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 72 institutions that hold shares in the stock, with a total of 5.58 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
25,563
shares
|
$238,247
0.0% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
24,750
shares
|
$230,670
0.18% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
19,779
shares
|
$184,340
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
18,273
shares
|
$170,304
0.0% of portfolio
|
Q2 2025
Added 35.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,843
shares
|
$156,976
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,312
shares
|
$152,027
0.0% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
15,337
shares
|
$142,940
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
12,723
shares
|
$118,578
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
11,196
shares
|
$104,346
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
10,413
shares
|
$97,049
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
7,782
shares
|
$72,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,479
shares
|
$51,064
0.0% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,359
shares
|
$49,945
0.01% of portfolio
|
Q1 2023
Reduced 8.89%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
4,150
shares
|
$38,678
0.0% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4,120
shares
|
$38,398
0.0% of portfolio
|
Q2 2024
Reduced 29.66%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,300
shares
|
$30,756
0.0% of portfolio
|
Q2 2024
Reduced 11.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,350
shares
|
$21,902
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,166
shares
|
$20,187
0.0% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,811
shares
|
$16,878
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,005
shares
|
$9,366
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
944
shares
|
$8,798
0.0% of portfolio
|
Q2 2022
Added 212.58%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
850
shares
|
$7,922
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
511
shares
|
$4,762
0.0% of portfolio
|
Q1 2025
Added 127.11%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
500
shares
|
$4,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
164
shares
|
$1,528
0.0% of portfolio
|
Q4 2024
New holding
|