Gabelli Healthcare & Well (GRX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Blue Bell Private Wealth Management, LLC

INCREASED

Shares361,780 from 327,658

Change+34,122 (+10%)

Value$3.4M (+$344.2K)

Filed 2026-10-29

LPL Financial LLC

DECREASED

Shares255,352 from 259,281

Change-3,929 (-2%)

Value$2.4M (-$21.8K)

Filed 2026-11-06

Aviance Capital Partners, LLC

INCREASED

Shares172,847 from 171,442

Change+1,405 (+1%)

Value$1.6M (+$23.6K)

Filed 2026-10-29

Uhlmann Price Securities, LLC

INCREASED

Shares81,269 from 77,700

Change+3,569 (+5%)

Value$772.9K (+$38.6K)

Filed 2026-11-03

Creative Planning

INCREASED

Shares27,012 from 27,005

Change+7 (+0%)

Value$256.9K (+$1.7K)

Filed 2026-11-02

Alessandra Capital Management, LLC

UNCHANGED

Shares23,087 from 23,087

Change0 (0%)

Value$219.6K (+$1.4K)

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares22,566 from 22,186

Change+380 (+2%)

Value$216.6K (+$3.6K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

INCREASED

Shares14,565 from 14,563

Change+2 (+0%)

Value$138.5K (+$890)

Filed 2026-11-02

Closed-End Fund Advisors, Inc.

UNCHANGED

Shares11,269 from 11,269

Change0 (0%)

Value$107.2K (+$676)

Filed 2026-11-04

International Assets Investment Management, LLC

INCREASED

Shares10,511 from 10,508

Change+3 (+0%)

Value$99.0K (-$497)

Filed 2026-11-02

Trust Point Inc.

NEW

Shares10,000

Change+10,000

Value$95.1K

Filed 2026-10-27

Allworth Financial LP

UNCHANGED

Shares3,740 from 3,740

Change0 (0%)

Value$35.3K ($0)

Filed 2026-11-06

Creative Financial Designs Inc

UNCHANGED

Shares3,618 from 3,618

Change0 (0%)

Value$34.4K (+$217)

Filed 2026-11-04

Fifth Third Bancorp

DECREASED

Shares2,935 from 3,620

Change-685 (-19%)

Value$27.9K (-$6.3K)

Filed 2026-11-05

US Bancorp \de\

NEW

Shares1,417

Change+1,417

Value$13.5K

Filed 2026-11-05

TD Waterhouse Canada Inc.

UNCHANGED

Shares160 from 160

Change0 (0%)

Value$1.5K (-$6)

Filed 2026-10-16

Hilltop National Bank

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$951 (+$6)

Filed 2026-10-14

MidAtlantic Capital Management, Inc.

NEW

Shares10

Change+10

Value$95

Filed 2026-11-05

Key FInancial Inc

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$48 (+$1)

Filed 2026-11-02

Highline Wealth Partners LLC

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$2.8K)

Filed 2026-10-19

Saba Capital Management, L.P.A

N/A

Shares— from 2,118,201

Change-2,118,201 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 1,198,562

Change-1,198,562 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 346,026

Change-346,026 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 253,218

Change-253,218 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 228,713

Change-228,713 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 176,625

Change-176,625 (-100%)

Value—

Stephens Inc

N/A

Shares— from 118,349

Change-118,349 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 99,441

Change-99,441 (-100%)

Value—

&partners

N/A

Shares— from 93,507

Change-93,507 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 66,589

Change-66,589 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 61,294

Change-61,294 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 26,872

Change-26,872 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 24,055

Change-24,055 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 20,290

Change-20,290 (-100%)

Value—

UBS Group AG

N/A

Shares— from 19,116

Change-19,116 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 13,947

Change-13,947 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 13,897

Change-13,897 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 13,148

Change-13,148 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,031

Change-10,031 (-100%)

Value—

Gabelli & Co Investment Advisers, Inc.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,773

