Latest Institutional Transactions on Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information on the latest institutional transactions involving Gabelli Healthcare & Wellness Rx Trust (GRX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-99- 0.77% |
$945 - $1.03K
|
12.7K
$121K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
722+ 1.16% |
$6.9K - $7.52K
|
63K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.22K- 8.61% |
$40.3K - $44K
|
44.8K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5+ 0.02% |
$47.8 - $52.1
|
26.9K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.68K- 2.51% |
$44.7K - $48.8K
|
182K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-139- 2.47% |
$1.33K - $1.45K
|
5.48K
$52.2K
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
45.5K+ 2.38% |
$434K - $474K
|
1.96M
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-17.4K- 12.37% |
$166K - $181K
|
123K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1K- 19.42% |
$9.55K - $10.4K
|
4.15K
$39.5K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34New |
$325 - $354
|
34
$324
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
7.88K+ 2.3% |
$75.3K - $82.1K
|
350K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.97% |
$9.55 - $10.4
|
104
$991
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
59.3K+ 16.14% |
$566K - $617K
|
426K
$4.06M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 1.64% |
$19.1K - $20.8K
|
120K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.2K- 2.39% |
$97.3K - $106K
|
417K
$3.97M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.39K- 7.87% |
$13.3K - $14.5K
|
16.3K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.15K- 9.7% |
$68.3K - $74.5K
|
66.6K
$635K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.78KNew |
$74.3K - $81.1K
|
7.78K
$74.2K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
286+ 127.11% |
$2.73K - $2.98K
|
511
$4.87K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.6K- 12.34% |
$34.4K - $37.5K
|
25.6K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
15.3KNew |
$146K - $160K
|
15.3K
$146K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107+ 0.54% |
$1.02K - $1.11K
|
19.8K
$188K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
92New |
$879 - $959
|
92
$877
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.74K+ 3.12% |
$83.5K - $91.1K
|
289K
$2.76M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
125+ 1.22% |
$1.19K - $1.3K
|
10.4K
$99.2K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13.4K+ 6.53% |
$128K - $140K
|
219K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-354- 0.33% |
$3.38K - $3.69K
|
108K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
6K+ 7.12% |
$57.3K - $62.5K
|
90.3K
$861K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
41.7K+ 33.63% |
$399K - $435K
|
166K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 1.19% |
$9.55 - $10.4
|
85
$810
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-14.1K- 13.9% |
$134K - $147K
|
87.1K
$830K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.81K- 50.0% |
$17.3K - $18.9K
|
1.81K
$17.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.16% |
$9.55 - $10.4
|
87
$829
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.2KNew |
$107K - $117K
|
11.2K
$107K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 1.54% |
$143 - $156
|
987
$9.41K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.84K- 5.19% |
$17.6K - $19.2K
|
33.6K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.61K- 9.47% |
$24.9K - $27.2K
|
24.9K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.53K- 41.44% |
$91K - $99.3K
|
13.5K
$128K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-506- 0.74% |
$4.84K - $5.55K
|
67.9K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
22.5K+ 341.85% |
$216K - $247K
|
29.1K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
82K+ 469.54% |
$784K - $899K
|
99.4K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-22.6K- 63.35% |
$216K - $247K
|
13K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 126.16% |
$203K - $233K
|
38K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
164New |
$1.57K - $1.8K
|
164
$1.56K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
875New |
$8.37K - $9.59K
|
875
$8.34K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
500New |
$4.78K - $5.48K
|
500
$4.77K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
425New |
$4.06K - $4.66K
|
425
$4.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1KNew |
$9.56K - $11K
|
1K
$9.53K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.2KNew |
$146K - $167K
|
15.2K
$145K
|
|