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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
220
shares
|
$3,280
0.0% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$2,982
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
200
shares
|
$2,982
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
150
shares
|
$2,236
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
92
shares
|
$1,371
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
77
shares
|
$1,148
0.0% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
49
shares
|
$730
0.0% of portfolio
|
Q1 2025
Reduced 90.02%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
37
shares
|
$551
0.0% of portfolio
|
Q4 2024
Reduced 97.9%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
13
shares
|
$193
0.0% of portfolio
|
Q1 2025
Reduced 77.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10
shares
|
$149
0.0% of portfolio
|
Q2 2022
Reduced 99.01%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
9
shares
|
$134
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
8
shares
|
$119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
5
shares
|
$74
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|