Purchases and Sales Made in Q2 2022 in Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information about the institutional ownership of Gabelli Healthcare & Wellness Rx Trust (GRX) during Q2 2022. The information is specifically focused on institutions that hold shares of Gabelli Healthcare & WellnessRx Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
130KNew |
$1.28M - $1.71M
|
130K
$1.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
80.8K+ 90.46% |
$795K - $1.07M
|
170K
$1.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69.5K+ 10.72% |
$683K - $916K
|
718K
$7M
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
22K+ 14.88% |
$217K - $291K
|
170K
$1.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14.2K+ 15.68% |
$140K - $188K
|
105K
$1.02M
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
14.1KNew |
$139K - $186K
|
14.1K
$138K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5KNew |
$123K - $164K
|
12.5K
$121K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6K+ 7.24% |
$114K - $153K
|
172K
$1.68M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.2K+ 43.25% |
$100K - $134K
|
33.7K
$329K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.1KNew |
$99K - $133K
|
10.1K
$98.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
8.4K+ 31.66% |
$82.7K - $111K
|
34.9K
$341K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.38KNew |
$82.5K - $111K
|
8.38K
$81.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
6.9K+ 13.07% |
$67.9K - $91K
|
59.7K
$582K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.6K+ 16.69% |
$45.3K - $60.7K
|
32.2K
$314K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.86K+ 28.18% |
$38K - $50.9K
|
17.5K
$171K
|
|
|
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
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.98K+ 5.48% |
$19.5K - $26.1K
|
38.1K
$372K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.38K+ 3.39% |
$13.5K - $18.2K
|
41.9K
$409K
|
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
911+ 1.39% |
$8.96K - $12K
|
66.4K
$647K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
642+ 212.58% |
$6.32K - $8.47K
|
944
$9.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
629+ 4.91% |
$6.19K - $8.3K
|
13.4K
$131K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
429New |
$4.22K - $5.66K
|
429
$4.18K
|
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
428+ 0.13% |
$4.21K - $5.65K
|
328K
$3.2M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
426New |
$4.19K - $5.62K
|
426
$4.15K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
140+ 1.44% |
$1.38K - $1.85K
|
9.84K
$96K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
18+ 1.5% |
$177 - $237
|
1.22K
$11.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17New |
$167 - $224
|
17
$166
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.08% |
$88.6 - $119
|
11.1K
$109K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.59% |
$49.2 - $66
|
854
$8.33K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1+ 1.54% |
$9.84 - $13.2
|
66
$644
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.89% |
$9.84 - $13.2
|
113
$1.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.15% |
$9.84 - $13.2
|
88
$858
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1Closed |
$9.84 - $13.2
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-12Closed |
$118 - $158
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-15Closed |
$148 - $198
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 3.63% |
$246 - $330
|
664
$6.47K
|
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-42Closed |
$413 - $554
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-408Closed |
$4.01K - $5.38K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-426Closed |
$4.19K - $5.62K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-545- 1.49% |
$5.36K - $7.19K
|
36K
$351K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.42K- 0.59% |
$14K - $18.7K
|
238K
$2.32M
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.98K- 6.39% |
$19.5K - $26.1K
|
29K
$283K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.23K- 3.09% |
$22K - $29.5K
|
70.1K
$683K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.11KClosed |
$30.6K - $41.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.4K- 3.29% |
$102K - $137K
|
305K
$2.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.4K- 51.84% |
$122K - $163K
|
11.5K
$112K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71.3K- 79.25% |
$702K - $940K
|
18.7K
$182K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-75.7K- 68.84% |
$744K - $998K
|
34.2K
$334K
|