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 2025 vs. Q1 2025
How the institutions holding Gabelli Healthcare & WellnessRx Trust changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 61 | 58 | −3 |
| Shares | 5.19M | 5.43M | +244.0K (+4.7%) |
| Value | $52.3M | $51.3M | −$951.9K (−1.8%) |
New holders (7)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Traub Capital Management LLC | 120,837 | $1.14M | 1.06% |
| Verition Fund Management LLC | 19,934 | $188.4K | 0.00% |
| Susquehanna International Group, LLP | 13,360 | $126.3K | 0.00% |
| Citadel Advisors LLC | 10,107 | $95.5K | 0.00% |
| Hurley Capital, LLC | 1,832 | $17.3K | 0.01% |
| MorganRosel Wealth Management, LLC | 273 | $2.58K | 0.00% |
| Hilltop National Bank | 100 | $945 | 0.00% |
Sold out (10)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Matisse Capital | 87,125 | $878.2K |
| Shaker Financial Services, LLC | 15,337 | $154.6K |
| Oppenheimer & Co Inc | 11,196 | $112.9K |
| Wolverine Asset Management LLC | 7,782 | $78.4K |
| Clearstead Advisors, LLC | 104 | $1.05K |
| The PNC Financial Services Group, Inc. | 92 | $927 |
| Continuum Advisory, LLC | 87 | $876 |
| Vermillion Wealth Management, Inc. | 85 | $860 |
| Carolinas Wealth Consulting LLC | 74 | $746 |
| Northwestern Mutual Wealth Management Co | 34 | $343 |