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
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
143
+ 1.22%
$29.08 - $31.84 $4.16K - $4.55K
11.8K $374K
VGIT
Vanguard Intermediate Term Tre

ETFs
176
+ 4.73%
$57.8 - $60.8 $10.2K - $10.7K
3.9K $235K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
434
+ 0.26%
$21.05 - $21.17 $9.14K - $9.19K
166K $3.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
60
+ 0.77%
$45.87 - $48.53 $2.75K - $2.91K
7.82K $377K
NU
Nu Holdings Ltd.

Financial Services
377
+ 2.35%
$10.71 - $15.14 $4.04K - $5.71K
16.4K $223K
AZN
Astrazeneca PLC

Healthcare
199
+ 7.39%
$76.67 - $87.62 $15.3K - $17.4K
2.89K $225K
EMR
Emerson Electric CO

Industrials
175
+ 3.58%
$98.19 - $118.87 $17.2K - $20.8K
5.07K $554K
URA
Global X Uranium ETF

ETFs
679
+ 4.33%
$23.18 - $31.26 $15.7K - $21.2K
16.4K $468K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
11
+ 0.14%
$35.7 - $41.13 $393 - $452
8K $323K
MRK
Merck & Co., Inc.

Healthcare
6.79K
+ 9.17%
$111.15 - $128.97 $755K - $876K
80.9K $9.18M
VERU
Veru Inc.

Healthcare
14.5K
+ 34.22%
$0.77 - $1.04 $11.2K - $15.1K
56.9K $43K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
12
+ 0.25%
$82.41 - $92.06 $989 - $1.1K
4.74K $427K
FSLY
Fastly, Inc.

Technology
21
+ 0.2%
$5.63 - $8.21 $118 - $172
10.3K $78K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
84
+ 0.61%
$7.48 - $8.24 $628 - $692
13.8K $113K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
7
+ 0.07%
$25.04 - $25.21 $175 - $176
10.2K $257K
Celestica Inc
2.35K
+ 34.37%
N/A
9.18K $0
Linde PLC
2.79K
+ 62.5%
N/A
7.24K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
162K
+ 1314.22%
N/A
174K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
65.6K
+ 242.82%
N/A
92.7K $0
Cava Group Inc
3.86K
+ 175.9%
N/A
6.06K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
226K
+ 436.1%
N/A
277K $0
FSCO
Fs Cr Opportunities Corp Com
15.4K
+ 88.92%
N/A
32.6K $0
SU
Suncor Energy Inc

Energy
167
+ 3.05%
$36.06 - $41.7 $6.02K - $6.96K
5.64K $208K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
5.16K
+ 28.53%
N/A
23.2K $0
Checkpoint Therapeutics Inc
20.5K
+ 141.38%
N/A
35K $0
Gsk PLC
1.41K
+ 13.55%
N/A
11.8K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
5K
+ 12.96%
N/A
43.6K $0
TUA
Simpl Exch Traded Fds Sht Term
198K
+ 76.52%
N/A
457K $0
Invesco Exch Traded Fd Tr Ii
114
+ 1.87%
N/A
6.23K $0
GM
General Motors CO

Consumer Cyclical
478
+ 3.5%
$39.95 - $49.9 $19.1K - $23.9K
14.2K $634K
ADSK
Autodesk, Inc.

Technology
2
+ 0.19%
$245.83 - $245.83 $492 - $492
1.06K $259K
CSTM
Constellium Se

Basic Materials
3.2K
+ 14.8%
$15.21 - $19.53 $48.7K - $62.5K
24.8K $403K
SHEL
Shell PLC

Energy
9
+ 0.3%
$65.65 - $73.28 $591 - $660
3.05K $201K
MCHP
Microchip Technology Inc

Technology
1.53K
+ 11.74%
$72.0 - $95.98 $110K - $147K
14.5K $1.17M
INTC
Intel Corp

Technology
13.3K
+ 29.55%
$18.9 - $34.87 $251K - $463K
58.2K $1.36M
QUIK
Quicklogic Corp

Technology
1K
+ 7.49%
$7.07 - $12.79 $7.07K - $12.8K
14.3K $110K
NVO
Novo Nordisk A S

Healthcare
78
+ 3.51%
$119.07 - $145.42 $9.29K - $11.3K
2.3K $274K
DVN
Devon Energy Corp

Energy
32
+ 0.57%
$37.87 - $48.65 $1.21K - $1.56K
5.67K $221K
BITF
Bitfarms LTD

Financial Services
5K
+ 3.24%
$1.79 - $2.97 $8.95K - $14.9K
160K $336K
DIS
Walt Disney CO

Communication Services
293
+ 1.0%
$85.6 - $98.61 $25.1K - $28.9K
29.7K $2.86M
BA
Boeing CO

Industrials
431
+ 4.93%
$152.04 - $190.6 $65.5K - $82.1K
9.17K $1.39M
MSFT
Microsoft Corp

Technology
2.3K
+ 2.8%
$395.15 - $467.56 $907K - $1.07M
84.2K $36.2M
CTAS
Cintas Corp

Industrials
131
+ 6.6%
$201.38 - $819.83 $26.4K - $107K
2.12K $435K
ENVX
Enovix Corp

Industrials
3.53K
+ 1.9%
$7.61 - $18.31 $26.8K - $64.5K
189K $1.77M
HELE
Helen Of Troy LTD

Consumer Defensive
3.61K
+ 6.6%
$48.49 - $91.62 $175K - $331K
58.3K $3.61M
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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