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
IYM
Ishares Tr

ETFs
400
+ 4.75%
$138.95 - $150.69 $55.6K - $60.3K
8.82K $1.31M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
618
+ 11.2%
$79.52 - $89.63 $49.1K - $55.4K
6.14K $546K
MARA
Marathon Digital Holdings, Inc.

Financial Services
7.57K
+ 16.4%
N/A
53.8K $1.21M
XYLD
Global X Fds S&P 500 Covered C

ETFs
4.36K
+ 68.89%
$38.52 - $39.39 $168K - $172K
10.7K $419K
AOK
Ishares Tr Core Conservative A

ETFs
1.03K
+ 2.07%
$38.64 - $40.17 $39.9K - $41.5K
50.9K $2.04M
SSIC
Silver Spike Investment Corp.

Healthcare
13K
New
N/A
13K $168K
WULF
Terawulf Inc.

Financial Services
14.3K
New
$4.63 - $11.7 $66K - $167K
14.3K $166K
VRT
Vertiv Holdings CO

Industrials
1.92K
+ 42.18%
N/A
6.46K $559K
XLP
Consumer Staples Sector Spdr

ETFs
2.14K
+ 14.67%
N/A
16.7K $1.27M
LOW
Lowes Companies Inc

Consumer Cyclical
164
+ 2.55%
$215.01 - $273.02 $35.3K - $44.8K
6.6K $1.66M
EMB
Ishares Tr

ETFs
1.4K
+ 43.84%
$91.52 - $95.59 $128K - $134K
4.6K $437K
MDT
Medtronic PLC

Healthcare
402
+ 1.97%
$87.67 - $95.74 $35.2K - $38.5K
20.9K $1.99M
DNP
Dnp Select Income Fund Inc

Financial Services
13.8K
+ 20.12%
$9.65 - $10.02 $133K - $138K
82.2K $822K
EMR
Emerson Electric CO

Industrials
279
+ 5.56%
$128.6 - $149.63 $35.9K - $41.7K
5.29K $694K
GILD
Gilead Sciences, Inc.

Healthcare
1.34K
+ 16.24%
$108.22 - $120.47 $145K - $162K
9.62K $1.07M
VONG
Vanguard Russell 1000 Growth E

ETFs
604
+ 26.44%
$108.08 - $121.73 $65.3K - $73.5K
2.89K $348K
IWS
Ishares Russell Midcap Value E

ETFs
105
+ 1.18%
$132.83 - $140.61 $13.9K - $14.8K
8.99K $1.25M
LVHI
Franklin International Low Vol

ETFs
948
+ 2.34%
$32.69 - $35.19 $31K - $33.4K
41.4K $1.44M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
2.7K
+ 18.15%
$15.38 - $20.2 $41.5K - $54.5K
17.6K $354K
MO
Altria Group, Inc.

Consumer Defensive
777
+ 6.85%
$57.75 - $67.68 $44.9K - $52.6K
12.1K $800K
APA
Apa Corp

Energy
3.07K
+ 21.82%
$18.06 - $24.69 $55.5K - $75.9K
17.2K $416K
VEEV
Veeva Systems Inc

Healthcare
6
+ 0.34%
$269.2 - $297.91 $1.62K - $1.79K
1.76K $524K
HEFA
Ishares Currency Hedged Msci E

ETFs
833
+ 3.3%
$37.2 - $39.61 $31K - $33K
26.1K $1.03M
BBUS
J P Morgan Exchg Traded Fd

ETFs
14
+ 0.24%
$111.77 - $121.28 $1.56K - $1.7K
5.76K $694K
IWN
Ishares Russell2000 Val ETF

ETFs
115
+ 3.15%
$157.1 - $178.94 $18.1K - $20.6K
3.76K $664K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.16K
+ 3.63%
$19.49 - $19.61 $101K - $101K
147K $2.88M
IBB
Ishares Biotechnology ETF

ETFs
361
+ 9.88%
$127.63 - $144.37 $46.1K - $52.1K
4.02K $579K
IJK
Ishares S&P Midcap 400 Growth

ETFs
535
+ 11.36%
$91.28 - $97.59 $48.8K - $52.2K
5.24K $502K
SYK
Stryker Corp

Healthcare
311
+ 14.82%
$368.57 - $403.53 $115K - $125K
2.41K $890K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.77K
+ 3.18%
$20.41 - $20.67 $76.9K - $77.9K
122K $2.52M
TFC
Truist Financial Corp

Financial Services
965
+ 7.5%
$42.83 - $47.07 $41.3K - $45.4K
13.8K $632K
DHR
Danaher Corp

Healthcare
719
+ 10.68%
$181.46 - $212.2 $130K - $153K
7.45K $1.48M
AMT
American Tower Corp

Real Estate
707
+ 43.35%
$192.32 - $232.35 $136K - $164K
2.34K $449K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
177
+ 0.31%
$15.5 - $16.01 $2.74K - $2.83K
56.6K $899K
IXJ
Ishares Global Healthcare ETF

ETFs
1.21K
+ 22.21%
$82.73 - $89.14 $100K - $108K
6.65K $589K
AOR
Ishares Tr Core Growth Allocat

ETFs
485
+ 5.52%
$60.99 - $64.39 $29.6K - $31.2K
9.28K $597K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
683
+ 3.18%
$42.79 - $45.73 $29.2K - $31.2K
22.1K $991K
BRX
Brixmor Property Group Inc.

Real Estate
3.89K
+ 35.1%
N/A
15K $339K
MTH
Meritage Homes Corp

Consumer Cyclical
1.12K
+ 23.81%
$67.34 - $82.83 $75.1K - $92.4K
5.8K $419K
QUIK
Quicklogic Corp

Technology
11.9K
+ 72.81%
$4.91 - $7.05 $58.4K - $83.9K
28.2K $170K
IDV
Ishares Tr

ETFs
524
+ 4.3%
$34.54 - $37.28 $18.1K - $19.5K
12.7K $464K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.58K
+ 2.67%
$19.61 - $19.79 $70.1K - $70.8K
138K $2.71M
ADP
Automatic Data Processing Inc

Industrials
511
+ 9.43%
$288.69 - $310.94 $148K - $159K
5.93K $1.74M
MGV
Vanguard Mega Cap Value

ETFs
282
+ 5.44%
$129.46 - $137.85 $36.5K - $38.9K
5.47K $753K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.5K
+ 18.35%
$50.9 - $52.37 $76.3K - $78.5K
9.67K $505K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.07K
+ 0.55%
$59.81 - $60.11 $64.2K - $64.6K
195K $11.7M
HUBB
Hubbell Inc

Industrials
1
+ 0.13%
$410.51 - $450.93 $411 - $451
775 $333K
KMI
Kinder Morgan, Inc.

Energy
2.79K
+ 16.22%
$26.23 - $28.5 $73.2K - $79.5K
20K $566K
EAT
Brinker International, Inc

Consumer Cyclical
1.11K
+ 38.49%
$126.68 - $184.02 $141K - $205K
4.01K $507K
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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