Gabelli Healthcare & WellnessRx Trust
GRX- Exchange
- NYSE
- SEC CIK
- 0001391437
In the last 90 days, Gabelli Healthcare & WellnessRx Trust insiders filed 9 open-market purchases and 0 sales; 51 institutions reported holding it in 13F filings for Q2 2026, worth $55.6M in total; no superinvestor holds it.
Q1 2022 vs. Q4 2021
How the institutions holding Gabelli Healthcare & WellnessRx Trust changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 65 | 1 | 66 | +2 |
| Shares | 4.13M | 120 | 3.95M | −179.0K (−4.3%) |
| Value | $56.1M | $2.00K | $50.7M | −$5.39M (−9.6%) |
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atria Wealth Solutions, Inc. | 89,964 | $1.15M | 0.02% |
| Eudaimonia Partners, LLC | 40,563 | $520.0K | 0.09% |
| U.S. Capital Wealth Advisors, LLC | 36,506 | $468.0K | 0.02% |
| Formidable Asset Management, LLC | 31,000 | $397.0K | 0.08% |
| Prospera Financial Services Inc | 3,114 | $40.0K | 0.00% |
| First Manhattan Co | 1,178 | $15.0K | 0.00% |
| IFP Advisors, Inc | 426 | $5.00K | 0.00% |
| Beacon Capital Management, LLC | 123 | $2.00K | 0.00% |
| Conrad Siegel Investment Advisors, Inc. | 42 | $1.00K | 0.00% |
Sold out (7)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Wolverine Asset Management LLC | 97,102 | $1.32M |
| GWM Advisors LLC | 13,171 | $179.0K |
| Landscape Capital Management, L.L.C. | 12,006 | $163.0K |
| Stifel Financial Corp | 11,915 | $162.0K |
| Total Clarity Wealth Management, Inc. | 7,700 | $104.0K |
| Signet Financial Management, LLC | 80 | $1.00K |
| Ford Financial Group, LLC | 30 | $0 |
Not filed for Q1 2022 yet (1)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Harbour Investments, Inc. | 120 | $2.00K |