Free Trial
→ ⭕ [URGENT] Buy Alert just triggered (From Behind the Markets) (Ad) Free GRX Stock Alerts

The Gabelli Healthcare & Wellness Trust (GRX) Institutional Ownership

The Gabelli Healthcare & Wellness Trust logo
$10.14 +0.04 (+0.40%)
(As of 11/22/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$7.74M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.18M
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
11/15/2024 Quarry LP6,595$72K0.0%N/A0.000%
11/14/2024 Capstone Investment Advisors LLC17,460$191K0.0%N/A0.000%
11/7/2024 Aviance Capital Partners LLC129,307$1.42M0.2%+1.0%0.000%
10/28/2024 Stephens Inc. AR99,901$1.09M0.0%-13.7%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC29,554$324K0.0%-13.7%0.000%
10/22/2024 International Assets Investment Management LLC60,838$666K0.0%+995.0%0.000%
9/5/2024Sanctuary Advisors LLC111,998$1.06M0.0%N/A0.000%
8/22/2024 Cetera Investment Advisers225,215$2.16M0.0%+1.4%0.000%
8/15/2024 Logan Stone Capital LLC74,460$713K0.2%-48.7%0.000%
8/9/2024 Cornerstone Advisors LLC139,694$1.34M0.1%-56.1%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC115,919$1.11M0.2%+26.7%0.000%
8/3/2024 9258 Wealth Management LLC48,064$460K0.1%-16.4%0.000%
7/30/2024 International Assets Investment Management LLC5,556$53K0.0%N/A0.000%
5/24/2024Cetera Advisors LLC220,106$2.25M0.0%N/A0.000%
5/24/2024 Cetera Investment Advisers222,195$2.28M0.0%+2.2%0.000%
5/10/2024 Cornerstone Advisors LLC318,012$3.26M0.1%+2.3%0.000%
5/1/2024Matisse Capital101,196$1.04M0.5%+232.7%0.000%
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%
2/13/2024 Stephens Inc. AR123,503$1.15M0.0%+12.0%0.000%
2/13/2024 Quantedge Capital Pte Ltd69,396$647K0.3%+28.0%0.000%
2/12/2024 RPO LLC136,169$1.27M1.9%+24.7%0.000%
2/9/2024 Cornerstone Advisors LLC310,720$2.90M0.1%+7.5%0.000%
2/8/2024Matisse Capital30,419$284K0.2%N/A0.000%
2/8/2024 Beacon Pointe Advisors LLC149,100$1.39M0.0%-7.0%0.000%
2/7/2024 Formidable 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%
2/6/2024 9258 Wealth Management LLC57,412$536K0.1%-1.9%0.000%
2/2/2024 Atria Wealth Solutions Inc.88,354$824K0.0%-7.2%0.000%
2/1/2024 Wolverine Asset Management LLC167,524$1.56M0.0%+25.5%0.000%
1/26/2024 Cerity 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%
11/21/2023 Almitas Capital LLC31,790$273K0.1%N/A0.000%
11/14/2023 Lazard Asset Management LLC417,507$3.58M0.0%-0.3%0.000%
11/14/2023 AQR Arbitrage LLC117,494$1.01M0.0%+111.1%0.000%
11/14/2023 Thomas J. Herzfeld Advisors Inc.55,788$479K0.2%-82.8%0.000%
Trump Wins… But Elon Says Get Ready to Brace (Ad)

Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy with a heavy hand—building up infrastructure, slapping tariffs on imports, and going all-in on U.S. jobs. But here's the kicker: while Trump's focused on making America stronger, the Washington elite is ready to fight back…

