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. | 08/14/2026 | 2.12 M | $20.02 M | 0.00% | 13.79% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 1.20 M | $11.33 M | 0.00% | 7.80% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 346.03 K | $3.27 M | 0.00% | 2.25% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 327.66 K | $3.10 M | 6.07% | 2.13% |
| LPL FINANCIAL LLC | 08/07/2026 | 259.28 K | $2.45 M | -6.81% | 1.69% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 253.22 K | $2.39 M | -2.10% | 1.65% |
| MORGAN STANLEY | 08/13/2026 | 228.71 K | $2.16 M | 8.52% | 1.49% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 176.63 K | $1.67 M | -1.10% | 1.15% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 171.44 K | $1.62 M | 0.07% | 1.12% |
| STEPHENS INC /AR/ | 07/29/2026 | 118.35 K | $1.12 M | -1.94% | 0.77% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 08/17/2026 | 99.44 K | $939.72 K | 0.00% | 0.65% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 93.51 K | $881.87 K | -10.55% | 0.61% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 77.70 K | $734.31 K | 26.16% | 0.51% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 66.59 K | $629.27 K | -1.11% | 0.43% |
| ATLAS WEALTH LLC | 07/28/2026 | 61.29 K | $579.23 K | 100.00% | 0.40% |
| CREATIVE PLANNING | 08/13/2026 | 27.01 K | $255.20 K | -0.52% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 26.87 K | $254.00 K | -6.04% | 0.18% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 24.06 K | $227.32 K | -26.25% | 0.16% |
| ALESSANDRA CAPITAL MANAGEMENT, LLC | 07/28/2026 | 23.09 K | $218.17 K | -22.23% | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 22.19 K | $212.99 K | -2.23% | 0.14% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 20.29 K | $191.74 K | -26.95% | 0.13% |
| UBS GROUP AG | 08/13/2026 | 19.12 K | $180.65 K | -66.57% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 14.56 K | $137.62 K | 0.01% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 13.95 K | $131.80 K | -24.88% | 0.09% |
| CITADEL ADVISORS LLC | 09/02/2026 | 13.90 K | $131.33 K | 100.00% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 13.15 K | $124.24 K | -61.46% | 0.09% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 11.27 K | $106.49 K | -4.04% | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 10.51 K | $99.51 K | 31.20% | 0.07% |
| XTX TOPCO LTD | 08/14/2026 | 10.03 K | $94.79 K | 100.00% | 0.07% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 08/12/2026 | 10.00 K | $94.50 K | 0.00% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 9.77 K | $92.37 K | -20.14% | 0.06% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 3.74 K | $35.35 K | 0.00% | 0.02% |
| FIFTH THIRD BANCORP | 08/05/2026 | 3.62 K | $34.21 K | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 3.62 K | $34.19 K | 0.00% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 3.41 K | $32.23 K | 100.00% | 0.02% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.20 K | $11.00 K | -92.75% | 0.01% |
| BROWN BROTHERS HARRIMAN & CO | 08/12/2026 | 1.17 K | $11.03 K | 100.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 1.06 K | $9.99 K | 1.83% | 0.01% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 500 | $4.73 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 300 | $2.84 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 225 | $2.12 K | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 208 | $1.97 K | 100.00% | 0.00% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 160 | $1.51 K | 0.00% | 0.00% |
| HILLTOP NATIONAL BANK | 07/02/2026 | 100 | $945 | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 78 | $727 | 100.00% | 0.00% |
| SOA WEALTH ADVISORS, LLC. | 07/21/2026 | 60 | $567 | 0.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 48 | $454 | 0.00% | 0.00% |
| JPL WEALTH MANAGEMENT, LLC | 08/14/2026 | 47 | $445 | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 22 | $208 | 100.00% | 0.00% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 08/14/2026 | 17 | $161 | 0.00% | 0.00% |
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Gabelli Healthcare & WellnessRx Trust institutional Ownership - FAQ's
During the previous two years, 89 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: 327,658
LPL Financial LLC: 259,281
WELLS FARGO & COMPANY/MN: 253,218
38.33% of Gabelli Healthcare & WellnessRx Trust stock is owned by institutional investors.
Institutional investors have bought a total of 6.64 M shares in the last 24 months. This purchase volume represents approximately $63.04 M in transactions.