Purchases and Sales Made in Q3 2025 in Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information about the institutional ownership of Gabelli Healthcare & Wellness Rx Trust (GRX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
37.2K+ 15.44% |
$333K - $358K
|
278K
$2.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
23.8KNew |
$213K - $229K
|
23.8K
$218K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
11.2K+ 10.18% |
$100K - $108K
|
121K
$1.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.77K+ 1.1% |
$15.9K - $17.1K
|
164K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$2.69K - $2.89K
|
300
$2.75K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43+ 0.13% |
$385 - $415
|
33.3K
$305K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3- 0.02% |
$26.9 - $28.9
|
19.8K
$182K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.59K- 12.97% |
$59K - $63.5K
|
44.2K
$405K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-35.3K- 29.17% |
$316K - $340K
|
85.6K
$784K
|