Latest Institutional Purchases of Gabelli Healthcare & Wellness Rx Trust (GRX)
This list provides information on the latest institutional transactions involving Gabelli Healthcare & Wellness Rx Trust (GRX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
297K+ 19.17% |
$2.79M - $3.32M
|
1.85M
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
200KNew |
$1.88M - $2.24M
|
200K
$2.03M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
55.3K+ 995.0% |
$520K - $618K
|
60.8K
$617K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
52.4K+ 45.2% |
$493K - $586K
|
168K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.2KNew |
$303K - $360K
|
32.2K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$164K - $195K
|
17.5K
$177K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.39K+ 10.25% |
$69.4K - $82.6K
|
79.4K
$806K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.63K+ 29.41% |
$62.3K - $74.1K
|
29.2K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
6.6KNew |
$62K - $73.7K
|
6.6K
$66.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.7K+ 38.92% |
$53.6K - $63.7K
|
20.3K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.5K+ 27.38% |
$14.1K - $16.8K
|
6.98K
$70.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.31K+ 8.44% |
$12.3K - $14.6K
|
16.8K
$171K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.22K+ 0.96% |
$11.5K - $13.7K
|
129K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
779+ 6.26% |
$7.32K - $8.71K
|
13.2K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
642+ 4.88% |
$6.03K - $7.18K
|
13.8K
$140K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
573+ 1.65% |
$5.39K - $6.41K
|
35.3K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
148+ 0.31% |
$1.39K - $1.65K
|
48.2K
$489K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
95+ 0.32% |
$893 - $1.06K
|
29.4K
$298K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60New |
$564 - $671
|
60
$608
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
38+ 11.59% |
$357 - $425
|
366
$3.71K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
29+ 100.0% |
$273 - $324
|
58
$588
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
29+ 1.2% |
$273 - $324
|
2.45K
$24.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 1.38% |
$122 - $145
|
957
$9.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.08% |
$84.6 - $101
|
11.2K
$114K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 1.44% |
$65.8 - $78.3
|
492
$4.99K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.2% |
$9.4 - $11.2
|
84
$852
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.0% |
$9.4 - $11.2
|
101
$1.02K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
79.5KNew |
$734K - $803K
|
79.5K
$806K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
152New |
$1.4K - $1.54K
|
152
$1.54K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.01% |
$9.24 - $10.1
|
10.3K
$104K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
220KNew |
$2.06M - $2.25M
|
220K
$2.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
70.8K+ 232.67% |
$661K - $725K
|
101K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
16.6KNew |
$155K - $170K
|
16.6K
$169K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.7K+ 7.56% |
$118K - $130K
|
180K
$1.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$9.34K - $10.2K
|
1K
$10.1K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
200New |
$1.87K - $2.05K
|
200
$2.03K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$934 - $1.02K
|
100
$1.01K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48New |
$448 - $492
|
48
$487
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
5New |
$46.7 - $51.2
|
5
$50.7
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
27K+ 24.73% |
$209K - $252K
|
136K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.2K+ 24.73% |
$94K - $114K
|
61.3K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
1.63K+ 5.12% |
$12.6K - $15.2K
|
33.4K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
901New |
$6.97K - $8.42K
|
901
$9.14K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
412+ 260.76% |
$3.19K - $3.85K
|
570
$5.78K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
152New |
$1.18K - $1.42K
|
152
$1.54K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
50New |
$387 - $468
|
50
$507
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50New |
$387 - $468
|
50
$507
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
10New |
$77.4 - $93.5
|
10
$101
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
600New |
$5.7K - $6.2K
|
600
$6.08K
|
|