Gladstone Institutional Advisory LLC New Holdings in Q3 2024

Gladstone Institutional Advisory LLC

  • $2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INDA
Ishares Msci India Index Fund

ETFs
143K
New
$54.86 - $59.22 $7.84M - $8.46M
143K $8.36M
HWM
Howmet Aerospace Inc.

Industrials
29.4K
New
$77.3 - $100.22 $2.27M - $2.94M
29.4K $2.94M
BLDR
Builders First Source, Inc.

Industrials
12.7K
New
$132.6 - $201.83 $1.68M - $2.55M
12.7K $2.45M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
35.9K
New
$61.47 - $67.36 $2.21M - $2.42M
35.9K $2.42M
PWR
Quanta Services, Inc.

Industrials
7.97K
New
$239.58 - $298.23 $1.91M - $2.38M
7.97K $2.37M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
22.2K
New
$98.99 - $101.51 $2.2M - $2.25M
22.2K $2.25M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
82.8K
New
$22.11 - $22.46 $1.83M - $1.86M
82.8K $1.86M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
19.1K
New
$72.52 - $82.35 $1.39M - $1.57M
19.1K $1.56M
AVUV
American Centy ETF Tr Avantis

ETFs
14.5K
New
$88.24 - $99.7 $1.28M - $1.44M
14.5K $1.39M
OUNZ
Van Eck Merk Gold Trust

ETFs
46.9K
New
$22.51 - $25.83 $1.05M - $1.21M
46.9K $1.19M
POCT
Innovator U.S. Equity Power Bu

ETFs
27.9K
New
$37.79 - $38.95 $1.05M - $1.09M
27.9K $1.09M
KCE
Spdr S&P Capital Markets ETF

ETFs
8.1K
New
$110.03 - $126.01 $892K - $1.02M
8.1K $1.01M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
29.5K
New
$26.19 - $29.26 $773K - $864K
29.5K $863K
KKR
Kkr & Co. Inc.

Financial Services
6.29K
New
$104.51 - $133.23 $657K - $838K
6.29K $821K
FITB
Fifth Third Bancorp

Financial Services
14.8K
New
$36.01 - $43.64 $531K - $644K
14.8K $632K
TT
Trane Technologies PLC

Industrials
1.63K
New
$314.21 - $388.71 $511K - $632K
1.63K $631K
SONY
Sony Group Corp

Technology
6.43K
New
$81.61 - $98.65 $524K - $634K
6.43K $620K
VRT
Vertiv Holdings CO

Industrials
6.56K
New
$86.66 - $86.66 $568K - $568K
6.56K $568K
TSN
Tyson Foods, Inc.

Consumer Defensive
9.28K
New
$55.91 - $65.87 $519K - $611K
9.28K $552K
WES
Western Midstream Partners, LP

Energy
13.5K
New
$36.59 - $42.74 $495K - $578K
13.5K $517K
NRG
Nrg Energy, Inc.

Utilities
5.59K
New
$68.89 - $91.22 $385K - $510K
5.59K $508K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
32.5K
New
$14.84 - $16.4 $482K - $533K
32.5K $503K
IEF
Ishares Barclays

ETFs
4.75K
New
$92.67 - $99.14 $440K - $471K
4.75K $466K
ZETA
Zeta Global Holdings Corp.

Technology
15.4K
New
$16.61 - $30.24 $256K - $466K
15.4K $459K
PAUG
Innovator U.S. Equity Power Bu

ETFs
12.1K
New
$35.57 - $37.86 $432K - $460K
12.1K $459K
SYF
Synchrony Financial

Financial Services
9.11K
New
$43.77 - $52.22 $399K - $476K
9.11K $454K
NTRA
Natera, Inc.

Healthcare
3.57K
New
$97.75 - $129.67 $349K - $463K
3.57K $453K
THC
Tenet Healthcare Corp

Healthcare
2.71K
New
$129.27 - $168.03 $350K - $455K
2.71K $450K
IYR
Ishares Tr

ETFs
4.33K
New
$86.93 - $103.61 $376K - $448K
4.33K $440K
IXP
Ishares Global Comm Services E

ETFs
4.64K
New
$83.95 - $94.13 $390K - $437K
4.64K $436K
RGA
Reinsurance Group Of America Inc

Financial Services
1.95K
New
$192.62 - $225.79 $375K - $439K
1.95K $423K
USRT
Ishares Core U.S. Reit ETF

ETFs
6.72K
New
$53.07 - $62.66 $357K - $421K
6.72K $413K
TRGP
Targa Resources Corp.

Energy
2.58K
New
$127.86 - $156.46 $330K - $404K
2.58K $382K
IREN
Iris Energy LTD

Financial Services
40.9K
New
$6.44 - $15.03 $263K - $615K
40.9K $345K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.06K
New
$81.31 - $83.29 $330K - $338K
4.06K $337K
TFC
Truist Financial Corp

Financial Services
7.54K
New
$38.22 - $44.94 $288K - $339K
7.54K $322K
ROIV
Roivant Sciences Ltd.

Healthcare
27.7K
New
$10.17 - $12.5 $282K - $346K
27.7K $319K
ERIE
Erie Indemnity CO

Financial Services
545
New
$356.56 - $544.84 $194K - $297K
545 $294K
GLW
Corning Inc

Technology
6.29K
New
$37.76 - $46.2 $237K - $290K
6.29K $283K
CGGR
Capital Group Growth ETF Shs C

ETFs
7.67K
New
$30.71 - $34.79 $236K - $267K
7.67K $266K
IGM
Ishares Expanded Tech Sector E

ETFs
2.64K
New
$84.03 - $98.62 $222K - $261K
2.64K $253K
IXJ
Ishares Global Healthcare ETF

ETFs
2.52K
New
$91.63 - $101.25 $231K - $255K
2.52K $247K
MSI
Motorola Solutions, Inc.

Technology
541
New
$385.65 - $450.49 $209K - $244K
541 $243K
EQIX
Equinix Inc

Real Estate
265
New
$749.0 - $890.01 $198K - $236K
265 $235K
VPU
Vanguard Utilities ETF

ETFs
1.35K
New
$146.64 - $174.54 $198K - $236K
1.35K $235K
BALT
Innovator Etfs Tr
7.6K
New
$29.76 - $30.83 $226K - $234K
7.6K $234K
FE
Firstenergy Corp

Utilities
5.17K
New
$38.25 - $44.54 $198K - $230K
5.17K $229K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.07K
New
$97.81 - $108.79 $202K - $225K
2.07K $225K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2K
New
$97.19 - $109.09 $194K - $218K
2K $216K
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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