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.
Q2 2022 vs. Q1 2022
How the institutions holding Gabelli Healthcare & WellnessRx Trust changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 66 | 66 | 0 |
| Shares | 3.95M | 4.11M | +157.6K (+4.0%) |
| Value | $50.7M | $44.1M | −$6.61M (−13.0%) |
New holders (7)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | 129,764 | $1.39M | 0.08% |
| Wolverine Asset Management LLC | 14,128 | $151.0K | 0.00% |
| LPL Financial LLC | 12,454 | $134.0K | 0.00% |
| GWM Advisors LLC | 10,063 | $108.0K | 0.00% |
| Total Clarity Wealth Management, Inc. | 8,383 | $90.0K | 0.05% |
| Raleigh Capital Management Inc. | 429 | $5.00K | 0.00% |
| Harbour Investments, Inc. | 120 | $1.00K | 0.00% |
Sold out (7)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Prospera Financial Services Inc | 3,114 | $40.0K |
| The PNC Financial Services Group, Inc. | 408 | $5.00K |
| Conrad Siegel Investment Advisors, Inc. | 42 | $1.00K |
| FMR LLC | 1 | $0 |
| Gemmer Asset Management LLC | 12 | $0 |
| FourThought Financial, LLC | 1 | $0 |
| Fortitude Advisory Group L.L.C. | 15 | $0 |