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
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.04K
+ 0.67%
$111.85 - $120.71 $116K - $126K
156K $18M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
7.36K
+ 192.72%
$63.01 - $68.55 $464K - $504K
11.2K $707K
DE
Deere & CO

Industrials
1.05K
+ 131.53%
$389.45 - $466.0 $408K - $488K
1.84K $780K
CCL
Carnival Corp

Consumer Cyclical
14.7K
+ 121.49%
$17.34 - $26.8 $255K - $395K
26.8K $669K
CB
Chubb LTD

Financial Services
2.07K
+ 19.19%
$271.57 - $301.89 $563K - $626K
12.9K $3.56M
HELE
Helen Of Troy LTD

Consumer Defensive
9.23K
+ 15.82%
$59.46 - $73.79 $549K - $681K
67.5K $4.04M
IONQ
Ion Q, Inc.

Technology
10.4K
New
$8.17 - $48.24 $85K - $502K
10.4K $434K
AOM
Ishares Tr Core Moderate Alloc

ETFs
9.45K
New
$43.44 - $45.05 $410K - $426K
9.45K $410K
PGR
Progressive Corp

Financial Services
1.69K
New
$239.6 - $268.88 $405K - $454K
1.69K $404K
PPC
Pilgrims Pride Corp

Consumer Defensive
8.87K
New
$43.57 - $53.82 $386K - $477K
8.87K $402K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
995
+ 61.53%
$340.59 - $380.5 $339K - $379K
2.61K $956K
CW
Curtiss Wright Corp

Industrials
1.1K
New
$335.08 - $389.49 $370K - $430K
1.1K $391K
AIQ
Global X Funds Global X Artifi

ETFs
9.96K
New
$36.57 - $40.57 $364K - $404K
9.96K $384K
PFF
Ishares Trust Ishares Pfd And

ETFs
14.6K
+ 34.14%
$31.23 - $33.51 $457K - $490K
57.4K $1.81M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.07K
+ 35.13%
$71.75 - $75.11 $436K - $456K
23.4K $1.68M
VO
Vanguard Mid Cap ETF

ETFs
1.39K
+ 6.1%
$261.5 - $284.63 $364K - $396K
24.2K $6.4M
NDAQ
Nasdaq, Inc.

Financial Services
2.4K
+ 5.47%
$70.87 - $83.05 $170K - $199K
46.3K $3.58M
CVX
Chevron Corp

Energy
3.38K
+ 6.87%
$141.15 - $162.53 $478K - $550K
52.6K $7.62M
MTH
Meritage Homes Corp

Consumer Cyclical
2.42K
New
$151.91 - $205.12 $367K - $496K
2.42K $371K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
8.74K
New
$42.35 - $47.59 $370K - $416K
8.74K $370K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.2K
+ 9.47%
$35.45 - $40.33 $434K - $494K
142K $5.07M
XLRE
Select Sector Spdr Tr Real Est

ETFs
17.7K
+ 20.12%
$40.06 - $45.21 $709K - $800K
106K $4.3M
OKE
Oneok Inc

Energy
3.66K
New
$92.28 - $117.05 $338K - $429K
3.66K $367K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.55K
+ 21.11%
$178.39 - $215.0 $277K - $333K
8.89K $1.72M
AXON
Axon Enterprise, Inc.

Industrials
58
+ 3.53%
$399.22 - $689.78 $23.2K - $40K
1.7K $1.01M
XLI
Industrial Sector Spdr

ETFs
4.41K
+ 6.83%
$131.76 - $143.99 $581K - $635K
68.9K $9.08M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.95K
+ 23.67%
$77.25 - $91.3 $228K - $270K
15.4K $1.32M
TFC
Truist Financial Corp

Financial Services
7.19K
+ 95.45%
$41.51 - $48.1 $299K - $346K
14.7K $639K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.97K
New
$70.54 - $79.61 $280K - $316K
3.97K $301K
CLH
Clean Harbors Inc

Industrials
1.3K
New
$228.61 - $263.39 $297K - $342K
1.3K $299K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4.27K
+ 9.08%
$77.23 - $82.11 $330K - $351K
51.3K $3.99M
UITB
Usaa ETF Tr Core Intermediate

ETFs
10.5K
+ 10.64%
$45.83 - $48.07 $482K - $506K
109K $5.03M
AVXL
Anavex Life Sciences Corp.

Healthcare
26K
New
$5.11 - $12.56 $133K - $327K
26K $279K
IGV
Ishares Expanded Tech Software

ETFs
2.79K
New
$87.5 - $110.17 $244K - $307K
2.79K $279K
CRDO
Credo Technology Group Holding LTD

Technology
4.15K
New
$30.16 - $77.25 $125K - $321K
4.15K $279K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
9.98K
New
$27.88 - $30.51 $278K - $305K
9.98K $278K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.78K
New
$55.86 - $60.21 $267K - $288K
4.78K $273K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
13.1K
+ 16.59%
$27.8 - $29.05 $364K - $380K
92.1K $2.57M
VV
Vanguard Large Cap ETF

ETFs
980
+ 80.99%
$260.27 - $280.65 $255K - $275K
2.19K $590K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.46K
+ 20.07%
$49.03 - $53.35 $218K - $238K
26.7K $1.37M
VFH
Vanguard Financial ETF

ETFs
137
+ 0.45%
$108.87 - $126.2 $14.9K - $17.3K
30.7K $3.63M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.7K
+ 23.37%
$45.39 - $62.98 $123K - $170K
14.3K $809K
LNG
Cheniere Energy, Inc.

Energy
1.21K
New
$181.07 - $225.92 $219K - $273K
1.21K $259K
BRX
Brixmor Property Group Inc.

Real Estate
11.3K
New
N/A
11.3K $257K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
20.6K
New
$12.22 - $13.53 $252K - $279K
20.6K $254K
IYJ
Ishares Tr

ETFs
1.9K
New
$132.97 - $143.93 $253K - $274K
1.9K $253K
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.84K
New
$36.5 - $53.22 $213K - $311K
5.84K $252K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.79K
New
$87.42 - $98.06 $244K - $274K
2.79K $249K
FAST
Fastenal CO

Industrials
3.29K
+ 24.34%
$69.99 - $84.35 $230K - $278K
16.8K $1.21M
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
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email