S&P 500   3,870.29
DOW   31,391.52
QQQ   318.40
S&P 500   3,870.29
DOW   31,391.52
QQQ   318.40
S&P 500   3,870.29
DOW   31,391.52
QQQ   318.40
S&P 500   3,870.29
DOW   31,391.52
QQQ   318.40
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NYSE:GRX

The Gabelli Healthcare & Wellness Trust Institutional Ownership

$12.26
-0.04 (-0.33 %)
(As of 03/2/2021 12:00 AM ET)
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Today's Range
$12.25
Now: $12.26
$12.34
50-Day Range
$12.00
MA: $12.24
$12.41
52-Week Range
$6.85
Now: $12.26
$12.53
Volume31,759 shs
Average Volume39,979 shs
Market CapitalizationN/A
P/E RatioN/A
Dividend Yield0.05%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter


The Gabelli Healthcare & Wellness Trust (NYSE GRX) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
2/17/2021Cetera Investment Advisers92,767$1.11M0.0%N/A0.000%
2/16/2021Morgan Stanley425,169$5.08M0.0%+6.9%0.000%
2/16/2021Guggenheim Capital LLC26,440$0.32M0.0%-12.7%0.000%
2/13/2021Matisse Capital206,220$2.46M0.8%+331.0%0.000%
2/10/2021Financial Enhancement Group LLC2,402$29K0.0%N/A0.000%
2/10/20219258 Wealth Management LLC81,264$0.97M0.3%-6.9%0.000%
2/9/2021Wells Fargo & Company MN520,007$6.21M0.0%+3.5%0.000%
2/9/2021Landscape Capital Management L.L.C.29,922$0.36M0.1%N/A0.000%
2/5/2021Gamco Investors INC. ET AL297,761$3.56M0.0%+2.7%0.000%
2/3/2021Quantedge Capital Pte Ltd46,680$0.56M0.3%N/A0.000%
1/27/2021Usca Ria LLC48,588$0.58M0.0%+18.9%0.000%
1/25/2021Janney Montgomery Scott LLC33,621$0.40M0.0%-3.8%0.000%
1/21/2021Blue Bell Private Wealth Management LLC87,199$1.04M0.4%-7.3%0.000%
1/19/2021FNY Investment Advisers LLC2,776$33K0.0%N/A0.000%
11/20/2020Kathmere Capital Management LLC50,727$0.52M0.1%N/A0.000%
11/16/2020CNH Partners LLC34,152$0.35M0.0%+151.3%0.000%
11/13/2020Morgan Stanley397,726$4.11M0.0%-1.0%0.000%
11/13/2020Guggenheim Capital LLC30,303$0.31M0.0%+79.1%0.000%
11/12/2020Karpus Management Inc.1,304,519$13.46M0.5%+13.8%0.000%
11/10/2020RMB Capital Management LLC10,631$0.11M0.0%N/A0.000%
11/6/2020Oxbow Advisors LLC44,880$0.46M0.1%-3.0%0.000%
11/6/2020Janney Montgomery Scott LLC34,934$0.36M0.0%+13.5%0.000%
11/5/2020Wells Fargo & Company MN502,567$5.19M0.0%-2.1%0.000%
11/4/2020Matisse Capital47,848$0.49M0.2%-10.1%0.000%
11/4/2020Raymond James & Associates163,345$1.69M0.0%-7.4%0.000%
10/27/2020Usca Ria LLC40,876$0.42M0.0%N/A0.000%
10/23/2020Blue Bell Private Wealth Management LLC94,049$0.97M0.4%+3.8%0.000%
10/15/2020Ford Financial Group LLC21,335$0.22M0.1%-11.2%0.000%
10/15/2020Bennicas & Associates Inc.170,900$1.76M1.1%-0.8%0.000%
8/24/2020Stephens Inc. AR72,042$0.72M0.0%-18.6%0.000%
8/20/2020Karpus Management Inc.1,146,022$11.51M0.4%+3.8%0.000%
8/17/2020CNH Partners LLC13,590$0.14M0.0%N/A0.000%
8/17/2020Karpus Management Inc.1,146,022$11.51M0.5%+3.8%0.000%
8/14/2020Bank of America Corp DE135,222$1.36M0.0%+38.6%0.000%
8/14/2020Advisor Group Holdings Inc.22,848$0.23M0.0%-35.3%0.000%
8/13/2020Formidable Asset Management LLC51,210$0.53M0.2%-11.1%0.000%
8/12/2020Sandy Spring Bank6,500$65K0.0%N/A0.000%
8/11/2020Cornerstone Advisors LLC186,507$1.87M0.2%-10.4%0.000%
8/6/2020Mid Atlantic Financial Management Inc. ADV16,900$0.17M0.0%+8.3%0.000%
7/31/2020UBS Group AG123,359$1.24M0.0%+728.1%0.000%
7/30/2020Blue Bell Private Wealth Management LLC90,649$0.91M0.4%+17.0%0.000%
7/28/2020Raymond James & Associates176,442$1.77M0.0%+1.5%0.000%
7/28/2020Matisse Capital53,248$0.54M0.2%+5.9%0.000%
7/24/2020Aviance Capital Partners LLC105,763$1.06M0.3%+6.3%0.000%
7/23/2020Janney Montgomery Scott LLC30,775$0.31M0.0%-3.8%0.000%
