Free Trial
→ Trump wipes out trillions overnight… (From Porter & Company) (Ad) Free GRX Stock Alerts

The Gabelli Healthcare & Wellness Trust (GRX) Institutional Ownership

The Gabelli Healthcare & Wellness Trust logo
$9.64 +0.02 (+0.21%)
As of 07/3/2025 03:30 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for The Gabelli Healthcare & Wellness Trust (NYSE:GRX)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$12.98M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.75M
Get GRX Insider Trade Alerts

Want to know when executives and insiders are buying or selling The Gabelli Healthcare & Wellness Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

GRX Institutional Buying and Selling by Quarter

The Gabelli Healthcare & Wellness Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025AQR Arbitrage LLC123,319$1.24M0.0%-12.4%0.000%
5/14/2025Gamco Investors INC. ET AL350,109$3.53M0.0%+2.3%0.000%
5/13/2025Sit Investment Associates Inc.426,290$4.30M0.1%+16.1%0.000%
5/12/2025Wolverine Asset Management LLC7,782$78K0.0%N/A0.000%
5/9/2025Shaker Financial Services LLC15,337$155K0.1%N/A0.000%
5/7/2025LPL Financial LLC289,088$2.91M0.0%+3.1%0.000%
5/5/2025Blue Bell Private Wealth Management LLC219,245$2.21M0.4%+6.5%0.000%
4/29/2025Absolute Investment Advisers LLC90,299$910K0.1%+7.1%0.000%
4/29/2025Aviance Capital Partners LLC165,884$1.67M0.2%+33.6%0.000%
4/24/2025Matisse Capital87,125$878K0.5%-13.9%0.000%
4/23/2025Golden State Wealth Management LLC3,622$37K0.0%+100.0%0.000%
4/23/2025Oppenheimer & Co. Inc.11,196$113K0.0%N/A0.000%
4/17/2025Janney Montgomery Scott LLC33,595$339K0.0%-5.2%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC24,920$251K0.0%-9.5%0.000%
4/15/2025Wealthcare Advisory Partners LLC13,458$136K0.0%-41.4%0.000%
3/17/2025Wealth 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%
2/7/2025Aviance 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%
2/3/2025Winebrenner 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%
1/24/2025Absolute Investment Advisers LLC84,299$813K0.1%N/A0.000%
1/15/2025Wealthcare 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%
July 4th: 59% dividend from Bitcoin (No Crypto Needed) (Ad)

I've got something exciting for you this July 4th holiday... How about a 59.07% dividend from Bitcoin? Yes, you read that right. And no, you don't need to buy any cryptocurrency or trade options... Here's the deal: Our July 4th special includes a FREE report on what I call the "Bitcoin Income Vault."

This report is available FREE with our July 4th special:
11/7/2024Aviance Capital Partners LLC129,307$1.42M0.2%+1.0%0.000%
10/28/2024Stephens Inc. AR99,901$1.09M0.0%-13.7%0.000%
10/24/2024Wealth Enhancement Advisory Services LLC29,554$324K0.0%-13.7%0.000%
10/22/2024International 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%
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%
7/30/2024International 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%
5/1/2024Matisse Capital101,196$1.04M0.5%+232.7%0.000%
4/24/2024Blue Bell Private Wealth Management LLC91,489$937K0.2%+5.2%0.000%
4/18/2024Aviance Capital Partners LLC121,893$1.25M0.2%+2.6%0.000%
4/15/2024Wealthcare 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%
2/8/2024Matisse 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%
2/6/2024Aviance Capital Partners LLC118,792$1.11M0.2%-5.6%0.000%
2/6/2024Wealthcare 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%
1/25/2024International 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%
1/24/2024International 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%
11/7/2023Aviance 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%
10/20/2023U.S. Capital Wealth Advisors LLC10,000$86K0.0%-45.2%0.000%
10/12/2023Wealthcare Advisory Partners LLC49,509$425K0.0%-3.7%0.000%
July 4th: 59% dividend from Bitcoin (No Crypto Needed) (Ad)

I've got something exciting for you this July 4th holiday... How about a 59.07% dividend from Bitcoin? Yes, you read that right. And no, you don't need to buy any cryptocurrency or trade options... Here's the deal: Our July 4th special includes a FREE report on what I call the "Bitcoin Income Vault."

This report is available FREE with our July 4th special:
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%
8/4/2023Aviance Capital Partners LLC144,838$1.44M0.3%+1.2%0.000%
8/4/2023U.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%
7/26/2023Creative Financial Designs Inc. ADV5,857$58K0.0%+237.0%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), Sit Investment Associates Inc. ($4.30M), Wells Fargo & Company MN ($4.12M), Lazard Asset Management LLC ($3.58M), Gamco Investors INC. ET AL ($3.53M), LPL Financial LLC ($2.91M), and Cetera Advisors LLC ($2.25M).Learn more on The Gabelli Healthcare & Wellness Trust's institutional investors.

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

Of the 34 institutional investors that purchased The Gabelli Healthcare & Wellness Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($225.87K), Cetera Advisors LLC ($220.11K), LPL Financial LLC ($209.64K), International Assets Investment Management LLC ($163.47K), Sanctuary Advisors LLC ($150.23K), Matisse Capital ($101.20K), and Capstone Investment Advisors LLC ($99.44K).

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

Institutional investors have bought a total of 1,324,404 shares in the last 24 months. This purchase volume represents approximately $12.98M in transactions.

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

Of the 12 institutional investors that sold The Gabelli Healthcare & Wellness Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($178.32K), Logan Stone Capital LLC ($70.59K), AQR Arbitrage LLC ($35.10K), Quantedge Capital Pte Ltd ($22.55K), Stephens Inc. AR ($15.85K), Wealthcare Advisory Partners LLC ($15.11K), and Matisse Capital ($14.07K).

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

Institutional investors have sold a total of 386,255 shares in the last 24 months. This volume of shares sold represents approximately $3.75M in transactions.


Related Companies

This page (NYSE:GRX) was last updated on 7/6/2025 by MarketBeat.com Staff
From Our Partners
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
July 4th: 59% dividend from Bitcoin (No Crypto Needed)
I've got something exciting for you this July 4th holiday... How about a 59.07% dividend from Bitcoin? Y...
Investors Alley | Sponsored
Trump's ticking time bomb
A looming tariff deadline on July 9th could be the spark — but what’s buried inside a recent White House docum...
Porter & Company | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Think NVDA’s run was epic? You ain’t seen nothin’ yet
Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, ...
Timothy Sykes | Sponsored