Gabelli Healthcare & WellnessRx Trust
GRX- Exchange
- NYSE
- SEC CIK
- 0001391437
In the last 90 days, Gabelli Healthcare & WellnessRx Trust insiders filed 8 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.
Q3 2022 vs. Q2 2022
How the institutions holding Gabelli Healthcare & WellnessRx Trust changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 66 | 65 | −1 |
| Shares | 4.11M | 3.95M | −156.5K (−3.8%) |
| Value | $44.1M | $37.6M | −$6.49M (−14.7%) |
New holders (5)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 14,200 | $135.0K | 0.00% |
| HighTower Advisors, LLC | 12,487 | $117.0K | 0.00% |
| Tradition Wealth Management, LLC | 2,590 | $25.0K | 0.00% |
| TD Waterhouse Canada Inc. | 504 | $4.88K | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 144 | $1.00K | 0.00% |
Sold out (6)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Shepherd Kaplan Krochuk, LLC | 24,760 | $265.0K |
| Guggenheim Capital LLC | 11,477 | $123.0K |
| Total Clarity Wealth Management, Inc. | 8,383 | $90.0K |
| Patriot Financial Group Insurance Agency, LLC | 854 | $9.00K |
| Geneos Wealth Management Inc. | 664 | $7.00K |
| Spire Wealth Management | 251 | $3.00K |