S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The only accurate crypto trading system I know … (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
Is AI Energy Really 4 Million Times More Powerful Than Oil? (Surprising Answer) (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
My biggest AI fear (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The only accurate crypto trading system I know … (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
Is AI Energy Really 4 Million Times More Powerful Than Oil? (Surprising Answer) (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
My biggest AI fear (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The only accurate crypto trading system I know … (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
Is AI Energy Really 4 Million Times More Powerful Than Oil? (Surprising Answer) (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
My biggest AI fear (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The only accurate crypto trading system I know … (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
Is AI Energy Really 4 Million Times More Powerful Than Oil? (Surprising Answer) (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
My biggest AI fear (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
Free Trial

The Gabelli Healthcare & Wellness Trust (GRX) Institutional Ownership

→ Tiny Biotech Stock Wins $75 Billion Patent (From Behind the Markets) (Ad)
Free GRX Stock Alerts
$9.37
+0.13 (+1.41%)
(As of 04/19/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

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)
$8.12M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$5.68M
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
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%
2/15/2024Gamco Investors INC. ET AL321,206$3.00M0.0%+0.4%0.000%
2/14/2024Creative Planning29,274$273K0.0%-8.2%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%
2/9/2024UBS Group AG92,993$868K0.0%-30.1%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%
1/25/2024 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%
11/21/2023Comerica Bank3,639$31K0.0%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%
11/13/2023LPL Financial LLC21,955$188K0.0%-18.3%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%
11/9/2023UBS Group AG132,989$1.14M0.0%-16.0%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%
Secret Bull Market Starts in This Unusual Sector (Ad)

"We're only at the very beginning of a new wave that could deliver 500%-plus gains in the years to come." In fact, 50 small companies related to this sector have already soared 100% or more in a recent 90-day stretch.

Click for my No. 1 investment, all free of charge, click here. 
8/21/2023Osaic Holdings Inc.26,854$267K0.0%-6.9%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.323,895$3.23M1.3%-1.3%0.000%
8/15/2023Wells Fargo & Company MN526,843$5.25M0.0%-5.6%0.000%
8/15/2023Formidable Asset Management LLC22,172$221K0.0%-10.1%0.000%
8/15/2023Gamco Investors INC. ET AL319,921$3.19M0.0%+5.2%0.000%
8/15/2023Boothbay Fund Management LLC17,778$177K0.0%N/A0.000%
8/14/2023Stephens Inc. AR91,756$914K0.0%+3.0%0.000%
8/14/2023Cerity Partners LLC10,270$102K0.0%N/A0.000%
8/11/2023Cornerstone Advisors LLC273,034$2.72M0.1%+24.7%0.000%
8/10/2023Osaic Holdings Inc.26,854$267K0.0%-6.9%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%
7/31/2023LPL Financial LLC26,861$268K0.0%+4.9%0.000%
7/26/2023Creative Financial Designs Inc. ADV5,857$58K0.0%+237.0%0.000%
7/26/2023Janney 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%
7/17/2023Wealthcare Advisory Partners LLC51,410$512K0.0%-11.3%0.000%
7/13/2023Sugarloaf Wealth Management LLC4,736$47K0.0%-46.4%0.000%
5/16/2023Thomas J. Herzfeld Advisors Inc.328,224$3.31M1.2%+37.6%0.000%
5/16/2023Ruggaard & Associates LLC10,983$111K0.1%N/A0.000%
5/15/2023Cetera Investment Advisers212,438$2.14M0.0%+7.6%0.000%
5/15/2023Stephens Inc. AR89,100$899K0.0%+6.2%0.000%
5/12/2023Stifel Financial Corp10,322$104K0.0%N/A0.000%
5/12/2023UBS Group AG157,186$1.59M0.0%-4.9%0.000%
5/12/2023HighTower Advisors LLC24,261$236K0.0%N/A0.000%
5/11/2023U.S. Capital Wealth Advisors LLC47,834$483K0.0%-14.6%0.000%
5/11/2023Aviance Capital Partners LLC143,149$1.44M0.3%+3.1%0.000%
5/10/2023Private Advisor Group LLC10,638$107K0.0%N/A0.000%
5/10/2023Landscape Capital Management L.L.C.12,894$130K0.0%N/A0.000%
5/9/2023Atlas Wealth LLC75,458$761K0.1%-15.6%0.000%
5/9/2023Formidable Asset Management LLC24,651$250K0.1%-13.2%0.000%
5/8/2023Wolverine Asset Management LLC102,494$1.03M0.0%+162.0%0.000%
5/8/2023Blue Bell Private Wealth Management LLC94,404$953K0.3%+1.9%0.000%
5/4/2023Wealthcare Advisory Partners LLC57,943$585K0.0%-51.7%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.14,438$146K0.0%-10.1%0.000%
4/14/2023Raymond James & Associates21,135$213K0.0%-33.4%0.000%
2/15/2023Gamco Investors INC. ET AL304,226$3.13M0.0%-7.2%0.000%
2/15/2023Logan Stone Capital LLC45,992$473K0.2%N/A0.000%
2/14/2023Susquehanna International Group LLP13,594$140K0.0%N/A0.000%
2/14/2023Cetera Investment Advisers197,448$2.03M0.0%+14.2%0.000%
2/14/2023Atlas Wealth LLC89,378$919K0.2%N/A0.000%
2/13/2023Wealthcare Advisory Partners LLC120,040$1.23M0.1%-8.1%0.000%
2/13/2023Wells Fargo & Company MN575,727$5.92M0.0%-23.5%0.000%
2/13/2023Atria Wealth Solutions Inc.92,652$952K0.0%-4.1%0.000%
Tiny Biotech Stock Wins $75 Billion Patent (Ad)

