Gladstone Institutional Advisory LLC New Holdings in Q4 2024

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AFRM
Affirm Holdings, Inc.

Technology
29K
New
$38.48 - $72.86 $1.11M - $2.11M
29K $1.76M
AOK
Ishares Tr Core Conservative A

ETFs
43.5K
New
$37.3 - $38.64 $1.62M - $1.68M
43.5K $1.62M
TMUS
T Mobile Us, Inc.

Communication Services
7.03K
New
$206.1 - $246.94 $1.45M - $1.74M
7.03K $1.55M
BK
Bank Of New York Mellon Corp

Financial Services
16.7K
New
$70.82 - $81.87 $1.18M - $1.36M
16.7K $1.28M
ROUS
Hartford Multifactor Us Equity

ETFs
21.5K
New
$50.86 - $54.39 $1.1M - $1.17M
21.5K $1.1M
IGRO
Ishares Tr International Divid

ETFs
15.5K
New
$67.76 - $74.48 $1.05M - $1.15M
15.5K $1.05M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
8.2K
New
$119.61 - $136.3 $981K - $1.12M
8.2K $1.01M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
11.8K
New
$74.69 - $79.24 $878K - $931K
11.8K $886K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
23.3K
New
$36.54 - $37.53 $853K - $876K
23.3K $858K
DDOG
Datadog, Inc.

Technology
5.97K
New
$113.98 - $168.65 $680K - $1.01M
5.97K $852K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.5K
New
$53.94 - $58.15 $729K - $786K
13.5K $761K
UAL
United Airlines Holdings, Inc.

Industrials
6.56K
New
$55.62 - $102.44 $365K - $671K
6.56K $636K
TMDX
Trans Medics Group, Inc.

Healthcare
9.86K
New
$59.28 - $144.9 $584K - $1.43M
9.86K $614K
IYM
Ishares Tr

ETFs
4.56K
New
$129.15 - $153.25 $589K - $699K
4.56K $592K
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.19K
New
$424.05 - $524.22 $505K - $624K
1.19K $553K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
5.68K
New
$71.77 - $92.11 $408K - $523K
5.68K $516K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4K
New
$119.34 - $127.78 $478K - $511K
4K $477K
IONQ
Ion Q, Inc.

Technology
10.4K
New
$8.17 - $48.24 $85K - $502K
10.4K $434K
AOM
Ishares Tr Core Moderate Alloc

ETFs
9.45K
New
$43.44 - $45.05 $410K - $426K
9.45K $410K
PGR
Progressive Corp

Financial Services
1.69K
New
$239.6 - $268.88 $405K - $454K
1.69K $404K
PPC
Pilgrims Pride Corp

Consumer Defensive
8.87K
New
$43.57 - $53.82 $386K - $477K
8.87K $402K
CW
Curtiss Wright Corp

Industrials
1.1K
New
$335.08 - $389.49 $370K - $430K
1.1K $391K
AIQ
Global X Funds Global X Artifi

ETFs
9.96K
New
$36.57 - $40.57 $364K - $404K
9.96K $384K
MTH
Meritage Homes Corp

Consumer Cyclical
2.42K
New
$151.91 - $205.12 $367K - $496K
2.42K $371K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
8.74K
New
$42.35 - $47.59 $370K - $416K
8.74K $370K
OKE
Oneok Inc

Energy
3.66K
New
$92.28 - $117.05 $338K - $429K
3.66K $367K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.97K
New
$70.54 - $79.61 $280K - $316K
3.97K $301K
CLH
Clean Harbors Inc

Industrials
1.3K
New
$228.61 - $263.39 $297K - $342K
1.3K $299K
CRDO
Credo Technology Group Holding LTD

Technology
4.15K
New
$30.16 - $77.25 $125K - $321K
4.15K $279K
IGV
Ishares Expanded Tech Software

ETFs
2.79K
New
$87.5 - $110.17 $244K - $307K
2.79K $279K
AVXL
Anavex Life Sciences Corp.

Healthcare
26K
New
$5.11 - $12.56 $133K - $327K
26K $279K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
9.98K
New
$27.88 - $30.51 $278K - $305K
9.98K $278K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.78K
New
$55.86 - $60.21 $267K - $288K
4.78K $273K
LNG
Cheniere Energy, Inc.

Energy
1.21K
New
$181.07 - $225.92 $219K - $273K
1.21K $259K
BRX
Brixmor Property Group Inc.

Real Estate
11.3K
New
N/A
11.3K $257K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
20.6K
New
$12.22 - $13.53 $252K - $279K
20.6K $254K
IYJ
Ishares Tr

ETFs
1.9K
New
$132.97 - $143.93 $253K - $274K
1.9K $253K
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.84K
New
$36.5 - $53.22 $213K - $311K
5.84K $252K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.79K
New
$87.42 - $98.06 $244K - $274K
2.79K $249K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
4.92K
New
$47.5 - $47.86 $234K - $236K
4.92K $234K
ASML
Asml Holding Nv

Technology
332
New
$658.43 - $872.27 $219K - $290K
332 $230K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.83K
New
$25.3 - $26.31 $223K - $232K
8.83K $225K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
16.1K
New
$12.55 - $17.22 $203K - $278K
16.1K $223K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
4.79K
New
$46.03 - $47.13 $220K - $226K
4.79K $221K
WMB
Williams Companies, Inc.

Energy
4K
New
$46.37 - $59.74 $185K - $239K
4K $216K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.99K
New
$95.27 - $107.82 $190K - $215K
1.99K $205K
DTM
Dt Midstream, Inc.

Energy
2.06K
New
$78.85 - $108.56 $162K - $224K
2.06K $204K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
5.08K
New
$39.5 - $41.38 $201K - $210K
5.08K $204K
VXF
Vanguard Extended Market ETF

ETFs
1.07K
New
$179.17 - $207.15 $192K - $221K
1.07K $203K
Activity Summary
Buys All Purchases 390 New Holdings 75 Increased Positions 315 Sells All Sells 283 Reductions 283 Sold out 0 Options Calls 0 Puts 0
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