We are live on ! Find out more
GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.4M +$3.66M +361,538 +33%
CS
2
Credit Suisse
Switzerland
$7.25M +$1.81M +179,042 +32%
FAAS
3
First Allied Advisory Services
California
$6.51M +$4.65M +459,435 +236%
RJA
4
Raymond James & Associates
Florida
$5.03M +$487K +48,154 +10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.55M -$114K -11,240 -4%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$2.27M +$956K +94,444 +70%
GI
7
GAMCO Investors
Connecticut
$2.14M +$558K +55,127 +34%
Wells Fargo
8
Wells Fargo
California
$1.51M +$522K +51,586 +51%
GFM
9
Gramercy Funds Management
Connecticut
$1.37M +$1.04M +103,086 +294%
Lazard Asset Management
10
Lazard Asset Management
New York
$1.24M +$331K +32,728 +36%
MFS
11
MSI Financial Services
Massachusetts
$1.1M +$318K +31,422 +40%
NHFG
12
New Harbor Financial Group
Massachusetts
$1.01M +$972K +96,058 +1,601%
CL
13
CSS LLC
Illinois
$654K +$667K +65,956 New
WAM
14
Wolverine Asset Management
Illinois
$531K +$542K +53,603 New
GC
15
Guggenheim Capital
Illinois
$420K +$148K +14,672 +53%
YCM
16
Yakira Capital Management
Connecticut
$411K +$420K +41,519 New
CA
17
Cornerstone Advisors
North Carolina
$397K +$405K +40,034 New
UR
18
USCA RIA
Texas
$255K +$260K +25,728 New
SKK
19
Shepherd Kaplan Krochuk
Massachusetts
$200K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$197K +$48.6K +4,801 +32%
RTS
21
Round Table Services
New Jersey
$117K +$119K +11,800 New
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$114K +$116K +11,509 New
S
23
SignatureFD
Georgia
$52K +$20.9K +2,063 +64%
Bank of America
24
Bank of America
North Carolina
$42K +$3.56K +352 +9%
GGPS
25
Gary Goldberg Planning Services
New York
$10K