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
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
10.2K
New
$9.64 - $10.11 $98.3K - $103K
10.2K $100K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
940
+ 32.98%
$131.66 - $144.0 $124K - $135K
3.79K $500K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.64K
+ 32.54%
$46.94 - $51.62 $76.9K - $84.6K
6.67K $333K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.84K
+ 7.37%
$80.13 - $83.77 $227K - $238K
41.4K $3.32M
BBUS
J P Morgan Exchg Traded Fd

ETFs
744
+ 13.57%
$102.46 - $110.17 $76.2K - $82K
6.23K $659K
VB
Vanguard Small Cap ETF

ETFs
284
+ 3.93%
$233.76 - $261.58 $66.4K - $74.3K
7.51K $1.8M
PM
Philip Morris International Inc.

Consumer Defensive
918
+ 4.86%
$118.38 - $133.06 $109K - $122K
19.8K $2.38M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
10.1K
+ 11.4%
$19.47 - $20.95 $197K - $212K
99K $1.93M
ETN
Eaton Corp PLC

Industrials
227
+ 2.32%
$326.96 - $377.52 $74.2K - $85.7K
10K $3.32M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
568
+ 22.88%
$154.42 - $163.91 $87.7K - $93.1K
3.05K $472K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
632
+ 28.53%
$100.18 - $109.1 $63.3K - $69K
2.85K $298K
VOT
Vanguard Mid Cap Growth Index

ETFs
194
+ 9.16%
$241.48 - $274.89 $46.8K - $53.3K
2.31K $586K
SYK
Stryker Corp

Healthcare
198
+ 10.93%
$345.14 - $392.15 $68.3K - $77.6K
2.01K $723K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
1.76K
+ 34.04%
$43.36 - $48.87 $76.2K - $85.9K
6.92K $306K
PEG
Public Service Enterprise Group Inc

Utilities
972
+ 34.11%
$81.87 - $94.51 $79.6K - $91.9K
3.82K $322K
LOW
Lowes Companies Inc

Consumer Cyclical
676
+ 16.48%
$244.52 - $284.07 $165K - $192K
4.78K $1.18M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.3K
+ 5.21%
$77.86 - $79.27 $101K - $103K
26.3K $2.05M
SCHW
Schwab Charles Corp

Financial Services
124
+ 2.03%
$63.31 - $82.85 $7.85K - $10.3K
6.25K $462K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
775
+ 12.07%
$69.3 - $74.3 $53.7K - $57.6K
7.2K $513K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.03K
+ 21.2%
$22.39 - $23.45 $67.9K - $71.1K
17.3K $398K
MCD
Mcdonalds Corp

Consumer Cyclical
1.13K
+ 6.25%
$288.47 - $316.54 $327K - $359K
19.3K $5.59M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
957
+ 7.18%
$46.48 - $51.32 $44.5K - $49.1K
14.3K $688K
MUB
Ishares National Muni Bond ETF

ETFs
636
+ 16.26%
$105.78 - $108.7 $67.3K - $69.1K
4.55K $484K
COF
Capital One Financial Corp

Financial Services
56
+ 3.25%
$145.19 - $192.01 $8.13K - $10.8K
1.78K $316K
QUIK
Quicklogic Corp

Technology
650
+ 4.53%
$6.75 - $11.71 $4.39K - $7.61K
15K $169K
BTBT
Bit Digital, Inc

Financial Services
20.1K
New
$2.93 - $5.52 $58.9K - $111K
20.1K $58K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.84K
+ 3.03%
$19.38 - $19.58 $74.5K - $75.2K
131K $2.54M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.13K
+ 29.01%
$57.78 - $60.4 $65.3K - $68.3K
5.03K $291K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.64K
+ 21.22%
$55.45 - $61.08 $90.7K - $99.9K
9.34K $518K
BOTZ
Global X Fds

ETFs
1.56K
+ 13.23%
$31.11 - $34.18 $48.4K - $53.1K
13.3K $425K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
318
+ 8.76%
$121.89 - $135.52 $38.8K - $43.1K
3.95K $493K
BITF
Bitfarms LTD

Financial Services
93.5K
+ 58.6%
$1.49 - $2.69 $139K - $252K
253K $377K
FTHI
First Trust Exchange Traded Fd

ETFs
1.56K
+ 11.24%
$22.89 - $24.02 $35.8K - $37.5K
15.5K $359K
PPA
Invesco Exchange Traded Fd Tr

ETFs
359
+ 2.93%
$113.79 - $124.5 $40.9K - $44.7K
12.6K $1.44M
FPE
First Tr Pfd Secs & Income ETF

ETFs
9.38K
+ 2.92%
$17.65 - $18.18 $166K - $170K
331K $5.85M
IYH
Ishares Tr

ETFs
1.64K
+ 19.2%
$57.53 - $65.24 $94.3K - $107K
10.2K $593K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.75K
+ 2.76%
$23.02 - $23.23 $40.2K - $40.5K
65K $1.5M
VT
Vanguard Total World Stk Index

ETFs
503
+ 4.73%
$117.09 - $123.07 $58.9K - $61.9K
11.1K $1.31M
IWR
Ishares Russell Mid Cap ETF

ETFs
313
+ 0.94%
$87.25 - $95.52 $27.3K - $29.9K
33.5K $2.97M
FDRR
Fidelity Covington Tr Divid Et

ETFs
714
+ 4.52%
$50.93 - $53.77 $36.4K - $38.4K
16.5K $847K
IXP
Ishares Global Comm Services E

ETFs
221
+ 4.76%
$92.71 - $102.47 $20.5K - $22.6K
4.86K $470K
XT
Ishares Tr Exponential Technol

ETFs
992
+ 4.62%
$58.7 - $62.72 $58.2K - $62.2K
22.4K $1.34M
NI
Nisource Inc.

Utilities
55
+ 0.39%
$33.74 - $38.25 $1.86K - $2.1K
14.2K $522K
AIG
American International Group, Inc.

Financial Services
523
+ 3.1%
$70.0 - $79.22 $36.6K - $41.4K
17.4K $1.27M
ROK
Rockwell Automation, Inc

Industrials
23
+ 1.67%
$264.65 - $302.92 $6.09K - $6.97K
1.4K $400K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.28K
+ 5.76%
$34.42 - $35.88 $44.1K - $46K
23.5K $817K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
85
+ 6.0%
$278.19 - $315.36 $23.6K - $26.8K
1.5K $432K
PLD
Prologis, Inc.

Real Estate
1.06K
+ 26.37%
$101.4 - $126.96 $108K - $135K
5.09K $538K
VEEV
Veeva Systems Inc

Healthcare
130
+ 8.06%
$201.81 - $250.45 $26.2K - $32.6K
1.74K $366K
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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