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The Gabelli Healthcare & Wellness Trust (GRX) Institutional Ownership

The Gabelli Healthcare & Wellness Trust logo
$9.85 +0.13 (+1.35%)
As of 01:11 PM Eastern
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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
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GRX Institutional Buying and Selling by Quarter

The Gabelli Healthcare & Wellness Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/8/2026 Waverly Advisors LLC20,290$192K0.0%-26.9%0.000%
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%
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10/28/2025 Wolverine Asset Management LLC23,802$216K0.0%N/A0.000%
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%
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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.
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