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. | 02/17/2026 | 2.12 M | $20.40 M | 3.27% | 13.71% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 1.03 M | $9.93 M | 23.70% | 6.68% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 342.23 K | $3.30 M | 9.61% | 2.22% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 292.67 K | $2.82 M | 5.33% | 1.89% |
| LPL FINANCIAL LLC | 02/11/2026 | 291.56 K | $2.81 M | 2.07% | 1.89% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 250.83 K | $2.42 M | -32.15% | 1.62% |
| MORGAN STANLEY | 02/13/2026 | 199.62 K | $1.92 M | 2.92% | 1.29% |
| 02/17/2026 | 178.79 K | $1.72 M | 100.00% | 1.16% | |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 167.84 K | $1.62 M | 2.54% | 1.09% |
| STEPHENS INC /AR/ | 02/05/2026 | 121.04 K | $1.17 M | 0.04% | 0.78% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 118.71 K | $1.14 M | 100.00% | 0.77% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 02/17/2026 | 99.44 K | $957.62 K | 0.00% | 0.64% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 66.69 K | $642.22 K | 4.00% | 0.43% |
| ROYAL BANK OF CANADA | 02/17/2026 | 65.94 K | $634.00 K | 0.71% | 0.43% |
| UBS GROUP AG | 01/29/2026 | 57.48 K | $553.56 K | 1.40% | 0.37% |
| AQR ARBITRAGE LLC | 02/17/2026 | 52.82 K | $508.68 K | -39.85% | 0.34% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 50.50 K | $486.33 K | 44.17% | 0.33% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 44.23 K | $427.29 K | -48.04% | 0.29% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 43.75 K | $420.42 K | -0.98% | 0.28% |
| TRAUB CAPITAL MANAGEMENT LLC | 01/29/2026 | 34.92 K | $336.25 K | -59.20% | 0.23% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 32.60 K | $313.94 K | -54.79% | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 32.01 K | $308.22 K | 3.33% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 29.87 K | $288.00 K | -10.38% | 0.19% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 28.75 K | $276.85 K | -14.10% | 0.19% |
| QUARRY LP | 02/13/2026 | 27.47 K | $264.53 K | 0.00% | 0.18% |
| CREATIVE PLANNING | 02/17/2026 | 26.91 K | $259.12 K | 0.25% | 0.17% |
| CITADEL ADVISORS LLC | 02/17/2026 | 20.97 K | $201.98 K | 100.00% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 18.50 K | $178.11 K | -6.68% | 0.12% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 15.89 K | $153.00 K | 29.30% | 0.10% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 14.52 K | $139.86 K | 0.00% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 14.09 K | $135.75 K | -34.56% | 0.09% |
| 02/11/2026 | 11.74 K | $113.10 K | 100.00% | 0.08% | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 8.01 K | $77.13 K | 100.00% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 3.92 K | $37.77 K | -70.76% | 0.03% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 3.84 K | $36.98 K | 0.00% | 0.02% |
| COMERICA BANK | 01/29/2026 | 3.62 K | $34.86 K | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 3.62 K | $34.84 K | 0.00% | 0.02% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 1.81 K | $17.44 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 1.02 K | $9.80 K | 100.00% | 0.01% |
| CWM, LLC | 01/26/2026 | 850 | $8.00 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 300 | $2.89 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 225 | $2.17 K | 0.00% | 0.00% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 200 | $1.93 K | -87.10% | 0.00% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 02/26/2026 | 164 | $1.58 K | 0.00% | 0.00% |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 160 | $1.54 K | 0.00% | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 02/04/2026 | 152 | $1.46 K | 0.00% | 0.00% |
| HILLTOP NATIONAL BANK | 01/07/2026 | 100 | $963 | 0.00% | 0.00% |
| US BANCORP \DE\ | 01/30/2026 | 87 | $838 | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 66 | $636 | -50.75% | 0.00% |
| SOA WEALTH ADVISORS, LLC. | 01/20/2026 | 60 | $578 | 0.00% | 0.00% |
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Gabelli Healthcare & WellnessRx Trust institutional Ownership - FAQ's
During the previous two years, 87 institutional investors and hedge funds held shares of Gabelli Healthcare & WellnessRx Trust. The most heavily invested institutionals were:
STEPHENS INC /AR/: 120,692
UHLMANN PRICE SECURITIES, LLC: 61,590
UBS Group AG: 57,189
Janney Montgomery Scott LLC: 28,599
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 22,692
ABSOLUTE INVESTMENT ADVISERS, LLC: 20,713
38.39% of Gabelli Healthcare & WellnessRx Trust stock is owned by institutional investors.
Institutional investors have bought a total of 6.40 M shares in the last 24 months. This purchase volume represents approximately $60.84 M in transactions.