Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam The Gabelli Healthcare & Wellness Trust termasuk 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 pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
