Gladstone Institutional Advisory LLC First Trust Us Equity Opportun Transaction History

Gladstone Institutional Advisory LLC

  • $1.9 Billion
  • Q2 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$90.56 - $106.61 $26,715 - $31,449
-295 Reduced 10.37%
2,549 $269,000
Q4 2023

Feb 09, 2024
SELL
$76.32 - $97.15 $99,368 - $126,489
-1,302 Reduced 31.4%
2,844 $272,000
Q3 2023

Nov 13, 2023
BUY
$81.38 - $95.44 $81 - $95
1 Added 0.02%
4,146 $348,000
Q2 2023

Aug 10, 2023
BUY
$79.22 - $88.8 $50,621 - $56,743
639 Added 18.23%
4,145 $365,000
Q1 2023

May 12, 2023
SELL
$76.89 - $87.96 $538 - $615
-7 Reduced 0.2%
3,506 $294,000
Q4 2022

Feb 01, 2023
BUY
$77.07 - $87.65 $616 - $701
8 Added 0.23%
3,513 $276,000
Q3 2022

Jan 27, 2023
SELL
$80.29 - $94.86 $51,867 - $61,279
-646 Reduced 15.56%
3,505 $284,000
Q3 2022

Oct 20, 2022
SELL
$80.29 - $94.86 $51,867 - $61,279
-646 Reduced 15.56%
3,505 $284,000
Q2 2022

Jan 27, 2023
SELL
$79.92 - $110.92 $2,157 - $2,994
-27 Reduced 0.65%
4,151 $341,000
Q2 2022

Aug 15, 2022
SELL
$79.92 - $110.92 $2,157 - $2,994
-27 Reduced 0.65%
4,151 $341,000
Q1 2022

Jan 27, 2023
SELL
$95.18 - $121.69 $100,795 - $128,869
-1,059 Reduced 20.22%
4,178 $456,000
Q1 2022

May 04, 2022
SELL
$95.18 - $121.69 $100,795 - $128,869
-1,059 Reduced 20.22%
4,178 $456,000
Q4 2021

Jan 27, 2023
BUY
$116.17 - $136.03 $25,557 - $29,926
220 Added 4.39%
5,237 $642,000
Q4 2021

Feb 11, 2022
BUY
$116.17 - $136.03 $25,557 - $29,926
220 Added 4.39%
5,237 $642,000
Q3 2021

Jan 27, 2023
BUY
$120.0 - $131.29 $81,240 - $88,883
677 Added 15.6%
5,017 $619,000
Q3 2021

Nov 15, 2021
BUY
$120.0 - $131.29 $81,240 - $88,883
677 Added 15.6%
5,017 $619,000
Q2 2021

Jan 27, 2023
BUY
$110.48 - $128.38 $92,250 - $107,197
835 Added 23.82%
4,340 $553,000
Q2 2021

Aug 13, 2021
BUY
$110.48 - $128.38 $479,483 - $557,169
4,340 New
4,340 $553,000
Q1 2020

May 14, 2020
SELL
$55.38 - $87.86 $419,891 - $666,154
-7,582 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
$73.7 - $81.01 $516,637 - $567,880
-7,010 Reduced 48.04%
7,582 $609,000
Q3 2019

Nov 13, 2019
BUY
$75.25 - $81.43 $1.1 Million - $1.19 Million
14,592 New
14,592 $1.11 Million

Others Institutions Holding FPX

# of Institutions
169
Shares Held
3.18M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

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