Gladstone Institutional Advisory LLC Incresed Positions in Q4 2024

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
3.56K
+ 218.95%
$369.35 - $419.14 $1.31M - $1.49M
5.18K $1.91M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
13K
+ 27.62%
$100.22 - $100.73 $1.3M - $1.3M
59.9K $6.01M
GLD
Spdr Gold Trust

ETFs
5.19K
+ 16.62%
$236.59 - $257.5 $1.23M - $1.34M
36.4K $8.81M
ORCL
Oracle Corp

Technology
7.21K
+ 26.26%
$165.41 - $192.43 $1.19M - $1.39M
34.7K $5.78M
BA
Boeing CO

Industrials
4.77K
+ 52.08%
$138.14 - $180.72 $659K - $863K
13.9K $2.47M
MSTR
Microstrategy Inc

Technology
649
+ 9.05%
$162.69 - $473.83 $106K - $308K
7.82K $2.26M
RDVY
First Trust Rising Dividend Ac

ETFs
17.8K
+ 8.66%
$58.65 - $64.37 $1.05M - $1.15M
224K $13.2M
COST
Costco Wholesale Corp

Consumer Defensive
820
+ 9.08%
$873.59 - $994.69 $716K - $816K
9.85K $9.03M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.01K
+ 4.82%
$370.24 - $418.94 $375K - $424K
22K $8.84M
SCHX
Schwab Strategic Tr Us Large C

ETFs
515K
+ 209.21%
$22.4 - $68.28 $11.5M - $35.2M
762K $17.7M
FTGC
First Trust Global Tactical CO

ETFs
34.5K
+ 17.53%
$23.23 - $24.25 $802K - $837K
231K $5.54M
IYR
Ishares Tr

ETFs
9.4K
+ 217.31%
$90.74 - $102.87 $853K - $967K
13.7K $1.28M
ET
Energy Transfer LP

Energy
26K
+ 29.42%
$16.05 - $19.86 $417K - $516K
114K $2.24M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
10.3K
+ 7.16%
$16.43 - $22.77 $169K - $235K
154K $3.4M
T
At&T Inc.

Communication Services
30.3K
+ 42.67%
$21.22 - $23.88 $644K - $724K
101K $2.31M
MRVL
Marvell Technology, Inc.

Technology
195
+ 1.05%
$70.31 - $124.78 $13.7K - $24.3K
18.8K $2.08M
XCEM
Columbia ETF Tr Ii

ETFs
31K
+ 48.11%
$29.6 - $32.67 $919K - $1.01M
95.6K $2.83M
SHOP
Shopify Inc.

Technology
4.48K
+ 49.95%
$78.14 - $119.49 $350K - $535K
13.4K $1.43M
MA
Mastercard Inc

Financial Services
736
+ 8.12%
$491.3 - $536.15 $362K - $395K
9.8K $5.16M
VIG
Vanguard Dividend Appreciation

ETFs
3.62K
+ 4.74%
N/A
80.1K $14.6M
FTC
First Tr Lge Cap Growth

ETFs
4.68K
+ 265.01%
$130.13 - $149.09 $609K - $698K
6.45K $887K
QDPL
Pacer Fds Tr Metaurus Us Large
15.6K
+ 11.85%
$37.54 - $40.11 $585K - $625K
147K $5.65M
SIXJ
Aim ETF Prods Tr Allianzim U S
19.2K
+ 48.69%
$29.24 - $30.42 $562K - $585K
58.7K $1.79M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.13K
+ 14.57%
N/A
56.1K $4.81M
CGDV
Capital Group Divid Value ETF

ETFs
17.7K
+ 174.71%
$35.16 - $37.12 $621K - $656K
27.8K $979K
IYF
Ishares Tr

ETFs
5.07K
+ 92.4%
$102.7 - $119.05 $521K - $604K
10.6K $1.17M
IEF
Ishares Barclays

ETFs
6.32K
+ 133.14%
$92.08 - $98.18 $582K - $621K
11.1K $1.02M
OSTK
Overstock.Com, Inc

Consumer Cyclical
21.1K
+ 29.14%
N/A
93.5K $2.39M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
101K
+ 259.07%
$26.93 - $84.95 $2.73M - $8.6M
140K $3.84M
ITA
Ishares Tr

ETFs
3.75K
+ 72.08%
$144.31 - $157.31 $541K - $589K
8.94K $1.3M
COIN
Coinbase Global, Inc.

Technology
1.37K
+ 62.92%
$163.17 - $343.62 $223K - $469K
3.54K $878K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.04K
+ 0.67%
$111.85 - $120.71 $116K - $126K
156K $18M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
7.36K
+ 192.72%
$63.01 - $68.55 $464K - $504K
11.2K $707K
DE
Deere & CO

Industrials
1.05K
+ 131.53%
$389.45 - $466.0 $408K - $488K
1.84K $780K
CCL
Carnival Corp

Consumer Cyclical
14.7K
+ 121.49%
$17.34 - $26.8 $255K - $395K
26.8K $669K
CB
Chubb LTD

Financial Services
2.07K
+ 19.19%
$271.57 - $301.89 $563K - $626K
12.9K $3.56M
HELE
Helen Of Troy LTD

Consumer Defensive
9.23K
+ 15.82%
$59.46 - $73.79 $549K - $681K
67.5K $4.04M
MCK
Mckesson Corp

Healthcare
579
+ 63.7%
$482.27 - $628.5 $279K - $364K
1.49K $848K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
995
+ 61.53%
$340.59 - $380.5 $339K - $379K
2.61K $956K
PFF
Ishares Trust Ishares Pfd And

ETFs
14.6K
+ 34.14%
$31.23 - $33.51 $457K - $490K
57.4K $1.81M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.07K
+ 35.13%
$71.75 - $75.11 $436K - $456K
23.4K $1.68M
VO
Vanguard Mid Cap ETF

ETFs
1.39K
+ 6.1%
$261.5 - $284.63 $364K - $396K
24.2K $6.4M
NDAQ
Nasdaq, Inc.

Financial Services
2.4K
+ 5.47%
$70.87 - $83.05 $170K - $199K
46.3K $3.58M
CVX
Chevron Corp

Energy
3.38K
+ 6.87%
$141.15 - $162.53 $478K - $550K
52.6K $7.62M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.2K
+ 9.47%
$35.45 - $40.33 $434K - $494K
142K $5.07M
XLRE
Select Sector Spdr Tr Real Est

ETFs
17.7K
+ 20.12%
$40.06 - $45.21 $709K - $800K
106K $4.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.55K
+ 21.11%
$178.39 - $215.0 $277K - $333K
8.89K $1.72M
AXON
Axon Enterprise, Inc.

Industrials
58
+ 3.53%
$399.22 - $689.78 $23.2K - $40K
1.7K $1.01M
XLI
Industrial Sector Spdr

ETFs
4.41K
+ 6.83%
$131.76 - $143.99 $581K - $635K
68.9K $9.08M
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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