Public ownership evidence

The Gabelli Healthcare & Wellness Trust (GRX) Ownership Disclosures

Read GRX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

The Gabelli Healthcare & Wellness Trust: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-10-09
Trade date
2026-10-07
Reporting owners
Saba Capital Management, L.P.
Code
P
Shares
2,955
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001510281-26-000335
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read GRX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read GRX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-10-092026-10-07Saba Capital Management, L.P.P2,955Not reported
2026-10-082026-10-06Saba Capital Management, L.P.P4,439Not reported
2026-10-072026-10-05Saba Capital Management, L.P.P1,775Not reported
2026-10-052026-10-02Saba Capital Management, L.P.P500Not reported
2026-10-052026-10-01Saba Capital Management, L.P.P5,720Not reported
2026-10-012026-09-30Saba Capital Management, L.P.P519Not reported
2026-09-142026-09-11Saba Capital Management, L.P.P400Not reported
2026-09-082026-09-03Saba Capital Management, L.P.P500Not reported
2026-08-292026-08-27Saba Capital Management, L.P.P4,340Not reported
2026-08-252026-08-21Saba Capital Management, L.P.P7,087Not reported
2026-08-212026-08-19Saba Capital Management, L.P.P24,102Not reported
2026-08-182026-08-14Saba Capital Management, L.P.P1,203Not reported
2026-08-142026-08-11Saba Capital Management, L.P.P200Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Beacon Pointe Advisors, LLC2026-06-302026-08-1924,055$227,320None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-1899,441$939,717None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1548$454None
JPL Wealth Management, LLC2026-06-302026-08-1547$445None
XTX Topco Ltd2026-06-302026-08-1510,031$94,793None
Prestige Wealth Management Group LLC2026-06-302026-08-1517$161None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,773$92,373None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,947$131,799None
Ancora Advisors LLC2026-06-302026-08-15500$4,725None
Waverly Advisors, LLC2026-06-302026-08-1520,290$191,739None
&PARTNERS2026-06-302026-08-1593,507$881,871None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1578$727None
ROYAL BANK OF CANADA2026-06-302026-08-151,200$11,000None
CITADEL ADVISORS LLC2026-06-302026-08-1513,897$131,327None
Saba Capital Management, L.P.2026-06-302026-08-152,118,201$20,016,999None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,283$21,571None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,865$102,672None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15129,059$1,219,611None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15124,159$1,173,301None
Rockefeller Capital Management L.P.2026-06-302026-08-141,056$9,986None
UBS Group AG2026-06-302026-08-1419,116$180,646None
Creative Planning2026-06-302026-08-1427,005$255,195None
MORGAN STANLEY2026-06-302026-08-14228,012$2,154,713None
MORGAN STANLEY2026-06-302026-08-14700$6,615None
MORGAN STANLEY2026-06-302026-08-141$13None
EVOLVE PRIVATE WEALTH, LLC2026-06-302026-08-13176,625$1,669,106None
NewEdge Advisors, LLC2026-06-302026-08-1366,589$629,268None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13208$1,966None
GABELLI & Co INVESTMENT ADVISERS, INC.2026-06-302026-08-1310,000$94,500None
GAMCO INVESTORS, INC. ET AL2026-06-302026-08-13346,026$3,269,944None
BROWN BROTHERS HARRIMAN & CO2026-06-302026-08-131,167$11,028None
SIT INVESTMENT ASSOCIATES INC2026-06-302026-08-131,198,562$11,326,000None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1322$208None
JPMORGAN CHASE & CO2026-06-302026-08-13225$2,122None
Allworth Financial LP2026-06-302026-08-123,740$35,345None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-123,410$32,228None
LPL Financial LLC2026-06-302026-08-08259,281$2,450,209None
Continuum Advisory, LLC2026-06-302026-08-072$16None
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2026-06-302026-08-07327,658$3,096,363None
Janney Montgomery Scott LLC2026-06-302026-08-0626,872$254,000None
FIFTH THIRD BANCORP2026-06-302026-08-063,620$34,209None
Aviance Capital Partners, LLC2026-06-302026-08-01171,442$1,620,130None
STEPHENS INC /AR/2026-06-302026-07-30118,349$1,118,398None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3014,563$137,620None
Alessandra Capital Management, LLC2026-06-302026-07-2923,087$218,172None
Atlas Wealth LLC2026-06-302026-07-2961,294$579,228None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-293,618$34,190None
TD Waterhouse Canada Inc.2026-06-302026-07-28160$1,512None
Closed-End Fund Advisors, Inc.2026-06-302026-07-2811,269$106,492None
Key Financial Inc2026-06-302026-07-255$47None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗CAPSTONE INVESTMENT ADVISORS, LLC ↗Federation des caisses Desjardins du Quebec ↗JPL Wealth Management, LLC ↗XTX Topco Ltd ↗Prestige Wealth Management Group LLC ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Ancora Advisors LLC ↗Waverly Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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