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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
$15.8M +$653K +64,087 +4%
FAAS
2
First Allied Advisory Services
California
$6.89M +$86K +8,445 +1%
RJA
3
Raymond James & Associates
Florida
$5.28M -$6.56K -644 -0.1%
CS
4
Credit Suisse
Switzerland
$3.43M -$4.09M -401,796 -55%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.6M -$80.5K -7,900 -3%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$2.42M +$29.7K +2,916 +1%
GI
7
GAMCO Investors
Connecticut
$2.25M +$1.57K +154 +0.1%
Wells Fargo
8
Wells Fargo
California
$1.56M -$26.2K -2,573 -2%
MFS
9
MSI Financial Services
Massachusetts
$1.1M -$49.8K -4,892 -4%
Lazard Asset Management
10
Lazard Asset Management
New York
$1.1M -$200K -19,634 -16%
NHFG
11
New Harbor Financial Group
Massachusetts
$1.03M -$31K -3,040 -3%
UR
12
USCA RIA
Texas
$799K +$519K +50,973 +198%
CL
13
CSS LLC
Illinois
$704K +$16.7K +1,636 +2%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$573K +$443K +43,521 +378%
GC
15
Guggenheim Capital
Illinois
$442K – – –
TC
16
TFS Capital
Pennsylvania
$272K +$266K +26,082 New
AQR Capital Management
17
AQR Capital Management
Connecticut
$266K +$260K +25,518 New
YCM
18
Yakira Capital Management
Connecticut
$257K -$172K -16,877 -41%
CA
19
Cornerstone Advisors
North Carolina
$252K -$162K -15,897 -40%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$213K +$5.49K +539 +3%
SKK
21
Shepherd Kaplan Krochuk
Massachusetts
$210K – – –
WAM
22
Wolverine Asset Management
Illinois
$207K -$344K -33,725 -63%
KIM
23
Karpus Investment Management
New York
$192K +$188K +18,466 New
Bank of America
24
Bank of America
North Carolina
$155K +$108K +10,615 +249%
LPL Financial
25
LPL Financial
California
$129K +$126K +12,412 New
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