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
ALL
Allstate Corp

Financial Services
2.17K
+ 48.77%
$192.0 - $214.65 $417K - $466K
6.63K $1.42M
IXUS
Ishares Tr

ETFs
1.54K
+ 5.35%
$76.35 - $82.58 $118K - $127K
30.3K $2.5M
MTB
M&T Bank Corp

Financial Services
2.48K
New
$183.74 - $204.05 $455K - $506K
2.48K $489K
MA
Mastercard Inc

Financial Services
461
+ 4.28%
$550.18 - $598.96 $254K - $276K
11.2K $6.39M
FTLS
First Tr Long/Short Equity ETF

ETFs
6.64K
+ 191.6%
$65.78 - $69.95 $437K - $464K
10.1K $706K
XLRE
Select Sector Spdr Tr Real Est

ETFs
10.7K
+ 10.86%
$40.94 - $42.85 $440K - $461K
110K $4.62M
GD
General Dynamics Corp

Industrials
559
+ 13.48%
$293.92 - $341.0 $164K - $191K
4.71K $1.6M
ESI
Element Solutions Inc

Basic Materials
18.5K
New
$23.13 - $26.99 $427K - $499K
18.5K $464K
XT
Ishares Tr Exponential Technol

ETFs
1.81K
+ 7.85%
$65.04 - $71.97 $117K - $130K
24.8K $1.78M
OEF
Ishares S&P 100 ETF

ETFs
1.71K
+ 20.82%
N/A
9.94K $2.64M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.3K
+ 50.79%
$42.43 - $45.05 $439K - $466K
30.7K $1.35M
PJAN
Innovator U.S. Equity Power Bu

ETFs
7.59K
+ 33.38%
$43.95 - $45.8 $334K - $348K
30.3K $1.39M
GLW
Corning Inc

Technology
5.33K
New
$51.6 - $82.03 $275K - $437K
5.33K $437K
HUBS
Hubspot Inc

Technology
929
New
$420.79 - $560.9 $391K - $521K
929 $434K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.25K
+ 5.46%
$100.16 - $100.7 $426K - $428K
82.2K $8.27M
DRSK
ETF Ser Solutions Aptus Define

ETFs
14.7K
New
$28.26 - $29.29 $414K - $430K
14.7K $422K
WDC
Western Digital Corp

Technology
3.5K
New
$63.84 - $120.06 $223K - $420K
3.5K $420K
QCOM
Qualcomm Inc

Technology
1.1K
+ 6.18%
$145.84 - $173.55 $161K - $191K
18.9K $3.15M
VFH
Vanguard Financial ETF

ETFs
528
+ 1.86%
$125.23 - $132.78 $66.1K - $70.1K
28.9K $3.79M
ACWI
Ishares Msci Acwi ETF

ETFs
2.91K
New
$128.32 - $138.41 $373K - $402K
2.91K $402K
ARKW
Ark Next Generation Internet E

ETFs
2.3K
New
$144.46 - $174.76 $333K - $403K
2.3K $402K
PPA
Invesco Exchange Traded Fd Tr

ETFs
927
+ 14.13%
$139.82 - $155.45 $130K - $144K
7.49K $1.16M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.23K
+ 3.93%
$54.35 - $59.32 $66.6K - $72.7K
32.4K $1.92M
RPV
Invesco Exchange Traded Fd Tr

ETFs
635
+ 1.34%
$90.97 - $99.42 $57.8K - $63.1K
47.9K $4.76M
MS
Morgan Stanley

Financial Services
765
+ 12.0%
$139.09 - $161.16 $106K - $123K
7.14K $1.14M
SAN
Banco Santander, S.A.

Financial Services
37.3K
New
$8.27 - $10.48 $309K - $391K
37.3K $391K
SNOW
Snowflake Inc.

Technology
1.73K
New
$191.73 - $241.0 $331K - $416K
1.73K $389K
VTWG
Vanguard Russell 2000 Growth E

ETFs
201
+ 2.79%
$208.02 - $237.84 $41.8K - $47.8K
7.39K $1.73M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.95K
+ 104.03%
$49.55 - $52.25 $344K - $363K
13.6K $712K
XLY
Select Sector Spdr Consumer Di

ETFs
1.04K
+ 31.35%
$216.09 - $242.18 $224K - $251K
4.34K $1.04M
FTGC
First Trust Global Tactical CO

ETFs
11.2K
+ 4.79%
$24.67 - $26.32 $275K - $294K
244K $6.32M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.5K
+ 7.46%
$59.61 - $63.09 $149K - $158K
36K $2.27M
TRGP
Targa Resources Corp.

Energy
2.84K
+ 91.28%
$160.52 - $174.4 $455K - $495K
5.95K $996K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
7.88K
+ 145.09%
$41.26 - $43.63 $325K - $344K
13.3K $578K
LHX
L3 Harris Technologies, Inc.

Industrials
206
+ 6.52%
$252.18 - $305.41 $51.9K - $62.9K
3.37K $1.03M
ALB
Albemarle Corp

Basic Materials
4.47K
New
$62.9 - $88.1 $281K - $394K
4.47K $362K
ARKQ
Ark Autonomous Technology & Ro

ETFs
3.23K
New
$86.2 - $111.56 $279K - $360K
3.23K $360K
MFG
Mizuho Financial Group Inc

Financial Services
53.1K
New
$5.42 - $6.85 $288K - $364K
53.1K $356K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
8.04K
New
$39.37 - $44.24 $317K - $356K
8.04K $352K
HDV
Ishares Core High Dividend ETF

ETFs
2.68K
+ 16.5%
$118.16 - $123.66 $317K - $331K
18.9K $2.32M
NU
Nu Holdings Ltd.

Financial Services
4.57K
+ 9.64%
$11.92 - $16.3 $54.5K - $74.5K
52K $832K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.23K
+ 17.03%
$49.43 - $54.52 $159K - $176K
22.2K $1.2M
RBLX
Roblox Corp

Communication Services
107
+ 2.63%
$100.65 - $141.56 $10.8K - $15.1K
4.18K $578K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.58K
+ 9.57%
$87.29 - $93.61 $138K - $148K
18.1K $1.69M
FDL
First Tr Morningstar Dividend

ETFs
7.8K
+ 24.98%
$41.96 - $44.59 $327K - $348K
39K $1.69M
ES
Eversource Energy

Utilities
4.71K
New
$62.86 - $71.14 $296K - $335K
4.71K $335K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.98K
New
$61.56 - $66.95 $306K - $333K
4.98K $332K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
2.27K
+ 7.88%
$42.88 - $49.1 $97.2K - $111K
31K $1.5M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
6.25K
New
$49.46 - $54.03 $309K - $338K
6.25K $327K
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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