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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
600New |
$5.7K - $6.2K
|
600
$5.85K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
478+ 4.63% |
$4.54K - $4.94K
|
10.8K
$105K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
438New |
$4.16K - $4.53K
|
438
$4.27K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
190New |
$1.81K - $1.96K
|
190
$1.85K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 2.54% |
$28.5 - $31
|
121
$1.18K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
11KNew |
$104K - $116K
|
11K
$107K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
234New |
$2.22K - $2.47K
|
234
$2.28K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 1.6% |
$190 - $211
|
1.27K
$12.4K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
434+ 100.93% |
$4.12K - $4.62K
|
864
$8.42K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
144New |
$1.37K - $1.77K
|
144
$1.4K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
44New |
$418 - $540
|
44
$429
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1+ 1.52% |
$9.5 - $12.3
|
67
$653
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.38KNew |
$82.5K - $111K
|
8.38K
$81.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.49KNew |
$24.5K - $32.9K
|
2.49K
$24.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
642+ 212.58% |
$6.32K - $8.47K
|
944
$9.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17New |
$167 - $224
|
17
$166
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.59% |
$49.2 - $66
|
854
$8.33K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
3.7KNew |
$46.6K - $50.7K
|
3.7K
$36.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
74New |
$932 - $1.01K
|
74
$722
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17New |
$223 - $239
|
17
$166
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
41New |
$511 - $556
|
41
$400
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.4% |
$12.5 - $13.6
|
251
$2.45K
|
|
| Q1 2021 | |||||||
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
120New |
$1.42K - $1.52K
|
120
$1.17K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
10New |
$99.8 - $120
|
10
$97.5
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
50.7KNew |
$508K - $554K
|
50.7K
$495K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.01KNew |
$10.2K - $11.6K
|
1.01K
$9.81K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.99% |
$10.2 - $10.7
|
102
$995
|
|
| Q1 2019 | |||||||
|
Apr 22, 2019
Q1 2019
|
Cwm, LLC
|
BUY
|
- |
850New |
$7.8K - $8.93K
|
850
$8.29K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
9.56K+ 62.89% |
$96.2K - $106K
|
24.8K
$241K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
85.4KNew |
$813K - $881K
|
85.4K
$832K
|
|
|
Mar 14, 2018
Q4 2017
|
Centerpoint Advisors, LLC
|
BUY
|
- |
127New |
$1.21K - $1.31K
|
127
$1.24K
|
|
|
Feb 12, 2018
Q4 2017
|
Red Cedar Capital, LLC
|
BUY
|
- |
42New |
$400 - $433
|
42
$410
|
|