Purchases and Sales Made in Q4 2021 in Gabelli Healthcare & Wellness Rx Trust (GRX)
This table provides information about the institutional ownership of Gabelli Healthcare & Wellness Rx Trust (GRX) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.3K+ 29.3% |
$457K - $497K
|
160K
$1.53M
|
|
|
May 11, 2022
Q4 2021
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
33.8K+ 15.92% |
$426K - $463K
|
246K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.6K+ 13.19% |
$423K - $460K
|
288K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
24.3K+ 11.54% |
$306K - $332K
|
235K
$2.24M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.2KNew |
$166K - $180K
|
13.2K
$126K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13.1K+ 15.99% |
$165K - $180K
|
95.1K
$908K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
12.7KNew |
$160K - $175K
|
12.7K
$122K
|
|
|
Feb 01, 2022
Q4 2021
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12KNew |
$151K - $164K
|
12K
$115K
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
7.12K+ 2.23% |
$89.7K - $97.5K
|
327K
$3.12M
|
|
|
Feb 11, 2022
Q4 2021
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
6.05K+ 33.17% |
$76.2K - $82.9K
|
24.3K
$232K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
3.7KNew |
$46.6K - $50.7K
|
3.7K
$35.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.69K+ 13.49% |
$33.8K - $36.8K
|
22.6K
$216K
|
|
|
Feb 11, 2022
Q4 2021
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
2.15K+ 5.09% |
$27.1K - $29.5K
|
44.4K
$424K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.51K+ 4.41% |
$19K - $20.7K
|
35.8K
$342K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.16KNew |
$14.6K - $15.8K
|
1.16K
$11K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
733+ 1.03% |
$9.24K - $10K
|
71.8K
$686K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
90+ 0.28% |
$1.13K - $1.23K
|
32.4K
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
80New |
$1.01K - $1.1K
|
80
$764
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
74New |
$932 - $1.01K
|
74
$707
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
30New |
$378 - $411
|
30
$287
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
15New |
$189 - $206
|
15
$143
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.05% |
$75.6 - $82.2
|
11.1K
$106K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3+ 0.36% |
$37.8 - $41.1
|
838
$8K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.2% |
$12.6 - $13.7
|
84
$802
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
1+ 1.59% |
$12.6 - $13.7
|
64
$611
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$12.6 - $13.7
|
23.9K
$228K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$12.6 - $13.7
|
23.9K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8Closed |
$101 - $110
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25Closed |
$315 - $343
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-161Closed |
$2.03K - $2.21K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-296- 3.07% |
$3.73K - $4.06K
|
9.36K
$89.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-300- 2.51% |
$3.78K - $4.11K
|
11.7K
$111K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-555- 1.12% |
$6.99K - $7.6K
|
49.1K
$469K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.26K- 7.14% |
$15.8K - $17.2K
|
16.3K
$156K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.79K- 13.03% |
$22.5K - $24.5K
|
11.9K
$114K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.81K- 12.04% |
$22.8K - $24.8K
|
13.2K
$126K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.31K- 2.25% |
$41.7K - $45.4K
|
144K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.61K- 1.4% |
$83.3K - $90.5K
|
466K
$4.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-11.3K- 9.38% |
$142K - $154K
|
109K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-11.7K- 10.79% |
$148K - $161K
|
97.1K
$927K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.7K- 2.08% |
$160K - $174K
|
600K
$5.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-19.9KClosed |
$250K - $272K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-37.1KClosed |
$468K - $508K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
SELL
|
- |
-196KClosed |
$2.48M - $2.69M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-296K- 62.44% |
$3.73M - $4.05M
|
178K
$1.7M
|