Institutional Ownership Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information about the institutional ownership of Gabelli Healthcare & Wellness Rx Trust (GRX). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 6.04 Million shares, which have been reported (via 13F filing form) to have a value of $56.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
30,974
shares
|
$291,465
0.0% of portfolio
|
Q3 2025
Added 83.91%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
27,469
shares
|
$258,483
0.05% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
26,839
shares
|
$252,554
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
23,802
shares
|
$223,976
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
21,538
shares
|
$202,672
0.0% of portfolio
|
Q3 2025
Reduced 24.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
19,818
shares
|
$186,487
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,843
shares
|
$158,492
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
14,523
shares
|
$136,661
0.0% of portfolio
|
Q3 2025
Reduced 20.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
13,413
shares
|
$126,216
0.0% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
12,288
shares
|
$115,630
0.0% of portfolio
|
Q2 2025
Added 18.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,040
shares
|
$113,296
0.0% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,359
shares
|
$50,428
0.01% of portfolio
|
Q1 2023
Reduced 8.89%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,840
shares
|
$36,134
0.0% of portfolio
|
Q3 2025
Reduced 22.06%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,620
shares
|
$34,064
0.0% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3,618
shares
|
$34,045
0.0% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,350
shares
|
$22,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,166
shares
|
$20,382
0.0% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,811
shares
|
$17,041
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,550
shares
|
$14,585
0.0% of portfolio
|
Q2 2025
Reduced 62.65%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$9,410
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
944
shares
|
$8,883
0.0% of portfolio
|
Q2 2022
Added 212.58%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
871
shares
|
$8,196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
850
shares
|
$7,998
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
300
shares
|
$2,823
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
225
shares
|
$2,117
0.0% of portfolio
|
Q3 2025
Reduced 55.97%
|
|