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
GALT
Galectin Therapeutics Inc

Healthcare
2.9K
+ 13.33%
$0.87 - $3.0 $2.52K - $8.7K
24.7K $29K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.73K
+ 77.51%
$25.33 - $51.16 $120K - $242K
10.8K $280K
NOC
Northrop Grumman Corp

Industrials
26
+ 3.3%
$466.52 - $543.88 $12.1K - $14.1K
813 $381K
FYLD
Cambria Foreign Shareholder Yi

ETFs
303
+ 1.76%
$24.86 - $27.99 $7.53K - $8.48K
17.5K $442K
FDL
First Tr Morningstar Dividend

ETFs
523
+ 1.44%
$39.59 - $43.95 $20.7K - $23K
37K $1.49M
DNP
Dnp Select Income Fund Inc

Financial Services
3.35K
+ 5.71%
$8.82 - $9.96 $29.5K - $33.3K
62K $547K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
2.62K
+ 6.75%
$49.25 - $53.57 $129K - $140K
41.4K $2.05M
AEP
American Electric Power CO Inc

Utilities
100
+ 1.87%
$90.91 - $102.21 $9.09K - $10.2K
5.46K $503K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
591
+ 3.04%
$44.04 - $49.49 $26K - $29.2K
20K $881K
TGT
Target Corp

Consumer Defensive
935
+ 11.01%
$121.59 - $160.69 $114K - $150K
9.43K $1.27M
KLAC
Kla Corp

Technology
7
+ 1.89%
$614.46 - $829.55 $4.3K - $5.81K
377 $237K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
992
+ 2.77%
$34.83 - $38.05 $34.6K - $37.7K
36.8K $1.3M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
12.8K
+ 5.22%
$25.79 - $27.56 $329K - $352K
257K $6.71M
IXUS
Ishares Tr

ETFs
1.78K
+ 6.64%
$65.95 - $72.56 $117K - $129K
28.6K $1.89M
MXI
Ishares Global Materials ETF

ETFs
1.51K
+ 13.15%
$77.6 - $93.04 $117K - $140K
12.9K $1.01M
FSLR
First Solar, Inc.

Technology
334
+ 19.21%
$175.88 - $240.66 $58.7K - $80.4K
2.07K $365K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.35K
+ 5.03%
$34.13 - $37.35 $80.1K - $87.7K
49K $1.67M
HDV
Ishares Core High Dividend ETF

ETFs
56
+ 0.34%
$110.82 - $121.28 $6.21K - $6.79K
16.3K $1.83M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
821
+ 4.18%
$33.77 - $44.09 $27.7K - $36.2K
20.5K $694K
NUE
Nucor Corp

Basic Materials
30
+ 1.06%
$115.78 - $167.74 $3.47K - $5.03K
2.86K $333K
KXI
Ishares Tr Global Consumer Sta

ETFs
748
+ 2.66%
$60.15 - $65.39 $45K - $48.9K
28.9K $1.74M
ADI
Analog Devices Inc

Technology
145
+ 1.67%
$206.35 - $236.48 $29.9K - $34.3K
8.85K $1.88M
GD
General Dynamics Corp

Industrials
118
+ 2.92%
$260.28 - $314.03 $30.7K - $37.1K
4.17K $1.1M
PSX
Phillips 66

Energy
3.34K
+ 11.44%
$110.35 - $138.93 $369K - $464K
32.5K $3.71M
VSDA
Victory Portfolios Ii Victorys

ETFs
1.24K
+ 1.46%
$50.67 - $55.17 $62.8K - $68.4K
86K $4.37M
DGRO
Ishares Core Dividend Growth E

ETFs
488
+ 0.34%
$60.73 - $64.94 $29.6K - $31.7K
142K $8.74M
BLDR
Builders First Source, Inc.

Industrials
3.31K
+ 26.17%
$142.93 - $198.25 $473K - $657K
16K $2.28M
SCHG
Schwab Strategic Tr Us Large C

ETFs
98.7K
+ 253.7%
$25.93 - $105.3 $2.56M - $10.4M
138K $3.84M
LMT
Lockheed Martin Corp

Industrials
558
+ 10.71%
$479.66 - $614.62 $268K - $343K
5.77K $2.8M
VEA
Vanguard Ftse Developed Market

ETFs
2.46K
+ 3.31%
$47.57 - $52.44 $117K - $129K
76.9K $3.68M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.94K
+ 3.14%
$64.18 - $70.42 $125K - $137K
63.8K $4.11M
UNP
Union Pacific Corp

Industrials
57
+ 0.32%
$223.15 - $249.32 $12.7K - $14.2K
18K $4.1M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1.57K
+ 1.33%
$31.92 - $36.14 $50K - $56.6K
120K $3.82M
SCHV
Schwab Strategic Tr Us Large C

ETFs
162K
+ 193.09%
$25.79 - $80.4 $4.18M - $13M
246K $6.41M
VZ
Verizon Communications Inc

Communication Services
1.84K
+ 2.1%
$39.6 - $45.21 $72.9K - $83.3K
89.4K $3.58M
NEE
Nextera Energy Inc

Utilities
3K
+ 6.45%
$69.77 - $85.43 $209K - $256K
49.5K $3.55M
XOM
Exxon Mobil Corp

Energy
5.03K
+ 5.15%
$105.51 - $125.37 $531K - $631K
103K $11.1M
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.02%
$164.99 - $203.87 $990 - $1.22K
27.7K $4.93M
UNH
Unitedhealth Group Inc

Healthcare
175
+ 1.28%
$485.52 - $625.25 $85K - $109K
13.9K $7.01M
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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