Purchases and Sales Made in Q1 2022 in Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information about the institutional ownership of Gabelli Healthcare & Wellness Rx Trust (GRX) during Q1 2022. The information is specifically focused on institutions that hold shares of Gabelli Healthcare & WellnessRx Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
90KNew |
$1.08M - $1.23M
|
90K
$925K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.5K+ 18.73% |
$918K - $1.05M
|
485K
$4.98M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48K+ 8.0% |
$576K - $657K
|
648K
$6.66M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
39.5K+ 36.28% |
$473K - $540K
|
148K
$1.52M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
36.5KNew |
$438K - $499K
|
36.5K
$375K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
31KNew |
$372K - $424K
|
31K
$319K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.6K+ 9.22% |
$319K - $364K
|
315K
$3.24M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.4K+ 3.93% |
$220K - $251K
|
485K
$4.98M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.74K+ 27.45% |
$105K - $120K
|
40.6K
$417K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.69K+ 1.43% |
$80.2K - $91.5K
|
474K
$4.87M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
4.61K+ 1.96% |
$55.3K - $63.1K
|
239K
$2.46M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.86K+ 16.28% |
$46.3K - $52.8K
|
27.6K
$283K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
3.67K+ 7.47% |
$44K - $50.2K
|
52.8K
$543K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.11KNew |
$37.4K - $42.6K
|
3.11K
$32K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.18KNew |
$14.1K - $16.1K
|
1.18K
$12.1K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
949+ 4.2% |
$11.4K - $13K
|
23.5K
$242K
|
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
690+ 0.21% |
$8.28K - $9.44K
|
327K
$3.36M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
519+ 0.72% |
$6.23K - $7.1K
|
72.3K
$743K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 7.82% |
$6K - $6.84K
|
6.89K
$70.8K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
426New |
$5.11K - $5.83K
|
426
$4.38K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
369+ 1.03% |
$4.43K - $5.05K
|
36.1K
$371K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
349+ 3.73% |
$4.19K - $4.77K
|
9.7K
$99.8K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
310+ 0.19% |
$3.72K - $4.24K
|
160K
$1.65M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
123New |
$1.48K - $1.68K
|
123
$1.26K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
81+ 0.64% |
$972 - $1.11K
|
12.8K
$132K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
44+ 3.81% |
$528 - $602
|
1.2K
$12.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
42New |
$504 - $575
|
42
$432
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
22+ 0.2% |
$264 - $301
|
11.1K
$114K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 1.31% |
$132 - $150
|
849
$8.73K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 4.67% |
$60 - $68.4
|
112
$1.15K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 3.57% |
$36 - $41
|
87
$894
|
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$12 - $13.7
|
23.9K
$245K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1+ 1.56% |
$12 - $13.7
|
65
$668
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$12 - $13.7
|
23.9K
$245K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-30Closed |
$360 - $410
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-80Closed |
$960 - $1.09K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-105- 13.22% |
$1.26K - $1.44K
|
689
$7.08K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-740- 10.74% |
$8.88K - $10.1K
|
6.15K
$63.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.15K- 9.87% |
$13.8K - $15.7K
|
10.5K
$108K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.65K- 16.19% |
$31.7K - $36.2K
|
13.7K
$141K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.28K- 4.5% |
$51.4K - $58.6K
|
90.8K
$933K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-6.99K- 52.93% |
$83.9K - $95.6K
|
6.22K
$63.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-7.7KClosed |
$92.4K - $105K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.59K- 26.49% |
$103K - $117K
|
23.8K
$245K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.9KClosed |
$143K - $163K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12KClosed |
$144K - $164K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.2KClosed |
$158K - $180K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-17.9K- 40.29% |
$215K - $245K
|
26.5K
$273K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-33.8K- 23.52% |
$406K - $462K
|
110K
$1.13M
|