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GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$20M
SIA
2
Sit Investment Associates
Minnesota
$11.3M
GI
3
GAMCO Investors
Connecticut
$3.27M
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$3.1M +$171K +18,759 +6%
LPL Financial
5
LPL Financial
California
$2.45M -$172K -18,946 -7%
Wells Fargo
6
Wells Fargo
California
$2.39M -$49.5K -5,442 -2%
Morgan Stanley
7
Morgan Stanley
New York
$2.16M +$163K +17,962 +9%
EPW
8
Evolve Private Wealth
California
$1.67M -$17.8K -1,957 -1%
ACP
9
Aviance Capital Partners
Florida
$1.62M +$1.06K +117 +0.1%
SI
10
Stephens Inc
Arkansas
$1.12M -$21.3K -2,343 -2%
Capstone Investment Advisors
11
Capstone Investment Advisors
New York
$940K
P
12
&Partners
Tennessee
$882K -$100K -11,029 -11%
UPS
13
UHLMANN PRICE SECURITIES
Illinois
$734K +$147K +16,110 +26%
NA
14
NewEdge Advisors
Louisiana
$629K -$6.78K -745 -1%
AW
15
Atlas Wealth
Ohio
$579K +$558K +61,294 New
Creative Planning
16
Creative Planning
Kansas
$255K -$1.27K -140 -0.5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$254K -$15.7K -1,727 -6%
BPA
18
Beacon Pointe Advisors
California
$227K -$77.9K -8,560 -26%
ACM
19
Alessandra Capital Management
California
$218K -$60.1K -6,600 -22%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$213K -$4.61K -506 -2%
WA
21
Waverly Advisors
Alabama
$192K -$68.1K -7,485 -27%
UBS Group
22
UBS Group
Switzerland
$181K -$346K -38,073 -67%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$138K +$18 +2 +0%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$132K -$42K -4,620 -25%
Citadel Advisors
25
Citadel Advisors
Florida
$131K +$126K +13,897 New