Purchases and Sales Made in Q1 2023 in Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information about the institutional ownership of Gabelli Healthcare & Wellness Rx Trust (GRX) during Q1 2023. 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 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
162KNew |
$1.53M - $1.71M
|
162K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
100K+ 84.22% |
$950K - $1.06M
|
219K
$2.15M
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
89.8K+ 37.65% |
$852K - $948K
|
328K
$3.22M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
63.4K+ 161.99% |
$601K - $669K
|
102K
$1M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.3KNew |
$230K - $256K
|
24.3K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
21.6K+ 214.18% |
$205K - $228K
|
31.7K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 40.96% |
$179K - $199K
|
64.8K
$635K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15K+ 7.59% |
$142K - $158K
|
212K
$2.08M
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.9KNew |
$122K - $136K
|
12.9K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
11KNew |
$104K - $116K
|
11K
$108K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.6KNew |
$101K - $112K
|
10.6K
$104K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.3KNew |
$98K - $109K
|
10.3K
$101K
|
|
|
May 12, 2023
Q1 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
7K+ 20.77% |
$66.4K - $73.9K
|
40.7K
$399K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.12K+ 31.43% |
$58.1K - $64.6K
|
25.6K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
5.23K+ 6.24% |
$49.6K - $55.2K
|
89.1K
$873K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.26K+ 3.07% |
$40.4K - $45K
|
143K
$1.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.74KNew |
$16.5K - $18.4K
|
1.74K
$17K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.74K+ 1.87% |
$16.5K - $18.3K
|
94.4K
$925K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.1K+ 489.78% |
$10.5K - $11.6K
|
1.33K
$13K
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
989+ 1.51% |
$9.39K - $10.4K
|
66.5K
$651K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
871+ 0.94% |
$8.27K - $9.2K
|
93.5K
$917K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
343New |
$3.26K - $3.62K
|
343
$3.36K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
234New |
$2.22K - $2.47K
|
234
$2.29K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
230+ 0.58% |
$2.18K - $2.43K
|
40.1K
$393K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
221+ 0.46% |
$2.1K - $2.33K
|
48.7K
$478K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
173+ 1.25% |
$1.64K - $1.83K
|
14.1K
$138K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
156+ 0.26% |
$1.48K - $1.65K
|
60K
$588K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 1.6% |
$190 - $211
|
1.27K
$12.5K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 1.58% |
$66.4 - $73.9
|
449
$4.4K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.1% |
$9.49 - $10.6
|
92
$902
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.85% |
$9.49 - $10.6
|
118
$1.16K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-133- 1.18% |
$1.26K - $1.4K
|
11.2K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 8.13% |
$4.75K - $5.28K
|
5.65K
$55.4K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-522- 3.46% |
$4.95K - $5.51K
|
14.6K
$143K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-523- 8.89% |
$4.96K - $5.52K
|
5.36K
$52.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-531- 5.66% |
$5.04K - $5.61K
|
8.84K
$86.7K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-553- 2.62% |
$5.25K - $5.84K
|
20.6K
$202K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-807- 0.86% |
$7.66K - $8.52K
|
93.5K
$917K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-871- 0.93% |
$8.27K - $9.2K
|
92.7K
$908K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-920- 3.09% |
$8.73K - $9.72K
|
28.8K
$283K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.62K- 10.06% |
$15.3K - $17.1K
|
14.4K
$141K
|
|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-1.81K- 13.5% |
$17.1K - $19.1K
|
11.6K
$113K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.74K- 13.18% |
$35.5K - $39.5K
|
24.7K
$242K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.08K- 4.89% |
$76.7K - $85.3K
|
157K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.2K- 14.63% |
$77.8K - $86.5K
|
47.8K
$469K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.66K- 35.97% |
$91.6K - $102K
|
17.2K
$168K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.6K- 33.36% |
$100K - $112K
|
21.1K
$207K
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-13.9K- 15.57% |
$132K - $147K
|
75.5K
$739K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.5K- 3.04% |
$166K - $185K
|
558K
$5.47M
|