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
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.21K
+ 10.7%
$39.8 - $42.86 $287K - $309K
74.6K $3.19M
IDU
Ishares Tr U S Utils ETF

ETFs
6.63K
New
$103.7 - $111.17 $687K - $737K
6.63K $734K
CVS
Cvs Health Corp

Healthcare
8.37K
+ 73.56%
$58.75 - $76.5 $492K - $641K
19.8K $1.49M
QINT
American Centy ETF Tr Quality

ETFs
9.64K
+ 74.76%
$57.39 - $61.48 $553K - $593K
22.5K $1.38M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.19K
+ 15.5%
$276.51 - $305.12 $330K - $364K
8.9K $2.65M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.55K
+ 18.8%
$87.69 - $96.0 $399K - $437K
28.8K $2.71M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.07K
+ 27.3%
$68.94 - $86.3 $211K - $265K
14.3K $1.23M
IEMG
Ishares Inc

ETFs
12.6K
+ 17.33%
N/A
85.4K $4.58M
FLRN
Spdr Bloomberg Investment Grad

ETFs
21.4K
New
$30.71 - $30.86 $657K - $661K
21.4K $660K
COIN
Coinbase Global, Inc.

Technology
194
+ 5.44%
$297.99 - $419.78 $57.8K - $81.4K
3.76K $1.27M
KR
Kroger CO

Consumer Defensive
9.68K
New
$64.52 - $74.35 $625K - $720K
9.68K $652K
AIQ
Global X Funds Global X Artifi

ETFs
7.28K
+ 32.5%
$43.2 - $49.66 $314K - $362K
29.7K $1.47M
MRVL
Marvell Technology, Inc.

Technology
2.79K
+ 15.37%
$62.31 - $84.07 $174K - $235K
20.9K $1.76M
VB
Vanguard Small Cap ETF

ETFs
1.61K
+ 22.41%
$237.58 - $259.17 $381K - $416K
8.77K $2.23M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
20.8K
+ 17.61%
$28.38 - $29.05 $590K - $604K
139K $4.02M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.49K
+ 3.59%
$87.07 - $93.06 $129K - $138K
42.8K $3.92M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.77K
+ 5.42%
$82.42 - $87.03 $228K - $241K
54K $4.7M
NKE
Nike, Inc.

Consumer Cyclical
8.68K
+ 212.1%
$69.24 - $79.24 $601K - $687K
12.8K $890K
SPIB
Spdr Portfolio Intermediate Te

ETFs
17K
+ 20.27%
$33.26 - $34.01 $566K - $579K
101K $3.42M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
13.1K
+ 137.43%
$47.36 - $47.65 $622K - $626K
22.7K $1.08M
MGK
Vanguard Mega Cap Growth ETF

ETFs
449
+ 9.5%
$362.31 - $405.74 $163K - $182K
5.17K $2.08M
SCHW
Schwab Charles Corp

Financial Services
5.56K
+ 108.18%
$91.03 - $98.69 $506K - $548K
10.7K $1.02M
ITA
Ishares Tr

ETFs
542
+ 6.07%
$184.73 - $209.26 $100K - $113K
9.47K $1.98M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.05K
+ 5.36%
$78.88 - $85.2 $240K - $260K
59.9K $4.99M
COST
Costco Wholesale Corp

Consumer Defensive
870
+ 9.07%
$915.95 - $994.57 $797K - $865K
10.5K $9.69M
CGGR
Capital Group Growth ETF Shs C

ETFs
11.2K
+ 99.69%
$40.2 - $44.58 $450K - $500K
22.4K $985K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.25K
+ 6.82%
$92.26 - $97.51 $207K - $219K
35.2K $3.4M
DDOG
Datadog, Inc.

Technology
2.64K
+ 52.04%
$124.52 - $155.15 $329K - $409K
7.71K $1.1M
INTC
Intel Corp

Technology
1.82K
+ 3.84%
$19.31 - $35.5 $35K - $64.4K
49.1K $1.65M
STRL
Sterling Construction CO Inc

Industrials
1.69K
New
$222.54 - $371.84 $375K - $627K
1.69K $573K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.91K
+ 27.86%
$148.97 - $165.88 $285K - $317K
8.78K $1.44M
V
Visa Inc.

Financial Services
2.18K
+ 11.43%
$332.09 - $358.86 $723K - $781K
21.2K $7.24M
BITF
Bitfarms LTD

Financial Services
111K
+ 90.84%
$0.84 - $3.2 $93.3K - $356K
233K $665K
SRE
Sempra Energy

Utilities
6.32K
New
$74.14 - $89.98 $469K - $569K
6.32K $568K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
506
+ 1.31%
$77.99 - $84.32 $39.5K - $42.7K
39.1K $3.26M
NGG
National Grid PLC

Utilities
7.72K
New
$67.98 - $74.38 $525K - $574K
7.72K $561K
LMT
Lockheed Martin Corp

Industrials
564
+ 10.64%
$410.74 - $499.21 $232K - $282K
5.86K $2.93M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.07K
+ 1.56%
$42.67 - $46.91 $45.4K - $50K
69.2K $3.24M
IONQ
Ion Q, Inc.

Technology
1.62K
+ 14.07%
$36.79 - $75.14 $59.5K - $122K
13.1K $806K
USRT
Ishares Core U.S. Reit ETF

ETFs
9.12K
+ 75.24%
$55.64 - $59.37 $508K - $542K
21.2K $1.25M
LITE
Lumentum Holdings Inc.

Technology
3.36K
New
$90.44 - $171.5 $304K - $577K
3.36K $547K
COMM
Comm Scope Holding Company, Inc.

Technology
35K
New
$7.29 - $16.99 $255K - $595K
35K $542K
WLDN
Willdan Group, Inc.

Industrials
5.6K
New
$63.73 - $120.35 $357K - $674K
5.6K $541K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 20.0%
$692600.0 - $759798.0 $693K - $760K
6 $4.53M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.21K
+ 7.08%
$79.39 - $90.39 $176K - $200K
33.5K $2.97M
DIS
Walt Disney CO

Communication Services
723
+ 2.69%
$112.25 - $124.0 $81.2K - $89.7K
27.6K $3.16M
IWD
Ishares Russell 1000 Val ETF

ETFs
216
+ 0.72%
$192.76 - $203.86 $41.6K - $44K
30.1K $6.13M
VT
Vanguard Total World Stk Index

ETFs
2.04K
+ 20.3%
$128.41 - $138.03 $262K - $282K
12.1K $1.67M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
1.09K
New
$287.52 - $458.66 $314K - $501K
1.09K $501K
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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