GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

65 hedge funds and large institutions have $37.6M invested in Gabelli Healthcare & Wellness Trust in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$918K
2
Wells Fargo
2
Wells Fargo
California
$7.15M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$135K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$117K
5
SI
5
Stephens Inc
Arkansas
$623K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$795K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.29M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.29M
4
SKK
4
Shepherd Kaplan Krochuk
Massachusetts
$0
5
QC
5
Quantedge Capital
Singapore
$150K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.15M 752,460 +34,820 +5%
Lazard Asset Management
2
Lazard Asset Management
New York
$4.5M 473,587 – –
Morgan Stanley
3
Morgan Stanley
New York
$3.29M 346,016 -62,319 -15%
GI
4
GAMCO Investors
Connecticut
$3.11M 327,654 -78 -0%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.29M 240,991 -63,659 -21%
UBS Group
6
UBS Group
Switzerland
$2.17M 228,849 -8,993 -4%
ACP
7
Aviance Capital Partners
Florida
$1.67M 175,537 +5,296 +3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.64M 172,852 +905 +0.5%
BA
9
Bennicas & Associates
California
$1.58M 166,400 -1,000 -0.6%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$1.24M 130,653 +889 +0.7%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$929K 97,774 -7,256 -7%
AWS
12
Atria Wealth Solutions
New York
$918K 96,587 +77,919 +417%
CA
13
Cornerstone Advisors
North Carolina
$795K 83,722 -86,321 -51%
9WM
14
9258 Wealth Management
Ohio
$649K 68,274 -1,793 -3%
SI
15
Stephens Inc
Arkansas
$623K 65,550 +5,875 +10%
CL
16
CSS LLC
Illinois
$613K 64,538 -1,850 -3%
EP
17
Eudaimonia Partners
Tennessee
$439K 46,243 +4,303 +10%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$368K 38,733 +622 +2%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$361K 37,961 +2,000 +6%
RJA
20
Raymond James & Associates
Florida
$329K 34,579 +331 +1%
Osaic Holdings
21
Osaic Holdings
Arizona
$304K 32,181 +5 +0%
FAM
22
Formidable Asset Management
Ohio
$289K 29,039 +20 +0.1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$231K 24,375 -9,350 -28%
SBIA
24
Sheaff Brock Investment Advisors
Indiana
$227K 23,868 – –
Bank of America
25
Bank of America
North Carolina
$176K 18,477 +932 +5%
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