Latest Institutional Transactions on Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information on the latest institutional transactions involving Gabelli Healthcare & Wellness Rx Trust (GRX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-1.81K- 13.5% |
$17.1K - $19.1K
|
11.6K
$109K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
234New |
$2.22K - $2.47K
|
234
$2.2K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-523- 8.89% |
$4.96K - $5.52K
|
5.36K
$50.4K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 1.6% |
$190 - $211
|
1.27K
$12K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 5.03% |
$11.4K - $12.8K
|
22.7K
$213K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
434+ 100.93% |
$4.12K - $4.62K
|
864
$8.12K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.24K- 86.64% |
$21.3K - $23.9K
|
346
$3.25K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-300- 2.86% |
$2.85K - $3.2K
|
10.2K
$95.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-1.2K- 0.72% |
$11.4K - $12.8K
|
165K
$1.55M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
44New |
$418 - $540
|
44
$414
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1+ 1.52% |
$9.5 - $12.3
|
67
$630
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.08% |
$9.5 - $12.3
|
1.18K
$11.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
144New |
$1.37K - $1.77K
|
144
$1.35K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-15Closed |
$148 - $198
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.49KNew |
$24.5K - $32.9K
|
2.49K
$23.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.4K- 51.84% |
$122K - $163K
|
11.5K
$108K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-408Closed |
$4.01K - $5.38K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1Closed |
$9.84 - $13.2
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.11KClosed |
$30.6K - $41.1K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
642+ 212.58% |
$6.32K - $8.47K
|
944
$8.87K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.59% |
$49.2 - $66
|
854
$8.03K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.38KNew |
$82.5K - $111K
|
8.38K
$78.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-12Closed |
$118 - $158
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 3.63% |
$246 - $330
|
664
$6.24K
|
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-42Closed |
$413 - $554
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-80Closed |
$960 - $1.09K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-162K- 91.01% |
$1.94M - $2.22M
|
16K
$150K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-30Closed |
$360 - $410
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25Closed |
$315 - $343
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-161Closed |
$2.03K - $2.21K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
74New |
$932 - $1.01K
|
74
$696
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
3.7KNew |
$46.6K - $50.7K
|
3.7K
$34.8K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17New |
$223 - $239
|
17
$160
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-57Closed |
$747 - $802
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-10KClosed |
$132K - $141K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-33.8KClosed |
$443K - $476K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-260Closed |
$3.41K - $3.66K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-7KClosed |
$91.8K - $98.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-81Closed |
$1.01K - $1.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
41New |
$511 - $556
|
41
$385
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-98Closed |
$1.22K - $1.33K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.4KClosed |
$29.9K - $32.6K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.62KClosed |
$20.2K - $22K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.4% |
$12.5 - $13.6
|
251
$2.36K
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-26- 30.23% |
$324 - $353
|
60
$564
|
|
| Q1 2021 | |||||||
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
120New |
$1.42K - $1.52K
|
120
$1.13K
|
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-31.2KClosed |
$368K - $396K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-830Closed |
$9.79K - $10.5K
|
0
$0
|
|