Purchases and Sales Made in Q3 2025 in Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information about the institutional ownership of Gabelli Healthcare & Wellness Rx Trust (GRX) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
199K+ 31.29% |
$1.78M - $1.92M
|
834K
$7.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
74.2K+ 3.75% |
$664K - $715K
|
2.05M
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60K+ 1095.09% |
$538K - $578K
|
65.5K
$616K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
37.2K+ 15.44% |
$333K - $358K
|
278K
$2.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
23.8KNew |
$213K - $229K
|
23.8K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.2K+ 9.12% |
$145K - $156K
|
194K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.1K+ 83.91% |
$127K - $136K
|
31K
$291K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
11.2K+ 10.18% |
$100K - $108K
|
121K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
4.53K+ 14.86% |
$40.6K - $43.7K
|
35K
$330K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.77K+ 1.1% |
$15.9K - $17.1K
|
164K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.65K+ 0.58% |
$14.8K - $15.9K
|
286K
$2.69M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
871New |
$7.8K - $8.4K
|
871
$8.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
320+ 9.7% |
$2.87K - $3.08K
|
3.62K
$34.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$2.69K - $2.89K
|
300
$2.82K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
168+ 0.26% |
$1.51K - $1.62K
|
64.1K
$603K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
134New |
$1.2K - $1.29K
|
134
$1.26K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43+ 0.13% |
$385 - $415
|
33.3K
$314K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3- 0.02% |
$26.9 - $28.9
|
19.8K
$186K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-83- 0.31% |
$744 - $800
|
26.8K
$253K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-286- 55.97% |
$2.56K - $2.76K
|
225
$2.12K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-299- 2.18% |
$2.68K - $2.88K
|
13.4K
$126K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-305- 0.58% |
$2.73K - $2.94K
|
52.7K
$496K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.09K- 22.06% |
$9.74K - $10.5K
|
3.84K
$36.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.28K- 3.7% |
$11.5K - $12.4K
|
33.5K
$315K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.32K- 9.88% |
$11.8K - $12.7K
|
12K
$113K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.62K- 6.01% |
$32.5K - $34.9K
|
56.7K
$533K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.75K- 20.52% |
$33.6K - $36.2K
|
14.5K
$137K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.59K- 12.97% |
$59K - $63.5K
|
44.2K
$416K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.91K- 24.28% |
$61.9K - $66.6K
|
21.5K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-22.3K- 20.24% |
$200K - $215K
|
87.8K
$826K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-30K- 8.77% |
$269K - $289K
|
312K
$2.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34K- 8.42% |
$305K - $328K
|
370K
$3.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-35.3K- 29.17% |
$316K - $340K
|
85.6K
$805K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36.8K- 33.79% |
$330K - $355K
|
72.1K
$678K
|
|