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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
160
shares
|
$1,491
0.0% of portfolio
|
Q4 2023
Reduced 97.77%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
152
shares
|
$1,416
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
120
shares
|
$1,118
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
104
shares
|
$969
0.0% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
100
shares
|
$932
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
92
shares
|
$857
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
87
shares
|
$810
0.0% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
87
shares
|
$810
0.0% of portfolio
|
Q4 2017
Reduced 22.32%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
74
shares
|
$689
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
67
shares
|
$624
0.0% of portfolio
|
Q3 2022
Added 1.52%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
60
shares
|
$559
0.0% of portfolio
|
Q2 2021
Reduced 30.23%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
58
shares
|
$540
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
50
shares
|
$466
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
48
shares
|
$447
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44
shares
|
$410
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
42
shares
|
$391
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
34
shares
|
$316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
30
shares
|
$279
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
17
shares
|
$158
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
10
shares
|
$93
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5
shares
|
$46
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|