Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1Closed |
$9.84 - $13.2
|
0
$0
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-162K- 91.01% |
$1.94M - $2.22M
|
16K
$152K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-80Closed |
$960 - $1.09K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-30Closed |
$360 - $410
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-161Closed |
$2.03K - $2.21K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25Closed |
$315 - $343
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-33.8KClosed |
$443K - $476K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-10KClosed |
$132K - $141K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-7KClosed |
$91.8K - $98.5K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-260Closed |
$3.41K - $3.66K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-57Closed |
$747 - $802
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
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
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-98Closed |
$1.22K - $1.33K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-81Closed |
$1.01K - $1.1K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-26- 30.23% |
$324 - $353
|
60
$569
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-31.2KClosed |
$368K - $396K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.23K- 32.77% |
$97.1K - $104K
|
16.9K
$160K
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-830Closed |
$9.79K - $10.5K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
SELL
|
- |
-720Closed |
$8.5K - $9.14K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-150Closed |
$1.77K - $1.9K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-75Closed |
$885 - $952
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-24Closed |
$283 - $305
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2020 | |||||||
Feb 02, 2021
Q4 2020
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-44.9KClosed |
$448K - $536K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-32KClosed |
$319K - $382K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-24.8KClosed |
$247K - $296K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.6KClosed |
$166K - $199K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10.6KClosed |
$106K - $127K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-544Closed |
$5.43K - $6.5K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
First Command Bank
|
SELL
|
- |
-504Closed |
$5.03K - $6.02K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-504Closed |
$5.03K - $6.02K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
SELL
|
- |
-6.5KClosed |
$65.1K - $71K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-406Closed |
$4.06K - $4.43K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-75Closed |
$751 - $819
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-35Closed |
$350 - $382
|
0
$0
|
|
Q2 2020 | |||||||
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-500Closed |
$4.12K - $5.39K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-97Closed |
$798 - $1.04K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.95KClosed |
$14.4K - $23.2K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-118KClosed |
$1.19M - $1.36M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.8KClosed |
$139K - $159K
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
City Holding CO
|
SELL
|
- |
-151Closed |
$1.53K - $1.74K
|
0
$0
|
|
Q3 2019 | |||||||
Feb 13, 2024
Q3 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-116Closed |
$1.18K - $1.24K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Bartlett & Co. LLC
|
SELL
|
- |
-116Closed |
$1.18K - $1.24K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-3KClosed |
$30.3K - $32.4K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-365Closed |
$3.69K - $3.94K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-115Closed |
$1.16K - $1.24K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-37Closed |
$374 - $400
|
0
$0
|
|
Q1 2019 | |||||||
Apr 04, 2019
Q1 2019
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-328Closed |
$3.01K - $3.45K
|
0
$0
|