Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

The Gabelli Healthcare & Wellness Trust (GRX) Institutional Ownership

The Gabelli Healthcare & Wellness Trust logo
$9.44 +0.05 (+0.48%)
Closing price 08/22/2025 03:56 PM Eastern
Extended Trading
$9.44 0.00 (0.00%)
As of 08/22/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$14.21M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.67M
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
8/15/2025 AQR Arbitrage LLC110,100$1.04M0.0%-10.7%0.000%
8/13/2025 Gamco Investors INC. ET AL342,226$3.23M0.0%-2.3%0.000%
8/13/2025 Beacon Pointe Advisors LLC108,900$1.03M0.0%-9.3%0.000%
8/11/2025 Traub Capital Management LLC120,837$1.14M1.1%N/A0.000%
8/7/2025 Allworth Financial LP4,927$47K0.0%+98,440.0%0.000%
8/5/2025 Aviance Capital Partners LLC161,906$1.53M0.2%-2.4%0.000%
7/29/2025 Stephens Inc. AR109,812$1.04M0.0%+1.5%0.000%
7/29/2025 Uhlmann Price Securities LLC30,498$288K0.2%+23.2%0.000%
7/22/2025 Wealthcare Advisory Partners LLC18,273$173K0.0%+35.8%0.000%
7/15/2025 Absolute Investment Advisers LLC85,122$804K0.1%-5.7%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC50,768$489K0.0%+103.7%0.000%
5/16/2025 AQR Arbitrage LLC123,319$1.24M0.0%-12.4%0.000%
5/14/2025 Gamco Investors INC. ET AL350,109$3.53M0.0%+2.3%0.000%
5/13/2025 Sit Investment Associates Inc.426,290$4.30M0.1%+16.1%0.000%
5/12/2025 Wolverine Asset Management LLC7,782$78K0.0%N/A0.000%
5/9/2025 Shaker Financial Services LLC15,337$155K0.1%N/A0.000%
5/7/2025 LPL Financial LLC289,088$2.91M0.0%+3.1%0.000%
5/5/2025 Blue Bell Private Wealth Management LLC219,245$2.21M0.4%+6.5%0.000%
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%
2/17/2025 Waverly Advisors LLC49,035$473K0.0%N/A0.000%
2/17/2025 Saba Capital Management L.P.1,911,034$18.42M0.4%+3.5%0.000%
2/17/2025 Quantedge Capital Pte Ltd13,046$126K0.0%-63.3%0.000%
2/17/2025 Capstone Investment Advisors LLC99,441$959K0.0%+469.5%0.000%
2/14/2025 AQR Arbitrage LLC140,721$1.36M0.0%-11.2%0.000%
2/14/2025 Beacon Pointe Advisors LLC122,000$1.18M0.0%-6.8%0.000%
2/14/2025 Quarry LP29,140$281K0.0%+341.8%0.000%
2/13/2025 Gamco Investors INC. ET AL342,226$3.30M0.0%+10.7%0.000%
2/13/2025 Raymond James Financial Inc.17,706$171K0.0%N/A0.000%
2/13/2025 Sit Investment Associates Inc.367,035$3.54M0.1%+83.1%0.000%
2/13/2025 Wells Fargo & Company MN427,010$4.12M0.0%+21.4%0.000%
2/11/2025 LPL Financial LLC280,349$2.70M0.0%+252.9%0.000%
2/7/2025 Independent Advisor Alliance15,225$147K0.0%N/A0.000%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.tc pixel

