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 2023 vs. Q1 2023
How the institutions holding Gabelli Healthcare & WellnessRx Trust changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 70 | 71 | +1 |
| Shares | 4.07M | 3.99M | −82.0K (−2.0%) |
| Value | $41.1M | $39.7M | −$1.35M (−3.3%) |
New holders (6)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rpo LLC | 39,506 | $393.5K | 0.40% |
| Boothbay Fund Management, LLC | 17,778 | $177.1K | 0.01% |
| Cerity Partners LLC | 10,270 | $102.3K | 0.00% |
| PCA Investment Advisory Services Inc. | 600 | $5.98K | 0.00% |
| Fifth Third Bancorp | 438 | $4.36K | 0.00% |
| Cary Street Partner Investment Advisory LLC | 190 | $1.89K | 0.00% |
Sold out (5)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Beacon Pointe Advisors, LLC | 161,700 | $1.63M |
| Citadel Advisors LLC | 17,192 | $173.5K |
| Rise Advisors, LLC | 1,272 | $12.8K |
| Advisory Services Network, LLC | 962 | $9.71K |
| Centerpoint Advisors, LLC | 127 | $1.00K |