Gladstone Institutional Advisory LLC Purchases in Q3 2024

Gladstone Institutional Advisory LLC

  • $2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGM
Ishares Expanded Tech Sector E

ETFs
2.64K
New
$84.03 - $98.62 $222K - $261K
2.64K $253K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
9.41K
+ 19.03%
$23.57 - $24.19 $222K - $228K
58.9K $1.42M
IXJ
Ishares Global Healthcare ETF

ETFs
2.52K
New
$91.63 - $101.25 $231K - $255K
2.52K $247K
MSI
Motorola Solutions, Inc.

Technology
541
New
$385.65 - $450.49 $209K - $244K
541 $243K
MARA
Marathon Digital Holdings, Inc.

Financial Services
5.52K
+ 12.91%
$22.56 - $22.56 $125K - $125K
48.3K $1.09M
CTVA
Corteva, Inc.

Basic Materials
3.46K
+ 49.64%
$50.72 - $58.78 $175K - $203K
10.4K $612K
VPU
Vanguard Utilities ETF

ETFs
1.35K
New
$146.64 - $174.54 $198K - $236K
1.35K $235K
EQIX
Equinix Inc

Real Estate
265
New
$749.0 - $890.01 $198K - $236K
265 $235K
BALT
Innovator Etfs Tr
7.6K
New
$29.76 - $30.83 $226K - $234K
7.6K $234K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.3K
+ 7.61%
$33.74 - $37.96 $111K - $125K
46.6K $1.75M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.07K
New
$97.81 - $108.79 $202K - $225K
2.07K $225K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
7.39K
+ 12.19%
$21.35 - $22.73 $158K - $168K
68K $1.53M
CVS
Cvs Health Corp

Healthcare
2.83K
+ 24.16%
$55.81 - $63.18 $158K - $179K
14.6K $914K
VCR
Vanguard Consumer Discretionar

ETFs
228
+ 4.51%
$291.88 - $341.94 $66.5K - $78K
5.28K $1.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
171
+ 0.59%
$113.41 - $125.62 $19.4K - $21.5K
29.2K $3.67M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2K
New
$97.19 - $109.09 $194K - $218K
2K $216K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.93K
+ 6.38%
$85.84 - $85.84 $252K - $252K
48.9K $4.2M
JXN
Jackson Financial Inc.

Financial Services
2.37K
New
$69.1 - $91.97 $163K - $218K
2.37K $215K
CTRA
Coterra Energy Inc.

Energy
8.94K
New
$22.62 - $27.37 $202K - $245K
8.94K $213K
APA
Apa Corp

Energy
8.73K
New
$23.34 - $32.22 $204K - $281K
8.73K $213K
VFC
V F Corp

Consumer Cyclical
10.7K
New
$12.74 - $19.95 $136K - $214K
10.7K $213K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3.33K
New
$41.77 - $67.84 $139K - $226K
3.33K $212K
PSCC
Invesco S&P Smallcap Consumer

ETFs
5.59K
New
$34.61 - $38.11 $193K - $213K
5.59K $210K
MPLX
Mplx LP

Energy
4.73K
New
$40.44 - $45.07 $191K - $213K
4.73K $210K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
3.5K
+ 10.83%
$33.62 - $38.33 $118K - $134K
35.8K $1.35M
DVY
Ishares Tr

ETFs
118
+ 0.87%
$119.99 - $135.74 $14.2K - $16K
13.6K $1.84M
LNT
Alliant Energy Corp

Utilities
1.6K
+ 14.43%
$50.74 - $60.74 $81.2K - $97.2K
12.7K $769K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
1.92K
+ 17.78%
$65.4 - $72.79 $126K - $140K
12.7K $922K
AVEM
American Centy ETF Tr Avantis

ETFs
3.18K
New
$57.2 - $65.59 $182K - $208K
3.18K $205K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.79K
New
$66.31 - $74.08 $185K - $206K
2.79K $204K
BX
Blackstone Inc.

Financial Services
165
+ 2.72%
$120.77 - $159.66 $19.9K - $26.3K
6.23K $953K
NSC
Norfolk Southern Corp

Industrials
817
New
$213.75 - $259.69 $175K - $212K
817 $202K
EXI
Ishares Global Industrials ETF

ETFs
1.14K
+ 49.16%
$131.6 - $149.88 $150K - $171K
3.46K $514K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.87K
New
$36.98 - $41.55 $180K - $202K
4.87K $200K
IXC
Ishares Tr Global Energy ETF

ETFs
5.82K
+ 16.31%
$38.94 - $42.35 $227K - $247K
41.5K $1.68M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.19K
+ 11.39%
$46.17 - $51.13 $101K - $112K
21.4K $1.1M
ILMN
Illumina, Inc.

Healthcare
895
+ 30.36%
$105.28 - $135.9 $94.2K - $122K
3.84K $501K
FEX
First Tr Large Cap Core Alphde

ETFs
1.15K
+ 12.18%
$94.21 - $104.17 $108K - $120K
10.6K $1.1M
TTD
Trade Desk, Inc.

Technology
1.4K
+ 49.28%
$83.08 - $110.79 $116K - $155K
4.25K $465K
ADP
Automatic Data Processing Inc

Industrials
60
+ 1.36%
$233.44 - $279.45 $14K - $16.8K
4.48K $1.24M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.84K
+ 58.41%
$56.04 - $62.99 $159K - $179K
7.71K $471K
MXI
Ishares Global Materials ETF

ETFs
1.03K
+ 9.87%
$82.55 - $93.68 $84.9K - $96.3K
11.4K $1.07M
AXON
Axon Enterprise, Inc.

Industrials
26
+ 1.61%
$286.16 - $399.6 $7.44K - $10.4K
1.64K $655K
ITA
Ishares Tr

ETFs
634
+ 13.89%
$131.58 - $149.64 $83.4K - $94.9K
5.2K $777K
DELL
Dell Technologies Inc.

Technology
2.42K
+ 41.59%
$87.89 - $145.97 $213K - $353K
8.24K $977K
VBR
Vanguard Small Cap Value ETF

ETFs
503
+ 13.24%
$179.99 - $201.6 $90.5K - $101K
4.3K $863K
VNQ
Vanguard Specialized Funds Van

ETFs
448
+ 4.83%
$82.97 - $98.97 $37.2K - $44.3K
9.72K $946K
SOXX
Ishares Semiconductor ETF

ETFs
866
+ 39.44%
$199.29 - $265.49 $173K - $230K
3.06K $706K
GNRC
Generac Holdings Inc.

Industrials
599
+ 24.22%
$133.16 - $159.78 $79.8K - $95.7K
3.07K $488K
Activity Summary
Buys All Purchases 369 New Holdings 73 Increased Positions 296 Sells All Sells 287 Reductions 287 Sold out 0 Options Calls 0 Puts 0
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