Axxcess Wealth Management, LLC Gladstone Capital Corp Transaction History

Axxcess Wealth Management, LLC

$3.47 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$8.39 - $10.99 $17,996 - $23,573	-2,145 Reduced 5.7%	35,507 $301,000
Q2 2022 Aug 11, 2022	BUY	$9.51 - $12.66 $126,368 - $168,226	13,288 Added 54.54%	37,652 $380,000
Q4 2021 Aug 11, 2022	BUY	$10.74 - $12.35 $261,669 - $300,895	24,364 New	24,364 $282,000

Others Institutions Holding GLAD

# of Institutions

77

Shares Held

3.5M

Call Options Held

35.8K

Put Options Held

82.6K

Legal & General Group PLC London, X0

355K
Shares

$8.26 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

353K
Shares

$8.22 Million
0.0% of portfolio
David A. Siegel Two Sigma Advisers, LP | New York, Ny

314K
Shares

$7.3 Million
0.01% of portfolio
Advisors Asset Management, Inc. Monument, CO

268K
Shares

$6.24 Million
0.06% of portfolio
Two Sigma Investments, LP New York, NY

264K
Shares

$6.15 Million
0.01% of portfolio

About GLADSTONE CAPITAL CORP

Ticker GLAD
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Gladstone Capital Corporation is a business development company specializing in lower middle market, growth capital, add on acquisitions, change of control, buy & build strategies, debt refinancing, debt investments in senior term loans, revolving loans, secured first and second lien term loans, senior subordinated loans, unitranche loans, j...

More about GLAD

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