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The Gabelli Healthcare & Wellness Trust (GRX) Institutional Ownership

The Gabelli Healthcare & Wellness Trust logo
$9.78 -0.03 (-0.26%)
As of 02:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for The Gabelli Healthcare & Wellness Trust (NYSE:GRX)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$14.95M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.58M
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GRX Institutional Buying and Selling by Quarter

The Gabelli Healthcare & Wellness Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Absolute Investment Advisers LLC90,299$910K0.1%+7.1%0.000%
4/29/2025 Aviance Capital Partners LLC165,884$1.67M0.2%+33.6%0.000%
4/24/2025 Matisse Capital87,125$878K0.5%-13.9%0.000%
4/23/2025 Golden State Wealth Management LLC3,622$37K0.0%+100.0%0.000%
4/23/2025 Oppenheimer & Co. Inc.11,196$113K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC33,595$339K0.0%-5.2%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC24,920$251K0.0%-9.5%0.000%
4/15/2025 Wealthcare Advisory Partners LLC13,458$136K0.0%-41.4%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC27,527$265K0.0%-6.9%0.000%
2/17/2025Waverly Advisors LLC49,035$473K0.0%N/A0.000%
2/17/2025Saba Capital Management L.P.1,911,034$18.42M0.4%+3.5%0.000%
2/17/2025Quantedge Capital Pte Ltd13,046$126K0.0%-63.3%0.000%
2/17/2025Capstone Investment Advisors LLC99,441$959K0.0%+469.5%0.000%
2/14/2025AQR Arbitrage LLC140,721$1.36M0.0%-11.2%0.000%
2/14/2025Beacon Pointe Advisors LLC122,000$1.18M0.0%-6.8%0.000%
2/14/2025Quarry LP29,140$281K0.0%+341.8%0.000%
2/13/2025Gamco Investors INC. ET AL342,226$3.30M0.0%+10.7%0.000%
2/13/2025Raymond James Financial Inc.17,706$171K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.367,035$3.54M0.1%+83.1%0.000%
2/13/2025Wells Fargo & Company MN427,010$4.12M0.0%+21.4%0.000%
2/11/2025LPL Financial LLC280,349$2.70M0.0%+252.9%0.000%
2/7/2025Independent Advisor Alliance15,225$147K0.0%N/A0.000%
2/7/2025 Aviance Capital Partners LLC124,141$1.20M0.2%-4.0%0.000%
2/7/2025Blue Bell Private Wealth Management LLC205,798$1.98M0.4%+22.3%0.000%
2/6/2025Raymond James Financial Inc.17,706$171K0.0%N/A0.000%
2/3/2025 Winebrenner Capital Management LLC13,000$125K0.1%N/A0.000%
1/31/2025Sanctuary Advisors LLC150,226$1.56M0.0%+7.5%0.000%
1/28/2025Stephens Inc. AR108,534$1.05M0.0%+8.6%0.000%
1/24/2025 Absolute Investment Advisers LLC84,299$813K0.1%N/A0.000%
1/15/2025 Wealthcare Advisory Partners LLC22,983$222K0.0%-19.6%0.000%
11/25/2024Sanctuary Advisors LLC139,740$1.42M0.0%+24.8%0.000%
11/15/2024Quarry LP6,595$72K0.0%N/A0.000%
11/14/2024Capstone Investment Advisors LLC17,460$191K0.0%N/A0.000%
11/7/2024 Aviance Capital Partners LLC129,307$1.42M0.2%+1.0%0.000%
10/28/2024Stephens Inc. AR99,901$1.09M0.0%-13.7%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC29,554$324K0.0%-13.7%0.000%
10/22/2024 International Assets Investment Management LLC60,838$666K0.0%+995.0%0.000%
9/5/2024Sanctuary Advisors LLC111,998$1.06M0.0%N/A0.000%
8/22/2024Cetera Investment Advisers225,215$2.16M0.0%+1.4%0.000%
8/15/2024Logan Stone Capital LLC74,460$713K0.2%-48.7%0.000%
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8/9/2024Cornerstone Advisors LLC139,694$1.34M0.1%-56.1%0.000%
8/5/2024Blue Bell Private Wealth Management LLC115,919$1.11M0.2%+26.7%0.000%
8/3/20249258 Wealth Management LLC48,064$460K0.1%-16.4%0.000%
7/30/2024 International Assets Investment Management LLC5,556$53K0.0%N/A0.000%
5/24/2024Cetera Advisors LLC220,106$2.25M0.0%N/A0.000%
5/24/2024Cetera Investment Advisers222,195$2.28M0.0%+2.2%0.000%
