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GRX

Gabelli Healthcare & Wellness Trust
GRX

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.39M +$4.61M +463,637 New
CS
2
Credit Suisse
Switzerland
$3.41M +$3.59M +360,485 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.73M +$2.86M +287,845 New
GI
4
GAMCO Investors
Connecticut
$1.19M +$1.25M +125,342 New
Lazard Asset Management
5
Lazard Asset Management
New York
$943K +$992K +99,657 New
MFS
6
MSI Financial Services
Massachusetts
$745K +$783K +78,725 New
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$726K +$763K +76,671 New
TC
8
TFS Capital
Pennsylvania
$664K +$697K +70,075 New
BI
9
Bulldog Investors
New Jersey
$447K +$491K +49,317 New
Wells Fargo
10
Wells Fargo
California
$409K +$429K +43,153 New
DT
11
Diversified Trust
Tennessee
$400K +$420K +42,240 New
SIA
12
Sit Investment Associates
Minnesota
$357K +$375K +37,674 New
FAAS
13
First Allied Advisory Services
California
$335K +$348K +35,024 New
GC
14
Guggenheim Capital
Illinois
$274K +$288K +28,962 New
Bank of America
15
Bank of America
North Carolina
$264K +$278K +27,965 New
COLIM
16
City of London Investment Management
United Kingdom
$262K +$273K +27,443 New
RJA
17
Raymond James & Associates
Florida
$216K +$227K +22,778 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$153K – – –
SKK
19
Shepherd Kaplan Krochuk
Massachusetts
$148K +$156K +15,680 New
SFS
20
Shaker Financial Services
Virginia
$146K +$154K +15,431 New
JC
21
JBF Capital
Colorado
$137K +$144K +14,511 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$130K +$137K +13,780 New
SHA
23
Smith Hayes Advisers
Nebraska
$113K +$118K +11,905 New
AIG
24
American International Group
New York
$12.9K +$13.5K +1,360 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$12K +$13.1K +1,313 New
1
2