Latest Institutional Purchases of Gabelli Healthcare & Wellness Rx Trust (GRX)
This list provides information on the latest institutional transactions involving Gabelli Healthcare & Wellness Rx Trust (GRX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
201K+ 252.89% |
$1.92M - $2.2M
|
280K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
167K+ 83.14% |
$1.59M - $1.83M
|
367K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
82K+ 469.54% |
$784K - $899K
|
99.4K
$990K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.1K+ 21.36% |
$718K - $824K
|
427K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
64.1K+ 3.47% |
$613K - $703K
|
1.91M
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
49KNew |
$469K - $537K
|
49K
$488K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
37.5K+ 22.27% |
$358K - $411K
|
206K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
33K+ 10.67% |
$315K - $362K
|
342K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
22.5K+ 341.85% |
$216K - $247K
|
29.1K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 126.16% |
$203K - $233K
|
38K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.7KNew |
$169K - $194K
|
17.7K
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.2KNew |
$146K - $167K
|
15.2K
$152K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
13KNew |
$124K - $142K
|
13K
$129K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.5K+ 7.5% |
$100K - $115K
|
150K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
8.63K+ 8.64% |
$82.5K - $94.6K
|
109K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.35KNew |
$22.5K - $25.8K
|
2.35K
$23.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.81KNew |
$17.3K - $19.8K
|
1.81K
$18K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1KNew |
$9.56K - $11K
|
1K
$9.96K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
875New |
$8.37K - $9.59K
|
875
$8.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 10.75% |
$4.78K - $5.48K
|
5.15K
$51.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
500New |
$4.78K - $5.48K
|
500
$4.98K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
425New |
$4.06K - $4.66K
|
425
$4.23K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
164New |
$1.57K - $1.8K
|
164
$1.63K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
93+ 0.26% |
$889 - $1.02K
|
35.4K
$353K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
84New |
$803 - $921
|
84
$837
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 1.57% |
$143 - $164
|
972
$9.68K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 1.42% |
$66.9 - $76.7
|
499
$4.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 2.38% |
$19.1 - $21.9
|
86
$857
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 1.98% |
$19.1 - $21.9
|
103
$1.03K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
55.3K+ 995.0% |
$520K - $618K
|
60.8K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.2KNew |
$303K - $360K
|
32.2K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
779+ 6.26% |
$7.32K - $8.71K
|
13.2K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
148+ 0.31% |
$1.39K - $1.65K
|
48.2K
$480K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60New |
$564 - $671
|
60
$598
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
38+ 11.59% |
$357 - $425
|
366
$3.65K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
29+ 100.0% |
$273 - $324
|
58
$578
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.08% |
$84.6 - $101
|
11.2K
$112K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
79.5KNew |
$734K - $803K
|
79.5K
$792K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
152New |
$1.4K - $1.54K
|
152
$1.51K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.01% |
$9.24 - $10.1
|
10.3K
$102K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
220KNew |
$2.06M - $2.25M
|
220K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
70.8K+ 232.67% |
$661K - $725K
|
101K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
16.6KNew |
$155K - $170K
|
16.6K
$166K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.7K+ 7.56% |
$118K - $130K
|
180K
$1.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$9.34K - $10.2K
|
1K
$9.96K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
200New |
$1.87K - $2.05K
|
200
$1.99K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$934 - $1.02K
|
100
$996
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48New |
$448 - $492
|
48
$478
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
5New |
$46.7 - $51.2
|
5
$49.8
|
|