Free Trial

The Gabelli Healthcare & Wellness Trust (GRX) Institutional Ownership

→ These AI trades triggered this morning (545% return) (From Prosper Trading Academy) (Ad)
Free GRX Stock Alerts
$9.46
+0.03 (+0.32%)
(As of 11:24 AM ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for The Gabelli Healthcare & Wellness Trust (NYSE:GRX)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$5.97M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$4.57M
Get GRX Insider Trade Alerts

Want to know when executives and insiders are buying or selling The Gabelli Healthcare & Wellness Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

GRX Institutional Buying and Selling by Quarter

The Gabelli Healthcare & Wellness Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Blue Bell Private Wealth Management LLC91,489$937K0.2%+5.2%0.000%
4/18/2024 Aviance Capital Partners LLC121,893$1.25M0.2%+2.6%0.000%
4/15/2024 Wealthcare Advisory Partners LLC37,938$388K0.0%-3.2%0.000%
2/13/2024Stephens Inc. AR123,503$1.15M0.0%+12.0%0.000%
2/13/2024Quantedge Capital Pte Ltd69,396$647K0.3%+28.0%0.000%
2/12/2024RPO LLC136,169$1.27M1.9%+24.7%0.000%
2/9/2024Cornerstone Advisors LLC310,720$2.90M0.1%+7.5%0.000%
2/8/2024Matisse Capital30,419$284K0.2%N/A0.000%
2/8/2024Beacon Pointe Advisors LLC149,100$1.39M0.0%-7.0%0.000%
2/7/2024Formidable Asset Management LLC18,499$173K0.0%-12.7%0.000%
2/6/2024 Aviance Capital Partners LLC118,792$1.11M0.2%-5.6%0.000%
2/6/2024 Wealthcare Advisory Partners LLC39,188$366K0.0%-20.8%0.000%
2/6/20249258 Wealth Management LLC57,412$536K0.1%-1.9%0.000%
2/2/2024Atria Wealth Solutions Inc.88,354$824K0.0%-7.2%0.000%
2/1/2024Wolverine Asset Management LLC167,524$1.56M0.0%+25.5%0.000%
1/26/2024Cerity Partners LLC11,347$106K0.0%+10.5%0.000%
1/25/2024 International Assets Investment Management LLC51,315$479K0.0%N/A0.000%
1/25/2024 Blue Bell Private Wealth Management LLC87,008$812K0.2%-10.9%0.000%
1/24/2024 International Assets Investment Management LLC51,315$479K0.0%N/A0.000%
11/21/2023Almitas Capital LLC31,790$273K0.1%N/A0.000%
11/14/2023Lazard Asset Management LLC417,507$3.58M0.0%-0.3%0.000%
11/14/2023AQR Arbitrage LLC117,494$1.01M0.0%+111.1%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.55,788$479K0.2%-82.8%0.000%
11/13/2023Quantedge Capital Pte Ltd54,196$465K0.3%+16.8%0.000%
11/13/2023 Sugarloaf Wealth Management LLC2,874$25K0.0%-39.3%0.000%
11/13/2023Wolverine Asset Management LLC133,505$1.15M0.0%+5.2%0.000%
11/9/2023Cornerstone Advisors LLC289,107$2.48M0.1%+5.9%0.000%
11/8/20239258 Wealth Management LLC58,532$502K0.1%-2.3%0.000%
11/8/2023Landscape Capital Management L.L.C.16,507$142K0.0%+35.5%0.000%
11/7/2023 Aviance Capital Partners LLC125,874$1.08M0.2%-13.1%0.000%
11/6/2023RPO LLC109,169$937K1.1%+176.3%0.000%
10/30/2023 Blue Bell Private Wealth Management LLC97,672$838K0.2%+1.9%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.12,186$105K0.0%-15.6%0.000%
10/20/2023U.S. Capital Wealth Advisors LLC10,000$86K0.0%-45.2%0.000%
10/12/2023 Wealthcare Advisory Partners LLC49,509$425K0.0%-3.7%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.323,895$3.23M1.3%-1.3%0.000%
8/11/2023Cornerstone Advisors LLC273,034$2.72M0.1%+24.7%0.000%
8/10/2023Gamco Investors INC. ET AL319,921$3.19M0.0%+5.2%0.000%
8/10/2023Cetera Investment Advisers204,343$2.04M0.0%-3.8%0.000%
8/8/2023 Blue Bell Private Wealth Management LLC95,896$955K0.3%+1.6%0.000%
These AI trades triggered this morning (545% return) (Ad)

If you think a market crash is possible in 2024, I don't know why you're not using this yet.

