Atria Wealth Solutions, Inc. Gladstone Investment Corporation\De Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	BUY	$12.61 - $13.88 $42,016 - $46,248	3,332 Added 17.5%	22,375 $291,000
Q1 2023 Aug 22, 2023	SELL	$12.48 - $14.44 $37,152 - $42,987	-2,977 Reduced 13.31%	19,398 $257,000
Q1 2023 Jun 14, 2023	SELL	$12.48 - $14.44 $4,430 - $5,126	-355 Reduced 1.83%	19,043 $252,000
Q1 2023 May 10, 2023	BUY	$12.48 - $14.44 $4,430 - $5,126	355 Added 1.86%	19,398 $257,000
Q4 2022 Aug 30, 2023	SELL	$11.87 - $14.47 $39,550 - $48,214	-3,332 Reduced 14.89%	19,043 $245,000
Q4 2022 Feb 13, 2023	BUY	$11.87 - $14.47 $226,040 - $275,552	19,043 New	19,043 $245,000

Others Institutions Holding GAIN

# of Institutions

91

Shares Held

5.45M

Call Options Held

121K

Put Options Held

98.2K

Melia Wealth LLC Tulsa, OK

969K
Shares

$14 Million
7.39% of portfolio
Van Eck Associates Corp

845K
Shares

$12.2 Million
0.02% of portfolio
Legal & General Group PLC London, X0

293K
Shares

$4.23 Million
0.0% of portfolio
David A. Siegel Two Sigma Advisers, LP | New York, Ny

240K
Shares

$3.47 Million
0.01% of portfolio
Two Sigma Investments, LP New York, NY

215K
Shares

$3.11 Million
0.01% of portfolio

About GLADSTONE INVESTMENT CORPORATION\DE

Ticker GAIN
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Gladstone Investment Corporation is business development company, specializes in lower middle market, mature stage, buyouts; refinancing existing debt; senior debt securities such as senior loans, senior term loans, lines of credit, and senior notes; senior subordinated debt securities such as senior subordinated loans and senior subordinated no...

More about GAIN

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