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Get Institutions for : 
Gabelli Healthcare & Wellnessrx Trust (GRX)  
$9.40 0.02 (0.16%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    3
Total shares held : 
 5,148,960  
% of shares held : 
 25.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 56,713  
% of shares held change : 
   0.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 34,441
 0.67%
 
Increased Positions :
16
 183,784
 3.57%
 
Unchanged Positions :
22
 210,326
 4.08%
 
Decreased Positions :
16
-80,283
-1.56%
 
Closed Positions :
8
-81,229
-1.58%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SABA CAPITAL MANAGEMENT, L.P. 35 - 2025-03-31 1,956,488 $19,721,000 45,454
   SIT INVESTMENT ASSOCIATES INC 214 - 2025-03-31 426,290 $4,297,000 59,255
   WELLS FARGO & CO/MN 2182 - 2025-03-31 416,817 $4,202,000 -10,193
   GAMCO INVESTORS INC ET AL 393 - 2025-03-31 350,109 $3,529,000 7,883
   LPL FINANCIAL CORP 2545 - 2025-03-31 289,088 $2,914,000 8,739
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 49 - 2025-03-31 219,245 $2,210,000 13,447
   MORGAN STANLEY 4524 - 2025-03-31 181,853 $1,833,000 -4,684
   AVIANCE CAPITAL PARTNERS, LLC 99 - 2025-03-31 165,884 $1,672,000 41,743
   Sanctuary Advisors LLC 1002 - 2024-12-31 150,226 $1,555,000 10,486
   CNH PARTNERS LLC 147 - 2025-03-31 123,319 $1,243,000 -17,402
   Beacon Pointe Advisors LLC 578 - 2025-03-31 120,000 $1,210,000 -2,000
   STEPHENS INC /AR/ 577 - 2025-03-31 108,180 $1,090,000 -354
   CAPSTONE INVESTMENT ADVISORS LLC 244 - 2025-03-31 99,441 $1,002,000 0
   ABSOLUTE INVESTMENT ADVISERS LLC 24 - 2025-03-31 90,299 $910,000 6,000
   Deschutes Portfolio Strategy LLC 70 - 2025-03-31 87,125 $878,000 -14,071
   CSS LLC/IL 220 - 2025-03-31 67,883 $684,000 0
   UBS Group AG 4419 - 2025-03-31 66,614 $671,000 -7,154
   Goss Wealth Management LLC 1418 - 2025-03-31 62,988 $635,000 722
   WARREN AVERETT ASSET MANAGEMENT, LLC 805 - 2025-03-31 44,814 $452,000 -4,221
   JANNEY MONTGOMERY SCOTT LLC 2204 - 2025-03-31 33,595 $339,000 -1,840
   Quarry LP 205 - 2025-03-31 29,140 $294,000 0
   CREATIVE PLANNING 2822 - 2025-03-31 26,914 $271,000 5
   Advisor Group Holdings Inc. 3377 - 2025-03-31 25,563 $258,000 -3,600
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2521 - 2025-03-31 24,920 $251,000 -2,607
   COMMONWEALTH EQUITY SERVICES LLC. 3693 - 2025-03-31 19,779 $199,000 107
   RAYMOND JAMES FINANCIAL INC 4377 - 2025-03-31 16,312 $164,000 -1,394
   SHAKER FINANCIAL SERVICES, LLC 149 *New 2025-03-31 15,337 $155,000 15,337
   Wealthcare Advisory Partners LLC 867 - 2025-03-31 13,458 $136,000 -9,525
   BANK OF AMERICA CORP /DE/ 5155 - 2025-03-31 12,723 $128,000 -99
   OPPENHEIMER & CO INC 1494 *New 2025-03-31 11,196 $113,000 11,196
   Private Advisor Group LLC 2168 - 2025-03-31 10,413 $105,000 125
   WOLVERINE ASSET MANAGEMENT LLC 613 *New 2025-03-31 7,782 $78,000 7,782
   ROYAL BANK OF CANADA 4931 - 2025-03-31 5,479 $55,000 -139
   CREATIVE FINANCIAL DESIGNS INC /ADV 865 - 2025-03-31 4,120 $42,000 0
   ANCORA ADVISORS, LLC 997 - 2025-03-31 4,150 $42,000 -1,000
   COMERICA BANK 2879 - 2025-03-31 3,300 $33,000 0
   Steward Partners Investment Advisory LLC 2675 - 2025-03-31 2,350 $24,000 0
   Sugarloaf Wealth Management LLC 391 - 2024-12-31 2,166 $21,000 -280
   Golden State Wealth Management LLC 832 - 2025-03-31 1,811 $18,000 0
   Beacon Capital Management LLC 619 - 2025-03-31 987 $10,000 15
   CWM LLC 4075 - 2025-03-31 850 $9,000 0
   J P MORGAN CHASE & CO 5176 - 2025-03-31 511 $5,000 286
   Community Bank N.A. 354 - 2025-03-31 500 $5,000 0
   TD Waterhouse Canada Inc. 1648 - 2025-03-31 160 $2,000 0
   Anchor Investment Management LLC 962 - 2025-03-31 164 $2,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 376 - 2025-03-31 152 $2,000 0
   Continuum Advisory LLC 1425 - 2025-03-31 87 $1,000 1
   CAROLINAS WEALTH CONSULTING LLC 883 - 2024-12-31 74 $1,000 0
   US BANCORP 3882 - 2025-03-31 87 $1,000 0
   SOA Wealth Advisors LLC. 754 - 2025-03-31 60 $1,000 0
   PNC FINANCIAL SERVICES GROUP INC 4431 *New 2025-03-31 92 $1,000 92
   HARBOUR INVESTMENTS INC. 3163 - 2025-03-31 120 $1,000 0
   Hilltop National Bank 756 - 2024-12-31 100 $1,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 2363 - 2025-03-31 58 $1,000 0
   Vermillion Wealth Management Inc. 563 - 2025-03-31 85 $1,000 1
   Hartland & Co. LLC 2048 - 2025-03-31 104 $1,000 1
   PROEQUITIES INC. 1920 - 2025-03-31 0 $0 0
   HANSON MCCLAIN, INC. 3753 - 2025-03-31 5 $0 0
   WINEBRENNER CAPITAL MANAGEMENT LLC 120 *Closed 2025-03-31 0 $0 -13,000
   Key Financial Inc 1321 - 2025-03-31 10 $0 0
   PRINCIPAL SECURITIES INC. 3407 - 2025-03-31 50 $0 0
   FMR LLC 5180 *Closed 2025-03-31 0 $0 -1
   Van Hulzen Asset Management LLC 893 *Closed 2025-03-31 0 $0 -1,000
   LEE DANNER & BASS INC 585 *Closed 2025-03-31 0 $0 -425
   Quantedge Capital Pte Ltd 144 *Closed 2025-03-31 0 $0 -13,046
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6549 *Closed 2025-03-31 0 $0 -38,033
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3921 *New 2025-03-31 34 $0 34
   Independent Advisor Alliance 1266 *Closed 2025-03-31 0 $0 -15,225
   Raleigh Capital Management Inc. 1047 *Closed 2025-03-31 0 $0 -499
   Prestige Wealth Management Group LLC 1027 - 2025-03-31 17 $0 0
   Federation des caisses Desjardins du Quebec 2660 - 2025-03-31 48 $0 0
  71 Records found
  1    
  Page 1 of 1
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