GABELLI HEALTHCARE & WELLNES (GRX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | $20.0M | 2,118,201 | 0.51% | 11q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $11.3M | 1,198,562 | 0.21% | 8q | HELD |
| GAMCO INVESTORS, INC. ET AL | $3.3M | 346,026 | 0.03% | 31q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $3.1M | 327,658 | 0.39% | 31q | +6.1%+$177.3K |
| LPL Financial LLC | $2.5M | 259,281 | 0.00% | 17q | -6.8%-$179.0K |
| WELLS FARGO & COMPANY/MN | $2.4M | 253,218 | 0.00% | 31q | -51.1%-$2.5M |
| MORGAN STANLEY | $2.2M | 228,713 | 0.00% | 35q | +8.5%+$169.7K |
| EVOLVE PRIVATE WEALTH, LLC | $1.7M | 176,625 | 0.10% | 3q | -1.1%-$18.5K |
| Aviance Capital Partners, LLC | $1.6M | 171,442 | 0.17% | 27q | HELD |
| STEPHENS INC /AR/ | $1.1M | 118,349 | 0.01% | 31q | -1.9%-$22.1K |
| CAPSTONE INVESTMENT ADVISORS, LLC | $939.7K | 99,441 | 0.00% | 8q | HELD |
| &PARTNERS | $881.9K | 93,507 | 0.00% | 3q | -10.6%-$104.0K |
| UHLMANN PRICE SECURITIES, LLC | $734.3K | 77,700 | 0.03% | 8q | +26.2%+$152.2K |
| NewEdge Advisors, LLC | $629.3K | 66,589 | 0.00% | 17q | -1.1%-$7.0K |
| Atlas Wealth LLC | $579.2K | 61,294 | 0.08% | new | NEW |
| CITADEL ADVISORS LLC | $262.7K | 27,794 | 0.00% | new | NEW |
| Creative Planning | $255.2K | 27,005 | 0.00% | 15q | -0.5%-$1.3K |
| Janney Montgomery Scott LLC | $254.0K | 26,872 | 0.00% | 27q | -6.0%-$16.3K |
| Beacon Pointe Advisors, LLC | $227.3K | 24,055 | 0.00% | 12q | -26.2%-$80.9K |
| Alessandra Capital Management, LLC | $218.2K | 23,087 | 0.15% | 2q | -22.2%-$62.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $213.0K | 22,186 | 0.00% | 12q | -2.2%-$4.9K |
| Waverly Advisors, LLC | $191.7K | 20,290 | 0.00% | 7q | -26.9%-$70.7K |
| UBS Group AG | $180.6K | 19,116 | 0.00% | 31q | -66.6%-$359.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $137.6K | 14,563 | 0.00% | 23q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $131.8K | 13,947 | 0.00% | 2q | -24.9%-$43.7K |
| RAYMOND JAMES FINANCIAL INC | $124.2K | 13,148 | 0.00% | 7q | -61.5%-$198.2K |
| Closed-End Fund Advisors, Inc. | $106.5K | 11,269 | 0.10% | 3q | -4.0%-$4.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $99.5K | 10,508 | 0.01% | 3q | +31.2%+$23.7K |
| XTX Topco Ltd | $94.8K | 10,031 | 0.00% | new | NEW |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $94.5K | 10,000 | 0.01% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $92.4K | 9,773 | 0.00% | 26q | -20.1%-$23.3K |
| Allworth Financial LP | $35.3K | 3,740 | 0.00% | 10q | HELD |
| FIFTH THIRD BANCORP | $34.2K | 3,620 | 0.00% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $34.2K | 3,618 | 0.00% | 14q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $32.2K | 3,410 | 0.00% | new | NEW |
| BROWN BROTHERS HARRIMAN & CO | $11.0K | 1,167 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $11.0K | 1,200 | 0.00% | 31q | -92.7%-$140.4K |
| Rockefeller Capital Management L.P. | $10.0K | 1,056 | 0.00% | 3q | +1.8% |
