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
EXI
Ishares Global Industrials ETF

ETFs
1.42K
+ 28.15%
$140.1 - $150.86 $199K - $214K
6.46K $939K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.43K
New
$50.72 - $50.92 $225K - $226K
4.43K $225K
ED
Consolidated Edison Inc

Utilities
2.04K
New
$88.0 - $110.59 $179K - $225K
2.04K $225K
PFG
Principal Financial Group Inc

Financial Services
2.67K
New
$76.34 - $89.04 $204K - $238K
2.67K $225K
VSDA
Victory Portfolios Ii Victorys

ETFs
2.91K
+ 3.38%
$49.77 - $53.06 $145K - $154K
88.9K $4.59M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.47K
New
$63.42 - $68.17 $220K - $236K
3.47K $222K
SHEL
Shell PLC

Energy
3K
New
$62.84 - $73.29 $188K - $220K
3K $219K
UL
Unilever PLC

Consumer Defensive
3.65K
New
$54.72 - $60.29 $200K - $220K
3.65K $217K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
4.64K
+ 94.21%
$47.03 - $47.8 $218K - $222K
9.56K $450K
AZO
Autozone Inc

Consumer Cyclical
56
New
$3193.96 - $3828.11 $179K - $214K
56 $213K
IYE
Ishares Tr

ETFs
4.32K
New
$45.23 - $49.95 $195K - $216K
4.32K $212K
AZN
Astrazeneca PLC

Healthcare
2.88K
New
$65.37 - $77.96 $188K - $224K
2.88K $211K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.56K
+ 23.15%
$126.11 - $135.06 $197K - $211K
8.3K $1.07M
VIG
Vanguard Dividend Appreciation

ETFs
1.12K
+ 1.4%
N/A
81.2K $14.8M
PPC
Pilgrims Pride Corp

Consumer Defensive
2.28K
+ 25.66%
$44.52 - $55.93 $101K - $127K
11.1K $607K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.73K
New
$114.57 - $118.14 $198K - $204K
1.73K $204K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.69K
+ 4.08%
$79.17 - $82.04 $134K - $139K
43K $3.52M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.52K
+ 49.16%
$22.25 - $23.0 $190K - $196K
25.9K $594K
VUG
Vanguard Growth ETF

ETFs
3.38K
+ 12.62%
$369.1 - $427.61 $1.25M - $1.44M
30.2K $11.2M
INTU
Intuit Inc

Technology
380
+ 11.96%
$555.63 - $630.23 $211K - $239K
3.56K $2.18M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
10.1K
+ 23.35%
$20.2 - $20.86 $203K - $210K
53.1K $1.07M
ADP
Automatic Data Processing Inc

Industrials
372
+ 7.37%
$286.85 - $318.64 $107K - $119K
5.42K $1.66M
NEE
Nextera Energy Inc

Utilities
2.9K
+ 5.86%
$66.96 - $76.16 $194K - $221K
52.4K $3.71M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
6.74K
+ 6.02%
$20.05 - $20.4 $135K - $137K
119K $2.42M
DE
Deere & CO

Industrials
162
+ 8.79%
$408.57 - $509.27 $66.2K - $82.5K
2.01K $941K
ABC
Amerisourcebergen Corp

Healthcare
866
New
N/A
866 $160K
YUM
Yum Brands Inc

Consumer Cyclical
694
+ 32.06%
$123.25 - $162.53 $85.5K - $113K
2.86K $449K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.57K
+ 17.12%
$48.06 - $53.73 $219K - $245K
31.2K $1.52M
USRT
Ishares Core U.S. Reit ETF

ETFs
2.55K
+ 26.63%
$55.14 - $60.29 $141K - $154K
12.1K $698K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.38K
+ 5.0%
$19.43 - $19.62 $124K - $125K
134K $2.62M
IXJ
Ishares Global Healthcare ETF

ETFs
1.24K
+ 29.5%
$86.01 - $94.19 $107K - $117K
5.44K $496K
DTE
Dte Energy CO

Utilities
454
+ 11.18%
$117.6 - $138.27 $53.4K - $62.8K
4.51K $624K
CGUS
Capital Group Core Equity ETF
4.39K
+ 51.53%
$33.08 - $36.62 $145K - $161K
12.9K $430K
IREN
Iris Energy LTD

Financial Services
34.5K
+ 159.94%
$6.07 - $13.18 $209K - $455K
56.1K $341K
DNP
Dnp Select Income Fund Inc

Financial Services
6.39K
+ 10.3%
$8.93 - $9.92 $57.1K - $63.4K
68.4K $676K
VHT
Vanguard Health Care ETF

ETFs
29
+ 0.27%
$254.06 - $273.83 $7.37K - $7.94K
10.8K $2.87M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
19.6K
+ 12.04%
$40.03 - $46.81 $784K - $917K
182K $7.43M
IXUS
Ishares Tr

ETFs
202
+ 0.71%
$65.06 - $72.31 $13.1K - $14.6K
28.8K $2.01M
FAST
Fastenal CO

Industrials
244
+ 1.45%
$71.11 - $79.98 $17.4K - $19.5K
17.1K $1.32M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
1.94K
+ 16.52%
$72.31 - $80.69 $140K - $157K
13.7K $997K
NVS
Novartis Ag

Healthcare
85
+ 1.22%
$97.14 - $115.57 $8.26K - $9.82K
7.06K $787K
CGGR
Capital Group Growth ETF Shs C

ETFs
3.79K
+ 50.78%
$33.98 - $39.84 $129K - $151K
11.2K $385K
FTCS
First Trust Capital Strength E

ETFs
641
+ 2.29%
$86.39 - $91.35 $55.4K - $58.6K
28.6K $2.56M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.02K
+ 12.35%
$48.31 - $49.23 $97.6K - $99.5K
18.4K $903K
WMB
Williams Companies, Inc.

Energy
1.39K
+ 34.88%
$54.02 - $61.09 $75.3K - $85.2K
5.39K $322K
AEP
American Electric Power CO Inc

Utilities
123
+ 2.25%
$90.32 - $109.27 $11.1K - $13.4K
5.58K $609K
MPLX
Mplx LP

Energy
1.52K
+ 35.44%
$47.88 - $54.65 $72.8K - $83.1K
5.81K $310K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.18K
+ 47.33%
$25.12 - $26.05 $105K - $109K
13K $327K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.72K
+ 7.32%
$34.83 - $37.52 $59.9K - $64.6K
25.2K $915K
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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