GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

66 hedge funds and large institutions have $44.1M invested in Gabelli Healthcare & Wellness Trust in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$1.39M
2
CA
2
Cornerstone Advisors
North Carolina
$1.82M
3
Wells Fargo
3
Wells Fargo
California
$7.69M
4
ACP
4
Aviance Capital Partners
Florida
$1.83M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$1.13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.38M
2
RJA
2
Raymond James & Associates
Florida
$367K
3
AWS
3
Atria Wealth Solutions
New York
$200K
4
GC
4
Guggenheim Capital
Illinois
$123K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.69M 717,640 +69,459 +11%
Lazard Asset Management
2
Lazard Asset Management
New York
$5.08M 473,587 – –
Morgan Stanley
3
Morgan Stanley
New York
$4.38M 408,335 -76,470 -16%
GI
4
GAMCO Investors
Connecticut
$3.51M 327,732 +428 +0.1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.27M 304,650 -10,380 -3%
UBS Group
6
UBS Group
Switzerland
$2.55M 237,842 -1,420 -0.6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.84M 171,947 +11,604 +7%
ACP
8
Aviance Capital Partners
Florida
$1.83M 170,241 +22,046 +15%
CA
9
Cornerstone Advisors
North Carolina
$1.82M 170,043 +80,761 +90%
BA
10
Bennicas & Associates
California
$1.8M 167,400 – –
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$1.39M 129,764 +129,764 New
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$1.13M 105,030 +14,236 +16%
9WM
13
9258 Wealth Management
Ohio
$751K 70,067 -2,234 -3%
CL
14
CSS LLC
Illinois
$712K 66,388 +911 +1%
SI
15
Stephens Inc
Arkansas
$640K 59,675 +6,900 +13%
EP
16
Eudaimonia Partners
Tennessee
$450K 41,940 +1,377 +3%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$406K 38,111 +1,980 +5%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$386K 35,961 -545 -1%
QC
19
Quantedge Capital
Singapore
$374K 34,932 +8,400 +32%
RJA
20
Raymond James & Associates
Florida
$367K 34,248 -75,660 -69%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$361K 33,725 +10,183 +43%
Osaic Holdings
22
Osaic Holdings
Arizona
$344K 32,176 +4,602 +17%
FAM
23
Formidable Asset Management
Ohio
$311K 29,019 -1,981 -6%
SKK
24
Shepherd Kaplan Krochuk
Massachusetts
$265K 24,760 – –
COLIM
25
City of London Investment Management
United Kingdom
$261K 24,290 – –
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