Click Here To Get Your Free Copy
8/7/2023Wolverine Asset Management LLC126,853$1.26M0.0%+23.8%0.000%
8/4/2023 Aviance Capital Partners LLC144,838$1.44M0.3%+1.2%0.000%
8/4/2023U.S. Capital Wealth Advisors LLC18,263$182K0.0%-61.8%0.000%
8/3/2023Atria Wealth Solutions Inc.94,330$940K0.0%+1.8%0.000%
7/26/2023Creative Financial Designs Inc. ADV5,857$58K0.0%+237.0%0.000%
7/26/2023Janney Montgomery Scott LLC37,103$370K0.0%-7.4%0.000%
7/25/2023 Raymond James & Associates17,428$174K0.0%-17.5%0.000%
7/21/2023Creative Planning31,872$317K0.0%+10.6%0.000%
7/17/2023 Wealthcare Advisory Partners LLC51,410$512K0.0%-11.3%0.000%
7/13/2023 Sugarloaf Wealth Management LLC4,736$47K0.0%-46.4%0.000%
5/11/2023U.S. Capital Wealth Advisors LLC47,834$483K0.0%-14.6%0.000%
5/11/2023 Aviance Capital Partners LLC143,149$1.44M0.3%+3.1%0.000%
5/10/2023Landscape Capital Management L.L.C.12,894$130K0.0%N/A0.000%
5/9/2023Atlas Wealth LLC75,458$761K0.1%-15.6%0.000%
5/9/2023Formidable Asset Management LLC24,651$250K0.1%-13.2%0.000%
5/8/2023Wolverine Asset Management LLC102,494$1.03M0.0%+162.0%0.000%
5/8/2023 Blue Bell Private Wealth Management LLC94,404$953K0.3%+1.9%0.000%
5/4/2023 Wealthcare Advisory Partners LLC57,943$585K0.0%-51.7%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.14,438$146K0.0%-10.1%0.000%
4/14/2023 Raymond James & Associates21,135$213K0.0%-33.4%0.000%
2/14/2023Atlas Wealth LLC89,378$919K0.2%N/A0.000%
2/13/2023 Wealthcare Advisory Partners LLC120,040$1.23M0.1%-8.1%0.000%
2/13/2023Atria Wealth Solutions Inc.92,652$952K0.0%-4.1%0.000%
2/10/2023City of London Investment Management Co. Ltd.13,377$138K0.0%+24.0%0.000%
2/7/2023Commonwealth Equity Services LLC21,122$217K0.0%-13.3%0.000%
2/7/2023 Aviance Capital Partners LLC138,891$1.43M0.3%-20.9%0.000%
2/3/2023 Blue Bell Private Wealth Management LLC92,668$953K0.3%-5.2%0.000%
2/3/2023U.S. Capital Wealth Advisors LLC56,030$576K0.0%+47.6%0.000%
2/3/20239258 Wealth Management LLC59,892$616K0.1%-12.3%0.000%
2/1/2023Wolverine Asset Management LLC39,122$402K0.0%+437.5%0.000%
2/1/2023Janney Montgomery Scott LLC39,836$410K0.0%+2.8%0.000%
1/25/2023Stephens Inc. AR83,870$862K0.0%+27.9%0.000%
1/24/2023 Eudaimonia Partners LLC48,522$499K0.1%+4.9%0.000%
11/10/2022City of London Investment Management Co. Ltd.10,789$103K0.0%-55.6%0.000%
11/10/2022Cornerstone Advisors LLC83,722$795K0.0%-50.8%0.000%
11/10/2022Wolverine Asset Management LLC7,279$69K0.0%-48.5%0.000%
11/10/2022UBS Group AG228,849$2.17M0.0%-3.8%0.000%
11/9/2022 Aviance Capital Partners LLC175,537$1.67M0.4%+3.1%0.000%
11/9/2022 Blue Bell Private Wealth Management LLC97,774$929K0.3%-6.9%0.000%
11/8/20229258 Wealth Management LLC68,274$649K0.2%-2.6%0.000%
11/4/2022 Eudaimonia Partners LLC46,243$439K0.1%+10.3%0.000%
11/2/2022Stephens Inc. AR65,550$623K0.0%+9.8%0.000%
11/1/2022U.S. Capital Wealth Advisors LLC37,961$361K0.0%+5.6%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.14,200$135K0.0%N/A0.000%
8/16/2022Formidable Asset Management LLC29,019$311K0.1%-6.4%0.000%
8/16/2022CSS LLC IL66,388$712K0.0%+1.4%0.000%
8/11/2022Cetera Investment Advisers171,947$1.84M0.0%+7.2%0.000%
8/8/2022 Aviance Capital Partners LLC170,241$1.83M0.4%+14.9%0.000%
8/3/2022Stephens Inc. AR59,675$640K0.0%+13.1%0.000%
8/3/2022Janney Montgomery Scott LLC38,111$406K0.0%+5.5%0.000%
These AI trades triggered this morning (545% return) (Ad)

