Gladstone Institutional Advisory LLC Incresed Positions in Q3 2024

Gladstone Institutional Advisory LLC

  • $2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
33.2K
+ 68.37%
$36.65 - $44.13 $1.22M - $1.47M
81.8K $3.25M
SLV
I Shares Silver Trust

ETFs
45.1K
+ 351.63%
$24.33 - $29.38 $1.1M - $1.33M
57.9K $1.65M
IEFA
Ishares Tr

ETFs
6.96K
+ 5.37%
$70.09 - $78.74 $487K - $548K
137K $10.7M
QDPL
Pacer Fds Tr Metaurus Us Large
27.3K
+ 26.26%
$34.97 - $38.41 $956K - $1.05M
131K $4.99M
RDVY
First Trust Rising Dividend Ac

ETFs
4.38K
+ 2.17%
$53.68 - $59.24 $235K - $260K
206K $12.2M
PPA
Invesco Exchange Traded Fd Tr

ETFs
9.42K
+ 335.15%
$102.05 - $114.97 $961K - $1.08M
12.2K $1.41M
VUG
Vanguard Growth ETF

ETFs
2.09K
+ 9.32%
$341.08 - $391.94 $711K - $818K
24.5K $9.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.7K
+ 38.35%
$79.29 - $84.02 $847K - $897K
38.5K $3.23M
MCD
Mcdonalds Corp

Consumer Cyclical
382
+ 2.15%
$245.82 - $304.51 $93.9K - $116K
18.1K $5.52M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9K
+ 29.89%
$77.02 - $85.06 $693K - $765K
39.1K $3.31M
XLC
Select Sector Spdr Tr Communic

ETFs
8.19K
+ 21.77%
$82.16 - $90.4 $673K - $740K
45.8K $4.14M
PM
Philip Morris International Inc.

Consumer Defensive
5.18K
+ 37.74%
$101.25 - $127.45 $524K - $660K
18.9K $2.29M
KO
Coca Cola CO

Consumer Defensive
3.42K
+ 4.54%
$62.69 - $73.01 $214K - $249K
78.6K $5.65M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.29K
+ 12.08%
$96.25 - $101.98 $605K - $641K
58.4K $5.91M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.32K
+ 3.48%
$41.02 - $46.01 $218K - $245K
158K $7.2M
AMZN
Amazon Com Inc

Consumer Cyclical
10.3K
+ 6.66%
$161.02 - $200.0 $1.65M - $2.05M
164K $30.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
154
+ 27.3%
$3305.62 - $4268.05 $509K - $657K
718 $3.02M
AIG
American International Group, Inc.

Financial Services
10.4K
+ 162.39%
$70.16 - $79.23 $733K - $828K
16.9K $1.24M
PFF
Ishares Trust Ishares Pfd And

ETFs
21.6K
+ 101.48%
$31.18 - $33.5 $673K - $723K
42.8K $1.42M
ET
Energy Transfer LP

Energy
44.3K
+ 100.74%
$15.43 - $16.44 $684K - $729K
88.4K $1.42M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
366
+ 2.14%
$386.81 - $423.12 $142K - $155K
17.4K $7.38M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
8.95K
+ 102.41%
$62.57 - $70.53 $560K - $631K
17.7K $1.23M
USFR
Wisdomtree Floating Rate Treas

ETFs
14.9K
+ 1.74%
$50.2 - $50.48 $746K - $750K
869K $43.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
6.8K
+ 93.15%
$77.22 - $89.49 $525K - $608K
14.1K $1.26M
T
At&T Inc.

Communication Services
23.1K
+ 47.99%
$18.21 - $22.28 $420K - $514K
71.1K $1.56M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
13K
+ 22.55%
$33.88 - $36.77 $441K - $479K
70.8K $2.58M
XLE
Energy Sector Spdr

ETFs
11.6K
+ 9.88%
$84.35 - $93.39 $980K - $1.09M
129K $11.3M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4.73K
+ 11.18%
$71.86 - $78.56 $340K - $372K
47.1K $3.7M
PG
Procter & Gamble CO

Consumer Defensive
1.92K
+ 5.72%
$160.76 - $177.82 $309K - $341K
35.5K $6.14M
FNK
First Trust Mid Cap Value Alph

ETFs
7.39K
+ 12.53%
$50.08 - $55.68 $370K - $411K
66.4K $3.62M
V
Visa Inc.

Financial Services
1.24K
+ 5.93%
$253.74 - $291.56 $314K - $360K
22.1K $6.07M
IWM
Ishares Russell 2000 ETF

ETFs
44
+ 0.14%
$200.87 - $224.6 $8.84K - $9.88K
30.5K $6.74M
QUAL
Ishares Msci Usa Quality Facto

ETFs
124
+ 0.2%
$162.64 - $179.3 $20.2K - $22.2K
61.3K $11M
GOOG
Alphabet Inc.

Communication Services
6.96K
+ 17.04%
$149.54 - $192.66 $1.04M - $1.34M
47.8K $7.99M
OSTK
Overstock.Com, Inc

Consumer Cyclical
19.4K
+ 36.47%
N/A
72.4K $1.85M
FXR
First Trust Industrials/Produc

ETFs
1.32K
+ 2.62%
$66.85 - $75.76 $88K - $99.7K
51.5K $3.9M
VSDA
Victory Portfolios Ii Victorys

ETFs
1.27K
+ 1.52%
$47.88 - $53.13 $60.9K - $67.6K
84.7K $4.5M
DHR
Danaher Corp

Healthcare
1.4K
+ 94.73%
$239.25 - $280.76 $335K - $394K
2.88K $801K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.8K
+ 54.13%
$44.24 - $49.47 $345K - $386K
22.2K $1.1M
XCEM
Columbia ETF Tr Ii

ETFs
11.1K
+ 20.78%
$30.17 - $33.79 $335K - $375K
64.5K $2.11M
RPV
Invesco Exchange Traded Fd Tr

ETFs
1.35K
+ 2.71%
$82.04 - $89.49 $111K - $121K
51.1K $4.54M
PH
Parker Hannifin Corp

Industrials
35
+ 1.19%
$501.01 - $635.92 $17.5K - $22.3K
2.97K $1.88M
SPGI
S&P Global Inc.

Financial Services
616
+ 63.24%
$446.32 - $527.38 $275K - $325K
1.59K $821K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.04K
+ 10.87%
$44.65 - $47.21 $270K - $285K
61.6K $2.88M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
4.94K
+ 14.59%
$49.13 - $54.55 $243K - $270K
38.8K $2.09M
AMGN
Amgen Inc

Healthcare
994
+ 20.09%
$309.38 - $337.38 $308K - $335K
5.94K $1.91M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.19K
+ 11.52%
$53.41 - $57.9 $224K - $243K
40.6K $2.35M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
526
+ 5.99%
$72.18 - $107.33 $38K - $56.5K
9.31K $987K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1.83K
+ 1.57%
$31.15 - $35.67 $57K - $65.3K
118K $4.15M
Activity Summary
Buys All Purchases 369 New Holdings 73 Increased Positions 296 Sells All Sells 287 Reductions 287 Sold out 0 Options Calls 0 Puts 0
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