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Disclosery

GRX GABELLI HEALTHCARE & WELLNES

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SHS (fund), issuer CIK 1391437

67 managers (67 13F filers) reported a position in GRX shares at 2024-12-31, 5,269,455 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
67
13F filers
67
New
8
Added
20
Reduced
15
Sold out
10
Shares held by filers
5,269,455

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Saba Capital Management, L.P.10% owner2026-10-07+2,955 P$9.43Form 4
Saba Capital Management, L.P.10% owner2026-10-06+4,439 P$9.41Form 4
Saba Capital Management, L.P.10% owner2026-10-05+1,775 P$9.38Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.1,911,034$18.4M0.46%+64,13513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN427,010$4.12M<0.01%+75,14813F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC367,035$3.54M0.08%+166,61913F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)342,226$3.3M0.03%+33,00013F-HRTimelineGroup
LPL Financial LLC280,349$2.7M<0.01%+200,90513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC205,798$1.98M0.38%+37,48113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY186,537$1.8M<0.01%-2,85613F-HR/ATimelineGroup
Sanctuary Advisors, LLC150,226$1.55M0.01%+10,48613F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC140,721$1.36M0.03%-17,69713F-HRTimelineGroup
Aviance Capital Partners, LLC124,141$1.2M0.17%-5,16613F-HRTimeline
Beacon Pointe Advisors, LLC122,000$1.18M0.01%-8,87513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…108,534$1.05M0.01%+8,63313F-HRTimelineGroup
Matisse Capital101,196$976K0.5%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…99,441$959K0.01%+81,98113F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC84,299$813K0.1%+39,55213F-HRTimeline
UBS Group AGin group UBS Group AG73,768$711K<0.01%-7,63613F-HRTimelineGroup
CSS LLC/IL67,883$654K0.04%-50613F-HRTimeline
NewEdge Advisors, LLC62,266$600K<0.01%-23813F-HRTimeline
Waverly Advisors, LLC49,035$473K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,033$367K<0.01%+21,21613F-HRTimelineGroup
Janney Montgomery Scott LLC35,435$342K<0.01%+9313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,420$284K<0.01%+23813F-HR/ATimelineGroup
Quarry LP29,140$281K0.06%+22,54513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,527$265K<0.01%-2,02713F-HR/ATimeline
Creative Planningin group Creative Planning26,909$259K<0.01%-2,47113F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC24,385$235K0.18%+37013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,983$222K0.01%-5,58813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC19,672$190K<0.01%-66813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,706$171K<0.01%13F-HR/ATimelineGroup
Independent Advisor Alliance15,225$147K<0.01%new13F-HRTimeline
Quantedge Capital Pte Ltd13,046$126K0.05%-22,55013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC13,000$125K0.1%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,822$124K<0.01%-98713F-HRTimelineGroup
Private Advisor Group, LLC10,288$99.2K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,618$54K<0.01%-1,36113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC5,150$49.6K<0.01%+50013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV4,120$39.7K<0.01%013F-HRTimeline
COMERICA BANK3,300$31.8K<0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…2,350$22.7K<0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC2,166$20.9K<0.01%-28013F-HRTimeline
Golden State Wealth Management, LLC1,811$17.5K<0.01%13F-HRTimeline
Van Hulzen Asset Management, LLC1,000$9.64K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC972$9.37K<0.01%+1513F-HRTimeline
CWM, LLCin group CWM, LLC850$8K<0.01%013F-HRTimelineGroup
Community Bank, N.A.500$4.82K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.499$4.81K<0.01%+713F-HRTimeline
LEE DANNER & BASS INC425$4.1K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO225$2.17K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC164$1.58K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.160$1.54K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH152$1.47K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.120$1.16K<0.01%013F-HRTimeline
Clearstead Advisors, LLC103$990<0.01%+213F-HRTimeline
Hilltop National Bank100$964<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\87$839<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC86$826<0.01%+213F-HRTimeline
Vermillion Wealth Management, Inc.84$810<0.01%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC74$714<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.60$578<0.01%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC58$559<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC50$482<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…48$463<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC17$164<0.01%013F-HR/ATimeline
Key Financial Inc10$96<0.01%013F-HRTimeline
Allworth Financial LP5$53<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$10<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Saba Capital Management, L.P. bought 2,955 GRX shares on 2026-10-07, Form 4 filed 2026-10-09. 0001510281-26-000335

    Accepted , ingested

  • Saba Capital Management, L.P. bought 4,439 GRX shares on 2026-10-06, Form 4 filed 2026-10-08. 0001510281-26-000331

    Accepted , ingested

  • Saba Capital Management, L.P. bought 1,775 GRX shares on 2026-10-05, Form 4 filed 2026-10-07. 0001510281-26-000327

    Accepted , ingested