Gladstone Institutional Advisory LLC Sells in Q4 2024

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LGOV
First Tr ETF Iv Long Duration

ETFs
-545K
- 59.5%
$20.75 - $22.49 $11.3M - $12.3M
371K $7.73M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-146K
- 69.47%
$42.84 - $45.38 $6.24M - $6.61M
64K $2.75M
EDV
Vanguard Extended Duration Tre

ETFs
-52K
- 45.79%
$67.27 - $79.67 $3.5M - $4.15M
61.6K $4.17M
XLE
Energy Sector Spdr

ETFs
-43.7K
- 33.82%
$83.32 - $97.27 $3.64M - $4.25M
85.5K $7.33M
PINK
Simplify Exchange Traded Fds S

ETFs
-52.5K
- 8.08%
$29.45 - $32.77 $1.55M - $1.72M
597K $17.7M
XLP
Consumer Staples Sector Spdr

ETFs
-46.2K
- 74.62%
N/A
15.7K $1.19M
VNLA
Janus Henderson Short Duration

ETFs
-70.9K
- 76.37%
$48.82 - $49.11 $3.46M - $3.48M
21.9K $1.07M
XLB
Select Sector Spdr Fd Material

ETFs
-26.8K
- 40.75%
$83.8 - $97.58 $2.24M - $2.61M
38.9K $3.27M
RECS
Columbia ETF Tr I

ETFs
-79.2K
- 17.03%
$33.61 - $36.42 $2.66M - $2.89M
386K $13.4M
AMD
Advanced Micro Devices Inc

Technology
-6.04K
- 19.37%
$118.88 - $172.8 $718K - $1.04M
25.1K $3.04M
LLY
Eli Lilly & CO

Healthcare
-60
- 0.37%
$727.2 - $932.06 $43.6K - $55.9K
16.1K $12.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-16.8K
- 28.71%
$96.64 - $101.23 $1.62M - $1.7M
41.6K $4.03M
QCOM
Qualcomm Inc

Technology
-8.86K
- 36.93%
$150.4 - $178.04 $1.33M - $1.58M
15.1K $2.32M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.88K
- 3.04%
$87.1 - $98.49 $338K - $382K
124K $10.8M
JNJ
Johnson & Johnson

Healthcare
-5.41K
- 10.22%
$143.34 - $165.86 $776K - $898K
47.5K $6.87M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-31.6K
- 7.11%
$50.0 - $50.27 $1.58M - $1.59M
413K $20.7M
XLU
Utilities Sector Spdr

ETFs
-15.7K
- 20.39%
$74.89 - $82.93 $1.18M - $1.3M
61.4K $4.65M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-9.42K
- 11.3%
$104.54 - $137.94 $984K - $1.3M
73.9K $8.98M
MRK
Merck & Co., Inc.

Healthcare
-2.05K
- 2.54%
$96.31 - $114.76 $198K - $236K
78.8K $7.84M
SLV
I Shares Silver Trust

ETFs
-42.3K
- 73.0%
$26.33 - $31.74 $1.11M - $1.34M
15.6K $411K
ADBE
Adobe Inc.

Technology
-1.56K
- 21.73%
$437.39 - $552.96 $683K - $864K
5.63K $2.5M
XLY
Select Sector Spdr Consumer Di

ETFs
-6.27K
- 58.15%
$194.8 - $239.43 $1.22M - $1.5M
4.51K $1.01M
CAT
Caterpillar Inc

Industrials
-2.07K
- 18.11%
$360.37 - $416.88 $747K - $864K
9.37K $3.4M
KO
Coca Cola CO

Consumer Defensive
-4.67K
- 5.94%
$61.74 - $71.71 $289K - $335K
73.9K $4.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.88K
- 4.4%
$174.22 - $187.62 $676K - $729K
84.5K $14.8M
AMAT
Applied Materials Inc

Technology
-2.31K
- 15.19%
$161.44 - $213.89 $373K - $494K
12.9K $2.1M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
-23.8K
- 32.32%
$28.08 - $34.19 $669K - $815K
49.9K $1.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-9.24K
- 41.66%
$100.24 - $101.35 $926K - $937K
12.9K $1.3M
XLF
Financial Sector Spdr

ETFs
-34.9K
- 13.71%
$44.89 - $51.34 $1.57M - $1.79M
220K $10.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-12.5K
- 34.86%
$65.67 - $69.79 $823K - $874K
23.4K $1.57M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.71K
- 7.11%
$88.59 - $94.57 $594K - $634K
87.7K $7.78M
O
Realty Income Corp

Real Estate
-7.16K
- 16.54%
$51.76 - $64.71 $370K - $463K
36.1K $1.93M
CMCSA
Comcast Corp

Communication Services
-10K
- 9.95%
$37.39 - $45.14 $375K - $452K
90.7K $3.4M
PEP
Pepsico Inc

Consumer Defensive
-2.25K
- 9.47%
$151.29 - $176.1 $340K - $396K
21.5K $3.27M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-34.2K
- 41.29%
$22.28 - $22.66 $762K - $775K
48.6K $1.09M
FDVV
Fidelity High Dividend ETF

ETFs
-14.5K
- 33.79%
$49.66 - $52.63 $722K - $765K
28.5K $1.42M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-2.57K
- 18.96%
$176.4 - $231.84 $453K - $596K
11K $1.94M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-318
- 5.4%
$501.29 - $612.85 $159K - $195K
5.57K $2.9M
FIW
First Trust Water ETF

ETFs
-4.12K
- 10.49%
$102.02 - $110.91 $421K - $457K
35.2K $3.59M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-11.5K
- 12.86%
$38.37 - $42.82 $440K - $491K
77.7K $2.98M
AMGN
Amgen Inc

Healthcare
-1.12K
- 18.88%
$258.78 - $328.31 $290K - $368K
4.82K $1.26M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-20.1K
- 11.58%
$28.88 - $29.33 $581K - $590K
154K $4.45M
GE
General Electric CO

Industrials
-1.73K
- 10.73%
$159.95 - $194.23 $277K - $337K
14.4K $2.4M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-12.5K
- 17.67%
$33.43 - $36.52 $418K - $457K
58.3K $1.97M
MDT
Medtronic PLC

Healthcare
-3.85K
- 14.22%
$79.61 - $92.24 $306K - $355K
23.2K $1.85M
FVD
First Tr Value Line Divid Inde

ETFs
-10.5K
- 17.93%
$43.4 - $46.7 $455K - $490K
48K $2.09M
FXR
First Trust Industrials/Produc

ETFs
-6.87K
- 13.33%
$74.81 - $83.27 $514K - $572K
44.7K $3.34M
MCHP
Microchip Technology Inc

Technology
-3.97K
- 27.33%
$55.51 - $79.05 $221K - $314K
10.6K $605K
NKE
Nike, Inc.

Consumer Cyclical
-5.13K
- 39.11%
$73.36 - $89.13 $376K - $457K
7.99K $604K
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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