We are live on ! Find out more
GRX icon

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$172K +$37.3K +3,588 +27%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$159K – – –
SKK
28
Shepherd Kaplan Krochuk
Massachusetts
$154K – – –
Ladenburg Thalmann Financial Services
29
Ladenburg Thalmann Financial Services
Florida
$133K +$21.9K +2,106 +19%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$132K -$9.59K -922 -7%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$127K – – –
Advisor Group
32
Advisor Group
Arizona
$126K +$24.9K +2,394 +23%
IFP Advisors
33
IFP Advisors
Florida
$51K -$312 -30 -0.6%
GBBWRPM
34
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
35
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K – – –
SEI Investments
36
SEI Investments
Pennsylvania
$14K +$14.6K +1,400 New
Advisory Services Network
37
Advisory Services Network
Georgia
$13K – – –
Steward Partners Investment Advisory
38
Steward Partners Investment Advisory
New York
$8K – – –
Geneos Wealth Management
39
Geneos Wealth Management
Colorado
$5K +$1.1K +106 +22%
IP
40
Isthmus Partners
Wisconsin
$3K – – –
CHC
41
City Holding Co
West Virginia
$2K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$2K – – –
Salem Investment Counselors
43
Salem Investment Counselors
North Carolina
$2K – – –
US Bancorp
44
US Bancorp
Minnesota
$1K – – –
Covington Capital Management
45
Covington Capital Management
California
$1K +$531 +51 New
Federation des caisses Desjardins du Quebec
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$485 – – –
D.A. Davidson & Co
47
D.A. Davidson & Co
Montana
– -$50K -4,700 Closed
Creative Planning
48
Creative Planning
Kansas
– -$44K -4,095 Closed
BAM
49
Bruderman Asset Management
New York
– -$33K -3,000 Closed