Gladstone Institutional Advisory LLC Incresed Positions in Q1 2025

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EOG
Eog Resources Inc

Energy
47
+ 2.56%
$120.54 - $138.05 $5.67K - $6.49K
1.88K $241K
MFC
Manulife Financial Corp

Financial Services
374
+ 4.13%
$28.41 - $31.82 $10.6K - $11.9K
9.43K $293K
LHX
L3 Harris Technologies, Inc.

Industrials
87
+ 2.83%
$194.65 - $222.86 $16.9K - $19.4K
3.16K $661K
LDSF
First Tr ETF Viii Low Duration

ETFs
666
+ 3.33%
$18.68 - $18.94 $12.4K - $12.6K
20.7K $390K
VPU
Vanguard Utilities ETF

ETFs
17
+ 1.26%
$161.24 - $173.33 $2.74K - $2.95K
1.37K $233K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
269
+ 2.65%
$40.24 - $40.65 $10.8K - $10.9K
10.4K $423K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
557
+ 5.36%
$17.57 - $18.05 $9.79K - $10.1K
10.9K $197K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
26
+ 0.32%
$76.94 - $78.28 $2K - $2.04K
8.14K $637K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
500
+ 4.78%
$11.01 - $11.72 $5.51K - $5.86K
11K $123K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
356
+ 7.01%
$38.36 - $41.43 $13.7K - $14.7K
5.43K $210K
HYG
Ishares Tr

ETFs
38
+ 0.26%
$78.51 - $80.11 $2.98K - $3.04K
14.4K $1.14M
VONG
Vanguard Russell 1000 Growth E

ETFs
292
+ 14.66%
$92.71 - $107.38 $27.1K - $31.4K
2.28K $211K
FANG
Diamondback Energy, Inc.

Energy
128
+ 3.26%
$139.9 - $180.18 $17.9K - $23.1K
4.05K $647K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.85K
+ 2.55%
$24.66 - $26.1 $45.6K - $48.3K
74.5K $1.86M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
62
+ 0.27%
$36.63 - $37.45 $2.27K - $2.32K
23.4K $861K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
58
+ 0.42%
$8.4 - $9.45 $487 - $548
14K $125K
TTE
Total Energies Se

Energy
33
+ 0.62%
N/A
5.32K $365K
PRF
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.02%
$39.4 - $42.61 $355 - $383
36.2K $1.46M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
134
+ 0.93%
$21.3 - $22.61 $2.85K - $3.03K
14.6K $311K
JNK
Spdr Bloomberg High Yield Bond

ETFs
31
+ 0.48%
$94.86 - $97.12 $2.94K - $3.01K
6.47K $616K
MCO
Moodys Corp

Financial Services
15
+ 2.11%
$437.8 - $527.48 $6.57K - $7.91K
727 $338K
Columbia ETF Tr I
34K
+ 114.55%
N/A
63.6K $0
Blackrock ETF Trust Ii
4.26K
+ 50.63%
N/A
12.7K $0
Morgan Stanley ETF Trust
7.02K
+ 20.79%
N/A
40.8K $0
Morgan Stanley ETF Trust
3.27K
+ 38.74%
N/A
11.7K $0
Janus Detroit Str Tr
27.3K
+ 177.86%
N/A
42.6K $0
Cava Group Inc
21.5K
+ 388.2%
N/A
27.1K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
8.12K
+ 21.7%
N/A
45.5K $0
JGRO
J P Morgan Exchange Traded Fd
920
+ 24.63%
N/A
4.66K $0
Capital Group Dividend Growe
10.4K
+ 49.67%
N/A
31.4K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
10.5K
+ 81.97%
N/A
23.2K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
35
+ 1.45%
N/A
2.45K $0
Neos ETF Trust
20.3K
+ 143.45%
N/A
34.4K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
149
+ 2.52%
N/A
6.07K $0
MODL
Victory Portfolios Ii Victorys
27.8K
+ 194.81%
N/A
42K $0
Ge Vernova Inc
3.12K
+ 154.35%
N/A
5.15K $0
Linde PLC
137
+ 3.56%
N/A
3.98K $0
Hive Digital Technologies Lt
6.06K
+ 20.18%
N/A
36.1K $0
Goldman Sachs ETF Tr
5.48K
+ 57.59%
N/A
15K $0
Nano Nuclear Energy Inc
4.07K
+ 31.57%
N/A
17K $0
Ishares Bitcoin Trust ETF
7.28K
+ 85.43%
N/A
15.8K $0
FDV
Federated Hermes ETF Tr U S St
4.87K
+ 45.7%
N/A
15.5K $0
ILCG
Ishares Morningstar Growth ETF
2.08K
+ 12.13%
N/A
19.2K $0
Arista Networks Inc
7.73K
+ 18.12%
N/A
50.4K $0
PCEF
Invesco Cef Income Composite E

ETFs
210
+ 1.01%
$18.8 - $19.89 $3.95K - $4.18K
21.1K $397K
PWR
Quanta Services, Inc.

Industrials
1.97K
+ 24.17%
$236.71 - $358.03 $466K - $705K
10.1K $2.57M
AVXL
Anavex Life Sciences Corp.

Healthcare
5.8K
+ 22.29%
$7.85 - $13.46 $45.5K - $78.1K
31.8K $272K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
168
+ 1.82%
$50.25 - $55.9 $8.44K - $9.39K
9.39K $482K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
1.06K
+ 7.84%
$62.28 - $71.92 $65.8K - $75.9K
14.5K $920K
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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