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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
84New |
$803 - $921
|
84
$843
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 126.16% |
$203K - $233K
|
38K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
49KNew |
$469K - $537K
|
49K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-987- 7.15% |
$9.44K - $10.8K
|
12.8K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.64K- 9.38% |
$73K - $83.7K
|
73.8K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.88K- 6.78% |
$84.8K - $97.3K
|
122K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-22.6K- 63.35% |
$216K - $247K
|
13K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.36K- 19.5% |
$13K - $14.9K
|
5.62K
$56.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
82K+ 469.54% |
$784K - $899K
|
99.4K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.47K- 8.41% |
$23.6K - $27.1K
|
26.9K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 2.38% |
$19.1 - $21.9
|
86
$863
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-506- 0.74% |
$4.84K - $5.55K
|
67.9K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 10.75% |
$4.78K - $5.48K
|
5.15K
$51.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-17.7K- 11.17% |
$169K - $194K
|
141K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
64.1K+ 3.47% |
$613K - $703K
|
1.91M
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.86K- 1.51% |
$27.3K - $31.3K
|
187K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
22.5K+ 341.85% |
$216K - $247K
|
29.1K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
167K+ 83.14% |
$1.59M - $1.83M
|
367K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
33K+ 10.67% |
$315K - $362K
|
342K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-238- 0.38% |
$2.28K - $2.61K
|
62.3K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
164New |
$1.57K - $1.8K
|
164
$1.64K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.1K+ 21.36% |
$718K - $824K
|
427K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
875New |
$8.37K - $9.59K
|
875
$8.78K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
425New |
$4.06K - $4.66K
|
425
$4.26K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
500New |
$4.78K - $5.48K
|
500
$5.02K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
201K+ 252.89% |
$1.92M - $2.2M
|
280K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1KNew |
$9.56K - $11K
|
1K
$10K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 1.98% |
$19.1 - $21.9
|
103
$1.03K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-668- 3.28% |
$6.39K - $7.32K
|
19.7K
$197K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.2KNew |
$146K - $167K
|
15.2K
$153K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19- 0.07% |
$182 - $208
|
29.2K
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.35KNew |
$22.5K - $25.8K
|
2.35K
$23.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
37.5K+ 22.27% |
$358K - $411K
|
206K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5.17K- 4.0% |
$49.4K - $56.6K
|
124K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.7KNew |
$169K - $194K
|
17.7K
$178K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
13KNew |
$124K - $142K
|
13K
$130K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.5K+ 7.5% |
$100K - $115K
|
150K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 1.57% |
$143 - $164
|
972
$9.75K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
8.63K+ 8.64% |
$82.5K - $94.6K
|
109K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.81KNew |
$17.3K - $19.8K
|
1.81K
$18.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 1.42% |
$66.9 - $76.7
|
499
$5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
93+ 0.26% |
$889 - $1.02K
|
35.4K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.59K- 19.56% |
$53.4K - $61.2K
|
23K
$231K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-280- 11.45% |
$2.68K - $3.07K
|
2.17K
$21.7K
|
|
| Q3 2024 | |||||||
|
Jan 30, 2025
Q3 2024
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-39.6K- 46.92% |
$372K - $442K
|
44.7K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
779+ 6.26% |
$7.32K - $8.71K
|
13.2K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-550- 0.24% |
$5.17K - $6.15K
|
225K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.2KNew |
$303K - $360K
|
32.2K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.25K- 25.47% |
$39.9K - $47.5K
|
12.4K
$125K
|
|