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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
164
shares
|
$1,543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
160
shares
|
$1,505
0.0% of portfolio
|
Q4 2023
Reduced 97.77%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
152
shares
|
$1,430
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
134
shares
|
$1,260
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
100
shares
|
$941
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
87
shares
|
$818
0.0% of portfolio
|
Q4 2017
Reduced 22.32%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
67
shares
|
$630
0.0% of portfolio
|
Q3 2022
Added 1.52%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
60
shares
|
$564
0.0% of portfolio
|
Q2 2021
Reduced 30.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
50
shares
|
$470
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
48
shares
|
$451
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44
shares
|
$414
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
42
shares
|
$395
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
30
shares
|
$282
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
17
shares
|
$159
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
10
shares
|
$94
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|