Gladstone Institutional Advisory LLC Purchases in Q3 2024

Gladstone Institutional Advisory LLC

  • $2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
408K
+ 734.96%
$48.51 - $52.86 $19.8M - $21.6M
464K $24.5M
SPYG
Spdr Portfolio

ETFs
174K
+ 329.54%
$73.38 - $84.1 $12.8M - $14.6M
227K $18.8M
VIG
Vanguard Dividend Appreciation

ETFs
67.8K
+ 779.28%
$182.15 - $182.15 $12.3M - $12.3M
76.4K $13.9M
PCT
Pure Cycle Technologies, Inc.

Industrials
44.6K
+ 1.35%
$4.69 - $10.17 $209K - $453K
3.34M $31.7M
AAPL
Apple Inc.

Technology
23.3K
+ 10.83%
$207.23 - $234.82 $4.84M - $5.48M
239K $55.6M
INDA
Ishares Msci India Index Fund

ETFs
143K
New
$54.86 - $59.22 $7.84M - $8.46M
143K $8.36M
SCHX
Schwab Strategic Tr Us Large C

ETFs
101K
+ 69.14%
$61.11 - $67.85 $6.15M - $6.83M
246K $16.7M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
102K
+ 10.57%
$28.1 - $29.89 $2.87M - $3.05M
1.07M $31.9M
LLY
Eli Lilly & CO

Healthcare
4.61K
+ 40.03%
$772.14 - $960.02 $3.56M - $4.42M
16.1K $14.3M
RECS
Columbia ETF Tr I

ETFs
91.9K
+ 24.6%
$30.74 - $33.91 $2.82M - $3.11M
465K $15.8M
PJAN
Innovator U.S. Equity Power Bu

ETFs
87.3K
+ 1595.85%
$39.31 - $41.32 $3.43M - $3.61M
92.8K $3.83M
ILCB
Ishares Morningstar U.S. Equit

ETFs
40.2K
+ 43.07%
$71.38 - $79.23 $2.87M - $3.18M
134K $10.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
28.5K
+ 28.78%
$89.91 - $101.33 $2.56M - $2.89M
128K $12.5M
TSLA
Tesla, Inc.

Consumer Cyclical
2.66K
+ 6.54%
$191.76 - $263.26 $511K - $701K
43.4K $11.4M
PLTR
Palantir Technologies Inc.

Technology
79.2K
+ 621.18%
$24.09 - $37.95 $1.91M - $3M
91.9K $3.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.19K
+ 11.26%
$405.19 - $478.57 $1.29M - $1.52M
31.5K $14.5M
HWM
Howmet Aerospace Inc.

Industrials
29.4K
New
$77.3 - $100.22 $2.27M - $2.94M
29.4K $2.94M
NDAQ
Nasdaq, Inc.

Financial Services
38.4K
+ 705.08%
$59.48 - $74.31 $2.29M - $2.86M
43.9K $3.2M
IVE
Ishares S&P 500 Value ETF

ETFs
6.56K
+ 6.96%
$181.06 - $197.17 $1.19M - $1.29M
101K $19.9M
ETN
Eaton Corp PLC

Industrials
8.12K
+ 493.08%
$272.52 - $333.02 $2.21M - $2.7M
9.77K $3.24M
SPMD
Spdr Portfolio

ETFs
44.8K
+ 88.27%
$50.29 - $54.92 $2.25M - $2.46M
95.5K $5.22M
CB
Chubb LTD

Financial Services
8.33K
+ 336.92%
$252.51 - $292.2 $2.1M - $2.43M
10.8K $3.12M
BLDR
Builders First Source, Inc.

Industrials
12.7K
New
$132.6 - $201.83 $1.68M - $2.55M
12.7K $2.45M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
61.3K
+ 90.22%
$32.65 - $36.69 $2M - $2.25M
129K $4.7M
PFE
Pfizer Inc

Healthcare
81.3K
+ 117.06%
$27.7 - $31.39 $2.25M - $2.55M
151K $4.37M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
35.9K
New
$61.47 - $67.36 $2.21M - $2.42M
35.9K $2.42M
PWR
Quanta Services, Inc.

Industrials
7.97K
New
$239.58 - $298.23 $1.91M - $2.38M
7.97K $2.37M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
129K
+ 847.53%
$15.81 - $18.96 $2.04M - $2.44M
144K $2.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.32K
+ 16.64%
$434.77 - $502.96 $1.88M - $2.17M
30.2K $14.8M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
22.2K
New
$98.99 - $101.51 $2.2M - $2.25M
22.2K $2.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.43K
+ 4.47%
$105.53 - $118.34 $678K - $761K
150K $17.6M
XLF
Financial Sector Spdr

ETFs
27K
+ 11.89%
$40.84 - $45.74 $1.1M - $1.24M
254K $11.5M
NVDA
Nvidia Corp

Technology
22.6K
+ 7.04%
$98.91 - $134.91 $2.24M - $3.05M
344K $41.8M
GLD
Spdr Gold Trust

ETFs
5.37K
+ 20.81%
$215.56 - $246.98 $1.16M - $1.33M
31.2K $7.58M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
8.14K
+ 142.73%
$211.47 - $281.27 $1.72M - $2.29M
13.9K $3.4M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
82.8K
New
$22.11 - $22.46 $1.83M - $1.86M
82.8K $1.86M
HD
Home Depot, Inc.

Consumer Cyclical
1.66K
+ 9.02%
$333.64 - $405.2 $554K - $672K
20.1K $8.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14K
+ 6.24%
$57.32 - $62.65 $801K - $876K
238K $14.8M
XLB
Select Sector Spdr Fd Material

ETFs
12.9K
+ 24.5%
$86.95 - $97.09 $1.12M - $1.25M
65.7K $6.33M
PINK
Simplify Exchange Traded Fds S

ETFs
23.2K
+ 3.71%
$30.71 - $33.23 $714K - $772K
650K $21.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.5K
+ 5.29%
$84.77 - $97.13 $889K - $1.02M
209K $20M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
78K
+ 718.74%
$19.48 - $20.97 $1.52M - $1.64M
88.8K $1.85M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
19.1K
New
$72.52 - $82.35 $1.39M - $1.57M
19.1K $1.56M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
26.9K
+ 47.7%
$124.33 - $156.75 $3.34M - $4.22M
83.3K $10.4M
ANET
Arista Networks, Inc.

Technology
3.34K
+ 64.23%
$311.42 - $388.21 $1.04M - $1.3M
8.53K $3.27M
RTX
Raytheon Technologies Corp

Industrials
7.89K
+ 32.8%
$99.55 - $123.34 $785K - $973K
31.9K $3.87M
CAT
Caterpillar Inc

Industrials
2.37K
+ 26.07%
$316.8 - $391.12 $750K - $926K
11.4K $4.48M
XLK
Technology Sector Spdr

ETFs
6.52K
+ 16.29%
$197.34 - $237.68 $1.29M - $1.55M
46.5K $10.5M
AVGO
Broadcom Inc.

Technology
55.5K
+ 978.82%
$136.27 - $1745.86 $7.56M - $96.9M
61.2K $10.6M
Activity Summary
Buys All Purchases 369 New Holdings 73 Increased Positions 296 Sells All Sells 287 Reductions 287 Sold out 0 Options Calls 0 Puts 0
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