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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1.6K- 13.56% |
$14.6K - $16K
|
10.2K
$96.2K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3- 0.01% |
$27.4 - $30
|
28.4K
$268K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.11K- 2.26% |
$37.6K - $41K
|
178K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.2K- 3.16% |
$120K - $131K
|
404K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$122K - $133K
|
13.4K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
965+ 1.53% |
$8.82K - $9.64K
|
64K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.1K- 22.46% |
$92K - $101K
|
34.7K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.3K- 9.46% |
$57.6K - $62.9K
|
60.3K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
209K+ 48.97% |
$1.91M - $2.09M
|
635K
$5.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
19.9KNew |
$182K - $199K
|
19.9K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-1.67K- 5.73% |
$15.3K - $16.7K
|
27.5K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
989+ 7.77% |
$9.04K - $9.88K
|
13.7K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
530+ 3.25% |
$4.84K - $5.29K
|
16.8K
$159K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1KNew |
$92.4K - $101K
|
10.1K
$95.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.6K- 62.65% |
$23.8K - $26K
|
1.55K
$14.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-13.2K- 10.72% |
$121K - $132K
|
110K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-14.9K- 21.96% |
$136K - $149K
|
53K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
20.4K+ 1.04% |
$186K - $204K
|
1.98M
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$16.7K - $18.3K
|
1.83K
$17.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-7.88K- 2.25% |
$72.1K - $78.8K
|
342K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 9.25% |
$101K - $111K
|
109K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.08K- 1.76% |
$46.4K - $50.8K
|
284K
$2.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.88K+ 18.01% |
$17.1K - $18.7K
|
12.3K
$116K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
121KNew |
$1.1M - $1.21M
|
121K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
21.5K+ 9.79% |
$196K - $214K
|
241K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8+ 0.03% |
$73.1 - $79.9
|
26.9K
$254K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4.92K+ 98440.0% |
$45K - $49.2K
|
4.93K
$46.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42+ 0.21% |
$384 - $420
|
19.8K
$187K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-502- 12.18% |
$4.59K - $5.01K
|
3.62K
$34.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.98K- 2.4% |
$36.4K - $39.7K
|
162K
$1.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
273New |
$2.5K - $2.73K
|
273
$2.57K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.63K+ 1.51% |
$14.9K - $16.3K
|
110K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
500+ 100.0% |
$4.57K - $5K
|
1K
$9.43K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.82K+ 35.78% |
$44K - $48.1K
|
18.3K
$172K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-308- 0.92% |
$2.82K - $3.08K
|
33.3K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 1.82% |
$165 - $180
|
1.01K
$9.48K
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-5.18K- 5.73% |
$47.3K - $51.7K
|
85.1K
$803K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.8K+ 103.72% |
$236K - $258K
|
50.8K
$479K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
74New |
$707 - $771
|
74
$698
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-139- 2.47% |
$1.33K - $1.45K
|
5.48K
$51.7K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34New |
$325 - $354
|
34
$321
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.97% |
$9.55 - $10.4
|
104
$981
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
286+ 127.11% |
$2.73K - $2.98K
|
511
$4.82K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.78KNew |
$74.3K - $81.1K
|
7.78K
$73.4K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
15.3KNew |
$146K - $160K
|
15.3K
$145K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
92New |
$879 - $959
|
92
$868
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 1.19% |
$9.55 - $10.4
|
85
$802
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.81K- 50.0% |
$17.3K - $18.9K
|
1.81K
$17.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-14.1K- 13.9% |
$134K - $147K
|
87.1K
$822K
|
|