Institutional Ownership Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information about the institutional ownership of Gabelli Healthcare & Wellness Rx Trust (GRX). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 5.82 Million shares, which have been reported (via 13F filing form) to have a value of $54.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
27,469
shares
|
$259,032
0.06% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
26,922
shares
|
$253,874
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
19,934
shares
|
$187,977
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
19,821
shares
|
$186,912
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
18,273
shares
|
$172,314
0.0% of portfolio
|
Q2 2025
Added 35.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,843
shares
|
$158,829
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
16,842
shares
|
$158,820
0.0% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
13,712
shares
|
$129,304
0.0% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,360
shares
|
$125,984
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
12,288
shares
|
$115,875
0.0% of portfolio
|
Q2 2025
Added 18.01%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
10,200
shares
|
$96,186
0.01% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
10,107
shares
|
$95,309
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,479
shares
|
$51,666
0.0% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,359
shares
|
$50,535
0.01% of portfolio
|
Q1 2023
Reduced 8.89%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,927
shares
|
$46,461
0.0% of portfolio
|
Q2 2025
Added 98440.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,618
shares
|
$34,117
0.0% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,300
shares
|
$31,119
0.0% of portfolio
|
Q2 2024
Reduced 11.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,350
shares
|
$22,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,166
shares
|
$20,425
0.0% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,832
shares
|
$17,275
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,811
shares
|
$17,077
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,550
shares
|
$14,616
0.0% of portfolio
|
Q2 2025
Reduced 62.65%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,005
shares
|
$9,477
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
1,000
shares
|
$9,430
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
944
shares
|
$8,901
0.0% of portfolio
|
Q2 2022
Added 212.58%
|