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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: 70    1
Total shares held : 
 4,293,556  
% of shares held : 
 21.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 310,392  
% of shares held change : 
   1.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $8.46  
Last Quarter's Ending Price : 
 $9.33  
Last Quarter's Average Price : 
 $8.59  
Change from last quarter's     
avg. price to the last closing  : 
0.81 (9.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 367,185
 8.55%
 
Increased Positions :
28
 368,763
 8.59%
 
Unchanged Positions :
19
 458,147
 10.67%
 
Decreased Positions :
19
-348,116
-8.11%
 
Closed Positions :
5
-77,440
-1.8%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LAZARD ASSET MANAGEMENT LLC 568 - 2023-12-31 417,507 $3,895,000 0
   KARPUS MANAGEMENT INC 251 - 2023-12-31 16,000 $149,000 0
   U.S. Capital Wealth Advisors LLC 644 - 2023-12-31 10,000 $93,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 663 - 2023-12-31 5,857 $55,000 0
   ANCORA ADVISORS, LLC 878 - 2023-12-31 5,650 $53,000 0
   BDO Wealth Advisors LLC 423 - 2023-06-30 5,359 $53,000 0
   JJJ Advisors Inc. 687 - 2024-03-31 944 $10,000 0
   CWM LLC 3390 - 2024-03-31 850 $9,000 0
   Steward Partners Investment Advisory LLC 2866 - 2023-12-31 600 $6,000 0
   J P MORGAN CHASE & CO 5339 - 2023-12-31 225 $2,000 0
   US BANCORP 3674 - 2023-12-31 87 $1,000 0
   CAROLINAS WEALTH CONSULTING LLC 805 - 2023-12-31 74 $1,000 0
   HARBOUR INVESTMENTS INC. 2832 - 2023-12-31 120 $1,000 0
   SOA Wealth Advisors LLC. 783 - 2024-03-31 60 $1,000 0
   Prestige Wealth Management Group LLC 990 - 2024-03-31 17 $0 0
   Key Financial Inc 1299 - 2023-12-31 10 $0 0
   Red Cedar Capital LLC 189 - 2022-12-31 42 $0 0
   PROEQUITIES INC. 10217 - 2023-12-31 0 $0 0
   M&R CAPITAL MANAGEMENT INC 643 - 2024-03-31 46 $0 0
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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