Gabelli Healthcare & Wellness Rx Trust: Ownership
| Ownership Information |
| Shares Outstanding |
8.00 Mil | | Institutional Ownership (%) | 4.31 | | Top 10 Institutions (%) | 4.30 | | Mutual Fund Ownership (%) | .00 | | 5%/Insider Ownership (%) | .00 | | Float (%) | .00 |
| Ownership Activity |
| Description | # of Holders | Shares |
| Total Positions |
24 | 344,674 | | New Positions | 5 | 0 | | Soldout Positions | 22 | 0 | | Net Position Change | -26 | -194,457 | | Buyers | 6 | 198,177 | | Sellers | 32 | -392,634 |
| advertisement |
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|---|
| Institution Name |
Shs Held |
Shs Chg |
%Chg |
$Chg* |
%Out |
%Port |
Rpt Date |
| Morgan Stanley Smith Barney LLC |
197,486 |
197,486 |
100.0 |
1,175,042 |
2.3 |
0.0 |
09-30-09 |
| GAMCO Investors, Inc. |
40,836 |
0 |
0.0 |
34,710 |
0.5 |
0.0 |
09-30-09 |
| Western Investment, LLC |
29,669 |
0 |
0.0 |
25,219 |
0.4 |
0.2 |
09-30-09 |
| Cornerstone Advisors, Inc. |
25,900 |
0 |
0.0 |
22,015 |
0.3 |
0.1 |
09-30-09 |
| TFS Capital, L.L.C. |
22,505 |
-517 |
-2.2 |
16,493 |
0.3 |
0.0 |
09-30-09 |
| Smith Hayes Advisers, Inc. |
12,760 |
-500 |
-3.8 |
6,595 |
0.2 |
0.1 |
12-31-09 |
| UBS Securities LLC |
4,216 |
-830 |
-16.4 |
-650 |
0.1 |
0.0 |
09-30-09 |
| Van Kampen Asset Management |
3,356 |
-103 |
-3.0 |
2,327 |
0.0 |
0.0 |
09-30-09 |
| Wells Fargo Securities, LLC |
2,898 |
-145 |
-4.8 |
1,724 |
0.0 |
0.0 |
09-30-09 |
| AIG Investments |
2,116 |
0 |
0.0 |
1,798 |
0.0 |
0.0 |
09-30-09 |
| Evergreen Investment Management Company, LLC |
771 |
83 |
12.1 |
1,078 |
0.0 |
0.0 |
09-30-09 |
| RiverSource Investments, LLC |
486 |
-69 |
-12.4 |
62 |
0.0 |
0.0 |
09-30-09 |
| Fifth Third Asset Management Inc. |
370 |
370 |
100.0 |
2,202 |
0.0 |
0.0 |
09-30-09 |
| Bank of America Merrill Lynch (US) |
248 |
-140 |
-36.1 |
-503 |
0.0 |
0.0 |
09-30-09 |
| Charles Schwab Investment Management, Inc. |
173 |
173 |
100.0 |
1,029 |
0.0 |
0.0 |
09-30-09 |
- *Category Headings:
- Shs Held - shares held at report date
- Shs Chg - position change within reporting period
- %Chg - % change
- $Chg - market value of the position change
- %Out - % of shares outstanding
- %Port - % Portfolio
- Rpt Date - report date
Page generated 2/10/2010 5:32 AM Eastern Time