Go Pro
→ It’s not about Greenland (From Porter & Company) (Ad)tc pixel Free GRX Stock Alerts

The Gabelli Healthcare & Wellness Trust (GRX) Institutional Ownership

The Gabelli Healthcare & Wellness Trust logo
$10.15 +0.02 (+0.15%)
As of 01:55 PM Eastern
This is a fair market value 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)
19
Total
Institutional Inflows
(last 12 months)
$7.51M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.46M
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
5/18/2026 Royal Bank of Canada16,541$149K0.0%-74.9%0.000%
5/14/2026 GABELLI & Co INVESTMENT ADVISERS INC.10,000$90K0.0%N/A0.000%
5/14/2026 Gamco Investors INC. ET AL346,026$3.13M0.0%+1.1%0.000%
5/6/2026 Aviance Capital Partners LLC171,325$1.55M0.2%+2.1%0.000%
5/1/2026 Fifth Third Bancorp3,620$33K0.0%N/A0.000%
4/27/2026 Private Advisor Group LLC19,888$180K0.0%+25.2%0.000%
4/22/2026 Absolute Investment Advisers LLC20,713$187K0.0%-53.2%0.000%
4/22/2026 Janney Montgomery Scott LLC28,599$259K0.0%-4.3%0.000%
4/16/2026 Uhlmann Price Securities LLC61,590$557K0.0%+22.0%0.000%
2/25/2026 Sit Investment Associates Inc.1,031,350$9.93M0.2%+23.7%0.000%
2/18/2026 Beacon Pointe Advisors LLC32,600$314K0.0%-54.8%0.000%
2/18/2026 NewEdge Advisors LLC66,689$642K0.0%+4.0%0.000%
2/18/2026 Saba Capital Management L.P.2,118,201$20.40M0.6%+3.3%0.000%
2/18/2026 Evolve Private Wealth LLC178,787$1.72M0.1%N/A0.000%
2/17/2026 AQR Arbitrage LLC52,822$509K0.0%-39.8%0.000%
2/17/2026 Osaic Holdings Inc.14,094$136K0.0%-34.6%0.000%
2/17/2026 &PARTNERS118,714$1.14M0.0%N/A0.000%
2/13/2026 Wells Fargo & Company MN250,830$2.42M0.0%-32.1%0.000%
2/12/2026 Commonwealth Equity Services LLC18,495$178K0.0%-6.7%0.000%
2/11/2026 Janney Montgomery Scott LLC29,871$288K0.0%-10.4%0.000%
2/11/2026 LPL Financial LLC291,560$2.81M0.0%+2.1%0.000%
2/11/2026 Closed End Fund Advisors Inc.11,744$113K0.1%N/A0.000%
2/9/2026 Blue Bell Private Wealth Management LLC292,672$2.82M0.4%+5.3%0.000%
2/6/2026 Aviance Capital Partners LLC167,843$1.62M0.2%+2.5%0.000%
2/5/2026 Gamco Investors INC. ET AL342,226$3.30M0.0%+9.6%0.000%
2/3/2026 International Assets Investment Management LLC8,009$77K0.0%N/A0.000%
1/29/2026 Traub Capital Management LLC34,917$336K0.3%-59.2%0.000%
1/28/2026 Absolute Investment Advisers LLC44,233$427K0.0%-48.0%0.000%
1/12/2026 Uhlmann Price Securities LLC50,502$486K0.3%+44.2%0.000%
12/2/2025 Allworth Financial LP3,840$35K0.0%-22.1%0.000%
11/17/2025 Susquehanna International Group LLP12,040$109K0.0%-9.9%0.000%
11/14/2025 AQR Arbitrage LLC87,814$796K0.0%-20.2%0.000%
11/14/2025 Raymond James Financial Inc.30,974$281K0.0%+83.9%0.000%
11/12/2025 Gamco Investors INC. ET AL312,226$2.83M0.0%-8.8%0.000%
11/7/2025 Wealthcare Advisory Partners LLC14,523$132K0.0%-20.5%0.000%
11/7/2025 Uhlmann Price Securities LLC35,029$318K0.2%+14.9%0.000%
10/30/2025 Traub Capital Management LLC85,585$776K0.8%-29.2%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC44,181$408K0.0%-13.0%0.000%
10/29/2025 Aviance Capital Partners LLC163,679$1.49M0.2%+1.1%0.000%
10/28/2025 Wolverine Asset Management LLC23,802$216K0.0%N/A0.000%
Why major institutions are piling into this digital asset now (Ad)

BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one that gets burned with every transaction on what analysts are calling America's new financial grid. The Nasdaq has received SEC approval to move stocks onto blockchain rails, and BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to this infrastructure shift. Blockchain analyst Andy Howard is calling this asset 'Digital Oil' - and says institutional buyers are already positioned.tc pixel

Get the name, the ticker, and exactly how to buy it
10/27/2025 Stephens Inc. AR120,989$1.10M0.0%+10.2%0.000%
10/22/2025 Blue Bell Private Wealth Management LLC277,858$2.52M0.4%+15.4%0.000%
9/9/2025 NWF Advisory Services Inc.10,200$96K0.0%-13.6%0.000%
9/4/2025 Osaic Holdings Inc.28,443$269K0.0%+11.3%0.000%
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%
5/16/2025AQR 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%
A $382 trillion migration and the position no one is talking about (Ad)

Trump just signed a law requiring America's entire $382 trillion financial system to migrate to a new money network by April 2027. BlackRock CEO Larry Fink already calls it 'the next major evolution in market infrastructure.' Our research has identified one small, overlooked position at the center of this policy-driven shift - already drawing quiet institutional buying from BNY Mellon, State Street, and JPMorgan. It currently trades for pennies relative to where institutional demand could push it. The Q3 2026 compliance deadline may be the last window before prices move.tc pixel

Click here to see the full research and the position name
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%
9/5/2024Sanctuary Advisors LLC111,998$1.06M0.0%N/A0.000%


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), Sanctuary Advisors LLC ($150.23K), Saba Capital Management L.P. ($131.30K), Traub Capital Management LLC ($120.84K), and &PARTNERS ($118.71K).

Institutional investors have bought a total of 786,381 shares in the last 24 months. This purchase volume represents approximately $7.51M 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 473,191 shares in the last 24 months. This volume of shares sold represents approximately $4.46M 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 5/18/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The government values gold at $42. It's really $4,800.
The U.S. Treasury still values its gold reserves at 42.22 dollars an ounce, a price set in 1973. Gold trades n...
Golden Portfolio | Sponsoredtc pixel
The retirement stock I'd buy before Nvidia today
In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Ch...
Chaikin Analytics | Sponsoredtc pixel
A $382 trillion migration and the position no one is talking about
Trump just signed a law requiring America's entire $382 trillion financial system to migrate to a new money ne...
Awesomely | Sponsoredtc pixel
The dollar just broke
Bloomberg research shows the U.S. dollar's share of global reserves has fallen to the lowest level this centur...
Porter & Company | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
Every UBI experiment has died the same death, except this one
More than 100 UBI pilots have launched across US cities like Stockton, Denver, and Austin. Nearly all have end...
Freedom Financial | Sponsoredtc pixel
Wall Street priced these two companies backwards
A newly public clean energy company raised nearly 10 billion dollars in the biggest clean energy IPO ever, des...
Behind the Markets | Sponsoredtc pixel
23,281 stocks. Only ONE survived.
One American energy producer just cleared a screen of 23281 stocks for elite operating profits, double-digit r...
Monument Traders Alliance | Sponsoredtc pixel