Gladstone Institutional Advisory LLC Sells in Q3 2024

Gladstone Institutional Advisory LLC

  • $2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
-42.9K
- 34.58%
$194.9 - $224.8 $8.36M - $9.64M
81.1K $17.1M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-67.9K
- 96.53%
$91.43 - $117.51 $6.21M - $7.98M
2.44K $258K
CDNS
Cadence Design Systems Inc

Technology
-21.2K
- 84.47%
$246.84 - $321.11 $5.24M - $6.81M
3.9K $1.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-17.7K
- 17.77%
$475.2 - $527.7 $8.41M - $9.33M
81.8K $43.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-136K
- 96.43%
$42.54 - $47.97 $5.78M - $6.52M
5.03K $239K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-17.2K
- 73.71%
$285.48 - $330.24 $4.9M - $5.67M
6.12K $1.97M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
-168K
- 69.46%
$28.91 - $32.54 $4.85M - $5.46M
73.7K $2.37M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-109K
- 17.05%
$60.84 - $67.51 $6.61M - $7.33M
528K $35.7M
PANW
Palo Alto Networks Inc

Technology
-15K
- 62.93%
$294.18 - $368.01 $4.42M - $5.52M
8.84K $3.02M
SYLD
Cambria Shareholder Yld ETF

ETFs
-75.4K
- 71.49%
$66.68 - $72.81 $5.03M - $5.49M
30.1K $2.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
-11.7K
- 13.11%
$517.38 - $573.86 $6.06M - $6.72M
77.6K $44.6M
VNLA
Janus Henderson Short Duration

ETFs
-82.5K
- 47.05%
$48.34 - $49.08 $3.99M - $4.05M
92.8K $4.55M
MCK
Mckesson Corp

Healthcare
-6.6K
- 87.89%
$479.06 - $630.38 $3.16M - $4.16M
909 $449K
EDV
Vanguard Extended Duration Tre

ETFs
-61.1K
- 34.96%
$70.73 - $83.52 $4.32M - $5.1M
114K $9.06M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-20.7K
- 19.64%
$178.94 - $207.0 $3.71M - $4.29M
84.8K $17M
DUSA
Davis Fundamental ETF Tr

ETFs
-87.8K
- 64.96%
$37.9 - $42.15 $3.33M - $3.7M
47.4K $1.97M
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-62.7K
- 65.51%
$53.43 - $61.11 $3.35M - $3.83M
33K $2.01M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-71.3K
- 74.66%
$34.84 - $46.54 $2.48M - $3.32M
24.2K $985K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-41.5K
- 57.43%
$75.88 - $83.21 $3.15M - $3.45M
30.8K $2.56M
FDN
First Tr Fd Dow Jones

ETFs
-15.4K
- 59.11%
$183.68 - $212.48 $2.83M - $3.27M
10.6K $2.25M
GOOGL
Alphabet Inc.

Communication Services
-7.86K
- 8.29%
$148.65 - $191.18 $1.17M - $1.5M
87K $14.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
-5.32K
- 52.17%
$217.89 - $392.15 $1.16M - $2.09M
4.88K $1.37M
XLV
Select Sector Spdr Fund Health

ETFs
-18.4K
- 25.25%
$143.3 - $157.24 $2.63M - $2.89M
54.4K $8.38M
AMAT
Applied Materials Inc

Technology
-6.92K
- 31.28%
$174.88 - $254.97 $1.21M - $1.77M
15.2K $3.07M
XLU
Utilities Sector Spdr

ETFs
-44.9K
- 36.78%
$67.67 - $80.78 $3.04M - $3.63M
77.1K $6.23M
KRMA
Global X Fds Global X Consciou

ETFs
-56.7K
- 67.04%
$35.21 - $39.14 $2M - $2.22M
27.9K $1.09M
CMCSA
Comcast Corp

Communication Services
-52K
- 34.07%
$37.33 - $41.78 $1.94M - $2.17M
101K $4.21M
TROW
Price T Rowe Group Inc

Financial Services
-12K
- 29.61%
$101.71 - $120.75 $1.22M - $1.45M
28.6K $3.12M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-61K
- 16.35%
$28.09 - $30.4 $1.71M - $1.86M
312K $9.48M
ABNB
Airbnb, Inc.

Consumer Cyclical
-8.85K
- 65.0%
$113.01 - $154.34 $1M - $1.37M
4.77K $604K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-26.5K
- 44.74%
$52.1 - $59.66 $1.38M - $1.58M
32.8K $1.94M
GS
Goldman Sachs Group Inc

Financial Services
-3.33K
- 53.62%
$459.02 - $510.25 $1.53M - $1.7M
2.88K $1.43M
ENB
Enbridge Inc

Energy
-40K
- 82.76%
$35.27 - $41.18 $1.41M - $1.65M
8.34K $338K
MDT
Medtronic PLC

Healthcare
-20.7K
- 43.32%
$76.84 - $91.03 $1.59M - $1.88M
27K $2.43M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-8.83K
- 39.45%
$178.41 - $210.18 $1.58M - $1.86M
13.6K $2.69M
ADBE
Adobe Inc.

Technology
-1.77K
- 19.72%
$508.13 - $586.55 $897K - $1.04M
7.19K $3.72M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-23.2K
- 84.89%
$51.45 - $52.96 $1.2M - $1.23M
4.13K $218K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-15.6K
- 38.02%
$49.83 - $62.75 $775K - $976K
25.4K $1.46M
CRM
Salesforce, Inc.

Technology
-5.18K
- 26.59%
$238.42 - $276.53 $1.24M - $1.43M
14.3K $3.92M
O
Realty Income Corp

Real Estate
-29K
- 40.12%
$52.36 - $63.42 $1.52M - $1.84M
43.3K $2.74M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-34.8K
- 34.9%
$32.36 - $33.78 $1.13M - $1.18M
65K $2.19M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-14.3K
- 36.38%
$76.94 - $79.54 $1.1M - $1.14M
25K $1.99M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-34.7K
- 82.75%
$29.58 - $30.31 $1.03M - $1.05M
7.24K $219K
LMT
Lockheed Martin Corp

Industrials
-3.47K
- 39.98%
$460.3 - $584.56 $1.6M - $2.03M
5.21K $3.05M
OMFL
Invesco Exchange Traded Self I

ETFs
-20.9K
- 10.09%
$47.65 - $52.99 $996K - $1.11M
186K $9.86M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-21.9K
- 4.69%
$49.9 - $50.37 $1.09M - $1.1M
444K $22.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-5.54K
- 23.78%
$175.46 - $203.3 $971K - $1.13M
17.7K $3.6M
XLP
Consumer Staples Sector Spdr

ETFs
-11.6K
- 15.83%
$76.04 - $76.04 $885K - $885K
61.9K $4.71M
COST
Costco Wholesale Corp

Consumer Defensive
-1.45K
- 13.81%
$801.83 - $917.05 $1.16M - $1.33M
9.03K $8.01M
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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