If you think a market crash is possible in 2024, I don't know why you're not using this yet.

Click Here To Get Your Free Copy
8/3/2022Wolverine Asset Management LLC14,128$151K0.0%N/A0.000%
8/2/2022 Blue Bell Private Wealth Management LLC105,030$1.13M0.4%+15.7%0.000%
7/29/2022 Total Clarity Wealth Management Inc.8,383$90K0.0%N/A0.000%
7/19/2022Commonwealth Equity Services LLC33,725$361K0.0%+43.3%0.000%
5/12/2022U.S. Capital Wealth Advisors LLC36,506$468K0.0%N/A0.000%
5/12/2022Cornerstone Advisors LLC89,282$1.15M0.1%-63.7%0.000%
5/10/2022Karpus Management Inc.16,000$205K0.0%-91.0%0.000%
5/6/2022BDO Wealth Advisors LLC6,216$80K0.0%-52.9%0.000%
5/6/2022 Aviance Capital Partners LLC148,195$1.90M0.3%+36.3%0.000%
5/4/2022Prospera Financial Services Inc3,114$40K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

GRX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GRX shares?

During the previous two years, 39 institutional investors and hedge funds held shares of The Gabelli Healthcare & Wellness Trust. The most heavily invested institutionals were Lazard Asset Management LLC ($3.58M), Gamco Investors INC. ET AL ($3.19M), Cornerstone Advisors LLC ($2.90M), UBS Group AG ($2.17M), Cetera Investment Advisers ($2.04M), Wolverine Asset Management LLC ($1.56M), and Beacon Pointe Advisors LLC ($1.39M).Learn more on GRX's institutional investors.

Which institutional investors have been buying The Gabelli Healthcare & Wellness Trust stock?

Of the 29 institutional investors that purchased The Gabelli Healthcare & Wellness Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wolverine Asset Management LLC ($174.37K), International Assets Investment Management LLC ($102.63K), RPO LLC ($96.66K), Cornerstone Advisors LLC ($91.73K), Atlas Wealth LLC ($89.38K), Aviance Capital Partners LLC ($75.84K), and AQR Arbitrage LLC ($61.83K).

How much institutional buying is happening at The Gabelli Healthcare & Wellness Trust?

Institutional investors have bought a total of 1,041,362 shares in the last 24 months. This purchase volume represents approximately $10.39M in transactions.

Which The Gabelli Healthcare & Wellness Trust major shareholders have been selling company stock?

Of the 23 institutional investors that sold The Gabelli Healthcare & Wellness Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Thomas J. Herzfeld Advisors Inc. ($272.44K), Cornerstone Advisors LLC ($243.11K), Karpus Management Inc. ($161.99K), Wealthcare Advisory Partners LLC ($92.72K), Aviance Capital Partners LLC ($62.69K), U.S. Capital Wealth Advisors LLC ($46.03K), and Blue Bell Private Wealth Management LLC ($23.03K).

How much institutional selling is happening at The Gabelli Healthcare & Wellness Trust?

Institutional investors have sold a total of 1,035,231 shares in the last 24 months. This volume of shares sold represents approximately $10.77M in transactions.


Related Companies:
This page (NYSE:GRX) was last updated on 4/29/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
AI finds its first serious application
Wall Street Star
Healthcare Takes A Big Step Forward With The Help Of AI
The Bull Report
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
Protect Your Bank Account Before It’s Too Late
Weiss Ratings
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Trump is sounding the alarm
Preserve Gold
Rich Dad Poor Dad Author Shocks Millions With 2024 Crash Warning
American Hartford Gold Group