5/10/2024Cornerstone Advisors LLC318,012$3.26M0.1%+2.3%0.000%
5/1/2024 Matisse Capital101,196$1.04M0.5%+232.7%0.000%
4/24/2024Blue Bell Private Wealth Management LLC91,489$937K0.2%+5.2%0.000%
4/18/2024 Aviance Capital Partners LLC121,893$1.25M0.2%+2.6%0.000%
4/15/2024 Wealthcare Advisory Partners LLC37,938$388K0.0%-3.2%0.000%
2/13/2024Stephens Inc. AR123,503$1.15M0.0%+12.0%0.000%
2/13/2024Quantedge Capital Pte Ltd69,396$647K0.3%+28.0%0.000%
2/12/2024RPO LLC136,169$1.27M1.9%+24.7%0.000%
2/9/2024Cornerstone Advisors LLC310,720$2.90M0.1%+7.5%0.000%
2/8/2024 Matisse Capital30,419$284K0.2%N/A0.000%
2/8/2024Beacon Pointe Advisors LLC149,100$1.39M0.0%-7.0%0.000%
2/7/2024Formidable Asset Management LLC18,499$173K0.0%-12.7%0.000%
2/6/2024 Aviance Capital Partners LLC118,792$1.11M0.2%-5.6%0.000%
2/6/2024 Wealthcare Advisory Partners LLC39,188$366K0.0%-20.8%0.000%
2/6/20249258 Wealth Management LLC57,412$536K0.1%-1.9%0.000%
2/2/2024Atria Wealth Solutions Inc.88,354$824K0.0%-7.2%0.000%
2/1/2024Wolverine Asset Management LLC167,524$1.56M0.0%+25.5%0.000%
1/26/2024Cerity Partners LLC11,347$106K0.0%+10.5%0.000%
1/25/2024 International Assets Investment Management LLC51,315$479K0.0%N/A0.000%
1/25/2024Blue Bell Private Wealth Management LLC87,008$812K0.2%-10.9%0.000%
1/24/2024 International Assets Investment Management LLC51,315$479K0.0%N/A0.000%
11/21/2023Almitas Capital LLC31,790$273K0.1%N/A0.000%
11/14/2023Lazard Asset Management LLC417,507$3.58M0.0%-0.3%0.000%
11/14/2023AQR Arbitrage LLC117,494$1.01M0.0%+111.1%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.55,788$479K0.2%-82.8%0.000%
11/13/2023Quantedge Capital Pte Ltd54,196$465K0.3%+16.8%0.000%
11/13/2023Sugarloaf Wealth Management LLC2,874$25K0.0%-39.3%0.000%
11/13/2023Wolverine Asset Management LLC133,505$1.15M0.0%+5.2%0.000%
11/9/2023Cornerstone Advisors LLC289,107$2.48M0.1%+5.9%0.000%
11/8/20239258 Wealth Management LLC58,532$502K0.1%-2.3%0.000%
11/8/2023Landscape Capital Management L.L.C.16,507$142K0.0%+35.5%0.000%
11/7/2023 Aviance Capital Partners LLC125,874$1.08M0.2%-13.1%0.000%
11/6/2023RPO LLC109,169$937K1.1%+176.3%0.000%
10/30/2023Blue Bell Private Wealth Management LLC97,672$838K0.2%+1.9%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.12,186$105K0.0%-15.6%0.000%
10/20/2023 U.S. Capital Wealth Advisors LLC10,000$86K0.0%-45.2%0.000%
10/12/2023 Wealthcare Advisory Partners LLC49,509$425K0.0%-3.7%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.323,895$3.23M1.3%-1.3%0.000%
8/11/2023Cornerstone Advisors LLC273,034$2.72M0.1%+24.7%0.000%
8/10/2023Gamco Investors INC. ET AL319,921$3.19M0.0%+5.2%0.000%
8/10/2023Cetera Investment Advisers204,343$2.04M0.0%-3.8%0.000%
8/8/2023Blue Bell Private Wealth Management LLC95,896$955K0.3%+1.6%0.000%
8/7/2023Wolverine Asset Management LLC126,853$1.26M0.0%+23.8%0.000%
8/4/2023 Aviance Capital Partners LLC144,838$1.44M0.3%+1.2%0.000%
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8/4/2023 U.S. Capital Wealth Advisors LLC18,263$182K0.0%-61.8%0.000%
8/3/2023Atria Wealth Solutions Inc.94,330$940K0.0%+1.8%0.000%
7/26/2023 Creative Financial Designs Inc. ADV5,857$58K0.0%+237.0%0.000%
7/26/2023 Janney Montgomery Scott LLC37,103$370K0.0%-7.4%0.000%
7/25/2023Raymond James & Associates17,428$174K0.0%-17.5%0.000%
7/21/2023Creative Planning31,872$317K0.0%+10.6%0.000%
7/17/2023 Wealthcare Advisory Partners LLC51,410$512K0.0%-11.3%0.000%
7/13/2023Sugarloaf Wealth Management LLC4,736$47K0.0%-46.4%0.000%
5/11/2023 U.S. Capital Wealth Advisors LLC47,834$483K0.0%-14.6%0.000%
5/11/2023 Aviance Capital Partners LLC143,149$1.44M0.3%+3.1%0.000%
(Data available from 1/1/2016 forward)

