Gladstone Institutional Advisory LLC First Tr Multi Cap Value Alpha Transaction History

Gladstone Institutional Advisory LLC

$2 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$66.14 - $78.48 $2.74 Million - $3.25 Million	41,457 New	41,457 $2.89 Million

Others Institutions Holding FAB

# of Institutions

68

Shares Held

982K

Call Options Held

0

Put Options Held

0

Janney Montgomery Scott LLC

118K
Shares

$10.3 Million
0.03% of portfolio
Morgan Stanley New York, NY

94.5K
Shares

$8.24 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

75.3K
Shares

$6.56 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

72.9K
Shares

$6.35 Million
0.01% of portfolio
International Assets Investment Management, LLC Orlando, FL

66.5K
Shares

$5.79 Million
0.0% of portfolio

About FIRST TR MULTI CAP VALUE ALPHA

Ticker FAB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.