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
ADP
Automatic Data Processing Inc

Industrials
569
+ 12.7%
$280.08 - $307.97 $159K - $175K
5.05K $1.48M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
4.92K
New
$47.5 - $47.86 $234K - $236K
4.92K $234K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.46K
+ 4.44%
$58.39 - $67.04 $85K - $97.6K
34.2K $2.17M
ASML
Asml Holding Nv

Technology
332
New
$658.43 - $872.27 $219K - $290K
332 $230K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
11.9K
+ 38.05%
$20.56 - $21.33 $244K - $253K
43.1K $885K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.83K
New
$25.3 - $26.31 $223K - $232K
8.83K $225K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.03K
+ 53.75%
$104.59 - $118.05 $213K - $240K
5.82K $631K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
16.1K
New
$12.55 - $17.22 $203K - $278K
16.1K $223K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
4.79K
New
$46.03 - $47.13 $220K - $226K
4.79K $221K
IYW
Ishares Dj Us Tech ETF

ETFs
1.02K
+ 14.4%
$148.14 - $166.23 $151K - $169K
8.07K $1.29M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.99K
New
$95.27 - $107.82 $190K - $215K
1.99K $205K
DTM
Dt Midstream, Inc.

Energy
2.06K
New
$78.85 - $108.56 $162K - $224K
2.06K $204K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
5.08K
New
$39.5 - $41.38 $201K - $210K
5.08K $204K
VXF
Vanguard Extended Market ETF

ETFs
1.07K
New
$179.17 - $207.15 $192K - $221K
1.07K $203K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
3.46K
+ 30.7%
$51.31 - $55.61 $178K - $192K
14.7K $787K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
12.5K
+ 18.33%
$21.43 - $22.55 $267K - $281K
80.5K $1.73M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.03K
New
$50.06 - $55.0 $202K - $222K
4.03K $202K
ALLY
Ally Financial Inc.

Financial Services
5.57K
New
$34.12 - $39.98 $190K - $223K
5.57K $200K
PWR
Quanta Services, Inc.

Industrials
178
+ 2.23%
$296.05 - $346.6 $52.7K - $61.7K
8.14K $2.57M
EXI
Ishares Global Industrials ETF

ETFs
1.58K
+ 45.7%
$141.14 - $152.06 $223K - $241K
5.04K $712K
SPGI
S&P Global Inc.

Financial Services
450
+ 28.3%
$480.36 - $529.17 $216K - $238K
2.04K $1.02M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.01K
+ 38.47%
$185.87 - $204.12 $188K - $206K
3.63K $683K
TRGP
Targa Resources Corp.

Energy
575
+ 22.27%
$150.58 - $207.69 $86.6K - $119K
3.16K $563K
FTSL
First Trust Senior Ln Fund

ETFs
3.27K
+ 5.7%
$45.9 - $46.48 $150K - $152K
60.7K $2.81M
NU
Nu Holdings Ltd.

Financial Services
21.6K
+ 131.66%
$10.24 - $15.89 $221K - $343K
38K $393K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
5.23K
+ 1.85%
N/A
288K $9.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2
+ 0.03%
$172.07 - $207.36 $344 - $415
6.58K $1.3M
GM
General Motors CO

Consumer Cyclical
657
+ 4.64%
$44.82 - $60.2 $29.4K - $39.6K
14.8K $788K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
4.55K
+ 6.68%
$24.94 - $25.74 $113K - $117K
72.6K $1.85M
SYF
Synchrony Financial

Financial Services
176
+ 1.93%
$49.01 - $68.55 $8.63K - $12.1K
9.29K $603K
RCAT
Red Cat Holdings, Inc.

Technology
3.4K
+ 34.0%
$2.69 - $14.09 $9.15K - $47.9K
13.4K $172K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.67K
+ 10.75%
$57.53 - $60.83 $211K - $223K
37.8K $2.17M
IXN
Ishares Global Information Tec

ETFs
928
+ 3.53%
$80.67 - $87.84 $74.9K - $81.5K
27.3K $2.31M
FCX
Freeport Mcmoran Inc

Basic Materials
4.96K
+ 110.92%
$38.08 - $50.82 $189K - $252K
9.43K $359K
MARA
Marathon Digital Holdings, Inc.

Financial Services
6.06K
+ 12.55%
N/A
54.3K $1.23M
USRT
Ishares Core U.S. Reit ETF

ETFs
2.86K
+ 42.51%
$55.97 - $62.75 $160K - $179K
9.57K $548K
PSCT
Invesco S&P Smallcap Informati

ETFs
2.85K
+ 48.83%
$45.45 - $51.38 $129K - $146K
8.68K $414K
DELL
Dell Technologies Inc.

Technology
1.41K
+ 17.16%
$111.96 - $144.21 $158K - $204K
9.66K $1.11M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
6.52K
+ 3.63%
$20.6 - $20.71 $134K - $135K
186K $3.84M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.99K
+ 6.56%
$50.37 - $50.6 $151K - $151K
48.5K $2.45M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.79K
+ 8.9%
$32.65 - $33.68 $189K - $195K
70.8K $2.32M
KMI
Kinder Morgan, Inc.

Energy
1.55K
+ 10.16%
$22.59 - $28.54 $35.1K - $44.3K
16.8K $461K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.71K
+ 19.85%
$48.48 - $49.47 $131K - $134K
16.4K $796K
NTRA
Natera, Inc.

Healthcare
61
+ 1.71%
$117.67 - $174.0 $7.18K - $10.6K
3.63K $574K
FLMI
Franklin Dynamic Municipal Bon

ETFs
5.13K
+ 30.06%
$24.42 - $25.06 $125K - $129K
22.2K $542K
IXJ
Ishares Global Healthcare ETF

ETFs
1.69K
+ 66.98%
$85.65 - $98.34 $144K - $166K
4.2K $361K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
353
+ 0.91%
$72.16 - $78.82 $25.5K - $27.8K
39K $2.93M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.44K
+ 2.8%
$44.33 - $49.55 $197K - $220K
163K $7.31M
APA
Apa Corp

Energy
4.87K
+ 55.8%
$20.47 - $27.07 $99.7K - $132K
13.6K $314K
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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