Gabelli Healthcare & WellnessRx Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 2.12 M | $19.17 M | 0.00% | 13.79% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 1.20 M | $10.85 M | 16.21% | 7.80% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 346.03 K | $3.13 M | 1.11% | 2.25% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 308.90 K | $2.80 M | 5.54% | 2.01% |
| LPL FINANCIAL LLC | 05/06/2026 | 278.23 K | $2.52 M | -4.57% | 1.81% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 258.66 K | $2.34 M | 3.12% | 1.68% |
| MORGAN STANLEY | 05/15/2026 | 210.75 K | $1.91 M | 5.58% | 1.37% |
| 04/16/2026 | 178.58 K | $1.62 M | -0.11% | 1.16% | |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 171.33 K | $1.55 M | 2.07% | 1.12% |
| STEPHENS INC /AR/ | 04/28/2026 | 120.69 K | $1.09 M | -0.29% | 0.79% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 104.54 K | $946.05 K | -11.94% | 0.68% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 05/15/2026 | 99.44 K | $899.94 K | 0.00% | 0.65% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 67.33 K | $609.37 K | 0.97% | 0.44% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 61.59 K | $557.39 K | 21.96% | 0.40% |
| UBS GROUP AG | 05/05/2026 | 57.19 K | $517.56 K | -0.51% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 34.12 K | $308.77 K | 6.60% | 0.22% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 32.62 K | $295.17 K | 0.05% | 0.21% |
| 04/30/2026 | 29.69 K | $268.67 K | 100.00% | 0.19% | |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 28.60 K | $259.00 K | -4.26% | 0.19% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 27.78 K | $251.37 K | -3.38% | 0.18% |
| CREATIVE PLANNING | 05/12/2026 | 27.15 K | $245.66 K | 0.88% | 0.18% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 22.69 K | $207.40 K | -48.13% | 0.15% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 20.71 K | $187.45 K | -53.17% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 19.89 K | $179.98 K | 25.18% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 18.57 K | $168.03 K | 100.00% | 0.12% |
| ROYAL BANK OF CANADA | 05/15/2026 | 16.54 K | $149.00 K | -74.92% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 14.56 K | $131.78 K | -21.27% | 0.09% |
| QUARRY LP | 05/15/2026 | 12.86 K | $116.41 K | -53.17% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 12.24 K | $110.74 K | -13.18% | 0.08% |
| 05/11/2026 | 11.74 K | $106.28 K | 0.00% | 0.08% | |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 05/14/2026 | 10.00 K | $90.50 K | 100.00% | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 8.01 K | $73.04 K | 0.00% | 0.05% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 3.74 K | $33.85 K | -2.60% | 0.02% |
| FIFTH THIRD BANCORP | 05/01/2026 | 3.62 K | $32.76 K | 100.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 3.62 K | $32.74 K | 0.00% | 0.02% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 04/28/2026 | 1.81 K | $16.39 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1.04 K | $9.39 K | 1.97% | 0.01% |
| CWM, LLC | 05/14/2026 | 850 | $7.69 K | 0.00% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 841 | $7.61 K | 100.00% | 0.01% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 500 | $4.53 K | 150.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 323 | $2.92 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 300 | $2.72 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 225 | $2.01 K | 0.00% | 0.00% |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 160 | $1.46 K | 0.00% | 0.00% |
| HILLTOP NATIONAL BANK | 04/02/2026 | 100 | $905 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 99 | $896 | 100.00% | 0.00% |
| SOA WEALTH ADVISORS, LLC. | 05/20/2026 | 60 | $543 | 0.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 48 | $434 | 0.00% | 0.00% |
| JPL WEALTH MANAGEMENT, LLC | 05/08/2026 | 47 | $426 | 100.00% | 0.00% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 05/13/2026 | 17 | $154 | 0.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Gabelli Healthcare & WellnessRx Trust institutional Ownership - FAQ's
During the previous two years, 86 institutional investors and hedge funds held shares of Gabelli Healthcare & WellnessRx Trust. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 2.12 M
SIT INVESTMENT ASSOCIATES INC: 1.2 M
GAMCO INVESTORS, INC. ET AL: 346,026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 308,899
LPL Financial LLC: 278,227
WELLS FARGO & COMPANY/MN: 258,660
38.71% of Gabelli Healthcare & WellnessRx Trust stock is owned by institutional investors.
Institutional investors have bought a total of 6.47 M shares in the last 24 months. This purchase volume represents approximately $61.50 M in transactions.