Change-9,773 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,450

Change-1,450 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 1,167

Change-1,167 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,056

Change-1,056 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 500

Change-500 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 225

Change-225 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 208

Change-208 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 78

Change-78 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 60

Change-60 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 48

Change-48 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 22

Change-22 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Blue Bell Private Wealth Management, LLC	INCREASED	361,780	327,658	+34,122	+10%	$3.1M	$3.4M	+$344.2K	2026-10-29
LPL Financial LLC	DECREASED	255,352	259,281	-3,929	-2%	$2.5M	$2.4M	-$21.8K	2026-11-06
Aviance Capital Partners, LLC	INCREASED	172,847	171,442	+1,405	+1%	$1.6M	$1.6M	+$23.6K	2026-10-29
Uhlmann Price Securities, LLC	INCREASED	81,269	77,700	+3,569	+5%	$734.3K	$772.9K	+$38.6K	2026-11-03
Creative Planning	INCREASED	27,012	27,005	+7	+0%	$255.2K	$256.9K	+$1.7K	2026-11-02
Alessandra Capital Management, LLC	UNCHANGED	23,087	23,087	0	0%	$218.2K	$219.6K	+$1.4K	2026-10-30
Wealth Enhancement Advisory Services, LLC	INCREASED	22,566	22,186	+380	+2%	$213.0K	$216.6K	+$3.6K	2026-10-13
Commonwealth Equity Services, LLC	INCREASED	14,565	14,563	+2	+0%	$137.6K	$138.5K	+$890	2026-11-02
Closed-End Fund Advisors, Inc.	UNCHANGED	11,269	11,269	0	0%	$106.5K	$107.2K	+$676	2026-11-04
International Assets Investment Management, LLC	INCREASED	10,511	10,508	+3	+0%	$99.5K	$99.0K	-$497	2026-11-02
Trust Point Inc.	NEW	10,000	—	+10,000	—	—	$95.1K	—	2026-10-27
Allworth Financial LP	UNCHANGED	3,740	3,740	0	0%	$35.3K	$35.3K	$0	2026-11-06
Creative Financial Designs Inc	UNCHANGED	3,618	3,618	0	0%	$34.2K	$34.4K	+$217	2026-11-04
Fifth Third Bancorp	DECREASED	2,935	3,620	-685	-19%	$34.2K	$27.9K	-$6.3K	2026-11-05
US Bancorp \de\	NEW	1,417	—	+1,417	—	—	$13.5K	—	2026-11-05
TD Waterhouse Canada Inc.	UNCHANGED	160	160	0	0%	$1.5K	$1.5K	-$6	2026-10-16
Hilltop National Bank	UNCHANGED	100	100	0	0%	$945	$951	+$6	2026-10-14
MidAtlantic Capital Management, Inc.	NEW	10	—	+10	—	—	$95	—	2026-11-05
Key FInancial Inc	UNCHANGED	5	5	0	0%	$47	$48	+$1	2026-11-02
Highline Wealth Partners LLC	CLOSED	0	300	-300	-100%	$2.8K	$0	-$2.8K	2026-10-19
Saba Capital Management, L.P.A	N/A	—	2,118,201	-2,118,201	-100%	$20.0M	—	—	—
SIT Investment Associates Inc	N/A	—	1,198,562	-1,198,562	-100%	$11.3M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	346,026	-346,026	-100%	$3.3M	—	—	—
Wells Fargo & Company	N/A	—	253,218	-253,218	-100%	$2.4M	—	—	—
Morgan Stanley	N/A	—	228,713	-228,713	-100%	$2.2M	—	—	—
Evolve Private Wealth, LLC	N/A	—	176,625	-176,625	-100%	$1.7M	—	—	—
Stephens Inc	N/A	—	118,349	-118,349	-100%	$1.1M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	99,441	-99,441	-100%	$939.7K	—	—	—
&partners	N/A	—	93,507	-93,507	-100%	$881.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	66,589	-66,589	-100%	$629.3K	—	—	—
Atlas Wealth LLC	N/A	—	61,294	-61,294	-100%	$579.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	26,872	-26,872	-100%	$254.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	24,055	-24,055	-100%	$227.3K	—	—	—
Waverly Advisors, LLC	N/A	—	20,290	-20,290	-100%	$191.7K	—	—	—
UBS Group AG	N/A	—	19,116	-19,116	-100%	$180.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	13,947	-13,947	-100%	$131.8K	—	—	—
Citadel Advisors LLC	N/A	—	13,897	-13,897	-100%	$131.3K	—	—	—
Raymond James Financial Inc	N/A	—	13,148	-13,148	-100%	$124.2K	—	—	—
XTX Topco Ltd	N/A	—	10,031	-10,031	-100%	$94.8K	—	—	—
Gabelli & Co Investment Advisers, Inc.	N/A	—	10,000	-10,000	-100%	$94.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	9,773	-9,773	-100%	$92.4K	—	—	—
BFC Planning, Inc.	N/A	—	1,450	-1,450	-100%	$13.7K	—	—	—
Royal Bank of Canada	N/A	—	1,200	-1,200	-100%	$11.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	1,167	-1,167	-100%	$11.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,056	-1,056	-100%	$10.0K	—	—	—
Ancora Advisors LLCA	N/A	—	500	-500	-100%	$4.7K	—	—	—
JPMorgan Chase & Co	N/A	—	225	-225	-100%	$2.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	208	-208	-100%	$2.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	78	-78	-100%	$727	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	60	-60	-100%	$567	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	48	-48	-100%	$454	—	—	—
JPL Wealth Management, LLC	N/A	—	47	-47	-100%	$445	—	—	—
Harbour Investments, Inc.	N/A	—	22	-22	-100%	$208	—	—	—
Prestige Wealth Management Group LLC	N/A	—	17	-17	-100%	$161	—	—	—
Continuum Advisory, LLC	N/A	—	2	-2	-100%	$16	—	—	—

Showing 55 of 55 institutions