Gladstone Institutional Advisory LLC Purchases in Q1 2025

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IYF
Ishares Tr

ETFs
3.59K
+ 34.0%
$107.69 - $119.37 $387K - $429K
14.1K $1.6M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8.17K
New
$51.26 - $52.53 $419K - $429K
8.17K $421K
KXI
Ishares Tr Global Consumer Sta

ETFs
4.79K
+ 16.6%
$58.57 - $64.8 $280K - $310K
33.6K $2.15M
OEF
Ishares S&P 100 ETF

ETFs
1.56K
+ 23.32%
N/A
8.23K $2.19M
QCOM
Qualcomm Inc

Technology
2.68K
+ 17.73%
$151.94 - $175.86 $408K - $472K
17.8K $2.74M
CBRE
Cbre Group, Inc.

Real Estate
3.14K
New
$121.79 - $147.13 $383K - $463K
3.14K $411K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.97K
New
$79.96 - $87.71 $397K - $435K
4.97K $407K
FTGC
First Trust Global Tactical CO

ETFs
1.27K
+ 0.55%
$23.95 - $25.86 $30.5K - $32.9K
233K $5.94M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
2.92K
+ 7.04%
$49.06 - $56.82 $143K - $166K
44.3K $2.44M
WM
Waste Management Inc

Industrials
1.28K
+ 48.1%
$200.54 - $233.78 $256K - $299K
3.94K $911K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.25K
+ 1.96%
$63.77 - $71.36 $79.6K - $89.1K
65.1K $4.48M
AIG
American International Group, Inc.

Financial Services
1.35K
+ 7.75%
$70.5 - $86.94 $95.1K - $117K
18.7K $1.63M
COP
Conocophillips

Energy
1.64K
+ 5.04%
$88.6 - $105.85 $145K - $174K
34.2K $3.59M
IGV
Ishares Expanded Tech Software

ETFs
4.43K
+ 158.77%
$88.3 - $107.83 $391K - $477K
7.21K $641K
IYH
Ishares Tr

ETFs
5.39K
+ 52.92%
$58.32 - $62.76 $314K - $338K
15.6K $947K
SPGI
S&P Global Inc.

Financial Services
644
+ 31.57%
$478.26 - $543.77 $308K - $350K
2.68K $1.36M
GS
Goldman Sachs Group Inc

Financial Services
981
+ 13.65%
$524.81 - $672.19 $515K - $659K
8.17K $4.46M
ARGX
Argenx Se

Healthcare
575
New
$571.0 - $671.75 $328K - $386K
575 $340K
XCEM
Columbia ETF Tr Ii

ETFs
11.6K
+ 12.13%
$29.18 - $30.72 $338K - $356K
107K $3.17M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.68K
New
$46.86 - $50.66 $313K - $338K
6.68K $324K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.32K
New
$56.51 - $62.98 $301K - $335K
5.32K $322K
LOW
Lowes Companies Inc

Consumer Cyclical
1.66K
+ 34.69%
$222.66 - $268.42 $369K - $445K
6.44K $1.5M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
7.34K
New
$42.38 - $43.28 $311K - $318K
7.34K $312K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
12.9K
New
$21.95 - $24.74 $283K - $319K
12.9K $311K
VGIT
Vanguard Intermediate Term Tre

ETFs
5.06K
+ 100.64%
$57.44 - $59.4 $291K - $301K
10.1K $599K
OXY
Occidental Petroleum Corp

Energy
5.94K
New
$45.45 - $52.7 $270K - $313K
5.94K $293K
IAU
Ishares Gold Trust

ETFs
2.97K
+ 25.47%
$49.74 - $58.96 $148K - $175K
14.6K $862K
UITB
Usaa ETF Tr Core Intermediate

ETFs
3.68K
+ 3.36%
$45.41 - $47.18 $167K - $174K
113K $5.31M
HYMU
Blackrock ETF Tr Ii High Yield
11.8K
New
$22.43 - $23.19 $265K - $274K
11.8K $271K
ATI
Allegheny Technologies Inc

Industrials
5.2K
New
$50.0 - $65.86 $260K - $343K
5.2K $270K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.01K
New
$115.79 - $154.66 $233K - $311K
2.01K $262K
HCA
Hca Healthcare, Inc.

Healthcare
643
+ 74.85%
$296.7 - $345.55 $191K - $222K
1.5K $519K
URI
United Rentals, Inc.

Industrials
416
New
$594.17 - $789.56 $247K - $328K
416 $260K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.51K
+ 37.1%
$42.18 - $45.16 $232K - $249K
20.4K $901K
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.42K
New
$36.91 - $41.03 $237K - $263K
6.42K $254K
AOK
Ishares Tr Core Conservative A

ETFs
6.33K
+ 14.55%
$36.86 - $38.15 $233K - $242K
49.9K $1.88M
ELV
Elevance Health, Inc.

Healthcare
578
New
$365.9 - $436.25 $211K - $252K
578 $251K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.02K
+ 44.52%
$51.45 - $58.51 $309K - $352K
19.5K $1.01M
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.33K
New
$39.02 - $42.89 $247K - $271K
6.33K $249K
AMP
Ameriprise Financial Inc

Financial Services
616
+ 61.29%
$472.29 - $575.13 $291K - $354K
1.62K $784K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.46K
+ 3.89%
$27.01 - $28.54 $147K - $156K
146K $4.08M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.66K
+ 8.79%
$81.83 - $82.73 $218K - $220K
32.9K $2.72M
IWD
Ishares Russell 1000 Val ETF

ETFs
783
+ 2.69%
$182.82 - $196.21 $143K - $154K
29.9K $5.62M
HSY
Hershey CO

Consumer Defensive
1.36K
New
$144.74 - $186.36 $197K - $254K
1.36K $233K
TRV
Travelers Companies, Inc.

Financial Services
874
New
$232.43 - $265.13 $203K - $232K
874 $231K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.4K
+ 8.74%
$19.42 - $19.54 $222K - $223K
142K $2.77M
JD
Jd.Com, Inc.

Consumer Cyclical
5.59K
New
$33.1 - $45.21 $185K - $253K
5.59K $229K
IYC
Ishares U.S. Consumer Discreti

ETFs
2.59K
New
$85.71 - $101.2 $222K - $262K
2.59K $228K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.62K
+ 39.86%
$165.25 - $224.62 $433K - $589K
9.2K $1.53M
Activity Summary
Buys All Purchases 372 New Holdings 63 Increased Positions 309 Sells All Sells 318 Reductions 318 Sold out 0 Options Calls 0 Puts 0
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