Gladstone Institutional Advisory LLC Purchases in Q4 2024

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
6.82K
+ 22.37%
$216.13 - $242.4 $1.47M - $1.65M
37.3K $8.25M
WMT
Walmart Inc.

Consumer Defensive
6.86K
+ 8.07%
$79.1 - $95.7 $542K - $656K
91.8K $8.3M
IEFA
Ishares Tr

ETFs
34.5K
+ 25.3%
$70.06 - $77.43 $2.42M - $2.68M
171K $12M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
13K
+ 27.62%
$100.22 - $100.73 $1.3M - $1.3M
59.9K $6.01M
TT
Trane Technologies PLC

Industrials
3.56K
+ 218.95%
$369.35 - $419.14 $1.31M - $1.49M
5.18K $1.91M
BK
Bank Of New York Mellon Corp

Financial Services
16.7K
New
$70.82 - $81.87 $1.18M - $1.36M
16.7K $1.28M
GLD
Spdr Gold Trust

ETFs
5.19K
+ 16.62%
$236.59 - $257.5 $1.23M - $1.34M
36.4K $8.81M
ORCL
Oracle Corp

Technology
7.21K
+ 26.26%
$165.41 - $192.43 $1.19M - $1.39M
34.7K $5.78M
ROUS
Hartford Multifactor Us Equity

ETFs
21.5K
New
$50.86 - $54.39 $1.1M - $1.17M
21.5K $1.1M
BA
Boeing CO

Industrials
4.77K
+ 52.08%
$138.14 - $180.72 $659K - $863K
13.9K $2.47M
IGRO
Ishares Tr International Divid

ETFs
15.5K
New
$67.76 - $74.48 $1.05M - $1.15M
15.5K $1.05M
RDVY
First Trust Rising Dividend Ac

ETFs
17.8K
+ 8.66%
$58.65 - $64.37 $1.05M - $1.15M
224K $13.2M
COST
Costco Wholesale Corp

Consumer Defensive
820
+ 9.08%
$873.59 - $994.69 $716K - $816K
9.85K $9.03M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
8.2K
New
$119.61 - $136.3 $981K - $1.12M
8.2K $1.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.01K
+ 4.82%
$370.24 - $418.94 $375K - $424K
22K $8.84M
SCHX
Schwab Strategic Tr Us Large C

ETFs
515K
+ 209.21%
$22.4 - $68.28 $11.5M - $35.2M
762K $17.7M
WFC
Wells Fargo & Company

Financial Services
6.28K
+ 18.27%
$54.98 - $77.35 $345K - $486K
40.7K $2.86M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
11.8K
New
$74.69 - $79.24 $878K - $931K
11.8K $886K
FTGC
First Trust Global Tactical CO

ETFs
34.5K
+ 17.53%
$23.23 - $24.25 $802K - $837K
231K $5.54M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
23.3K
New
$36.54 - $37.53 $853K - $876K
23.3K $858K
DDOG
Datadog, Inc.

Technology
5.97K
New
$113.98 - $168.65 $680K - $1.01M
5.97K $852K
IYR
Ishares Tr

ETFs
9.4K
+ 217.31%
$90.74 - $102.87 $853K - $967K
13.7K $1.28M
ET
Energy Transfer LP

Energy
26K
+ 29.42%
$16.05 - $19.86 $417K - $516K
114K $2.24M
SJNK
Spdr Bloomberg Short Term High

ETFs
32K
New
$25.09 - $25.69 $802K - $822K
32K $807K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
10.3K
+ 7.16%
$16.43 - $22.77 $169K - $235K
154K $3.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.5K
New
$53.94 - $58.15 $729K - $786K
13.5K $761K
T
At&T Inc.

Communication Services
30.3K
+ 42.67%
$21.22 - $23.88 $644K - $724K
101K $2.31M
MRVL
Marvell Technology, Inc.

Technology
195
+ 1.05%
$70.31 - $124.78 $13.7K - $24.3K
18.8K $2.08M
XCEM
Columbia ETF Tr Ii

ETFs
31K
+ 48.11%
$29.6 - $32.67 $919K - $1.01M
95.6K $2.83M
SHOP
Shopify Inc.

Technology
4.48K
+ 49.95%
$78.14 - $119.49 $350K - $535K
13.4K $1.43M
MA
Mastercard Inc

Financial Services
736
+ 8.12%
$491.3 - $536.15 $362K - $395K
9.8K $5.16M
VIG
Vanguard Dividend Appreciation

ETFs
3.62K
+ 4.74%
N/A
80.1K $14.6M
FTC
First Tr Lge Cap Growth

ETFs
4.68K
+ 265.01%
$130.13 - $149.09 $609K - $698K
6.45K $887K
QDPL
Pacer Fds Tr Metaurus Us Large
15.6K
+ 11.85%
$37.54 - $40.11 $585K - $625K
147K $5.65M
UAL
United Airlines Holdings, Inc.

Industrials
6.56K
New
$55.62 - $102.44 $365K - $671K
6.56K $636K
SIXJ
Aim ETF Prods Tr Allianzim U S
19.2K
+ 48.69%
$29.24 - $30.42 $562K - $585K
58.7K $1.79M
TMDX
Trans Medics Group, Inc.

Healthcare
9.86K
New
$59.28 - $144.9 $584K - $1.43M
9.86K $614K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.13K
+ 14.57%
N/A
56.1K $4.81M
CGDV
Capital Group Divid Value ETF

ETFs
17.7K
+ 174.71%
$35.16 - $37.12 $621K - $656K
27.8K $979K
IYF
Ishares Tr

ETFs
5.07K
+ 92.4%
$102.7 - $119.05 $521K - $604K
10.6K $1.17M
IYM
Ishares Tr

ETFs
4.56K
New
$129.15 - $153.25 $589K - $699K
4.56K $592K
IEF
Ishares Barclays

ETFs
6.32K
+ 133.14%
$92.08 - $98.18 $582K - $621K
11.1K $1.02M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.19K
New
$424.05 - $524.22 $505K - $624K
1.19K $553K
OSTK
Overstock.Com, Inc

Consumer Cyclical
21.1K
+ 29.14%
N/A
93.5K $2.39M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
101K
+ 259.07%
$26.93 - $84.95 $2.73M - $8.6M
140K $3.84M
ITA
Ishares Tr

ETFs
3.75K
+ 72.08%
$144.31 - $157.31 $541K - $589K
8.94K $1.3M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
5.68K
New
$71.77 - $92.11 $408K - $523K
5.68K $516K
COIN
Coinbase Global, Inc.

Technology
1.37K
+ 62.92%
$163.17 - $343.62 $223K - $469K
3.54K $878K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4K
New
$119.34 - $127.78 $478K - $511K
4K $477K
Activity Summary
Buys All Purchases 390 New Holdings 75 Increased Positions 315 Sells All Sells 283 Reductions 283 Sold out 0 Options Calls 0 Puts 0
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