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
MO
Altria Group, Inc.

Consumer Defensive
232
+ 2.03%
$49.06 - $57.74 $11.4K - $13.4K
11.7K $609K
OEF
Ishares S&P 100 ETF

ETFs
96
+ 1.46%
N/A
6.67K $1.78M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.86K
+ 2.3%
$19.42 - $19.76 $55.6K - $56.6K
128K $2.49M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
1.03K
+ 3.49%
$28.96 - $31.91 $29.8K - $32.8K
30.6K $889K
VBR
Vanguard Small Cap Value ETF

ETFs
177
+ 4.12%
$197.36 - $217.3 $34.9K - $38.5K
4.48K $887K
IWN
Ishares Russell2000 Val ETF

ETFs
194
+ 5.5%
$162.69 - $181.35 $31.6K - $35.2K
3.72K $611K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.47K
+ 3.21%
$24.19 - $24.63 $35.5K - $36.2K
47.3K $1.14M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
421
+ 1.03%
$76.72 - $82.83 $32.3K - $34.9K
41.2K $3.18M
RTX
Raytheon Technologies Corp

Industrials
1.68K
+ 5.26%
$114.45 - $127.21 $192K - $214K
33.6K $3.89M
USB
Us Bancorp \De\

Financial Services
120
+ 1.72%
$43.98 - $53.66 $5.28K - $6.44K
7.09K $339K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
401
+ 1.87%
$50.53 - $55.55 $20.3K - $22.3K
21.8K $1.11M
ALL
Allstate Corp

Financial Services
5
+ 0.11%
$181.25 - $208.2 $906 - $1.04K
4.71K $907K
HYG
Ishares Tr

ETFs
477
+ 3.44%
$78.09 - $80.04 $37.2K - $38.2K
14.4K $1.13M
HCA
Hca Healthcare, Inc.

Healthcare
260
+ 43.41%
$297.52 - $415.61 $77.4K - $108K
859 $257K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.03K
+ 2.79%
$20.08 - $20.61 $60.9K - $62.5K
112K $2.25M
VERU
Veru Inc.

Healthcare
30K
+ 52.75%
$0.58 - $0.93 $17.4K - $27.9K
86.9K $56K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
65
+ 0.71%
$52.0 - $55.66 $3.38K - $3.62K
9.22K $492K
NRG
Nrg Energy, Inc.

Utilities
167
+ 2.99%
$85.3 - $101.61 $14.2K - $17K
5.76K $519K
TJX
Tjx Companies Inc

Consumer Cyclical
18
+ 0.83%
$112.15 - $127.2 $2.02K - $2.29K
2.18K $263K
MU
Micron Technology Inc

Technology
1.6K
+ 25.03%
$84.16 - $113.41 $135K - $182K
8.01K $674K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
59
+ 0.43%
$8.22 - $9.44 $485 - $557
13.9K $122K
SHV
Ishares Tr

ETFs
110
+ 2.23%
$109.92 - $110.57 $12.1K - $12.2K
5.04K $554K
QUAL
Ishares Msci Usa Quality Facto

ETFs
451
+ 0.74%
$176.42 - $186.91 $79.6K - $84.3K
61.8K $11M
IEMG
Ishares Inc

ETFs
86
+ 0.11%
N/A
81K $4.35M
DHR
Danaher Corp

Healthcare
628
+ 21.79%
$226.16 - $274.52 $142K - $172K
3.51K $805K
DSI
Ishares Msci Kld 400 Social Et

ETFs
5
+ 0.24%
$107.41 - $115.71 $537 - $579
2.07K $228K
MCO
Moodys Corp

Financial Services
6
+ 0.85%
$454.04 - $500.88 $2.72K - $3.01K
712 $337K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
51
+ 0.76%
$126.68 - $134.74 $6.46K - $6.87K
6.74K $860K
PSCF
Invesco S&P Smallcap Financial

ETFs
64
+ 0.77%
$53.94 - $61.67 $3.45K - $3.95K
8.34K $461K
POWW
Ammo, Inc.

Industrials
5K
+ 49.02%
$0.98 - $1.36 $4.9K - $6.8K
15.2K $16K
IAU
Ishares Gold Trust

ETFs
93
+ 0.8%
$48.37 - $52.65 $4.5K - $4.9K
11.7K $577K
Blackrock ETF Trust Ii
1.22K
+ 16.91%
N/A
8.41K $0
YUM
Yum Brands Inc

Consumer Cyclical
82
+ 3.94%
$130.36 - $139.54 $10.7K - $11.4K
2.17K $290K
Columbia ETF Tr I
29.6K
New
N/A
29.6K $0
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
103
+ 3.25%
$108.28 - $117.54 $11.2K - $12.1K
3.27K $355K
Blackrock Inc
2.59K
New
N/A
2.59K $0
Arista Networks Inc
42.7K
New
N/A
42.7K $0
Te Connectivity PLC
3.11K
New
N/A
3.11K $0
MODL
Victory Portfolios Ii Victorys
14.3K
New
N/A
14.3K $0
Capital Group Dividend Growe
20.9K
New
N/A
20.9K $0
Arm Holdings PLC
98
+ 3.04%
N/A
3.32K $0
American Healthcare Reit Inc
28
+ 0.15%
N/A
19.3K $0
Atlassian Corporation
2.37K
New
N/A
2.37K $0
Exchange Traded Concepts Tru
15.8K
New
N/A
15.8K $0
Goldman Sachs ETF Tr
650
+ 13.68%
N/A
5.4K $0
First Tr Exchng Traded Fd Vi
10K
New
N/A
10K $0
Grail Inc
14.5K
New
N/A
14.5K $0
Invesco Exch Traded Fd Tr Ii
1.68K
New
N/A
1.68K $0
Neos ETF Trust
14.1K
New
N/A
14.1K $0
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
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email