Gladstone Institutional Advisory LLC Purchases in Q3 2025

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
7.43K
New
$258.83 - $287.1 $1.92M - $2.13M
7.43K $2.01M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.79K
+ 30.37%
$224.68 - $282.71 $628K - $790K
12K $3.35M
VTI
Vanguard Total Stock Market Et

ETFs
653
+ 2.19%
$303.93 - $329.86 $198K - $215K
30.4K $9.99M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
70.3K
+ 650.29%
$23.54 - $23.97 $1.65M - $1.68M
81.1K $1.94M
DGRO
Ishares Core Dividend Growth E

ETFs
10.7K
+ 7.17%
$64.12 - $68.08 $689K - $731K
161K $10.9M
LLY
Eli Lilly & CO

Healthcare
3.58K
+ 20.66%
$625.65 - $812.69 $2.24M - $2.91M
20.9K $16M
OUNZ
Van Eck Merk Gold Trust

ETFs
26.9K
+ 30.24%
$31.49 - $37.19 $846K - $999K
116K $4.3M
XCEM
Columbia ETF Tr Ii

ETFs
24.2K
+ 22.57%
$33.85 - $36.86 $819K - $891K
131K $4.77M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.52K
+ 53.81%
$393.18 - $439.39 $990K - $1.11M
7.2K $3.13M
BA
Boeing CO

Industrials
4.42K
+ 35.91%
$209.79 - $237.38 $927K - $1.05M
16.7K $3.61M
RPG
Invesco Exchange Traded Fd Tr

ETFs
25.2K
+ 86.87%
$45.41 - $48.26 $1.14M - $1.22M
54.2K $2.59M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
29.3K
New
$48.72 - $50.73 $1.43M - $1.48M
29.3K $1.44M
XLC
Select Sector Spdr Tr Communic

ETFs
3.84K
+ 8.56%
$105.99 - $119.41 $407K - $458K
48.6K $5.76M
TMDX
Trans Medics Group, Inc.

Healthcare
8.84K
+ 112.42%
$103.61 - $132.04 $915K - $1.17M
16.7K $1.87M
CAT
Caterpillar Inc

Industrials
668
+ 9.61%
$390.92 - $477.15 $261K - $319K
7.62K $3.63M
VIG
Vanguard Dividend Appreciation

ETFs
7.25K
+ 8.93%
N/A
88.4K $16.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.94K
+ 3.26%
$42.26 - $47.16 $251K - $280K
188K $8.72M
ECL
Ecolab Inc.

Basic Materials
4.56K
New
$259.39 - $285.47 $1.18M - $1.3M
4.56K $1.25M
QDPL
Pacer Fds Tr Metaurus Us Large
10.3K
+ 6.92%
$39.4 - $42.1 $407K - $435K
160K $6.68M
HD
Home Depot, Inc.

Consumer Cyclical
993
+ 4.83%
$357.4 - $423.42 $355K - $420K
21.5K $8.73M
MCK
Mckesson Corp

Healthcare
1.45K
+ 343.84%
$659.01 - $772.54 $956K - $1.12M
1.87K $1.45M
CIFR
Cipher Mining Inc.

Financial Services
91K
New
$4.72 - $14.15 $429K - $1.29M
91K $1.15M
MU
Micron Technology Inc

Technology
3.84K
+ 61.8%
$104.88 - $168.89 $402K - $648K
10K $1.68M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.76K
+ 4.15%
$28.92 - $32.19 $166K - $185K
145K $4.61M
JSML
Janus Detroit Str Tr Henderson

ETFs
15K
New
$67.04 - $77.09 $1.01M - $1.16M
15K $1.12M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9.85K
New
$89.32 - $107.82 $880K - $1.06M
9.85K $1.06M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.23K
+ 14.0%
$70.85 - $76.96 $441K - $479K
50.7K $3.85M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
11.4K
+ 172.62%
$77.5 - $86.87 $880K - $986K
17.9K $1.5M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
3.61K
+ 1.41%
$29.19 - $31.2 $105K - $113K
261K $8.08M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
531
+ 3.07%
$435.72 - $463.74 $231K - $246K
17.8K $8.27M
BAC
Bank Of America Corp

Financial Services
2.6K
+ 2.96%
$44.92 - $52.42 $117K - $136K
90.4K $4.66M
RXI
Ishares Tr

ETFs
4.8K
New
$186.06 - $207.93 $893K - $998K
4.8K $994K
ABBV
Abb Vie Inc.

Healthcare
1.49K
+ 5.03%
$184.85 - $231.54 $275K - $344K
31K $7.18M
FPE
First Tr Pfd Secs & Income ETF

ETFs
40.6K
+ 12.04%
$17.81 - $18.39 $723K - $747K
378K $6.89M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.12K
+ 24.81%
$138.08 - $151.2 $431K - $472K
15.7K $2.37M
WSM
Williams Sonoma Inc

Consumer Cyclical
3.77K
+ 69.33%
$163.62 - $210.2 $617K - $793K
9.21K $1.8M
MAR
Marriott International Inc

Consumer Cyclical
2.71K
+ 26.94%
$255.35 - $282.87 $693K - $767K
12.8K $3.33M
FTQI
First Trust ETF Vi First Trust

ETFs
43.2K
New
$19.5 - $20.79 $843K - $898K
43.2K $890K
VEA
Vanguard Ftse Developed Market

ETFs
2.9K
+ 3.8%
$56.02 - $60.3 $163K - $175K
79.3K $4.75M
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.59K
+ 3.09%
$27.61 - $29.15 $209K - $221K
253K $7.37M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.8K
+ 9.09%
$45.26 - $46.63 $716K - $738K
190K $8.78M
DSTL
ETF Ser Solution Distillate Us

ETFs
6.59K
+ 5.47%
$54.44 - $58.24 $358K - $384K
127K $7.36M
AVUV
American Centy ETF Tr Avantis

ETFs
2.97K
+ 6.89%
$90.37 - $102.12 $268K - $303K
46.1K $4.59M
VTV
Vanguard Value ETF

ETFs
1.01K
+ 2.2%
$175.51 - $186.57 $177K - $188K
46.7K $8.71M
GRAB
Grab Holdings LTD

Technology
136K
New
$4.77 - $6.45 $647K - $874K
136K $816K
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.4K
+ 28.23%
$72.57 - $74.72 $755K - $777K
47.2K $3.51M
GTO
Invesco Actively Managed ETF T

ETFs
15.8K
+ 29.13%
$46.43 - $47.91 $735K - $759K
70.2K $3.34M
TJX
Tjx Companies Inc

Consumer Cyclical
4.89K
+ 184.69%
$121.35 - $144.54 $593K - $706K
7.53K $1.09M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
32.1K
+ 32.32%
$21.77 - $22.57 $698K - $724K
131K $2.95M
Activity Summary
Buys All Purchases 464 New Holdings 133 Increased Positions 331 Sells All Sells 308 Reductions 308 Sold out 0 Options Calls 0 Puts 0
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