GABELLI HEALTHCARE & WELL (GRX) Institutional Ownership Changes & 13F Activity

GABELLI HEALTHCARE & WELL (GRX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Atlas Wealth Llc, Ubs Group Ag, Raymond James Financial Inc, Lpl Financial Llc, and Blue Bell Private Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+13,89713,897$131.33KQ2 2026Sep 02, 2026
Beacon Pointe Advisors, LlcSell-8,560-26.2%24,055$227.32KQ2 2026Aug 18, 2026
Raymond James Financial IncSell-20,971-61.5%13,148$124.24KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-15,341-92.7%1,200$11.00KQ2 2026Aug 14, 2026
&PartnersSell-11,029-10.6%93,507$881.87KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+10,03110,031$94.79KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-7,485-26.9%20,290$191.74KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-5,442-2.1%253,218$2.39MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-4,620-24.9%13,947$131.80KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-2,464-20.1%9,773$92.37KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+7878$727.00Q2 2026Aug 14, 2026
Ubs Group AgSell-38,073-66.6%19,116$180.65KQ2 2026Aug 13, 2026
Morgan StanleyBuy+17,962+8.5%228,713$2.16MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+19+1.8%1,056$9.99KQ2 2026Aug 13, 2026
Evolve Private Wealth, LlcSell-1,957-1.1%176,625$1.67MQ2 2026Aug 12, 2026
Brown Brothers Harriman & CoBuy+1,1671,167$11.03KQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-745-1.1%66,589$629.27KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+225225$2.12KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+2222$208.00Q2 2026Aug 12, 2026
Lpl Financial LlcSell-18,946-6.8%259,281$2.45MQ2 2026Aug 07, 2026
Blue Bell Private Wealth Management, LlcBuy+18,759+6.1%327,658$3.10MQ2 2026Aug 06, 2026
Continuum Advisory, LlcBuy+22$16.00Q2 2026Aug 06, 2026
Janney Montgomery Scott LlcSell-1,727-6.0%26,872$254.00KQ2 2026Aug 05, 2026
Aviance Capital Partners, LlcBuy+117+0.1%171,442$1.62MQ2 2026Jul 31, 2026
Stephens IncSell-2,343-1.9%118,349$1.12MQ2 2026Jul 29, 2026
Commonwealth Equity Services, LlcBuy+2+0.0%14,563$137.62KQ2 2026Jul 29, 2026
Atlas Wealth LlcBuy+61,29461,294$579.23KQ2 2026Jul 28, 2026
Alessandra Capital Management, LlcSell-6,600-22.2%23,087$218.17KQ2 2026Jul 28, 2026
Closed-End Fund Advisors, Inc.Sell-475-4.0%11,269$106.49KQ2 2026Jul 27, 2026
Uhlmann Price Securities, LlcBuy+16,110+26.2%77,700$734.31KQ2 2026Jul 24, 2026
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Frequently asked questions about GRX activity

  • Which institutional owners are buying GRX?

    Institutional owners buying GRX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in GRX activity?

    "Buy" means an investor increased their reported position in GRX compared to the prior reporting period. This reflects growing exposure to GABELLI HEALTHCARE & WELL (GRX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in GRX increasing?

    Institutional interest in GRX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.