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
MAR
Marriott International Inc

Consumer Cyclical
-602
- 40.16%
$211.35 - $255.11 $127K - $154K
897 $222K
AMT
American Tower Corp

Real Estate
-999
- 40.17%
$192.27 - $242.73 $192K - $242K
1.49K $346K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-3.75K
- 12.48%
$37.92 - $42.97 $142K - $161K
26.3K $1.11M
VTI
Vanguard Total Stock Market Et

ETFs
-1.13K
- 9.49%
$255.18 - $283.2 $289K - $321K
10.8K $3.06M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.56K
- 16.11%
$44.66 - $49.15 $114K - $126K
13.3K $628K
ACTV
Two Rds Shared Tr Leadershares

ETFs
-5.06K
- 21.45%
$30.76 - $34.47 $156K - $175K
18.5K $625K
MP
Mp Materials Corp.

Basic Materials
-14.6K
- 54.53%
$10.49 - $18.39 $153K - $268K
12.1K $214K
EOG
Eog Resources Inc

Energy
-932
- 32.45%
$117.9 - $132.65 $110K - $124K
1.94K $238K
FTC
First Tr Lge Cap Growth

ETFs
-1.1K
- 38.36%
$115.51 - $131.45 $127K - $144K
1.77K $232K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.31K
- 14.97%
$44.83 - $47.42 $148K - $157K
18.8K $886K
FDX
Fedex Corp

Industrials
-71
- 2.03%
$254.64 - $313.52 $18.1K - $22.3K
3.43K $937K
MRVL
Marvell Technology, Inc.

Technology
-2.15K
- 10.35%
$56.15 - $76.24 $121K - $164K
18.6K $1.34M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-5.48K
- 27.46%
$20.56 - $22.25 $113K - $122K
14.5K $321K
F
Ford Motor CO

Consumer Cyclical
-1.83K
- 4.47%
$9.71 - $14.55 $17.7K - $26.6K
39K $412K
CI
Cigna Corp

Healthcare
-360
- 21.8%
$319.12 - $367.1 $115K - $132K
1.29K $447K
IBB
Ishares Biotechnology ETF

ETFs
-977
- 18.2%
$135.09 - $149.47 $132K - $146K
4.39K $639K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.1K
- 4.4%
$50.25 - $50.74 $105K - $106K
45.6K $2.31M
DWM
Wisdomtree Tr

ETFs
-2K
- 28.97%
$52.24 - $58.1 $104K - $116K
4.9K $281K
SHOP
Shopify Inc.

Technology
-3.19K
- 26.23%
$52.26 - $80.75 $167K - $257K
8.96K $718K
SCHW
Schwab Charles Corp

Financial Services
-328
- 5.08%
$61.74 - $76.08 $20.3K - $25K
6.12K $396K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-2K
- 16.5%
$40.28 - $40.8 $80.5K - $81.5K
10.1K $412K
PCEF
Invesco Cef Income Composite E

ETFs
-5.06K
- 19.48%
$18.24 - $19.71 $92.2K - $99.7K
20.9K $411K
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
-4.91K
- 23.81%
$18.91 - $20.63 $92.8K - $101K
15.7K $323K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-5.34K
- 11.95%
$37.41 - $41.75 $200K - $223K
39.3K $1.64M
UNP
Union Pacific Corp

Industrials
-1.87K
- 9.46%
$221.78 - $256.09 $415K - $479K
17.9K $4.41M
UPS
United Parcel Service Inc

Industrials
-433
- 7.97%
$123.32 - $147.38 $53.4K - $63.8K
5K $681K
FTGC
First Trust Global Tactical CO

ETFs
-770
- 0.39%
$22.3 - $24.39 $17.2K - $18.8K
197K $4.66M
TDIV
First Trust Nasdaq Technology

ETFs
-2.4K
- 8.43%
$70.51 - $81.07 $169K - $194K
26K $2.09M
RXI
Ishares Tr

ETFs
-556
- 21.91%
$150.45 - $178.42 $83.7K - $99.2K
1.98K $351K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-802
- 16.92%
$138.85 - $182.81 $111K - $147K
3.94K $698K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.44K
- 6.09%
$32.34 - $35.85 $46.6K - $51.7K
22.2K $787K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.46K
- 9.68%
$47.95 - $49.61 $70.2K - $72.6K
13.7K $674K
NWL
Newell Brands Inc.

Consumer Defensive
-46.1K
- 19.24%
$5.73 - $8.91 $264K - $411K
194K $1.49M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-756
- 3.47%
$332.02 - $382.76 $251K - $289K
21K $7.89M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.2K
- 10.44%
$48.27 - $49.43 $57.9K - $59.3K
10.3K $508K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-264
- 3.86%
$147.95 - $191.05 $39.1K - $50.4K
6.57K $1.14M
VOX
Vanguard Communication Service

ETFs
-579
- 10.9%
$129.82 - $145.39 $75.2K - $84.2K
4.73K $687K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.48K
- 0.93%
$59.61 - $60.15 $88.3K - $89.1K
158K $9.45M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.42K
- 18.84%
$46.9 - $51.96 $66.5K - $73.6K
6.11K $314K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.89K
- 14.03%
$39.47 - $49.4 $74.4K - $93.2K
11.6K $549K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-4.15K
- 28.67%
$24.73 - $34.02 $103K - $141K
10.3K $351K
SQEW
Two Rds Shared Tr Leadershares

ETFs
-2.53K
- 6.91%
$30.82 - $34.49 $77.8K - $87.1K
34K $1.16M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-433
- 14.85%
$144.27 - $157.55 $62.5K - $68.2K
2.48K $391K
FTA
First Tr Large Cap Value

ETFs
-1.06K
- 12.72%
$72.76 - $79.13 $77.1K - $83.8K
7.27K $575K
FBT
First Trust Nyse Arca Biotechn

ETFs
-407
- 21.64%
$152.39 - $172.91 $62K - $70.4K
1.47K $253K
IEMG
Ishares Inc

ETFs
-826
- 1.01%
$53.64 - $53.64 $44.3K - $44.3K
80.9K $4.34M
ELV
Elevance Health, Inc.

Healthcare
-43
- 7.08%
$500.12 - $562.29 $21.5K - $24.2K
564 $293K
DYLD
Two Rds Shared Tr Leadershares

ETFs
-1.89K
- 5.97%
$22.42 - $23.04 $42.4K - $43.6K
29.8K $683K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-748
- 11.28%
$531.86 - $624.21 $398K - $467K
5.89K $3.64M
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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