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
MSOS
Advisorshares Tr Pure Us Canna

ETFs
15.7K
New
$2.4 - $5.57 $37.6K - $87.2K
15.7K $74K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
599
+ 6.0%
$32.11 - $34.92 $19.2K - $20.9K
10.6K $369K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
100
+ 2.26%
$96.83 - $101.71 $9.68K - $10.2K
4.52K $459K
LNT
Alliant Energy Corp

Utilities
523
+ 4.14%
$60.76 - $67.41 $31.8K - $35.3K
13.2K $887K
CVX
Chevron Corp

Energy
4.56K
+ 8.6%
$145.57 - $161.83 $664K - $739K
57.7K $8.95M
NUE
Nucor Corp

Basic Materials
127
+ 4.72%
$133.3 - $150.33 $16.9K - $19.1K
2.82K $381K
NIO
Nio Inc.

Consumer Cyclical
1.8K
+ 15.75%
$3.41 - $7.62 $6.14K - $13.7K
13.2K $100K
FTHI
First Trust Exchange Traded Fd

ETFs
828
+ 4.37%
$22.76 - $23.92 $18.8K - $19.8K
19.8K $468K
VGIT
Vanguard Intermediate Term Tre

ETFs
769
+ 7.62%
$58.97 - $60.36 $45.3K - $46.4K
10.9K $651K
TRV
Travelers Companies, Inc.

Financial Services
138
+ 15.79%
$250.62 - $279.43 $34.6K - $38.6K
1.01K $282K
FTA
First Tr Large Cap Value

ETFs
124
+ 2.14%
$78.13 - $83.78 $9.69K - $10.4K
5.91K $492K
FSIG
First Tr ETF Iv LTD Duration I
2.36K
+ 23.31%
$19.03 - $19.33 $44.9K - $45.6K
12.5K $239K
IYE
Ishares Tr

ETFs
1.13K
+ 26.14%
$44.83 - $48.91 $50.6K - $55.2K
5.45K $258K
RCAT
Red Cat Holdings, Inc.

Technology
100
+ 0.96%
$6.77 - $12.21 $677 - $1.22K
10.5K $107K
NI
Nisource Inc.

Utilities
2
+ 0.01%
$39.0 - $43.33 $78 - $86.7
14.2K $612K
PYPL
Pay Pal Holdings, Inc.

Financial Services
316
+ 2.54%
$65.64 - $78.22 $20.7K - $24.7K
12.8K $857K
FYLD
Cambria Foreign Shareholder Yi

ETFs
36
+ 0.39%
$29.19 - $31.97 $1.05K - $1.15K
9.24K $288K
HON
Honeywell International Inc

Industrials
230
+ 3.75%
$207.7 - $240.4 $47.8K - $55.3K
6.36K $1.34M
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
16.1K
New
$2.41 - $3.02 $38.9K - $48.7K
16.1K $38K
FDX
Fedex Corp

Industrials
260
+ 8.26%
$217.1 - $243.2 $56.4K - $63.2K
3.41K $803K
DD
Du Pont De Nemours, Inc.

Basic Materials
287
+ 7.39%
$69.9 - $78.26 $20.1K - $22.5K
4.17K $324K
IYR
Ishares Tr

ETFs
195
+ 1.68%
$94.16 - $98.46 $18.4K - $19.2K
11.8K $1.15M
LPLA
Lpl Financial Holdings Inc.

Financial Services
70
+ 3.47%
$332.69 - $399.0 $23.3K - $27.9K
2.09K $694K
ITW
Illinois Tool Works Inc

Industrials
43
+ 2.62%
$252.31 - $269.41 $10.8K - $11.6K
1.68K $439K
DTE
Dte Energy CO

Utilities
137
+ 3.04%
$130.26 - $141.49 $17.8K - $19.4K
4.65K $657K
MUB
Ishares National Muni Bond ETF

ETFs
238
+ 6.6%
$103.24 - $106.68 $24.6K - $25.4K
3.84K $409K
FE
Firstenergy Corp

Utilities
3
+ 0.06%
$39.76 - $45.82 $119 - $137
5.29K $242K
AFL
Aflac Inc

Financial Services
230
+ 5.89%
$98.09 - $111.7 $22.6K - $25.7K
4.14K $462K
LIFE
A Tyr Pharma Inc

Healthcare
13.3K
New
N/A
13.3K $24K
IQV
Iqvia Holdings Inc.

Healthcare
1
+ 0.06%
$157.68 - $200.82 $158 - $201
1.56K $296K
ED
Consolidated Edison Inc

Utilities
404
+ 19.82%
$95.57 - $105.36 $38.6K - $42.6K
2.44K $245K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
117
+ 0.3%
$24.39 - $24.93 $2.85K - $2.92K
39K $963K
TIP
Ishares Tr Tips Bd ETF

ETFs
165
+ 5.19%
$109.11 - $111.88 $18K - $18.5K
3.35K $372K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
466
+ 3.95%
$45.92 - $47.76 $21.4K - $22.3K
12.3K $582K
CI
Cigna Corp

Healthcare
171
+ 20.02%
$262.23 - $334.39 $44.8K - $57.2K
1.03K $295K
NWL
Newell Brands Inc.

Consumer Defensive
37.9K
+ 19.57%
$4.76 - $6.39 $180K - $242K
231K $1.21M
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.06%
$486.13 - $544.55 $486 - $545
1.62K $796K
BSCV
Invesco ETF Self Indexed Fd Tr
382
+ 2.72%
$16.39 - $16.83 $6.26K - $6.43K
14.4K $240K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
118
+ 0.2%
$50.53 - $50.82 $5.96K - $6K
58.6K $2.98M
LNG
Cheniere Energy, Inc.

Energy
17
+ 1.31%
$222.68 - $244.28 $3.79K - $4.15K
1.31K $308K
OXY
Occidental Petroleum Corp

Energy
422
+ 7.11%
$42.54 - $48.1 $18K - $20.3K
6.36K $300K
PFG
Principal Financial Group Inc

Financial Services
89
+ 3.33%
$75.53 - $82.95 $6.72K - $7.38K
2.76K $228K
UL
Unilever PLC

Consumer Defensive
71
+ 1.95%
$58.43 - $65.01 $4.15K - $4.62K
3.72K $220K
VHT
Vanguard Health Care ETF

ETFs
219
+ 2.02%
$239.12 - $259.95 $52.4K - $56.9K
11K $2.87M
MODL
Victory Portfolios Ii Victorys
6.63K
+ 15.79%
N/A
48.7K $0
Blackrock ETF Trust
1.52K
+ 7.22%
N/A
22.5K $0
Janus Detroit Str Tr
7.92K
+ 18.58%
N/A
50.6K $0
Blackrock ETF Trust
13K
New
N/A
13K $0
Blackrock ETF Trust Ii
3.24K
+ 25.57%
N/A
15.9K $0
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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