Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di The Gabelli Healthcare & Wellness Trust meliputi Traub Capital Management LLC, Verition Fund Management LLC, NWF Advisory Services Inc., Hurley Capital, LLC, dan MorganRosel Wealth Management, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19,821 | 0.21 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 18,273 | 35.78 | 173 | 27.41 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 11,800 | 119 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,005 | 1.82 | 9 | 0.00 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1,000 | 100.00 | 9 | 80.00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 240,702 | 9.79 | 2,275 | 2.94 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 273 | 3 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 63,953 | 1.53 | 604 | -4.73 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 30,498 | 23.22 | 288 | 15.66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50,768 | 103.72 | 489 | 94.82 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13,712 | 7.77 | 130 | 0.78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,927 | 98,440.00 | 47 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 120,837 | 1,142 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 109,812 | 1.51 | 1,038 | -4.86 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 19,934 | 188 | ||||||
| 2025-08-08 | 13F | Creative Planning | 26,922 | 0.03 | 254 | -6.27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,107 | 96 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,360 | 126 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1,832 | 17 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 16,842 | 3.25 | 159 | -3.05 | ||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 1,976,875 | 1.04 | 18,681 | -5.27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28,443 | 11.27 | 269 | 4.28 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12,288 | 18.01 | 116 | 11.54 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 635,046 | 48.97 | 6 | 50.00 |
