Purchases and Sales Made in Q4 2022 in Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information about the institutional ownership of Gabelli Healthcare & Wellness Rx Trust (GRX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
304KNew |
$2.89M - $3.24M
|
304K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
238KNew |
$2.27M - $2.54M
|
238K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
89.4KNew |
$849K - $952K
|
89.4K
$924K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
46KNew |
$437K - $490K
|
46K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
35.1K+ 41.98% |
$334K - $374K
|
119K
$1.23M
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.8K+ 437.46% |
$303K - $339K
|
39.1K
$405K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.8KNew |
$274K - $307K
|
28.8K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.8KNew |
$255K - $286K
|
26.8K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.6K+ 14.23% |
$234K - $262K
|
197K
$2.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
18.3K+ 27.95% |
$174K - $195K
|
83.9K
$867K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.1K+ 47.6% |
$172K - $192K
|
56K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
17.9K+ 113.32% |
$170K - $191K
|
33.7K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$129K - $145K
|
13.6K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
10.1KNew |
$95.9K - $108K
|
10.1K
$104K
|
|
|
Feb 10, 2023
Q4 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
2.59K+ 23.99% |
$24.6K - $27.6K
|
13.4K
$138K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.28K+ 4.93% |
$21.7K - $24.3K
|
48.5K
$502K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.85K+ 13.05% |
$17.6K - $19.7K
|
16.1K
$166K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.62K+ 9.09% |
$15.4K - $17.3K
|
19.5K
$201K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.1K+ 2.85% |
$10.5K - $11.7K
|
39.8K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
962New |
$9.14K - $10.2K
|
962
$9.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
936+ 1.45% |
$8.89K - $9.97K
|
65.5K
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
639+ 0.18% |
$6.07K - $6.81K
|
347K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
458+ 3.41% |
$4.35K - $4.88K
|
13.9K
$144K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
434+ 100.93% |
$4.12K - $4.62K
|
864
$8.93K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
151+ 1.35% |
$1.43K - $1.61K
|
11.3K
$117K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
127+ 1.37% |
$1.21K - $1.35K
|
9.37K
$96.9K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 1.38% |
$162 - $181
|
1.25K
$12.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 1.38% |
$57 - $63.9
|
442
$4.57K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 1.74% |
$19 - $21.3
|
117
$1.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.11% |
$9.5 - $10.7
|
91
$941
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-300- 2.86% |
$2.85K - $3.2K
|
10.2K
$105K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-334- 5.37% |
$3.17K - $3.56K
|
5.88K
$60.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-646- 2.22% |
$6.14K - $6.88K
|
28.4K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 5.03% |
$11.4K - $12.8K
|
22.7K
$234K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-1.2K- 0.72% |
$11.4K - $12.8K
|
165K
$1.71M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.68K- 1.78% |
$15.9K - $17.9K
|
92.7K
$958K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.24K- 86.64% |
$21.3K - $23.9K
|
346
$3.58K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.42K- 7.51% |
$23K - $25.7K
|
29.8K
$308K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.86K- 8.28% |
$27.2K - $30.5K
|
31.7K
$328K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.25K- 13.35% |
$30.9K - $34.6K
|
21.1K
$218K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.4K- 18.37% |
$32.3K - $36.2K
|
15.1K
$156K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.94K- 4.07% |
$37.4K - $41.9K
|
92.7K
$958K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.11K- 5.22% |
$48.5K - $54.4K
|
92.7K
$958K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-8.38K- 12.28% |
$79.6K - $89.3K
|
59.9K
$619K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.6K- 8.12% |
$101K - $113K
|
120K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.9K- 11.18% |
$256K - $287K
|
214K
$2.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-36.6K- 20.88% |
$348K - $390K
|
139K
$1.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-63.6K- 27.78% |
$604K - $677K
|
165K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-177K- 23.49% |
$1.68M - $1.88M
|
576K
$5.95M
|