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
ED
Consolidated Edison Inc

Utilities
-619
- 23.31%
$88.42 - $104.97 $54.7K - $65K
2.04K $212K
OEF
Ishares S&P 100 ETF

ETFs
-130
- 1.94%
$266.03 - $266.03 $34.6K - $34.6K
6.58K $1.75M
IEO
Ishares Tr

ETFs
-31
- 1.29%
$88.52 - $101.16 $2.74K - $3.14K
2.38K $217K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-11.1K
- 5.04%
$42.87 - $45.76 $477K - $509K
210K $9.49M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.56K
- 7.64%
$24.86 - $26.33 $38.8K - $41.1K
18.9K $493K
BATT
Amplify Lithium & Battery Tech

ETFs
-3.22K
- 20.29%
$7.89 - $9.65 $25.4K - $31K
12.6K $121K
IXG
Ishares Global Fin'L ETF

ETFs
-1.02K
- 12.3%
$83.5 - $94.75 $85.3K - $96.7K
7.28K $688K
XT
Ishares Tr Exponential Technol

ETFs
-1.04K
- 4.61%
$54.51 - $61.59 $56.5K - $63.9K
21.5K $1.31M
ABT
Abbott Laboratories

Healthcare
-2.64K
- 9.36%
$100.07 - $118.13 $264K - $312K
25.6K $2.91M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-550
- 15.13%
$69.31 - $77.34 $38.1K - $42.5K
3.09K $236K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-300
- 4.75%
$116.79 - $133.54 $35K - $40.1K
6.01K $793K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.86K
- 7.73%
$59.25 - $65.33 $169K - $187K
34.1K $2.21M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-516
- 7.42%
$54.38 - $59.77 $28.1K - $30.8K
6.44K $381K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-734
- 4.12%
$24.32 - $25.01 $17.9K - $18.4K
17.1K $426K
JCI
Johnson Controls International PLC

Industrials
-552
- 16.65%
$65.52 - $77.61 $36.2K - $42.8K
2.76K $214K
BUG
Global X Fds Cybersecurity ETF

ETFs
-573
- 6.71%
$27.33 - $31.1 $15.7K - $17.8K
7.96K $246K
CCL
Carnival Corp

Consumer Cyclical
-150
- 1.22%
$14.01 - $19.18 $2.1K - $2.88K
12.1K $224K
FEMS
First Trust Emerging Markets S

ETFs
-205
- 2.73%
$37.85 - $42.19 $7.76K - $8.65K
7.32K $300K
FTNT
Fortinet, Inc.

Technology
-1.18K
- 23.65%
$55.39 - $77.55 $65.2K - $91.3K
3.8K $294K
LOW
Lowes Companies Inc

Consumer Cyclical
-963
- 19.01%
$213.3 - $270.78 $205K - $261K
4.1K $1.11M
TIP
Ishares Tr Tips Bd ETF

ETFs
-173
- 3.41%
$105.92 - $110.83 $18.3K - $19.2K
4.89K $540K
Arm Holdings PLC
-400
- 11.05%
N/A
3.22K $0
VUSB
Vanguard Bd Index Fds
-997
- 5.37%
N/A
17.6K $0
Fortress Biotech Inc
-6.5K
- 30.23%
N/A
15K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-3
- 0.04%
N/A
7.63K $0
Ab Active Etfs Inc
-2.12K
- 10.7%
N/A
17.7K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-340
- 12.36%
N/A
2.41K $0
ILCG
Ishares Morningstar Growth ETF
-13.9K
- 44.8%
N/A
17.1K $0
Ge Vernova Inc
-1.21K
- 42.81%
N/A
1.62K $0
Ge Healthcare Technologies I
-2.2K
- 38.09%
N/A
3.58K $0
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-400
- 3.12%
$23.04 - $24.06 $9.22K - $9.62K
12.4K $298K
HYLS
First Tr Tactical High Yield L

ETFs
-496
- 2.87%
$40.54 - $42.23 $20.1K - $20.9K
16.8K $704K
NFLX
Netflix Inc

Communication Services
-406
- 4.8%
$598.55 - $722.26 $243K - $293K
8.06K $5.71M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
-201
- 1.9%
$17.71 - $18.5 $3.56K - $3.72K
10.4K $190K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-400
- 3.08%
$11.34 - $12.17 $4.54K - $4.87K
12.6K $152K
FSIG
First Tr ETF Iv LTD Duration I
-12
- 0.1%
$18.72 - $19.32 $225 - $232
12.5K $239K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-39
- 2.36%
$305.34 - $350.41 $11.9K - $13.7K
1.62K $558K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.72K
- 2.46%
$23.78 - $25.04 $40.9K - $43.1K
68.1K $1.7M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-229
- 4.01%
$93.22 - $103.58 $21.3K - $23.7K
5.48K $567K
UL
Unilever PLC

Consumer Defensive
-561
- 12.44%
$54.7 - $65.59 $30.7K - $36.8K
3.95K $256K
IYY
Ishares Tr

ETFs
-40
- 2.2%
$125.77 - $139.59 $5.03K - $5.58K
1.78K $248K
LDSF
First Tr ETF Viii Low Duration

ETFs
-79
- 0.4%
$18.64 - $19.24 $1.47K - $1.52K
19.7K $377K
EMB
Ishares Tr

ETFs
-83
- 2.57%
$87.75 - $93.74 $7.28K - $7.78K
3.15K $294K
SYY
Sysco Corp

Consumer Defensive
-282
- 5.87%
$69.16 - $78.98 $19.5K - $22.3K
4.53K $353K
EFG
Msci Eafe Growth ETF

ETFs
-181
- 3.25%
$96.84 - $108.77 $17.5K - $19.7K
5.38K $579K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2
- 0.09%
$91.37 - $101.65 $183 - $203
2.22K $225K
HCA
Hca Healthcare, Inc.

Healthcare
-120
- 16.69%
$315.12 - $406.43 $37.8K - $48.8K
599 $243K
DE
Deere & CO

Industrials
-49
- 5.8%
$344.84 - $418.0 $16.9K - $20.5K
796 $332K
GRMN
Garmin LTD

Technology
-9
- 0.63%
$161.1 - $183.29 $1.45K - $1.65K
1.42K $250K
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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