6/16/2020Royal Bank of Canada205,887$1.78M0.0%+3.0%0.000%
6/1/2020Formidable Asset Management LLC57,593$0.50M0.2%N/A0.000%
5/26/2020Morgan Stanley391,147$3.39M0.0%-3.3%0.000%
5/18/2020Karpus Management Inc.1,104,597$9.57M0.4%+5.5%0.000%
5/18/2020Advisor Group Holdings Inc.35,294$0.31M0.0%N/A0.000%
5/15/2020Invesco Ltd.47,728$0.41M0.0%+5.7%0.000%
5/15/2020Morgan Stanley391,147$3.39M0.0%-3.3%0.000%
5/14/2020Wells Fargo & Company MN510,624$4.42M0.0%+3.6%0.000%
5/14/2020MML Investors Services LLC38,155$0.33M0.0%+28.3%0.000%
5/12/2020Private Advisor Group LLC34,285$0.30M0.0%-27.8%0.000%
5/11/2020Mid Atlantic Financial Management Inc. ADV15,600$0.14M0.0%N/A0.000%
5/8/2020First Allied Advisory Services Inc.640,903$5.55M0.2%-2.5%0.000%
5/7/2020Matisse Capital50,277$0.44M0.2%N/A0.000%
5/5/2020Eudaimonia Partners LLC30,588$0.27M0.1%-8.4%0.000%
5/5/20209258 Wealth Management LLC100,162$0.99M0.4%-5.7%0.000%
5/5/2020Aviance Capital Partners LLC99,487$0.86M0.3%+14.3%0.000%
5/1/2020UBS Group AG14,896$0.13M0.0%-25.1%0.000%
4/30/2020Ford Financial Group LLC23,954$0.21M0.1%+9.0%0.000%
4/30/2020Janney Montgomery Scott LLC31,977$0.28M0.0%+16.5%0.000%
4/28/2020Doliver Advisors LP21,748$0.21M0.1%+44.8%0.000%
4/24/2020Total Clarity Wealth Management Inc.15,700$0.14M0.2%-8.7%0.000%
4/22/2020Blue Bell Private Wealth Management LLC77,451$0.67M0.4%+13.4%0.000%
4/21/2020Raymond James & Associates173,802$1.51M0.0%+66.9%0.000%
4/14/20206 Meridian12,445$0.11M0.0%-58.9%0.000%
2/27/2020Total Clarity Wealth Management Inc.17,200$0.20M0.1%N/A0.000%
2/26/2020Sunbelt Securities Inc.1,006$2.90M0.0%N/A0.000%
2/17/2020Ladenburg Thalmann Financial Services Inc.26,218$0.30M0.0%-4.9%0.000%
2/14/2020Bank of America Corp DE99,359$1.15M0.0%+11.8%0.000%
2/14/2020CSS LLC IL74,616$0.86M0.0%+1.2%0.000%
2/14/2020UBS Group AG19,875$0.23M0.0%+41.5%0.000%
2/12/2020Advisor Group Inc.25,610$0.30M0.0%+145.2%0.000%
2/12/2020Raymond James & Associates104,143$1.20M0.0%-22.5%0.000%
2/12/2020Raymond James Financial Services Advisors Inc.10,776$0.12M0.0%-15.7%0.000%
2/12/2020Cornerstone Advisors LLC364,245$4.20M0.3%N/A0.000%
2/11/2020Landscape Capital Management L.L.C.14,525$0.17M0.0%N/A0.000%
2/10/2020Private Advisor Group LLC47,497$0.55M0.0%-21.1%0.000%
2/7/2020Aviance Capital Partners LLC87,057$1M0.3%N/A0.000%
2/6/2020Oxbow Advisors LLC89,225$1.03M0.1%+3.6%0.000%
2/6/20209258 Wealth Management LLC106,165$1.22M0.4%-7.6%0.000%
2/4/2020Advisory Services Network LLC17,050$0.20M0.0%+1,190.7%0.000%
1/29/2020Sugarloaf Wealth Management LLC8,757$0.10M0.0%N/A0.000%
1/27/2020Doliver Advisors LP15,021$0.17M0.1%N/A0.000%
1/21/2020Janney Montgomery Scott LLC27,449$0.32M0.0%N/A0.000%
1/17/2020Bennicas & Associates Inc.173,200$2M1.4%+26.0%0.000%
1/14/20206 Meridian30,301$0.35M0.0%-7.2%0.000%
1/10/2020FNY Investment Advisers LLC2,473$28K0.0%N/A0.000%
11/1/2019Gamco Investors INC. ET AL344,990$3.60M0.0%-8.5%0.000%
10/31/2019Oxbow Advisors LLC86,165$0.90M0.1%+1.6%0.000%
10/31/2019Usca Ria LLC3,386$35K0.0%-69.4%0.000%
10/29/2019Quest Capital Management Inc. ADV3,839$40K0.0%N/A0.000%
10/22/20196 Meridian32,664$0.34M0.0%+6.5%0.000%
10/18/2019Stephens Inc. AR68,669$0.72M0.0%+1.7%0.000%
10/18/2019Ford Financial Group Inc.21,346$0.22M0.1%+16.5%0.000%
10/16/2019Karpus Management Inc.1,061,625$11.06M0.4%-1.0%0.000%
8/17/2019Royal Bank of Canada200,603$2.11M0.0%+1.1%0.000%
(Data available from 1/1/2016 forward)

This page was last updated on 3/3/2021 by MarketBeat.com Staff

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