Closed
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3
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