Purchases and Sales Made in Q2 2025 in Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information about the institutional ownership of Gabelli Healthcare & Wellness Rx Trust (GRX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
209K+ 48.97% |
$1.91M - $2.09M
|
635K
$5.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
121KNew |
$1.1M - $1.21M
|
121K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.8K+ 103.72% |
$236K - $258K
|
50.8K
$479K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
21.5K+ 9.79% |
$196K - $214K
|
241K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
20.4K+ 1.04% |
$186K - $204K
|
1.98M
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
19.9KNew |
$182K - $199K
|
19.9K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$122K - $133K
|
13.4K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1KNew |
$92.4K - $101K
|
10.1K
$95.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
5.75K+ 23.22% |
$52.5K - $57.4K
|
30.5K
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4.92K+ 98440.0% |
$45K - $49.2K
|
4.93K
$46.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.82K+ 35.78% |
$44K - $48.1K
|
18.3K
$172K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.88K+ 11.28% |
$26.4K - $28.8K
|
28.4K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.88K+ 18.01% |
$17.1K - $18.7K
|
12.3K
$116K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$16.7K - $18.3K
|
1.83K
$17.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.63K+ 1.51% |
$14.9K - $16.3K
|
110K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
989+ 7.77% |
$9.04K - $9.88K
|
13.7K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
965+ 1.53% |
$8.82K - $9.64K
|
64K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
530+ 3.25% |
$4.84K - $5.29K
|
16.8K
$159K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
500+ 100.0% |
$4.57K - $5K
|
1K
$9.43K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
273New |
$2.5K - $2.73K
|
273
$2.57K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42+ 0.21% |
$384 - $420
|
19.8K
$187K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 1.82% |
$165 - $180
|
1.01K
$9.48K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8+ 0.03% |
$73.1 - $79.9
|
26.9K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3- 0.01% |
$27.4 - $30
|
28.4K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-308- 0.92% |
$2.82K - $3.08K
|
33.3K
$314K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-502- 12.18% |
$4.59K - $5.01K
|
3.62K
$34.1K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1.6K- 13.56% |
$14.6K - $16K
|
10.2K
$96.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-1.67K- 5.73% |
$15.3K - $16.7K
|
27.5K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.6K- 62.65% |
$23.8K - $26K
|
1.55K
$14.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.98K- 2.4% |
$36.4K - $39.7K
|
162K
$1.53M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.11K- 2.26% |
$37.6K - $41K
|
178K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.08K- 1.76% |
$46.4K - $50.8K
|
284K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-5.18K- 5.73% |
$47.3K - $51.7K
|
85.1K
$803K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.3K- 9.46% |
$57.6K - $62.9K
|
60.3K
$569K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-7.88K- 2.25% |
$72.1K - $78.8K
|
342K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.1K- 22.46% |
$92K - $101K
|
34.7K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 9.25% |
$101K - $111K
|
109K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.2K- 3.16% |
$120K - $131K
|
404K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-13.2K- 10.72% |
$121K - $132K
|
110K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-14.9K- 21.96% |
$136K - $149K
|
53K
$500K
|