GRX

The Gabelli Healthcare & Wellness Trust
$9.49-0.04 (-0.37%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

4.423321182011031e+209B

Total Value

$4.272912039890003e+107T

% of Float

Price History

$8.96$9.52$10.07$10.63$11.18Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ABSOLUTE INVESTMENT ADVISERS, LLC44,233$427.3M0.05%Share
2Saba Capital Management, L.P.2,118,201$20.4M0.61%Share
3SIT INVESTMENT ASSOCIATES INC1,031,350$9.0M0.18%Share
4GAMCO INVESTORS, INC. ET AL342,226$3.3M0.03%Share
5BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC292,672$2.8M0.41%Share
6LPL Financial LLC291,560$2.0M0.00%Share
7Aviance Capital Partners, LLC167,843$1.6M0.19%Share
8Anchor Investment Management, LLC164$1.6M0.00%Share
9STEPHENS INC /AR/121,038$1.2M0.01%Share
10MORGAN STANLEY199,617$1.0M0.00%Share
11WELLS FARGO & COMPANY/MN111,547$1.0M0.00%Share
12&PARTNERS118,714$1.0M0.01%Share
13EVOLVE PRIVATE WEALTH, LLC178,787$1.0M0.06%Share
14WELLS FARGO & COMPANY/MN139,283$1.0M0.00%Share
15UBS Group AG55,007$529K0.00%Share
16AQR Arbitrage LLC52,822$508K0.01%Share
17UHLMANN PRICE SECURITIES, LLC50,502$486K0.29%Share
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC43,748$420K0.00%Share
19Traub Capital Management LLC34,917$336K0.32%Share
20Quarry LP27,469$264K0.04%Share
21Wealthcare Advisory Partners LLC14,523$139K0.00%Share
22Closed-End Fund Advisors, Inc.11,744$113K0.07%Share
23INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC8,009$77K0.01%Share
24Allworth Financial LP3,840$36K0.00%Share
25CREATIVE FINANCIAL DESIGNS INC /ADV3,618$34K0.00%Share
26COMERICA BANK3,620$34K0.00%Share
27UBS Group AG1,786$17K0.00%Share
28Golden State Wealth Management, LLC1,811$17K0.00%Share
29CWM, LLC850$8K0.00%Share
30UBS Group AG690$6K0.00%Share
31HIGHLINE WEALTH PARTNERS LLC300$2K0.00%Share
32TD Waterhouse Canada Inc.160$1K0.00%Share
33BOYD WATTERSON ASSET MANAGEMENT LLC/OH152$1K0.00%Share
34CITADEL ADVISORS LLC20,974$00.00%Share
35Larson Financial Group LLC66$00.00%Share
36MORGAN STANLEY1$00.00%Share
37CAPSTONE INVESTMENT ADVISORS, LLC99,441$00.00%Share
38JPMORGAN CHASE & CO225$00.00%Share
39Ancora Advisors LLC200$00.00%Share
40ROYAL BANK OF CANADA464$00.00%Share
41ROYAL BANK OF CANADA28$00.00%Share
42Federation des caisses Desjardins du Quebec48$00.00%Share
43ROYAL BANK OF CANADA65,451$00.00%Share
44BANK OF AMERICA CORP /DE/1,542$00.00%Share
45BANK OF AMERICA CORP /DE/2,380$00.00%Share
46Janney Montgomery Scott LLC29,871$00.00%Share
47RAYMOND JAMES FINANCIAL INC2,881$00.00%Share
48SOA Wealth Advisors, LLC.60$00.00%Share
49Hilltop National Bank100$00.00%Share
50NewEdge Advisors, LLC66,689$00.00%Share