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
Innovator Etfs Trust
77K
+ 188.24%
N/A
118K $0
Nano Nuclear Energy Inc
12.9K
New
N/A
12.9K $0
Morgan Stanley ETF Trust
4.46K
New
N/A
4.46K $0
Hive Digital Technologies Lt
16K
+ 114.08%
N/A
30K $0
JGRO
J P Morgan Exchange Traded Fd
833
+ 28.69%
N/A
3.74K $0
Ge Healthcare Technologies I
15
+ 0.42%
N/A
3.6K $0
Ge Vernova Inc
409
+ 25.33%
N/A
2.02K $0
Gsk PLC
407
+ 3.45%
N/A
12.2K $0
Goldman Sachs ETF Tr
9.52K
New
N/A
9.52K $0
Lam Research Corp
16.9K
New
N/A
16.9K $0
Janus Detroit Str Tr
15.3K
New
N/A
15.3K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
14.2K
+ 61.02%
N/A
37.4K $0
Sadot Group Inc
13.9K
New
N/A
13.9K $0
FDV
Federated Hermes ETF Tr U S St
10.7K
New
N/A
10.7K $0
Morgan Stanley ETF Trust
8.47K
+ 33.47%
N/A
33.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
549
+ 10.22%
N/A
5.92K $0
Ishares Bitcoin Trust ETF
8.52K
New
N/A
8.52K $0
Checkpoint Therapeutics Inc
26.4K
+ 75.43%
N/A
61.4K $0
LDSF
First Tr ETF Viii Low Duration

ETFs
345
+ 1.75%
$18.74 - $19.18 $6.47K - $6.62K
20K $375K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
45
+ 0.45%
$40.34 - $40.62 $1.82K - $1.83K
10.2K $410K
PFE
Pfizer Inc

Healthcare
13.6K
+ 9.01%
$24.8 - $30.19 $337K - $410K
164K $4.36M
FSIG
First Tr ETF Iv LTD Duration I
61
+ 0.49%
$18.8 - $19.23 $1.15K - $1.17K
12.5K $236K
EQAL
Invesco ETF

ETFs
2
+ 0.02%
$48.01 - $51.95 $96 - $104
11.5K $556K
CTAS
Cintas Corp

Industrials
244
+ 11.53%
$182.7 - $226.47 $44.6K - $55.3K
2.36K $431K
EMB
Ishares Tr

ETFs
110
+ 3.49%
$88.94 - $93.46 $9.78K - $10.3K
3.26K $290K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
14
+ 0.14%
$17.65 - $18.4 $247 - $258
10.4K $185K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
137
+ 1.06%
$44.57 - $45.47 $6.11K - $6.23K
13.1K $584K
BP
Bp PLC

Energy
368
+ 4.02%
$28.16 - $33.14 $10.4K - $12.2K
9.52K $281K
SU
Suncor Energy Inc

Energy
38
+ 0.67%
$34.5 - $41.53 $1.31K - $1.58K
5.68K $202K
BSCV
Invesco ETF Self Indexed Fd Tr
176
+ 1.2%
$16.02 - $16.72 $2.82K - $2.94K
14.8K $237K
PULS
Pgim ETF Tr

ETFs
75
+ 0.16%
$49.51 - $49.79 $3.71K - $3.73K
48.5K $2.4M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
575
+ 1.08%
$18.62 - $19.05 $10.7K - $11K
53.8K $1.01M
UPS
United Parcel Service Inc

Industrials
315
+ 6.3%
$122.65 - $138.35 $38.6K - $43.6K
5.31K $670K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
32
+ 0.87%
$74.5 - $78.37 $2.38K - $2.51K
3.72K $277K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
328
+ 4.1%
$37.33 - $40.39 $12.2K - $13.2K
8.33K $311K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
96
+ 0.52%
$11.03 - $12.17 $1.06K - $1.17K
18.4K $206K
MPWR
Monolithic Power Systems Inc

Technology
128
+ 47.58%
$560.06 - $942.58 $71.7K - $121K
397 $234K
EFG
Msci Eafe Growth ETF

ETFs
444
+ 8.25%
$96.83 - $106.88 $43K - $47.5K
5.83K $564K
FE
Firstenergy Corp

Utilities
182
+ 3.52%
$39.14 - $44.52 $7.12K - $8.1K
5.35K $212K
MGV
Vanguard Mega Cap Value

ETFs
2
+ 0.04%
$124.06 - $133.48 $248 - $267
5.26K $656K
FANG
Diamondback Energy, Inc.

Energy
74
+ 1.92%
$153.06 - $199.5 $11.3K - $14.8K
3.92K $642K
DTE
Dte Energy CO

Utilities
35
+ 0.87%
$117.04 - $129.77 $4.1K - $4.54K
4.06K $490K
IDV
Ishares Tr

ETFs
189
+ 1.69%
$27.03 - $29.92 $5.11K - $5.65K
11.4K $310K
COP
Conocophillips

Energy
1.63K
+ 5.28%
$95.12 - $114.72 $155K - $187K
32.5K $3.23M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
908
+ 5.52%
$99.2 - $108.47 $90.1K - $98.5K
17.4K $1.73M
GIS
General Mills Inc

Consumer Defensive
268
+ 5.96%
$62.78 - $74.62 $16.8K - $20K
4.77K $303K
VDC
Vanguard Consumer Staples ETF

ETFs
116
+ 1.52%
$210.96 - $223.62 $24.5K - $25.9K
7.75K $1.64M
EXC
Exelon Corp

Utilities
50
+ 0.46%
$36.22 - $40.97 $1.81K - $2.05K
11K $412K
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
5
+ 0.03%
$18.69 - $20.73 $93.5 - $104
15.7K $293K
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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