GABELLI HEALTHCARE & WELLNES (GRX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
50
Reporting holders
$44.0M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | $20.0M | 2,118,201 | 0.51% | 11q | 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 |
| Creative Planning | $255.2K | 27,005 | 0.00% | 15q | -0.5%-$1.3K |
| 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 |
| CITADEL ADVISORS LLC | $131.3K | 13,897 | 0.00% | new | NEW |
| 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 |
| SIT INVESTMENT ASSOCIATES INC | $11.3K | 1,198,562 | 0.21% | 8q | HELD |
| 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 |
| Janney Montgomery Scott LLC | $254 | 26,872 | 0.00% | 27q | -6.0% |
| 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 |
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 | 50 | $44.0M | 4,660,502 | 9 | 5 | 17 | 0.0% |
| Q1 2026 | 49 | $44.5M | 4,976,642 | 8 | 12 | 12 | 0.0% |
| Q4 2025 | 50 | $46.9M | 4,868,113 | 4 | 12 | 13 | 0.0% |
| Q3 2025 | 50 | $43.2M | 4,760,020 | 4 | 11 | 14 | 0.0% |
| Q2 2025 | 54 | $44.9M | 4,745,961 | 5 | 15 | 16 | 0.0% |
| Q1 2025 | 57 | $47.4M | 4,705,042 | 6 | 14 | 14 | 0.0% |
| Q4 2024 | 63 | $46.8M | 4,847,310 | 10 | 18 | 14 | 0.0% |
| Q3 2024 | 60 | $50.1M | 4,589,153 | 6 | 17 | 14 | 0.0% |
| Q2 2024 | 62 | $43.3M | 4,528,886 | 4 | 12 | 22 | 0.0% |
| Q1 2024 | 62 | $47.9M | 4,682,285 | 6 | 17 | 13 | 0.0% |
| Q4 2023 | 65 | $37.3M | 3,999,077 | 4 | 22 | 20 | 0.0% |
| Q3 2023 | 64 | $30.9M | 3,604,303 | 8 | 16 | 17 | 0.0% |
| Q2 2023 | 63 | $34.6M | 3,477,612 | 6 | 26 | 12 | 0.0% |
| Q1 2023 | 61 | $35.9M | 3,554,132 | 7 | 19 | 16 | 0.0% |
| Q4 2022 | 55 | $36.7M | 3,573,301 | 12 | 17 | 15 | 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% |