Free Trial
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free GRX Stock Alerts

The Gabelli Healthcare & Wellness Trust (GRX) Institutional Ownership

The Gabelli Healthcare & Wellness Trust logo
$9.36 -0.02 (-0.16%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$9.36 0.00 (0.00%)
As of 10/2/2026 05:21 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$7.48M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.52M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/8/2026Waverly Advisors LLC20,290$192K0.0%-26.9%0.000%
5/18/2026Royal Bank of Canada16,541$149K0.0%-74.9%0.000%
5/14/2026GABELLI & Co INVESTMENT ADVISERS INC.10,000$90K0.0%N/A0.000%
5/14/2026Gamco Investors INC. ET AL346,026$3.13M0.0%+1.1%0.000%
5/6/2026Aviance Capital Partners LLC171,325$1.55M0.2%+2.1%0.000%
5/1/2026Fifth Third Bancorp3,620$33K0.0%N/A0.000%
4/27/2026Private Advisor Group LLC19,888$180K0.0%+25.2%0.000%
4/22/2026Absolute Investment Advisers LLC20,713$187K0.0%-53.2%0.000%
4/22/2026Janney Montgomery Scott LLC28,599$259K0.0%-4.3%0.000%
4/16/2026Uhlmann Price Securities LLC61,590$557K0.0%+22.0%0.000%
2/25/2026Sit Investment Associates Inc.1,031,350$9.93M0.2%+23.7%0.000%
2/18/2026Beacon Pointe Advisors LLC32,600$314K0.0%-54.8%0.000%
2/18/2026NewEdge Advisors LLC66,689$642K0.0%+4.0%0.000%
2/18/2026Saba Capital Management L.P.2,118,201$20.40M0.6%+3.3%0.000%
2/18/2026Evolve Private Wealth LLC178,787$1.72M0.1%N/A0.000%
2/17/2026AQR Arbitrage LLC52,822$509K0.0%-39.8%0.000%
2/17/2026Osaic Holdings Inc.14,094$136K0.0%-34.6%0.000%
2/17/2026&PARTNERS118,714$1.14M0.0%N/A0.000%
2/13/2026Wells Fargo & Company MN250,830$2.42M0.0%-32.1%0.000%
2/12/2026Commonwealth Equity Services LLC18,495$178K0.0%-6.7%0.000%
2/11/2026Janney Montgomery Scott LLC29,871$288K0.0%-10.4%0.000%
2/11/2026LPL Financial LLC291,560$2.81M0.0%+2.1%0.000%
2/11/2026Closed End Fund Advisors Inc.11,744$113K0.1%N/A0.000%
2/9/2026Blue Bell Private Wealth Management LLC292,672$2.82M0.4%+5.3%0.000%
2/6/2026Aviance Capital Partners LLC167,843$1.62M0.2%+2.5%0.000%
2/5/2026Gamco Investors INC. ET AL342,226$3.30M0.0%+9.6%0.000%
2/3/2026International Assets Investment Management LLC8,009$77K0.0%N/A0.000%
1/29/2026Traub Capital Management LLC34,917$336K0.3%-59.2%0.000%
1/28/2026Absolute Investment Advisers LLC44,233$427K0.0%-48.0%0.000%
1/12/2026Uhlmann Price Securities LLC50,502$486K0.3%+44.2%0.000%
12/2/2025Allworth Financial LP3,840$35K0.0%-22.1%0.000%
11/17/2025Susquehanna International Group LLP12,040$109K0.0%-9.9%0.000%
11/14/2025AQR Arbitrage LLC87,814$796K0.0%-20.2%0.000%
11/14/2025Raymond James Financial Inc.30,974$281K0.0%+83.9%0.000%
11/12/2025Gamco Investors INC. ET AL312,226$2.83M0.0%-8.8%0.000%
11/7/2025Wealthcare Advisory Partners LLC14,523$132K0.0%-20.5%0.000%
11/7/2025Uhlmann Price Securities LLC35,029$318K0.2%+14.9%0.000%
10/30/2025Traub Capital Management LLC85,585$776K0.8%-29.2%0.000%
10/29/2025Wealth Enhancement Advisory Services LLC44,181$408K0.0%-13.0%0.000%
10/29/2025Aviance Capital Partners LLC163,679$1.49M0.2%+1.1%0.000%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
10/28/2025Wolverine Asset Management LLC23,802$216K0.0%N/A0.000%
10/27/2025Stephens Inc. AR120,989$1.10M0.0%+10.2%0.000%
10/22/2025Blue Bell Private Wealth Management LLC277,858$2.52M0.4%+15.4%0.000%
9/9/2025NWF Advisory Services Inc.10,200$96K0.0%-13.6%0.000%
9/4/2025Osaic Holdings Inc.28,443$269K0.0%+11.3%0.000%
8/15/2025AQR Arbitrage LLC110,100$1.04M0.0%-10.7%0.000%
8/13/2025Gamco Investors INC. ET AL342,226$3.23M0.0%-2.3%0.000%
8/13/2025Beacon Pointe Advisors LLC108,900$1.03M0.0%-9.3%0.000%
8/11/2025Traub Capital Management LLC120,837$1.14M1.1%N/A0.000%
8/7/2025Allworth Financial LP4,927$47K0.0%+98,440.0%0.000%
8/5/2025Aviance Capital Partners LLC161,906$1.53M0.2%-2.4%0.000%
7/29/2025Stephens Inc. AR109,812$1.04M0.0%+1.5%0.000%
7/29/2025Uhlmann Price Securities LLC30,498$288K0.2%+23.2%0.000%
7/22/2025Wealthcare Advisory Partners LLC18,273$173K0.0%+35.8%0.000%
7/15/2025Absolute Investment Advisers LLC85,122$804K0.1%-5.7%0.000%
7/10/2025Wealth Enhancement Advisory Services LLC50,768$489K0.0%+103.7%0.000%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
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%


GRX Institutional Ownership - Frequently Asked Questions

During the previous two years, 43 institutional investors and hedge funds held shares of The Gabelli Healthcare & Wellness Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($20.40M), Sit Investment Associates Inc. ($9.93M), Gamco Investors INC. ET AL ($3.13M), Blue Bell Private Wealth Management LLC ($2.82M), LPL Financial LLC ($2.81M), Wells Fargo & Company MN ($2.42M), and Evolve Private Wealth LLC ($1.72M).Learn more on The Gabelli Healthcare & Wellness Trust's institutional investors.

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. ($423.47K), LPL Financial LLC ($215.55K), Evolve Private Wealth LLC ($178.79K), Saba Capital Management L.P. ($131.30K), Traub Capital Management LLC ($120.84K), &PARTNERS ($118.71K), and Blue Bell Private Wealth Management LLC ($102.90K).

Institutional investors have bought a total of 783,501 shares in the last 24 months. This purchase volume represents approximately $7.48M in transactions.

Of the 15 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: Wells Fargo & Company MN ($118.84K), Traub Capital Management LLC ($85.92K), Absolute Investment Advisers LLC ($64.41K), AQR Arbitrage LLC ($57.28K), Royal Bank of Canada ($49.40K), Beacon Pointe Advisors LLC ($39.50K), and Gamco Investors INC. ET AL ($30K).

Institutional investors have sold a total of 479,076 shares in the last 24 months. This volume of shares sold represents approximately $4.52M in transactions.


Related Companies

Institutional ownership data for NYSE:GRX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel