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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.2KNew |
$107K - $117K
|
11.2K
$106K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.16% |
$9.55 - $10.4
|
87
$820
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-22.6K- 63.35% |
$216K - $247K
|
13K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
82K+ 469.54% |
$784K - $899K
|
99.4K
$938K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
164New |
$1.57K - $1.8K
|
164
$1.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
875New |
$8.37K - $9.59K
|
875
$8.25K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
425New |
$4.06K - $4.66K
|
425
$4.01K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1KNew |
$9.56K - $11K
|
1K
$9.43K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.2KNew |
$146K - $167K
|
15.2K
$144K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.35KNew |
$22.5K - $25.8K
|
2.35K
$22.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
13KNew |
$124K - $142K
|
13K
$123K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.5K+ 7.5% |
$100K - $115K
|
150K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 1.42% |
$66.9 - $76.7
|
499
$4.71K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-280- 11.45% |
$2.68K - $3.07K
|
2.17K
$20.4K
|
|
| Q3 2024 | |||||||
|
Jul 30, 2025
Q3 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-6.48K- 21.26% |
$60.9K - $72.5K
|
24K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
779+ 6.26% |
$7.32K - $8.71K
|
13.2K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-550- 0.24% |
$5.17K - $6.15K
|
225K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.25K- 25.47% |
$39.9K - $47.5K
|
12.4K
$117K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.2KNew |
$303K - $360K
|
32.2K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
38+ 11.59% |
$357 - $425
|
366
$3.45K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
148+ 0.31% |
$1.39K - $1.65K
|
48.2K
$455K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.08% |
$84.6 - $101
|
11.2K
$106K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
29+ 100.0% |
$273 - $324
|
58
$547
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
55.3K+ 995.0% |
$520K - $618K
|
60.8K
$574K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60New |
$564 - $671
|
60
$566
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-101- 0.6% |
$949 - $1.13K
|
16.8K
$159K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-423- 11.36% |
$3.91K - $4.27K
|
3.3K
$31.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-70.6K- 48.67% |
$652K - $713K
|
74.5K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
152New |
$1.4K - $1.54K
|
152
$1.43K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12.8K- 27.4% |
$119K - $130K
|
34K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-178K- 56.07% |
$1.65M - $1.8M
|
140K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
79.5KNew |
$734K - $803K
|
79.5K
$750K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-16- 34.78% |
$148 - $162
|
30
$283
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48New |
$448 - $492
|
48
$453
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
220KNew |
$2.06M - $2.25M
|
220K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.2K- 12.73% |
$105K - $115K
|
77.1K
$727K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$934 - $1.02K
|
100
$943
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
200New |
$1.87K - $2.05K
|
200
$1.89K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$9.34K - $10.2K
|
1K
$9.43K
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
10New |
$77.4 - $93.5
|
10
$94.3
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
50New |
$387 - $468
|
50
$472
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.2K+ 24.73% |
$94K - $114K
|
61.3K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-53.5K- 95.82% |
$414K - $500K
|
2.33K
$22K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
1.63K+ 5.12% |
$12.6K - $15.2K
|
33.4K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
412+ 260.76% |
$3.19K - $3.85K
|
570
$5.38K
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
27K+ 24.73% |
$209K - $252K
|
136K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7K- 97.77% |
$54.2K - $65.5K
|
160
$1.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
901New |
$6.97K - $8.42K
|
901
$8.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50New |
$387 - $468
|
50
$472
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
152New |
$1.18K - $1.42K
|
152
$1.43K
|
|