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
KMI
Kinder Morgan, Inc.

Energy
1.34K
+ 9.59%
$19.72 - $22.22 $26.4K - $29.7K
15.3K $337K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
4.13K
+ 15.03%
$12.65 - $13.91 $52.2K - $57.4K
31.6K $434K
BOTZ
Global X Fds

ETFs
1.32K
+ 12.66%
$27.68 - $32.27 $36.6K - $42.6K
11.8K $378K
DLR
Digital Realty Trust, Inc.

Real Estate
13
+ 0.23%
$144.47 - $162.98 $1.88K - $2.12K
5.65K $914K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.15%
$391.53 - $469.81 $783 - $940
1.33K $626K
CYBR
Cyber Ark Software Ltd.

Technology
72
+ 3.92%
$241.52 - $291.61 $17.4K - $21K
1.91K $556K
IWB
Ishares Tr Russell 1000 ETF

ETFs
17
+ 0.6%
$283.28 - $314.39 $4.82K - $5.34K
2.84K $891K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.21K
+ 2.71%
$23.61 - $24.64 $28.5K - $29.7K
45.8K $1.12M
FDRR
Fidelity Covington Tr Divid Et

ETFs
1
+ 0.01%
$46.51 - $51.5 $46.5 - $51.5
15.8K $813K
VEEV
Veeva Systems Inc

Healthcare
45
+ 2.87%
$180.43 - $223.9 $8.12K - $10.1K
1.61K $338K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
11
+ 0.07%
$28.41 - $32.11 $313 - $353
15.7K $493K
LHX
L3 Harris Technologies, Inc.

Industrials
26
+ 0.84%
$221.96 - $243.27 $5.77K - $6.33K
3.12K $741K
JNK
Spdr Bloomberg High Yield Bond

ETFs
152
+ 1.65%
$93.65 - $97.81 $14.2K - $14.9K
9.34K $913K
MBB
Ishares Tr

ETFs
155
+ 1.91%
$90.85 - $96.66 $14.1K - $15K
8.29K $793K
NUE
Nucor Corp

Basic Materials
433
+ 18.07%
$137.77 - $166.14 $59.7K - $71.9K
2.83K $425K
TJX
Tjx Companies Inc

Consumer Cyclical
271
+ 14.35%
$107.93 - $120.23 $29.2K - $32.6K
2.16K $253K
EQAL
Invesco ETF

ETFs
2
+ 0.02%
$44.26 - $48.66 $88.5 - $97.3
11.5K $560K
MS
Morgan Stanley

Financial Services
12
+ 0.2%
$92.07 - $106.96 $1.1K - $1.28K
6.11K $637K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
57
+ 1.59%
$111.9 - $124.28 $6.38K - $7.08K
3.63K $448K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
117
+ 0.17%
$13.24 - $14.64 $1.55K - $1.71K
69.6K $1.02M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.16K
+ 8.8%
$22.38 - $23.66 $25.9K - $27.4K
14.3K $335K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.42K
+ 5.54%
$11.52 - $12.52 $16.4K - $17.8K
27.1K $334K
CVX
Chevron Corp

Energy
3.12K
+ 6.77%
$137.88 - $161.97 $430K - $506K
49.2K $7.25M
IJK
Ishares S&P Midcap 400 Growth

ETFs
180
+ 3.62%
$84.81 - $93.54 $15.3K - $16.8K
5.15K $473K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
195
+ 2.18%
$47.29 - $52.55 $9.22K - $10.2K
9.15K $480K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.06%
$96.3 - $106.49 $1.06K - $1.17K
17.7K $1.85M
FYLD
Cambria Foreign Shareholder Yi

ETFs
369
+ 2.19%
$24.79 - $28.04 $9.15K - $10.3K
17.2K $479K
AIVI
Kemiao Garment Holding Group

ETFs
76
+ 1.07%
$39.41 - $44.27 $3K - $3.36K
7.15K $313K
PSCT
Invesco S&P Smallcap Informati

ETFs
567
+ 10.77%
$43.19 - $51.31 $24.5K - $29.1K
5.83K $279K
FTHI
First Trust Exchange Traded Fd

ETFs
1.16K
+ 9.12%
$21.47 - $23.16 $24.9K - $26.9K
13.9K $319K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
326
+ 5.14%
$100.3 - $100.74 $32.7K - $32.8K
6.67K $671K
VOT
Vanguard Mid Cap Growth Index

ETFs
16
+ 0.76%
$218.05 - $243.47 $3.49K - $3.9K
2.12K $515K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
345
+ 7.16%
$42.04 - $47.22 $14.5K - $16.3K
5.16K $238K
NIO
Nio Inc.

Consumer Cyclical
14
+ 0.11%
$3.67 - $6.68 $51.4 - $93.5
13.1K $87K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10
+ 0.42%
$210.25 - $231.86 $2.1K - $2.32K
2.38K $531K
MPWR
Monolithic Power Systems Inc

Technology
5
+ 1.89%
$757.04 - $947.16 $3.79K - $4.74K
269 $248K
PRU
Prudential Financial Inc

Financial Services
109
+ 2.38%
$105.53 - $127.32 $11.5K - $13.9K
4.69K $567K
PULS
Pgim ETF Tr

ETFs
548
+ 1.15%
$49.47 - $49.8 $27.1K - $27.3K
48.4K $2.41M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
203
+ 5.62%
$58.75 - $64.07 $11.9K - $13K
3.82K $244K
IDV
Ishares Tr

ETFs
40
+ 0.36%
$27.62 - $30.64 $1.1K - $1.23K
11.2K $337K
PSCM
Invesco S&P Smallcap Materials

ETFs
152
+ 4.76%
$72.14 - $83.31 $11K - $12.7K
3.34K $268K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
1.66K
+ 9.95%
$11.45 - $13.06 $19K - $21.7K
18.3K $220K
EPD
Enterprise Products Partners L.P.

Energy
846
+ 4.32%
$27.88 - $30.0 $23.6K - $25.4K
20.4K $594K
MFC
Manulife Financial Corp

Financial Services
2
+ 0.02%
$24.13 - $29.63 $48.3 - $59.3
9.08K $268K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
23
+ 0.51%
$67.66 - $75.54 $1.56K - $1.74K
4.51K $338K
YUM
Yum Brands Inc

Consumer Cyclical
65
+ 3.22%
$125.95 - $139.96 $8.19K - $9.1K
2.08K $290K
DOW
Dow Inc.

Basic Materials
226
+ 3.27%
$50.15 - $55.41 $11.3K - $12.5K
7.13K $389K
VLO
Valero Energy Corp

Energy
395
+ 26.98%
$132.81 - $163.48 $52.5K - $64.6K
1.86K $251K
DFS
Discover Financial Services

Financial Services
20
+ 1.12%
$123.41 - $144.72 $2.47K - $2.89K
1.81K $253K
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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