A little-known biotech has been quietly working on revolutionary treatments for neurodegenerative diseases. Most people have never heard of them... but those in the know have been taking notice. Jeff Bezos cut them a check for $130 million. Fidelity Biosciences for a further $217 million. They've even had several collaborative partnerships with much larger companies like Biogen, Sanofi, and Takeda.

Find out more here >>>
2/10/2023City of London Investment Management Co. Ltd.13,377$138K0.0%+24.0%0.000%
2/10/2023Bank of America Corp DE15,082$155K0.0%-18.4%0.000%
2/10/2023Creative Planning28,818$296K0.0%N/A0.000%
2/10/2023Advisor Group Holdings Inc.29,765$305K0.0%-7.5%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.16,053$165K0.0%+13.0%0.000%
2/8/2023Raymond James & Associates31,716$326K0.0%-8.3%0.000%
2/8/2023UBS Group AG165,265$1.70M0.0%-27.8%0.000%
2/7/2023Commonwealth Equity Services LLC21,122$217K0.0%-13.3%0.000%
2/7/2023LPL Financial LLC19,478$200K0.0%+9.1%0.000%
2/7/2023Aviance Capital Partners LLC138,891$1.43M0.3%-20.9%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, 58 institutional investors and hedge funds held shares of The Gabelli Healthcare & Wellness Trust. The most heavily invested institutionals were Wells Fargo & Company MN ($5.25M), Lazard Asset Management LLC ($3.58M), Gamco Investors INC. ET AL ($3.00M), Cornerstone Advisors LLC ($2.90M), Royal Bank of Canada ($2.29M), Cetera Investment Advisers ($2.04M), and Bennicas & Associates Inc. ($1.70M).Learn more on GRX's institutional investors.

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

Of the 46 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: Wolverine Asset Management LLC ($174.37K), International Assets Investment Management LLC ($102.63K), RPO LLC ($96.66K), Cornerstone Advisors LLC ($91.73K), Atria Wealth Solutions Inc. ($91.64K), Thomas J. Herzfeld Advisors Inc. ($89.77K), and Atlas Wealth LLC ($89.38K).

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

Institutional investors have bought a total of 1,641,358 shares in the last 24 months. This purchase volume represents approximately $16.98M in transactions.

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

Of the 35 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 ($243.11K), Wells Fargo & Company MN ($208.10K), Karpus Management Inc. ($161.99K), UBS Group AG ($147.47K), Wealthcare Advisory Partners LLC ($92.72K), and Atria Wealth Solutions Inc. ($82.09K).

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

Institutional investors have sold a total of 1,641,740 shares in the last 24 months. This volume of shares sold represents approximately $17.05M in transactions.


Related Companies:
This page (NYSE:GRX) was last updated on 4/19/2024 by MarketBeat.com Staff

From Our Partners
The “Perfect Storm” for Gold
Gold Safe Exchange
Tiny Biotech Stock Wins $75 Billion Patent
Behind the Markets
Biden’s $374B Giveaway Into This Sector
DTI
SHOCKING Crypto Leak…
Crypto 101 Media
He Is Giving Away Bitcoin
Crypto Swap Profits
The #1 Crypto for 2024
InvestorPlace
How Biden has already won 2024
Porter & Company
Top 5 AI Stocks to Buy for 2024
Market Moving Trends