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
EQAL
Invesco ETF

ETFs
2
+ 0.02%
$48.01 - $51.95 $96 - $104
11.5K $556K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
137
+ 1.06%
$44.57 - $45.47 $6.11K - $6.23K
13.1K $584K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
14
+ 0.14%
$17.65 - $18.4 $247 - $258
10.4K $185K
BSCV
Invesco ETF Self Indexed Fd Tr
176
+ 1.2%
$16.02 - $16.72 $2.82K - $2.94K
14.8K $237K
SU
Suncor Energy Inc

Energy
38
+ 0.67%
$34.5 - $41.53 $1.31K - $1.58K
5.68K $202K
BP
Bp PLC

Energy
368
+ 4.02%
$28.16 - $33.14 $10.4K - $12.2K
9.52K $281K
PULS
Pgim ETF Tr

ETFs
75
+ 0.16%
$49.51 - $49.79 $3.71K - $3.73K
48.5K $2.4M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
575
+ 1.08%
$18.62 - $19.05 $10.7K - $11K
53.8K $1.01M
UPS
United Parcel Service Inc

Industrials
315
+ 6.3%
$122.65 - $138.35 $38.6K - $43.6K
5.31K $670K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
32
+ 0.87%
$74.5 - $78.37 $2.38K - $2.51K
3.72K $277K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
96
+ 0.52%
$11.03 - $12.17 $1.06K - $1.17K
18.4K $206K
MPWR
Monolithic Power Systems Inc

Technology
128
+ 47.58%
$560.06 - $942.58 $71.7K - $121K
397 $234K
EFG
Msci Eafe Growth ETF

ETFs
444
+ 8.25%
$96.83 - $106.88 $43K - $47.5K
5.83K $564K
FE
Firstenergy Corp

Utilities
182
+ 3.52%
$39.14 - $44.52 $7.12K - $8.1K
5.35K $212K
MGV
Vanguard Mega Cap Value

ETFs
2
+ 0.04%
$124.06 - $133.48 $248 - $267
5.26K $656K
FANG
Diamondback Energy, Inc.

Energy
74
+ 1.92%
$153.06 - $199.5 $11.3K - $14.8K
3.92K $642K
DTE
Dte Energy CO

Utilities
35
+ 0.87%
$117.04 - $129.77 $4.1K - $4.54K
4.06K $490K
COP
Conocophillips

Energy
1.63K
+ 5.28%
$95.12 - $114.72 $155K - $187K
32.5K $3.23M
IDV
Ishares Tr

ETFs
189
+ 1.69%
$27.03 - $29.92 $5.11K - $5.65K
11.4K $310K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
908
+ 5.52%
$99.2 - $108.47 $90.1K - $98.5K
17.4K $1.73M
GIS
General Mills Inc

Consumer Defensive
268
+ 5.96%
$62.78 - $74.62 $16.8K - $20K
4.77K $303K
GALT
Galectin Therapeutics Inc

Healthcare
2.9K
+ 13.33%
$0.87 - $3.0 $2.52K - $8.7K
24.7K $29K
VDC
Vanguard Consumer Staples ETF

ETFs
116
+ 1.52%
$210.96 - $223.62 $24.5K - $25.9K
7.75K $1.64M
EXC
Exelon Corp

Utilities
50
+ 0.46%
$36.22 - $40.97 $1.81K - $2.05K
11K $412K
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
5
+ 0.03%
$18.69 - $20.73 $93.5 - $104
15.7K $293K
NOC
Northrop Grumman Corp

Industrials
26
+ 3.3%
$466.52 - $543.88 $12.1K - $14.1K
813 $381K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.73K
+ 77.51%
$25.33 - $51.16 $120K - $242K
10.8K $280K
FYLD
Cambria Foreign Shareholder Yi

ETFs
303
+ 1.76%
$24.86 - $27.99 $7.53K - $8.48K
17.5K $442K
FDL
First Tr Morningstar Dividend

ETFs
523
+ 1.44%
$39.59 - $43.95 $20.7K - $23K
37K $1.49M
DNP
Dnp Select Income Fund Inc

Financial Services
3.35K
+ 5.71%
$8.82 - $9.96 $29.5K - $33.3K
62K $547K
AEP
American Electric Power CO Inc

Utilities
100
+ 1.87%
$90.91 - $102.21 $9.09K - $10.2K
5.46K $503K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
2.62K
+ 6.75%
$49.25 - $53.57 $129K - $140K
41.4K $2.05M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
591
+ 3.04%
$44.04 - $49.49 $26K - $29.2K
20K $881K
TGT
Target Corp

Consumer Defensive
935
+ 11.01%
$121.59 - $160.69 $114K - $150K
9.43K $1.27M
DVY
Ishares Tr

ETFs
26
+ 0.19%
$129.55 - $143.41 $3.37K - $3.73K
13.6K $1.79M
KLAC
Kla Corp

Technology
7
+ 1.89%
$614.46 - $829.55 $4.3K - $5.81K
377 $237K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
992
+ 2.77%
$34.83 - $38.05 $34.6K - $37.7K
36.8K $1.3M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
12.8K
+ 5.22%
$25.79 - $27.56 $329K - $352K
257K $6.71M
IXUS
Ishares Tr

ETFs
1.78K
+ 6.64%
$65.95 - $72.56 $117K - $129K
28.6K $1.89M
MXI
Ishares Global Materials ETF

ETFs
1.51K
+ 13.15%
$77.6 - $93.04 $117K - $140K
12.9K $1.01M
FSLR
First Solar, Inc.

Technology
334
+ 19.21%
$175.88 - $240.66 $58.7K - $80.4K
2.07K $365K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.35K
+ 5.03%
$34.13 - $37.35 $80.1K - $87.7K
49K $1.67M
HDV
Ishares Core High Dividend ETF

ETFs
56
+ 0.34%
$110.82 - $121.28 $6.21K - $6.79K
16.3K $1.83M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
821
+ 4.18%
$33.77 - $44.09 $27.7K - $36.2K
20.5K $694K
NUE
Nucor Corp

Basic Materials
30
+ 1.06%
$115.78 - $167.74 $3.47K - $5.03K
2.86K $333K
KXI
Ishares Tr Global Consumer Sta

ETFs
748
+ 2.66%
$60.15 - $65.39 $45K - $48.9K
28.9K $1.74M
ADI
Analog Devices Inc

Technology
145
+ 1.67%
$206.35 - $236.48 $29.9K - $34.3K
8.85K $1.88M
GD
General Dynamics Corp

Industrials
118
+ 2.92%
$260.28 - $314.03 $30.7K - $37.1K
4.17K $1.1M
PSX
Phillips 66

Energy
3.34K
+ 11.44%
$110.35 - $138.93 $369K - $464K
32.5K $3.71M
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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