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
VHT
Vanguard Health Care ETF

ETFs
-805
- 6.94%
$250.81 - $283.3 $202K - $228K
10.8K $2.74M
CSX
Csx Corp

Industrials
-1.12K
- 0.52%
$31.58 - $36.88 $35.4K - $41.4K
213K $6.88M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.25K
- 7.17%
$417.69 - $450.94 $522K - $564K
16.2K $6.89M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-207
- 28.83%
$4100.99 - $5300.34 $849K - $1.1M
511 $2.54M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-2.84K
- 5.74%
$109.14 - $121.63 $310K - $345K
46.6K $5.12M
HD
Home Depot, Inc.

Consumer Cyclical
-395
- 1.97%
$385.02 - $431.37 $152K - $170K
19.7K $7.65M
DSTL
ETF Ser Solution Distillate Us

ETFs
-4.27K
- 3.45%
$54.74 - $58.88 $234K - $251K
120K $6.56M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.57K
- 1.08%
$26.05 - $29.17 $40.9K - $45.8K
144K $3.76M
FNK
First Trust Mid Cap Value Alph

ETFs
-7.33K
- 11.05%
$52.39 - $58.28 $384K - $427K
59K $3.16M
SYLD
Cambria Shareholder Yld ETF

ETFs
-4.91K
- 16.32%
$68.06 - $76.27 $334K - $374K
25.2K $1.72M
SO
Southern CO

Utilities
-2.79K
- 10.16%
$81.5 - $94.15 $227K - $263K
24.7K $2.03M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-6.95K
- 20.38%
$63.58 - $71.15 $442K - $494K
27.2K $1.77M
FDN
First Tr Fd Dow Jones

ETFs
-3.15K
- 29.61%
$210.5 - $257.24 $663K - $811K
7.49K $1.82M
HYLS
First Tr Tactical High Yield L

ETFs
-9.72K
- 57.88%
$41.29 - $42.03 $402K - $409K
7.08K $292K
INTC
Intel Corp

Technology
-10.4K
- 17.87%
$19.07 - $26.23 $198K - $273K
47.8K $958K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-2.67K
- 67.69%
$173.13 - $258.09 $461K - $688K
1.27K $293K
IXG
Ishares Global Fin'L ETF

ETFs
-4.26K
- 58.54%
$93.25 - $101.72 $397K - $433K
3.02K $289K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-368
- 1.17%
$442.29 - $483.08 $163K - $178K
31.1K $14.1M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-8.18K
- 18.43%
$44.2 - $49.46 $361K - $404K
36.2K $1.66M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.94K
- 20.81%
$82.28 - $117.52 $159K - $228K
7.37K $624K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-4.75K
- 6.38%
$75.22 - $82.17 $357K - $390K
69.7K $5.31M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-10.3K
- 11.07%
$41.16 - $42.25 $423K - $434K
82.5K $3.49M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.37K
- 10.95%
$80.93 - $85.66 $273K - $289K
27.4K $2.22M
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-5.83K
- 17.66%
$60.34 - $65.34 $352K - $381K
27.2K $1.67M
CVS
Cvs Health Corp

Healthcare
-1.73K
- 11.89%
$43.78 - $67.46 $75.8K - $117K
12.8K $575K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3.36K
- 7.49%
$86.65 - $94.9 $291K - $319K
41.5K $3.6M
SBUX
Starbucks Corp

Consumer Cyclical
-2.21K
- 13.65%
$87.44 - $102.5 $194K - $227K
14K $1.28M
APD
Air Products & Chemicals, Inc.

Basic Materials
-889
- 15.69%
$285.5 - $335.62 $254K - $298K
4.78K $1.39M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.91K
- 31.09%
$94.77 - $97.36 $275K - $283K
6.44K $614K
DUSA
Davis Fundamental ETF Tr

ETFs
-7.58K
- 16.0%
$40.91 - $45.07 $310K - $341K
39.8K $1.68M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-4.23K
- 23.9%
$67.57 - $76.22 $286K - $322K
13.5K $930K
TDIV
First Trust Nasdaq Technology

ETFs
-2.97K
- 11.42%
$78.03 - $82.13 $232K - $244K
23.1K $1.81M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-5.25K
- 26.87%
$44.03 - $46.65 $231K - $245K
14.3K $630K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-5.18K
- 16.53%
$43.6 - $47.2 $226K - $245K
26.2K $1.14M
VOX
Vanguard Communication Service

ETFs
-2.02K
- 42.71%
$144.31 - $163.57 $292K - $331K
2.71K $420K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.02K
- 26.69%
$45.07 - $47.1 $226K - $237K
13.8K $623K
NEAR
Blackrock Short Maturity Bond

ETFs
-3.47K
- 3.05%
$50.28 - $51.08 $175K - $177K
110K $5.56M
FTCS
First Trust Capital Strength E

ETFs
-1.8K
- 6.06%
$87.62 - $94.03 $158K - $170K
28K $2.46M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-6.99K
- 14.62%
$33.7 - $37.69 $236K - $263K
40.8K $1.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.09K
- 17.76%
$316.94 - $357.88 $345K - $389K
5.03K $1.73M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-4.48K
- 11.4%
$40.12 - $43.62 $180K - $195K
34.8K $1.4M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-3.51K
- 5.85%
$78.43 - $87.17 $275K - $306K
56.5K $4.53M
VTV
Vanguard Value ETF

ETFs
-53
- 0.12%
$168.32 - $181.87 $8.92K - $9.64K
42.5K $7.19M
KRMA
Global X Fds Global X Consciou

ETFs
-5.71K
- 20.51%
$38.55 - $40.97 $220K - $234K
22.1K $865K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-3.38K
- 26.6%
$71.55 - $82.8 $242K - $280K
9.33K $700K
EEM
Ishares Msci Emerging Markets

ETFs
-3.4K
- 19.72%
$41.82 - $47.36 $142K - $161K
13.9K $579K
PG
Procter & Gamble CO

Consumer Defensive
-99
- 0.28%
$161.05 - $179.7 $15.9K - $17.8K
35.4K $5.93M
PAVE
Global X Fds Us Infrastructure

ETFs
-4.44K
- 11.01%
$40.41 - $45.95 $180K - $204K
35.9K $1.45M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.53K
- 5.97%
$89.9 - $100.66 $137K - $154K
24K $2.17M
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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