GRX
Gabelli Healthcare & WellnessRx Trust
$9.21
+0.44%
$157.4M
No data for this timeframe.
Vol
Market Cap$157.4M
Cap SizeMicro Cap
Inst. Holders19 funds
Inst. Value$10.8M
Inst. Activity0 buys / 1 sells
Press Releases1
Recent Activity
Inst.
WEALTH ENHANCEMENT ADVISORY SERVICES, — TRIM
22,692 shares ($207.4K)
Inst.
WELLS FARGO & COMPANY/MN — TRIM
250,830 shares ($2.4M)
May 13, 2026
Press
The Gabelli Healthcare & WellnessRx Trust declared a $0.17 per share quarterly cash distribution, payable June 23, 2026.
Impact 2/10
May 13, 2026
dividend
Gabelli Healthcare & WellnessRx Trust Declares Second Quarter Distribution of $0.17 Per Share
<p align="justify">RYE, N.Y., May 13, 2026 (GLOBE NEWSWIRE) -- The Board of Trustees of The Gabell
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| GAMCO INVESTORS, INC. ET | $3.1M | — |
| WELLS FARGO & COMPANY/MN | $2.3M | TRIM |
| MORGAN STANLEY | $1.9M | — |
| &PARTNERS | $946.1K | — |
| CAPSTONE INVESTMENT ADVISORS, LLC | $899.9K | DOUBLED |
19 institutional holders with $10.8M total value (1,196,113 shares) as of 2026-Q1. Top holders: GAMCO, WELLS, MORGAN. Net selling activity: 1 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | GAMCO INVESTORS, INC. ET AL | 346,026 | $3.1M | 28.9% | — |
| 2 | WELLS FARGO & COMPANY/MN | 258,660 | $2.3M | 21.6% | TRIM -32.1% |
| 3 | MORGAN STANLEY | 210,751 | $1.9M | 17.6% | — |
| 4 | &PARTNERS | 104,536 | $946.1K | 8.7% | — |
| 5 | CAPSTONE INVESTMENT ADVISORS, LLC | 99,441 | $899.9K | 8.3% | DOUBLED +469.5% |
| 6 | RAYMOND JAMES FINANCIAL INC | 34,119 | $308.8K | 2.9% | — |
| 7 | Beacon Pointe Advisors, LLC | 32,615 | $295.2K | 2.7% | TRIM -54.8% |
| 8 | Waverly Advisors, LLC | 27,775 | $251.4K | 2.3% | — |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22,692 | $207.4K | 1.9% | TRIM -48.1% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,567 | $168.0K | 1.6% | — |
| 11 | ROYAL BANK OF CANADA | 16,541 | $149.0K | 1.4% | ADD +27.4% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 14,561 | $131.8K | 1.2% | ADD +38.9% |
| 13 | Allworth Financial LP | 3,740 | $33.8K | 0.3% | DOUBLED +98440.0% |
| 14 | FIFTH THIRD BANCORP | 3,620 | $32.8K | 0.3% | — |
| 15 | Rockefeller Capital Management L.P. | 1,037 | $9.4K | 0.1% | — |
| 16 | CWM, LLC | 850 | $7.7K | 0.1% | — |
| 17 | WOLVERINE ASSET MANAGEMENT LLC | 323 | $2.9K | 0.0% | — |
| 18 | TD Waterhouse Canada Inc. | 160 | $1.5K | 0.0% | — |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | 99 | $896.00 | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 43,748 | 22,692 | -48.1% | $207.4K | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 369,670 | 250,830 | -32.1% | $2.4M | 2025-Q4 |
| Beacon Pointe Advisors, LLC | TRIM | 72,100 | 32,600 | -54.8% | $313.9K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 13,413 | 3,922 | -70.8% | $37.8K | 2025-Q4 |
| Beacon Pointe Advisors, LLC | TRIM | 108,900 | 72,100 | -33.8% | $653.9K | 2025-Q3 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | DOUBLED | 24,920 | 50,768 | +103.7% | $489.4K | 2025-Q2 |
| Allworth Financial LP | DOUBLED | 5 | 4,927 | +98440.0% | $46.6K | 2025-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC | DOUBLED | 17,460 | 99,441 | +469.5% | $958.6K | 2024-Q4 |
| ROYAL BANK OF CANADA | ADD | 5,479 | 6,979 | +27.4% | $76.0K | 2024-Q3 |
| ASSETMARK, INC | DOUBLED | 29 | 58 | +100.0% | $635.00 | 2024-Q3 |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 14,641 | 20,340 | +38.9% | $223.00 | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 13, 2026
dividend
Gabelli Healthcare & WellnessRx Trust Declares Second Quarter Distribution of $0.17 Per Share
<p align="justify">RYE, N.Y., May 13, 2026 (GLOBE NEWSWIRE) -- The Board of Trustees of The Gabelli Healthcare & Wellness<sup>Rx</sup> Trust (NY