For the moment, you can watch this interview free of charge – just click here.
2/7/2025 Aviance Capital Partners LLC124,141$1.20M0.2%-4.0%0.000%
2/7/2025 Blue Bell Private Wealth Management LLC205,798$1.98M0.4%+22.3%0.000%
2/6/2025 Raymond 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%
1/28/2025 Stephens 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%
11/15/2024 Quarry LP6,595$72K0.0%N/A0.000%
11/14/2024 Capstone Investment Advisors LLC17,460$191K0.0%N/A0.000%
11/7/2024 Aviance Capital Partners LLC129,307$1.42M0.2%+1.0%0.000%
10/28/2024 Stephens 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%
8/22/2024 Cetera Investment Advisers225,215$2.16M0.0%+1.4%0.000%
8/15/2024 Logan Stone Capital LLC74,460$713K0.2%-48.7%0.000%
8/9/2024 Cornerstone Advisors LLC139,694$1.34M0.1%-56.1%0.000%
8/5/2024 Blue 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%
5/24/2024 Cetera Investment Advisers222,195$2.28M0.0%+2.2%0.000%
5/10/2024 Cornerstone Advisors LLC318,012$3.26M0.1%+2.3%0.000%
5/1/2024 Matisse Capital101,196$1.04M0.5%+232.7%0.000%
4/24/2024 Blue 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%
2/13/2024 Stephens Inc. AR123,503$1.15M0.0%+12.0%0.000%
2/13/2024 Quantedge Capital Pte Ltd69,396$647K0.3%+28.0%0.000%
2/12/2024 RPO LLC136,169$1.27M1.9%+24.7%0.000%
2/9/2024 Cornerstone Advisors LLC310,720$2.90M0.1%+7.5%0.000%
2/8/2024 Matisse Capital30,419$284K0.2%N/A0.000%
2/8/2024 Beacon Pointe Advisors LLC149,100$1.39M0.0%-7.0%0.000%
2/7/2024 Formidable 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%
2/2/2024 Atria Wealth Solutions Inc.88,354$824K0.0%-7.2%0.000%
2/1/2024 Wolverine Asset Management LLC167,524$1.56M0.0%+25.5%0.000%
1/26/2024 Cerity Partners LLC11,347$106K0.0%+10.5%0.000%
1/25/2024 International Assets Investment Management LLC51,315$479K0.0%N/A0.000%
1/25/2024 Blue 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%
11/21/2023 Almitas Capital LLC31,790$273K0.1%N/A0.000%
11/14/2023 Lazard Asset Management LLC417,507$3.58M0.0%-0.3%0.000%
11/14/2023 AQR Arbitrage LLC117,494$1.01M0.0%+111.1%0.000%
11/14/2023 Thomas J. Herzfeld Advisors Inc.55,788$479K0.2%-82.8%0.000%
11/13/2023 Quantedge Capital Pte Ltd54,196$465K0.3%+16.8%0.000%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.tc pixel

Click here to watch the urgent broadcast and get ahead of what’s coming.
11/13/2023Sugarloaf Wealth Management LLC2,874$25K0.0%-39.3%0.000%
11/13/2023 Wolverine Asset Management LLC133,505$1.15M0.0%+5.2%0.000%
11/9/2023 Cornerstone Advisors LLC289,107$2.48M0.1%+5.9%0.000%
11/8/20239258 Wealth Management LLC58,532$502K0.1%-2.3%0.000%
11/8/2023 Landscape 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%
11/6/2023 RPO LLC109,169$937K1.1%+176.3%0.000%
10/30/2023 Blue 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%
(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 ($3.23M), 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 36 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), Traub Capital Management LLC ($120.84K), and Matisse Capital ($101.20K).

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

Institutional investors have bought a total of 1,455,200 shares in the last 24 months. This purchase volume represents approximately $14.21M in transactions.

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

Of the 11 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: AQR Arbitrage LLC ($48.32K), Quantedge Capital Pte Ltd ($22.55K), Beacon Pointe Advisors LLC ($19.98K), Stephens Inc. AR ($15.85K), Wealthcare Advisory Partners LLC ($15.11K), Matisse Capital ($14.07K), and Wealth Enhancement Advisory Services LLC ($9.34K).

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

Institutional investors have sold a total of 169,258 shares in the last 24 months. This volume of shares sold represents approximately $1.67M in transactions.


Related Companies

This page (NYSE:GRX) was last updated on 8/24/2025 by MarketBeat.com Staff
From Our Partners
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsoredtc pixel
Trump’s “new dollar” could shock Americans
"I Made Millions in the Tech Boom. Here's Where I'd Put My Money Today" This man has called some of the big...
Stansberry Research | Sponsoredtc pixel
Here's the last trade you should make before heading out for the weekend tomorrow.
On a quiet Friday afternoon, one trader spotted an overlooked stock. He bought shares. He shut down his ...
Timothy Sykes | Sponsoredtc pixel
Take a look at this picture ...
A strange investment secret — discovered just a few short weeks before this image was taken — correctly predic...
Weiss Ratings | Sponsoredtc pixel
Trump’s SHOCKING Plan to Create MASSIVE Wealth for Americans
James Altucher says Donald Trump just made a move so surprising, it could go down as the most lucrative presid...
Paradigm Press | Sponsoredtc pixel
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsoredtc pixel
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsoredtc pixel