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 2024 vs. Q1 2024
How the institutions holding Gabelli Healthcare & WellnessRx Trust changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 68 | 67 | −1 |
| Shares | 4.36M | 4.59M | +227.1K (+5.2%) |
| Value | $44.7M | $43.9M | −$737.8K (−1.7%) |
New holders (5)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sanctuary Advisors, LLC | 111,998 | $1.06M | 0.01% |
| Atlas Wealth LLC | 79,488 | $748.8K | 0.12% |
| International Assets Investment Management, LLC | 5,556 | $53.2K | 0.01% |
| Boyd Watterson Asset Management LLC | 152 | $1.46K | 0.00% |
| FMR LLC | 6 | $57 | 0.00% |
Sold out (6)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Wolverine Asset Management LLC | 180,190 | $1.85M |
| Rpo LLC | 136,169 | $1.39M |
| Atria Wealth Solutions, Inc. | 77,108 | $789.6K |
| Boothbay Fund Management, LLC | 61,276 | $627.5K |
| Benjamin Edwards Inc | 1,000 | $10.0K |
| MidAtlantic Capital Management, Inc. | 10 | $102 |