Purchases and Sales Made in Q1 2025 in Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information about the institutional ownership of Gabelli Healthcare & Wellness Rx Trust (GRX) during Q1 2025. 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 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
59.3K+ 16.14% |
$566K - $617K
|
426K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
45.5K+ 2.38% |
$434K - $474K
|
1.96M
$18.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
41.7K+ 33.63% |
$399K - $435K
|
166K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
15.3KNew |
$146K - $160K
|
15.3K
$146K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13.4K+ 6.53% |
$128K - $140K
|
219K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.2KNew |
$107K - $117K
|
11.2K
$106K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.74K+ 3.12% |
$83.5K - $91.1K
|
289K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
7.88K+ 2.3% |
$75.3K - $82.1K
|
350K
$3.33M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.78KNew |
$74.3K - $81.1K
|
7.78K
$74K
|
|
|
Apr 29, 2025
Q1 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
6K+ 7.12% |
$57.3K - $62.5K
|
90.3K
$859K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.81K+ 100.0% |
$17.3K - $18.9K
|
3.62K
$34.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
722+ 1.16% |
$6.9K - $7.52K
|
63K
$599K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
286+ 127.11% |
$2.73K - $2.98K
|
511
$4.86K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
125+ 1.22% |
$1.19K - $1.3K
|
10.4K
$99K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107+ 0.54% |
$1.02K - $1.11K
|
19.8K
$188K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
92New |
$879 - $959
|
92
$875
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34New |
$325 - $354
|
34
$323
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 1.54% |
$143 - $156
|
987
$9.39K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5+ 0.02% |
$47.8 - $52.1
|
26.9K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.16% |
$9.55 - $10.4
|
87
$827
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 1.19% |
$9.55 - $10.4
|
85
$808
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.97% |
$9.55 - $10.4
|
104
$989
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-99- 0.77% |
$945 - $1.03K
|
12.7K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-139- 2.47% |
$1.33K - $1.45K
|
5.48K
$52.1K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-354- 0.33% |
$3.38K - $3.69K
|
108K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1K- 19.42% |
$9.55K - $10.4K
|
4.15K
$39.5K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.39K- 7.87% |
$13.3K - $14.5K
|
16.3K
$155K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.81K- 50.0% |
$17.3K - $18.9K
|
1.81K
$17.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.84K- 5.19% |
$17.6K - $19.2K
|
33.6K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 1.64% |
$19.1K - $20.8K
|
120K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.61K- 9.47% |
$24.9K - $27.2K
|
24.9K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.6K- 12.34% |
$34.4K - $37.5K
|
25.6K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.22K- 8.61% |
$40.3K - $44K
|
44.8K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.68K- 2.51% |
$44.7K - $48.8K
|
182K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.15K- 9.7% |
$68.3K - $74.5K
|
66.6K
$633K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.53K- 41.44% |
$91K - $99.3K
|
13.5K
$128K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.2K- 2.39% |
$97.3K - $106K
|
417K
$3.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-14.1K- 13.9% |
$134K - $147K
|
87.1K
$829K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-17.4K- 12.37% |
$166K - $181K
|
123K
$1.17M
|