Gladstone Institutional Advisory LLC Reduced Holdings in Q4 2024

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CFG
Citizens Financial Group Inc

Financial Services
-308
- 2.78%
$39.92 - $48.46 $12.3K - $14.9K
10.8K $471K
CRDF
Cardiff Oncology, Inc.

Healthcare
-2K
- 13.33%
$2.31 - $5.35 $4.62K - $10.7K
13K $56K
IWY
Ishares Tr Russell 200 Growth

ETFs
-7
- 0.53%
$216.72 - $244.71 $1.52K - $1.71K
1.32K $309K
CMI
Cummins Inc

Industrials
-48
- 3.45%
$324.93 - $383.42 $15.6K - $18.4K
1.34K $468K
MAR
Marriott International Inc

Consumer Cyclical
-36
- 4.01%
$246.06 - $292.59 $8.86K - $10.5K
861 $240K
RBLX
Roblox Corp

Communication Services
-1.02K
- 17.51%
$39.86 - $61.45 $40.6K - $62.6K
4.8K $277K
EPD
Enterprise Products Partners L.P.

Energy
-737
- 3.61%
$28.66 - $34.43 $21.1K - $25.4K
19.7K $617K
V
Visa Inc.

Financial Services
-2.77K
- 12.52%
$273.87 - $320.91 $757K - $887K
19.3K $6.1M
DIS
Walt Disney CO

Communication Services
-3.71K
- 12.5%
$92.39 - $117.6 $343K - $437K
26K $2.9M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-13
- 0.22%
$129.96 - $144.97 $1.69K - $1.88K
6K $835K
EMR
Emerson Electric CO

Industrials
-181
- 3.57%
$108.13 - $134.33 $19.6K - $24.3K
4.89K $605K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-19
- 0.04%
$87.41 - $97.21 $1.66K - $1.85K
51.1K $4.61M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-10
- 0.06%
$201.32 - $217.44 $2.01K - $2.17K
17.7K $3.67M
BX
Blackstone Inc.

Financial Services
-218
- 3.5%
$148.45 - $199.05 $32.4K - $43.4K
6.01K $1.04M
C
Citigroup Inc

Financial Services
-254
- 1.86%
$61.31 - $72.5 $15.6K - $18.4K
13.4K $942K
NOW
Service Now, Inc.

Technology
-331
- 12.32%
$867.18 - $1148.42 $287K - $380K
2.36K $2.5M
STRL
Sterling Construction CO Inc

Industrials
-2
- 0.05%
$142.94 - $199.03 $286 - $398
4.04K $680K
HBI
Hanesbrands Inc.

Consumer Cyclical
-929
- 0.67%
$6.91 - $8.91 $6.42K - $8.28K
137K $1.12M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-7.04K
- 2.25%
$30.04 - $32.01 $211K - $225K
305K $9.59M
SOFI
So Fi Technologies, Inc.

Financial Services
-21.8K
- 36.24%
$7.63 - $16.88 $166K - $368K
38.3K $590K
MS
Morgan Stanley

Financial Services
-94
- 1.54%
$104.42 - $134.99 $9.82K - $12.7K
6.02K $756K
ENVX
Enovix Corp

Industrials
-3.3K
- 1.74%
$8.03 - $12.81 $26.5K - $42.3K
186K $2.02M
HWM
Howmet Aerospace Inc.

Industrials
-34
- 0.12%
$99.72 - $120.09 $3.39K - $4.08K
29.3K $3.21M
CSCO
Cisco Systems, Inc.

Technology
-4.12K
- 4.79%
$52.45 - $60.02 $216K - $247K
81.8K $4.84M
RJF
Raymond James Financial Inc

Financial Services
-233
- 2.36%
$123.0 - $170.1 $28.7K - $39.6K
9.63K $1.5M
NWL
Newell Brands Inc.

Consumer Defensive
-14.7K
- 7.6%
$7.18 - $11.63 $106K - $171K
179K $1.78M
BAC
Bank Of America Corp

Financial Services
-391
- 0.48%
$39.22 - $47.77 $15.3K - $18.7K
81.4K $3.58M
CRM
Salesforce, Inc.

Technology
-1.58K
- 11.02%
$270.87 - $367.87 $427K - $580K
12.7K $4.26M
GOOG
Alphabet Inc.

Communication Services
-1.41K
- 2.94%
$163.08 - $198.16 $229K - $278K
46.4K $8.83M
AVGO
Broadcom Inc.

Technology
-11.2K
- 18.36%
$159.67 - $250.0 $1.79M - $2.81M
49.9K $11.6M
PLTR
Palantir Technologies Inc.

Technology
-32.4K
- 35.26%
$36.46 - $82.38 $1.18M - $2.67M
59.5K $4.5M
NFLX
Netflix Inc

Communication Services
-312
- 3.87%
$687.65 - $936.56 $215K - $292K
7.75K $6.9M
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
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email