Gladstone Institutional Advisory LLC Sells in Q1 2025

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
-5.45K
- 19.12%
$48.86 - $52.28 $266K - $285K
23.1K $1.14M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.03K
- 21.24%
$47.25 - $67.02 $143K - $203K
11.2K $534K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-308
- 6.12%
$307.43 - $357.48 $94.7K - $110K
4.73K $1.46M
IXN
Ishares Global Information Tec

ETFs
-168
- 0.62%
$75.73 - $88.4 $12.7K - $14.9K
27.1K $2.05M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-6.23K
- 17.87%
$38.15 - $41.62 $237K - $259K
28.6K $1.15M
HON
Honeywell International Inc

Industrials
-722
- 10.54%
$202.75 - $226.52 $146K - $164K
6.13K $1.3M
VFH
Vanguard Financial ETF

ETFs
-2.39K
- 7.79%
$114.07 - $127.34 $273K - $305K
28.3K $3.39M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-4.71K
- 18.0%
$41.26 - $44.98 $194K - $212K
21.5K $901K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-386
- 0.99%
$69.32 - $78.69 $26.8K - $30.4K
38.6K $2.69M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-2.75K
- 29.5%
$68.32 - $78.49 $188K - $216K
6.58K $460K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-367
- 0.43%
$169.43 - $182.84 $62.2K - $67.1K
84.1K $14.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.51K
- 46.54%
$119.38 - $161.42 $181K - $244K
1.74K $207K
SQEW
Two Rds Shared Tr Leadershares

ETFs
-4.45K
- 13.55%
$30.9 - $34.79 $137K - $155K
28.4K $886K
CCL
Carnival Corp

Consumer Cyclical
-3.73K
- 13.88%
$19.08 - $28.49 $71.1K - $106K
23.1K $451K
NWBI
Northwest Bancshares, Inc.

Financial Services
-15.4K
- 57.77%
$11.78 - $13.39 $181K - $206K
11.3K $135K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-208
- 2.81%
$185.73 - $221.19 $38.6K - $46K
7.19K $1.34M
VB
Vanguard Small Cap ETF

ETFs
-343
- 4.57%
$217.89 - $252.64 $74.7K - $86.7K
7.16K $1.59M
PSCF
Invesco S&P Smallcap Financial

ETFs
-3.61K
- 43.27%
$51.29 - $57.57 $185K - $208K
4.73K $250K
DLR
Digital Realty Trust, Inc.

Real Estate
-217
- 4.21%
$142.1 - $183.56 $30.8K - $39.8K
4.94K $707K
ISCB
International Speedway Corp

ETFs
-606
- 1.56%
$53.73 - $61.7 $32.6K - $37.4K
38.3K $2.07M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-8.39K
- 17.74%
$24.07 - $24.5 $202K - $206K
38.9K $943K
PH
Parker Hannifin Corp

Industrials
-198
- 7.19%
$591.65 - $707.05 $117K - $140K
2.56K $1.55M
FYLD
Cambria Foreign Shareholder Yi

ETFs
-8.31K
- 47.44%
$24.97 - $27.67 $207K - $230K
9.21K $247K
LSAF
Two Rds Shared Tr

ETFs
-3.86K
- 9.82%
$38.02 - $43.38 $147K - $167K
35.4K $1.4M
SYF
Synchrony Financial

Financial Services
-1.52K
- 16.37%
$51.9 - $70.63 $78.9K - $107K
7.77K $411K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-8.16K
- 15.01%
N/A
46.2K $1.04M
XLF
Financial Sector Spdr

ETFs
-10.2K
- 4.64%
$47.32 - $52.19 $482K - $532K
209K $10.4M
OSTK
Overstock.Com, Inc

Consumer Cyclical
-7.1K
- 7.59%
N/A
86.4K $2.21M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
-7.06K
- 46.31%
$28.41 - $32.26 $200K - $228K
8.18K $262K
IYR
Ishares Tr

ETFs
-2.11K
- 15.39%
$89.49 - $98.98 $189K - $209K
11.6K $1.11M
VO
Vanguard Mid Cap ETF

ETFs
-115
- 0.47%
$251.87 - $277.95 $29K - $32K
24.1K $6.24M
IWR
Ishares Russell Mid Cap ETF

ETFs
-598
- 1.78%
$82.81 - $92.93 $49.5K - $55.6K
33K $2.8M
FDX
Fedex Corp

Industrials
-138
- 4.2%
$230.33 - $281.53 $31.8K - $38.9K
3.15K $767K
DINT
Davis Fundamental ETF Tr

ETFs
-7.76K
- 43.99%
$20.94 - $24.54 $162K - $190K
9.87K $228K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-6.65K
- 6.3%
$39.18 - $43.52 $261K - $290K
99K $4.14M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-188
- 1.71%
$161.13 - $209.29 $30.3K - $39.3K
10.8K $1.79M
VNLA
Janus Henderson Short Duration

ETFs
-3.17K
- 14.46%
$48.89 - $49.21 $155K - $156K
18.8K $922K
SOFI
So Fi Technologies, Inc.

Financial Services
-290
- 0.76%
$11.18 - $18.03 $3.24K - $5.23K
38K $442K
VOX
Vanguard Communication Service

ETFs
-869
- 32.05%
$147.73 - $169.24 $128K - $147K
1.84K $273K
EFG
Msci Eafe Growth ETF

ETFs
-1.64K
- 28.2%
$96.1 - $106.37 $158K - $175K
4.18K $418K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-7.09K
- 11.17%
$14.21 - $15.67 $101K - $111K
56.4K $804K
VT
Vanguard Total World Stk Index

ETFs
-1.09K
- 9.76%
$115.08 - $123.97 $125K - $135K
10.1K $1.17M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-525
- 6.4%
$110.9 - $132.93 $58.2K - $69.8K
7.68K $873K
PULS
Pgim ETF Tr

ETFs
-2.94K
- 6.07%
$49.56 - $49.78 $146K - $147K
45.5K $2.26M
MU
Micron Technology Inc

Technology
-1.81K
- 22.55%
$86.89 - $109.38 $157K - $198K
6.21K $539K
FDL
First Tr Morningstar Dividend

ETFs
-5.74K
- 15.52%
$39.69 - $43.83 $228K - $251K
31.2K $1.36M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-684
- 11.76%
$96.3 - $112.23 $65.9K - $76.8K
5.13K $500K
IXP
Ishares Global Comm Services E

ETFs
-1.36K
- 27.88%
$95.48 - $106.93 $129K - $145K
3.51K $340K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-9
- 0.16%
$497.6 - $606.74 $4.48K - $5.46K
5.56K $2.77M
Activity Summary
Buys All Purchases 372 New Holdings 63 Increased Positions 309 Sells All Sells 318 Reductions 318 Sold out 0 Options Calls 0 Puts 0
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