GRX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GRX shares?

During the previous two years, 47 institutional investors and hedge funds held shares of The Gabelli Healthcare & Wellness Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($18.42M), Wells Fargo & Company MN ($4.12M), Lazard Asset Management LLC ($3.58M), Sit Investment Associates Inc. ($3.54M), Gamco Investors INC. ET AL ($3.30M), LPL Financial LLC ($2.70M), and Cetera Advisors LLC ($2.25M).Learn more on GRX's institutional investors.

Which institutional investors have been buying The Gabelli Healthcare & Wellness Trust stock?

Of the 33 institutional investors that purchased The Gabelli Healthcare & Wellness Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Advisors LLC ($220.11K), LPL Financial LLC ($200.91K), Sit Investment Associates Inc. ($166.62K), International Assets Investment Management LLC ($163.47K), Sanctuary Advisors LLC ($150.23K), Wolverine Asset Management LLC ($128.40K), and Matisse Capital ($101.20K).

How much institutional buying is happening at The Gabelli Healthcare & Wellness Trust?

Institutional investors have bought a total of 2,155,999 shares in the last 24 months. This purchase volume represents approximately $20.91M in transactions.

Which The Gabelli Healthcare & Wellness Trust major shareholders have been selling company stock?

Of the 23 institutional investors that sold The Gabelli Healthcare & Wellness Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Thomas J. Herzfeld Advisors Inc. ($272.44K), Cornerstone Advisors LLC ($178.32K), Wealthcare Advisory Partners LLC ($97.22K), Logan Stone Capital LLC ($70.59K), U.S. Capital Wealth Advisors LLC ($46.03K), Aviance Capital Partners LLC ($31.21K), and Quantedge Capital Pte Ltd ($22.55K).

How much institutional selling is happening at The Gabelli Healthcare & Wellness Trust?

Institutional investors have sold a total of 871,491 shares in the last 24 months. This volume of shares sold represents approximately $8.15M in transactions.


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This page (NYSE:GRX) was last updated on 5/1/2025 by MarketBeat.com Staff
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