Gladstone Institutional Advisory LLC Incresed Positions in Q3 2024

Gladstone Institutional Advisory LLC

  • $2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DNP
Dnp Select Income Fund Inc

Financial Services
4.07K
+ 7.45%
$8.21 - $10.03 $33.4K - $40.8K
58.7K $588K
STX
Seagate Technology Holdings PLC

Technology
1.04K
+ 25.63%
$92.1 - $110.76 $95.4K - $115K
5.08K $556K
FSLR
First Solar, Inc.

Technology
434
+ 33.26%
$205.36 - $255.78 $89.1K - $111K
1.74K $433K
VICI
Vici Properties Inc.

Real Estate
2.41K
+ 19.51%
$27.64 - $34.08 $66.7K - $82.3K
14.8K $492K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
158
+ 0.41%
$65.03 - $73.27 $10.3K - $11.6K
38.6K $2.82M
LEN
Lennar Corp

Consumer Cyclical
149
+ 5.42%
$142.5 - $192.45 $21.2K - $28.7K
2.9K $543K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.48K
+ 2.87%
$19.2 - $19.82 $66.8K - $68.9K
125K $2.46M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
4.8K
+ 8.2%
$22.94 - $23.16 $110K - $111K
63.3K $1.46M
NOC
Northrop Grumman Corp

Industrials
114
+ 16.94%
$423.73 - $533.14 $48.3K - $60.8K
787 $415K
KMB
Kimberly Clark Corp

Consumer Defensive
779
+ 31.01%
$135.05 - $148.35 $105K - $116K
3.29K $468K
FTSL
First Trust Senior Ln Fund

ETFs
2.24K
+ 4.05%
$45.51 - $46.26 $102K - $103K
57.5K $2.64M
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.64K
+ 9.18%
$44.13 - $47.01 $72.5K - $77.2K
19.5K $910K
PCG
Pg&E Corp

Utilities
3.23K
+ 16.53%
$17.08 - $20.6 $55.2K - $66.5K
22.8K $450K
MO
Altria Group, Inc.

Consumer Defensive
999
+ 9.59%
$45.95 - $54.71 $45.9K - $54.7K
11.4K $582K
CL
Colgate Palmolive CO

Consumer Defensive
631
+ 10.3%
$95.54 - $108.77 $60.3K - $68.6K
6.76K $701K
DUK
Duke Energy Corp

Utilities
153
+ 2.59%
$99.35 - $117.71 $15.2K - $18K
6.05K $697K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 31.25%
$63.82 - $70.54 $74.7K - $82.5K
4.91K $346K
FICS
First Tr Exchange Traded Fd Vi

ETFs
1.85K
+ 20.31%
$33.74 - $37.78 $62.3K - $69.7K
10.9K $409K
IAU
Ishares Gold Trust

ETFs
728
+ 6.71%
$44.06 - $50.5 $32.1K - $36.8K
11.6K $575K
AFL
Aflac Inc

Financial Services
86
+ 2.2%
$88.52 - $111.8 $7.61K - $9.61K
4K $446K
CMI
Cummins Inc

Industrials
103
+ 7.99%
$266.63 - $326.4 $27.5K - $33.6K
1.39K $450K
RJF
Raymond James Financial Inc

Financial Services
845
+ 9.37%
$106.39 - $125.13 $89.9K - $106K
9.86K $1.21M
JFR
Nuveen Floating Rate Income Fund

Financial Services
8.64K
+ 12.64%
$8.36 - $9.0 $72.2K - $77.8K
77K $679K
PSCF
Invesco S&P Smallcap Financial

ETFs
496
+ 6.37%
$47.17 - $56.77 $23.4K - $28.2K
8.28K $458K
ROK
Rockwell Automation, Inc

Industrials
343
+ 33.17%
$248.27 - $294.37 $85.2K - $101K
1.38K $369K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
126
+ 0.65%
$41.9 - $48.26 $5.28K - $6.08K
19.4K $929K
DINT
Davis Fundamental ETF Tr

ETFs
44
+ 0.22%
$18.92 - $24.25 $832 - $1.07K
20.1K $483K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
691
+ 0.64%
$19.92 - $20.67 $13.8K - $14.3K
109K $2.24M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
3.77K
+ 29.32%
$18.12 - $18.92 $68.3K - $71.3K
16.6K $312K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
882
+ 31.47%
$74.26 - $78.84 $65.5K - $69.5K
3.69K $288K
CGUS
Capital Group Core Equity ETF
1.84K
+ 27.03%
$31.19 - $34.33 $57.5K - $63.2K
8.66K $296K
HUBB
Hubbell Inc

Industrials
69
+ 9.22%
$355.55 - $428.48 $24.5K - $29.6K
817 $349K
HXL
Hexcel Corp

Industrials
1.28K
+ 26.38%
$59.36 - $69.03 $75.9K - $88.3K
6.13K $378K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
789
+ 14.01%
$63.28 - $70.06 $49.9K - $55.3K
6.42K $449K
SYK
Stryker Corp

Healthcare
103
+ 6.03%
$315.94 - $371.96 $32.5K - $38.3K
1.81K $654K
PLD
Prologis, Inc.

Real Estate
144
+ 3.71%
$111.95 - $132.43 $16.1K - $19.1K
4.03K $508K
BND
Vanguard Bd Index Fd Inc Total

ETFs
251
+ 1.47%
$71.45 - $75.64 $17.9K - $19K
17.3K $1.3M
BSCV
Invesco ETF Self Indexed Fd Tr
3.72K
+ 34.15%
$15.89 - $16.79 $59.2K - $62.5K
14.6K $243K
DTE
Dte Energy CO

Utilities
2
+ 0.05%
$108.67 - $128.41 $217 - $257
4.03K $516K
HON
Honeywell International Inc

Industrials
572
+ 8.15%
$196.73 - $220.21 $113K - $126K
7.59K $1.57M
IJS
Ishares S&P Smallcap 600 Value

ETFs
291
+ 8.33%
$95.81 - $109.03 $27.9K - $31.7K
3.78K $407K
EXC
Exelon Corp

Utilities
85
+ 0.79%
$34.24 - $40.55 $2.91K - $3.45K
10.9K $442K
CNC
Centene Corp

Healthcare
439
+ 11.43%
$64.89 - $80.23 $28.5K - $35.2K
4.28K $322K
WEC
Wec Energy Group, Inc.

Utilities
71
+ 2.18%
$77.68 - $96.19 $5.52K - $6.83K
3.32K $319K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
682
+ 0.54%
$19.2 - $19.63 $13.1K - $13.4K
127K $2.48M
DX
Dynex Capital Inc

Real Estate
4.08K
+ 35.5%
$11.71 - $12.96 $47.7K - $52.8K
15.6K $198K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.03K
+ 11.4%
$51.0 - $52.05 $52.6K - $53.7K
10.1K $523K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.23K
+ 0.69%
$20.47 - $20.71 $25.3K - $25.6K
180K $3.71M
SHV
Ishares Tr

ETFs
537
+ 12.23%
$110.05 - $110.63 $59.1K - $59.4K
4.93K $545K
Activity Summary
Buys All Purchases 369 New Holdings 73 Increased Positions 296 Sells All Sells 287 Reductions 287 Sold out 0 Options Calls 0 Puts 0
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