Purchases and Sales Made in Q3 2022 in Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information about the institutional ownership of Gabelli Healthcare & Wellness Rx Trust (GRX) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
77.9K+ 417.39% |
$740K - $956K
|
96.6K
$931K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.8K+ 4.85% |
$331K - $427K
|
752K
$7.25M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2KNew |
$135K - $174K
|
14.2K
$137K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$119K - $153K
|
12.5K
$120K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
5.88K+ 9.84% |
$55.8K - $72.1K
|
65.6K
$632K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.4K+ 43.37% |
$51.3K - $66.3K
|
17.9K
$172K
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.3K+ 3.11% |
$50.3K - $65K
|
176K
$1.69M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.3K+ 10.26% |
$40.9K - $52.8K
|
46.2K
$446K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.37K+ 33.48% |
$32K - $41.3K
|
13.4K
$129K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$24.6K - $31.8K
|
2.59K
$25K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2K+ 5.56% |
$19K - $24.5K
|
38K
$366K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
932+ 5.31% |
$8.85K - $11.4K
|
18.5K
$178K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
905+ 0.53% |
$8.6K - $11.1K
|
173K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
889+ 0.69% |
$8.45K - $10.9K
|
131K
$1.26M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
622+ 1.63% |
$5.91K - $7.63K
|
38.7K
$373K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
504New |
$4.79K - $6.18K
|
504
$4.86K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
331+ 0.97% |
$3.14K - $4.06K
|
34.6K
$333K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
144New |
$1.37K - $1.77K
|
144
$1.39K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
44New |
$418 - $540
|
44
$424
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.07% |
$190 - $245
|
29K
$280K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
18+ 1.48% |
$171 - $221
|
1.24K
$11.9K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.08% |
$85.5 - $110
|
11.2K
$108K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 1.63% |
$66.5 - $85.9
|
436
$4.2K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5+ 0.02% |
$47.5 - $61.3
|
32.2K
$310K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.94% |
$38 - $49.1
|
430
$4.15K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 2.27% |
$19 - $24.5
|
90
$868
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 1.77% |
$19 - $24.5
|
115
$1.11K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.01% |
$9.5 - $12.3
|
13.4K
$130K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1+ 1.52% |
$9.5 - $12.3
|
67
$646
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.08% |
$9.5 - $12.3
|
1.18K
$11.3K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-61- 49.59% |
$580 - $748
|
62
$598
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-78- 0.02% |
$741 - $957
|
328K
$3.16M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-597- 6.06% |
$5.67K - $7.33K
|
9.25K
$89.1K
|
|
Oct 13, 2022
Q3 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-1K- 0.6% |
$9.5K - $12.3K
|
166K
$1.6M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.79K- 2.56% |
$17K - $22K
|
68.3K
$658K
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.85K- 2.79% |
$17.6K - $22.7K
|
64.5K
$622K
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-6.85K- 48.48% |
$65.1K - $84K
|
7.28K
$70.2K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.26K- 6.91% |
$68.9K - $89K
|
97.8K
$943K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-8.99K- 3.78% |
$85.4K - $110K
|
229K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.35K- 27.72% |
$88.8K - $115K
|
24.4K
$235K
|
|
Nov 10, 2022
Q3 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-13.5K- 55.58% |
$128K - $166K
|
10.8K
$104K
|
|
Nov 10, 2022
Q3 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-19.1K- 54.78% |
$182K - $235K
|
15.8K
$152K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62.3K- 15.26% |
$592K - $765K
|
346K
$3.34M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63.7K- 20.9% |
$605K - $781K
|
241K
$2.32M
|
|
Nov 10, 2022
Q3 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-86.3K- 50.76% |
$820K - $1.06M
|
83.7K
$807K
|