Get ahead of the game with 3 proven strategies to protect your retirement from Washington's next mov
11/13/2023 Quantedge Capital Pte Ltd54,196$465K0.3%+16.8%0.000%
11/13/2023 Sugarloaf Wealth Management LLC2,874$25K0.0%-39.3%0.000%
11/13/2023 Wolverine Asset Management LLC133,505$1.15M0.0%+5.2%0.000%
11/9/2023 Cornerstone Advisors LLC289,107$2.48M0.1%+5.9%0.000%
11/8/2023 9258 Wealth Management LLC58,532$502K0.1%-2.3%0.000%
11/8/2023 Landscape 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%
11/6/2023 RPO LLC109,169$937K1.1%+176.3%0.000%
10/30/2023 Blue Bell Private Wealth Management LLC97,672$838K0.2%+1.9%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.12,186$105K0.0%-15.6%0.000%
10/20/2023 U.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%
8/16/2023 Thomas J. Herzfeld Advisors Inc.323,895$3.23M1.3%-1.3%0.000%
8/11/2023 Cornerstone Advisors LLC273,034$2.72M0.1%+24.7%0.000%
8/10/2023 Gamco Investors INC. ET AL319,921$3.19M0.0%+5.2%0.000%
8/10/2023 Cetera 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%
8/7/2023 Wolverine 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%
8/4/2023 U.S. Capital Wealth Advisors LLC18,263$182K0.0%-61.8%0.000%
8/3/2023 Atria Wealth Solutions Inc.94,330$940K0.0%+1.8%0.000%
7/26/2023 Creative Financial Designs Inc. ADV5,857$58K0.0%+237.0%0.000%
7/26/2023 Janney Montgomery Scott LLC37,103$370K0.0%-7.4%0.000%
7/25/2023Raymond James & Associates17,428$174K0.0%-17.5%0.000%
7/21/2023 Creative 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%
5/11/2023 U.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%
5/10/2023 Landscape Capital Management L.L.C.12,894$130K0.0%N/A0.000%
5/9/2023 Atlas Wealth LLC75,458$761K0.1%-15.6%0.000%
5/9/2023 Formidable Asset Management LLC24,651$250K0.1%-13.2%0.000%
5/8/2023 Wolverine 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%
4/14/2023Raymond James Financial Services Advisors Inc.14,438$146K0.0%-10.1%0.000%
4/14/2023Raymond James & Associates21,135$213K0.0%-33.4%0.000%
2/14/2023 Atlas Wealth LLC89,378$919K0.2%N/A0.000%
2/13/2023 Wealthcare Advisory Partners LLC120,040$1.23M0.1%-8.1%0.000%
2/13/2023 Atria Wealth Solutions Inc.92,652$952K0.0%-4.1%0.000%
2/10/2023 City 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%
2/3/2023 U.S. Capital Wealth Advisors LLC56,030$576K0.0%+47.6%0.000%
2/3/2023 9258 Wealth Management LLC59,892$616K0.1%-12.3%0.000%
2/1/2023 Wolverine Asset Management LLC39,122$402K0.0%+437.5%0.000%
2/1/2023 Janney Montgomery Scott LLC39,836$410K0.0%+2.8%0.000%
1/25/2023 Stephens Inc. AR83,870$862K0.0%+27.9%0.000%
1/24/2023Eudaimonia Partners LLC48,522$499K0.1%+4.9%0.000%
[625,000% Gain] – Are You Ready for the Next Altcoin Boom? (Ad)

All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you know anything about crypto, you know that altcoin seasons are where some of the biggest gains happen.

Register for the FREE Workshop Now & get $10 in Bitcoin
11/10/2022 City of London Investment Management Co. Ltd.10,789$103K0.0%-55.6%0.000%
11/10/2022 Cornerstone Advisors LLC83,722$795K0.0%-50.8%0.000%
11/10/2022 Wolverine Asset Management LLC7,279$69K0.0%-48.5%0.000%
11/10/2022 UBS 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%
11/8/2022 9258 Wealth Management LLC68,274$649K0.2%-2.6%0.000%
11/4/2022Eudaimonia Partners LLC46,243$439K0.1%+10.3%0.000%
11/2/2022 Stephens Inc. AR65,550$623K0.0%+9.8%0.000%
11/1/2022 U.S. Capital Wealth Advisors LLC37,961$361K0.0%+5.6%0.000%
(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), Cetera Advisors LLC ($2.25M), Cetera Investment Advisers ($2.16M), Wolverine Asset Management LLC ($1.56M), Aviance Capital Partners LLC ($1.42M), 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 27 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: Cetera Advisors LLC ($220.11K), International Assets Investment Management LLC ($163.47K), Wolverine Asset Management LLC ($160.25K), Sanctuary Advisors LLC ($112.00K), Matisse Capital ($101.20K), Cornerstone Advisors LLC ($99.02K), and RPO LLC ($96.66K).

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

Institutional investors have bought a total of 1,333,183 shares in the last 24 months. This purchase volume represents approximately $13.02M in transactions.

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

Of the 21 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 ($178.32K), Wealthcare Advisory Partners LLC ($92.72K), Logan Stone Capital LLC ($70.59K), Aviance Capital Partners LLC ($62.69K), U.S. Capital Wealth Advisors LLC ($46.03K), and 9258 Wealth Management LLC ($20.32K).

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

Institutional investors have sold a total of 861,676 shares in the last 24 months. This volume of shares sold represents approximately $8.09M in transactions.


Related Companies

This page (NYSE:GRX) was last updated on 11/23/2024 by MarketBeat.com Staff
From Our Partners
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
The Crypto That’s Making Wall Street Sweat
The Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...
Crypto 101 Media | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
“This Changes Everything” - Trump Hands Millions Massive IRS Gift
Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as ...
Colonial Metals | Sponsored
Unveiled: NVIDIA’s "Secret Royalty" Program
Did you know that there's an investment that will give you the opportunity to collect "royalties" every time N...
Behind the Markets | Sponsored
The pin that pops the AI bubble
My new documentary explores the background to this pattern and how and why I believe it will almost certainly ...
Porter & Company | Sponsored