| Ancora Advisors LLC | $4.7K | 500 | 0.00% | 31q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.8K | 300 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $2.1K | 225 | 0.00% | 31q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.0K | 208 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $1.5K | 160 | 0.00% | 16q | HELD |
| Hilltop National Bank | $945 | 100 | 0.00% | 9q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $727 | 78 | 0.00% | new | NEW |
| SOA Wealth Advisors, LLC. | $567 | 60 | 0.00% | 15q | HELD |
| Federation des caisses Desjardins du Quebec | $454 | 48 | 0.00% | 38q | HELD |
| JPL Wealth Management, LLC | $445 | 47 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $208 | 22 | 0.00% | new | NEW |
| Prestige Wealth Management Group LLC | $161 | 17 | 0.00% | 15q | HELD |
| Key Financial Inc | $47 | 5 | 0.00% | 15q | HELD |
| Continuum Advisory, LLC | $16 | 2 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-28 | 13D/A | Saba Capital Management, L.P.with 2 co-filers | 14.3% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-19 | Saba Capital Management, L.P. | 10% owner | Bought | 24,102 | $244.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 52 | $55.8M | 5,899,833 | 9 | 5 | 18 | 0.0% |
| Q1 2026 | 50 | $55.5M | 6,136,469 | 8 | 12 | 13 | 0.0% |
| Q4 2025 | 53 | $57.1M | 5,930,184 | 4 | 13 | 14 | 0.0% |
| Q3 2025 | 54 | $51.2M | 5,647,774 | 4 | 12 | 14 | 0.0% |
| Q2 2025 | 58 | $51.4M | 5,434,965 | 5 | 16 | 17 | 0.0% |
| Q1 2025 | 61 | $52.3M | 5,185,556 | 6 | 16 | 15 | 0.0% |
| Q4 2024 | 67 | $50.9M | 5,270,302 | 10 | 19 | 15 | 0.0% |
| Q3 2024 | 67 | $58.6M | 4,918,537 | 7 | 21 | 14 | 0.0% |
| Q2 2024 | 67 | $43.9M | 4,590,697 | 4 | 13 | 23 | 0.0% |
| Q1 2024 | 68 | $48.6M | 4,747,013 | 7 | 17 | 15 | 0.0% |
| Q4 2023 | 71 | $41.8M | 4,480,732 | 4 | 22 | 22 | 0.0% |
| Q3 2023 | 71 | $35.1M | 4,092,332 | 8 | 17 | 17 | 0.0% |
| Q2 2023 | 71 | $39.7M | 3,989,120 | 6 | 27 | 14 | 0.0% |
| Q1 2023 | 70 | $41.1M | 4,071,123 | 8 | 20 | 20 | 0.0% |
| Q4 2022 | 67 | $42.8M | 4,166,306 | 12 | 20 | 19 | 0.0% |
| Q3 2022 | 60 | $37.6M | 3,954,453 | 5 | 19 | 14 | 0.0% |
| Q2 2022 | 61 | $44.1M | 4,110,924 | 6 | 21 | 10 | 0.0% |
| Q1 2022 | 58 | $50.7M | 3,953,425 | 6 | 19 | 11 | 0.0% |
| Q4 2021 | 56 | $56.1M | 4,132,500 | 6 | 13 | 12 | 0.0% |
| Q3 2021 | 54 | $60.2M | 4,560,494 | 3 | 18 | 13 | 0.0% |
| Q2 2021 | 61 | $67.3M | 4,951,716 | 8 | 18 | 15 | 0.0% |
| Q1 2021 | 62 | $67.6M | 5,421,728 | 8 | 16 | 15 | 0.0% |
| Q4 2020 | 62 | $63.2M | 5,289,176 | 12 | 10 | 14 | 0.0% |
| Q3 2020 | 60 | $53.6M | 5,198,332 | 8 | 11 | 18 | 0.0% |
| Q2 2020 | 60 | $54.1M | 5,386,233 | 5 | 17 | 13 | 0.0% |
| Q1 2020 | 64 | $47.2M | 5,437,967 | 11 | 16 | 15 | 0.0% |
| Q4 2019 | 59 | $62.1M | 5,385,670 | 6 | 16 | 12 | 0.0% |
| Q3 2019 | 57 | $51.8M | 4,971,950 | 5 | 17 | 10 | 0.0% |
| Q2 2019 | 57 | $52.6M | 4,988,471 | 10 | 15 | 11 | 0.0% |
| Q1 2019 | 55 | $60.1M | 5,718,131 | 5 | 10 | 18 | 0.0% |
| Q4 2018 | 54 | $54.1M | 5,845,670 | 1 | 2 | 2 | 0.0% |