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 93 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $77.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
9,717
shares
|
$144,880
0.0% of portfolio
|
Q1 2025
Added 224.55%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
8,460
shares
|
$126,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
6,907
shares
|
$102,983
0.0% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5,282
shares
|
$78,754
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
5,000
shares
|
$74,550
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,639
shares
|
$69,167
0.0% of portfolio
|
Q4 2017
Reduced 21.92%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,956
shares
|
$58,983
0.0% of portfolio
|
Q1 2025
Added 15724.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
3,954
shares
|
$58,954
0.01% of portfolio
|
Q1 2025
Reduced 50.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,600
shares
|
$53,676
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,309
shares
|
$49,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,000
shares
|
$44,730
0.0% of portfolio
|
Q1 2025
Added 37400.0%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,266
shares
|
$33,786
0.0% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
2,000
shares
|
$29,820
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,200
shares
|
$17,892
0.0% of portfolio
|
Q4 2023
Reduced 21.72%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$14,910
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
999
shares
|
$14,895
0.0% of portfolio
|
Q1 2025
Reduced 16.61%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
884
shares
|
$13,180
0.0% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
800
shares
|
$11,928
0.01% of portfolio
|
Q4 2024
Reduced 82.13%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
675
shares
|
$10,064
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
600
shares
|
$8,946
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
557
shares
|
$8,304
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
500
shares
|
$7,455
0.0% of portfolio
|
Q4 2020
Reduced 66.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
500
shares
|
$7,455
0.0% of portfolio
|
Q1 2025
Reduced 71.61%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
365
shares
|
$5,442
0.0% of portfolio
|
Q1 2025
Added 48.98%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
284
shares
|
$4,234
0.0% of portfolio
|
Q1 2025
Reduced 97.82%
|