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 4.87 Million shares, which have been reported (via 13F filing form) to have a value of $49.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
28,571
shares
|
$289,138
0.01% of portfolio
|
Q3 2024
Reduced 24.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,340
shares
|
$205,840
0.0% of portfolio
|
Q3 2024
Added 38.92%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,460
shares
|
$176,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,843
shares
|
$170,451
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,817
shares
|
$170,188
0.0% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
13,809
shares
|
$139,747
0.0% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,232
shares
|
$133,907
0.0% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
12,422
shares
|
$125,710
0.02% of portfolio
|
Q3 2024
Reduced 25.47%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
11,232
shares
|
$113,667
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,288
shares
|
$104,114
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,979
shares
|
$70,627
0.0% of portfolio
|
Q3 2024
Added 27.38%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,595
shares
|
$66,741
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,359
shares
|
$54,233
0.01% of portfolio
|
Q1 2023
Reduced 8.89%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4,650
shares
|
$47,058
0.0% of portfolio
|
Q2 2024
Reduced 17.7%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,120
shares
|
$41,694
0.0% of portfolio
|
Q2 2024
Reduced 29.66%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,300
shares
|
$33,396
0.0% of portfolio
|
Q2 2024
Reduced 11.36%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,446
shares
|
$24,753
0.01% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
957
shares
|
$9,684
0.0% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
944
shares
|
$9,553
0.0% of portfolio
|
Q2 2022
Added 212.58%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
850
shares
|
$8,602
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
492
shares
|
$4,979
0.0% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
366
shares
|
$3,703
0.0% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
225
shares
|
$2,277
0.0% of portfolio
|
Q3 2023
Reduced 73.15%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
200
shares
|
$2,023
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
160
shares
|
$1,619
0.0% of portfolio
|
Q4 2023
Reduced 97.77%
|