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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
850
shares
|
$8,015
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
511
shares
|
$4,818
0.0% of portfolio
|
Q1 2025
Added 127.11%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
273
shares
|
$2,574
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
164
shares
|
$1,546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
160
shares
|
$1,508
0.0% of portfolio
|
Q4 2023
Reduced 97.77%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
152
shares
|
$1,433
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
120
shares
|
$1,131
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
100
shares
|
$943
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
87
shares
|
$820
0.0% of portfolio
|
Q4 2017
Reduced 22.32%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
67
shares
|
$631
0.0% of portfolio
|
Q3 2022
Added 1.52%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
60
shares
|
$565
0.0% of portfolio
|
Q2 2021
Reduced 30.23%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
58
shares
|
$546
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
50
shares
|
$471
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
48
shares
|
$452
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44
shares
|
$414
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
42
shares
|
$396
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
30
shares
|
$282
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
17
shares
|
$160
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
10
shares
|
$94
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|