Institutional Ownership Gladstone Investment Corporation\De (GAIN)
This table provides information about the institutional ownership of Gladstone Investment Corporation\De (GAIN). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 7.25 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
1,759,421
shares
|
$24.9 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Melia Wealth LLC
Tulsa, OK |
Jul 25, 2025 Q2 2025 |
1,133,030
shares
|
$16 Million
7.74% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
836,641
shares
|
$11.8 Million
0.01% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
286,395
shares
|
$4.06 Million
0.0% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
255,656
shares
|
$3.62 Million
0.0% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
242,600
shares
|
$3.44 Million
0.0% of portfolio
|
Q4 2023
Added 6.12%
|
|
|
Outfitter Financial LLC
|
Aug 06, 2025 Q2 2025 |
202,295
shares
|
$2.86 Million
2.48% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
188,193
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
177,548
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
169,571
shares
|
$2.4 Million
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
169,197
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2025
Added 118.53%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
135,262
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
114,865
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
112,500
shares
|
$1.59 Million
0.04% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
102,257
shares
|
$1.45 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
100,404
shares
|
$1.42 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
90,800
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
85,613
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
78,434
shares
|
$1.11 Million
0.21% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
77,867
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
57,501
shares
|
$814,214
0.0% of portfolio
|
Q2 2025
Added 260.39%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
56,075
shares
|
$794,022
0.0% of portfolio
|
Q2 2025
Reduced 29.13%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
53,768
shares
|
$761,354
0.27% of portfolio
|
Q2 2025
Reduced 38.03%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
51,478
shares
|
$728,928
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Albert D Mason Inc
|
Jul 29, 2025 Q2 2025 |
48,056
shares
|
$680,472
0.59% of portfolio
|
Q2 2025
Reduced 6.22%
|