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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +13,897 | — | 13,897 | $131.33K | Q2 2026 | Sep 02, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -8,560 | -26.2% | 24,055 | $227.32K | Q2 2026 | Aug 18, 2026 |
| Raymond James Financial Inc | Sell | -20,971 | -61.5% | 13,148 | $124.24K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -15,341 | -92.7% | 1,200 | $11.00K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -11,029 | -10.6% | 93,507 | $881.87K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +10,031 | — | 10,031 | $94.79K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -7,485 | -26.9% | 20,290 | $191.74K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -5,442 | -2.1% | 253,218 | $2.39M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -4,620 | -24.9% | 13,947 | $131.80K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -2,464 | -20.1% | 9,773 | $92.37K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +78 | — | 78 | $727.00 | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -38,073 | -66.6% | 19,116 | $180.65K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +17,962 | +8.5% | 228,713 | $2.16M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +19 | +1.8% | 1,056 | $9.99K | Q2 2026 | Aug 13, 2026 |
| Evolve Private Wealth, Llc | Sell | -1,957 | -1.1% | 176,625 | $1.67M | Q2 2026 | Aug 12, 2026 |
| Brown Brothers Harriman & Co | Buy | +1,167 | — | 1,167 | $11.03K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -745 | -1.1% | 66,589 | $629.27K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +225 | — | 225 | $2.12K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +22 | — | 22 | $208.00 | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Sell | -18,946 | -6.8% | 259,281 | $2.45M | Q2 2026 | Aug 07, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +18,759 | +6.1% | 327,658 | $3.10M | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, Llc | Buy | +2 | — | 2 | $16.00 | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Sell | -1,727 | -6.0% | 26,872 | $254.00K | Q2 2026 | Aug 05, 2026 |
| Aviance Capital Partners, Llc | Buy | +117 | +0.1% | 171,442 | $1.62M | Q2 2026 | Jul 31, 2026 |
| Stephens Inc | Sell | -2,343 | -1.9% | 118,349 | $1.12M | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Buy | +2 | +0.0% | 14,563 | $137.62K | Q2 2026 | Jul 29, 2026 |
| Atlas Wealth Llc | Buy | +61,294 | — | 61,294 | $579.23K | Q2 2026 | Jul 28, 2026 |
| Alessandra Capital Management, Llc | Sell | -6,600 | -22.2% | 23,087 | $218.17K | Q2 2026 | Jul 28, 2026 |
| Closed-End Fund Advisors, Inc. | Sell | -475 | -4.0% | 11,269 | $106.49K | Q2 2026 | Jul 27, 2026 |
| Uhlmann Price Securities, Llc | Buy | +16,110 | +26.2% | 77,700 | $734.31K | Q2 2026 | Jul 24, 2026 |
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.
Related GRX Institutional Insights
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