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
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.3K
New
$21.69 - $23.34 $224K - $242K
10.3K $240K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
4.55K
New
$47.99 - $54.16 $218K - $246K
4.55K $240K
QUBT
Quantum Computing Inc.

Technology
13K
New
$14.33 - $23.27 $186K - $302K
13K $239K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.66K
+ 105.17%
$50.81 - $51.07 $237K - $238K
9.09K $463K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
3K
+ 7.79%
$37.98 - $39.81 $114K - $120K
41.6K $1.61M
BTBT
Bit Digital, Inc

Financial Services
75.6K
+ 472.19%
$2.38 - $4.12 $180K - $311K
91.6K $270K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.65K
New
$82.96 - $95.7 $220K - $254K
2.65K $237K
OSCV
Opus Small Cap Value ETF

ETFs
6.18K
New
$35.98 - $38.73 $222K - $239K
6.18K $236K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.09K
New
$72.91 - $77.23 $225K - $238K
3.09K $235K
IAU
Ishares Gold Trust

ETFs
431
+ 2.94%
$61.62 - $72.77 $26.6K - $31.4K
15.1K $1.1M
MPWR
Monolithic Power Systems Inc

Technology
254
New
$711.24 - $922.81 $181K - $234K
254 $233K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.63K
New
$83.65 - $95.26 $220K - $250K
2.63K $231K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.52K
+ 3.54%
$81.75 - $84.54 $124K - $129K
44.6K $3.75M
IYH
Ishares Tr

ETFs
4.49K
+ 28.82%
$54.36 - $58.96 $244K - $264K
20.1K $1.18M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.52K
+ 8.26%
$55.15 - $58.11 $139K - $146K
33K $1.9M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.6K
New
$131.47 - $143.64 $210K - $230K
1.6K $226K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
16.8K
New
$12.9 - $13.59 $217K - $229K
16.8K $225K
APO
Apollo Global Management, Inc.

Financial Services
1.67K
New
$131.55 - $156.05 $219K - $260K
1.67K $222K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
2.48K
New
$82.72 - $89.22 $205K - $221K
2.48K $220K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.67K
New
$45.72 - $47.27 $214K - $221K
4.67K $219K
DTM
Dt Midstream, Inc.

Energy
1.92K
New
$99.17 - $113.27 $190K - $217K
1.92K $217K
GDV
Gabelli Dividend & Income Trust

Financial Services
7.99K
New
$25.8 - $27.4 $206K - $219K
7.99K $216K
SU
Suncor Energy Inc

Energy
5.12K
New
$37.83 - $43.02 $194K - $220K
5.12K $214K
BNDX
Vanguard Total International B

ETFs
4.3K
New
$49.0 - $49.51 $211K - $213K
4.3K $212K
DLR
Digital Realty Trust, Inc.

Real Estate
380
+ 7.7%
$161.21 - $180.02 $61.3K - $68.4K
5.32K $919K
ZTS
Zoetis Inc.

Healthcare
1.45K
New
$141.13 - $159.19 $204K - $230K
1.45K $211K
AZO
Autozone Inc

Consumer Cyclical
43
+ 76.79%
$3649.42 - $4354.54 $157K - $187K
99 $424K
HPQ
Hp Inc

Technology
7.73K
New
$24.45 - $29.35 $189K - $227K
7.73K $210K
BDX
Becton Dickinson & CO

Healthcare
1.12K
New
$172.41 - $199.66 $193K - $223K
1.12K $209K
PNC
Pnc Financial Services Group, Inc.

Financial Services
217
+ 3.38%
$185.88 - $207.44 $40.3K - $45K
6.63K $1.33M
ALLY
Ally Financial Inc.

Financial Services
5.23K
New
$36.95 - $44.58 $193K - $233K
5.23K $205K
MP
Mp Materials Corp.

Basic Materials
3.05K
New
$30.03 - $77.13 $91.5K - $235K
3.05K $204K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.03K
New
$83.08 - $100.2 $169K - $203K
2.03K $203K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.67K
+ 35.07%
$107.66 - $112.36 $180K - $188K
6.44K $718K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.62K
+ 11.41%
$50.02 - $53.28 $131K - $139K
25.5K $1.34M
SOUN
Soundhound Ai, Inc.

Technology
12.4K
New
$10.11 - $18.05 $126K - $224K
12.4K $199K
HBAN
Huntington Bancshares Inc

Financial Services
11.6K
New
$15.87 - $17.88 $183K - $207K
11.6K $199K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
9.35K
+ 4.46%
$20.66 - $20.74 $193K - $194K
219K $4.53M
IXG
Ishares Global Fin'L ETF

ETFs
1.4K
+ 57.0%
$109.57 - $116.94 $153K - $163K
3.85K $448K
NEAR
Blackrock Short Maturity Bond

ETFs
2.92K
+ 2.65%
$50.8 - $51.32 $148K - $150K
113K $5.79M
FICS
First Tr Exchange Traded Fd Vi

ETFs
4.8K
+ 69.64%
$37.37 - $39.97 $179K - $192K
11.7K $445K
UITB
Usaa ETF Tr Core Intermediate

ETFs
2.67K
+ 2.36%
$46.38 - $47.74 $124K - $128K
116K $5.5M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.15K
+ 43.17%
$109.47 - $119.06 $126K - $137K
3.8K $450K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
11.2K
New
$16.46 - $17.1 $184K - $191K
11.2K $189K
EEM
Ishares Msci Emerging Markets

ETFs
740
+ 4.85%
$48.07 - $53.4 $35.6K - $39.5K
16K $854K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
2.12K
+ 5.5%
$38.1 - $40.7 $80.9K - $86.4K
40.7K $1.61M
IXC
Ishares Tr Global Energy ETF

ETFs
4.63K
+ 12.25%
$39.45 - $42.95 $183K - $199K
42.5K $1.77M
NVS
Novartis Ag

Healthcare
471
+ 6.67%
$113.5 - $129.73 $53.5K - $61.1K
7.53K $966K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
6.04K
+ 2.61%
$18.61 - $18.94 $112K - $114K
238K $4.47M
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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