Gladstone Institutional Advisory LLC Purchases in Q1 2025

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
6.26K
+ 7.95%
$83.01 - $101.02 $520K - $633K
85.1K $7.64M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
376
+ 1.22%
$77.33 - $90.16 $29.1K - $33.9K
31.3K $2.45M
DIS
Walt Disney CO

Communication Services
839
+ 3.23%
$96.87 - $114.0 $81.3K - $95.6K
26.8K $2.65M
META
Meta Platforms, Inc.

Communication Services
456
+ 1.19%
$576.36 - $736.67 $263K - $336K
38.8K $22.4M
COIN
Coinbase Global, Inc.

Technology
28
+ 0.79%
$172.23 - $301.3 $4.82K - $8.44K
3.57K $613K
AMD
Advanced Micro Devices Inc

Technology
1.74K
+ 6.91%
$96.63 - $129.55 $168K - $225K
26.9K $2.76M
QUAL
Ishares Msci Usa Quality Facto

ETFs
582
+ 0.94%
$168.16 - $186.21 $97.9K - $108K
62.4K $10.7M
HELE
Helen Of Troy LTD

Consumer Defensive
1.5K
+ 2.22%
$50.39 - $66.75 $75.6K - $100K
69K $3.69M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.17K
+ 0.85%
$24.91 - $29.02 $29.1K - $34K
139K $3.48M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.19K
+ 1.93%
$114.9 - $139.6 $137K - $167K
63K $7.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22.9K
+ 3.57%
$64.88 - $72.1 $1.48M - $1.65M
663K $43.6M
NWL
Newell Brands Inc.

Consumer Defensive
14.7K
+ 8.2%
$6.2 - $10.66 $90.9K - $156K
194K $1.2M
IVV
Ishares Core S&P 500 ETF

ETFs
2.63K
+ 3.38%
$554.06 - $615.85 $1.46M - $1.62M
80.5K $45.3M
SPYG
Spdr Portfolio

ETFs
13.7K
+ 4.98%
$80.05 - $92.39 $1.1M - $1.27M
289K $23.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.18K
+ 2.98%
$92.45 - $106.69 $664K - $766K
248K $23M
MSFT
Microsoft Corp

Technology
7.26K
+ 8.04%
$375.39 - $447.2 $2.72M - $3.24M
97.5K $36.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.31K
+ 1.26%
$192.82 - $222.1 $252K - $290K
105K $20.2M
AVGO
Broadcom Inc.

Technology
3.92K
+ 7.85%
$167.43 - $244.7 $657K - $960K
53.9K $9.02M
AMZN
Amazon Com Inc

Consumer Cyclical
9.98K
+ 5.57%
$190.26 - $242.06 $1.9M - $2.42M
189K $36M
AAPL
Apple Inc.

Technology
14.9K
+ 5.95%
$209.68 - $247.1 $3.13M - $3.68M
265K $59M
NVDA
Nvidia Corp

Technology
39.7K
+ 10.44%
$106.98 - $149.43 $4.25M - $5.93M
420K $45.5M
Activity Summary
Buys All Purchases 372 New Holdings 63 Increased Positions 309 Sells All Sells 318 Reductions 318 Sold out 0 Options Calls 0 Puts 0
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