Gladstone Institutional Advisory LLC Sells in Q3 2024

Gladstone Institutional Advisory LLC

  • $2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
-1.05K
- 74.0%
$696.17 - $892.35 $733K - $940K
370 $286K
NOW
Service Now, Inc.

Technology
-1.49K
- 35.71%
$730.87 - $937.36 $1.09M - $1.4M
2.69K $2.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-16.9K
- 33.17%
$54.98 - $59.51 $930K - $1.01M
34.1K $2.03M
MU
Micron Technology Inc

Technology
-5.09K
- 44.28%
$86.27 - $136.82 $439K - $697K
6.41K $664K
TXN
Texas Instruments Inc

Technology
-4.14K
- 29.41%
$194.6 - $194.6 $805K - $805K
9.93K $1.93M
BMY
Bristol Myers Squibb CO

Healthcare
-36.2K
- 33.78%
$39.66 - $51.75 $1.44M - $1.87M
71K $3.67M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-17.6K
- 70.35%
$42.22 - $48.62 $742K - $855K
7.41K $344K
COP
Conocophillips

Energy
-3.68K
- 10.63%
$102.3 - $116.61 $376K - $429K
30.9K $3.25M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-1.85K
- 7.42%
$31.02 - $58.9 $57.4K - $109K
23.1K $723K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-26.8K
- 13.37%
$28.75 - $29.46 $771K - $790K
174K $5.11M
LRCX
Lam Research Corp

Technology
-149
- 6.81%
$731.56 - $1127.3 $109K - $168K
2.04K $1.66M
NKE
Nike, Inc.

Consumer Cyclical
-10.8K
- 45.08%
$71.09 - $89.44 $765K - $963K
13.1K $1.16M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-637
- 61.13%
$1015.62 - $1159.62 $647K - $739K
405 $466K
GILD
Gilead Sciences, Inc.

Healthcare
-9.01K
- 69.78%
$66.59 - $83.99 $600K - $757K
3.9K $327K
XLY
Select Sector Spdr Consumer Di

ETFs
-3.83K
- 26.22%
$170.05 - $200.86 $651K - $769K
10.8K $2.16M
SO
Southern CO

Utilities
-10.9K
- 28.46%
$77.0 - $90.52 $842K - $990K
27.5K $2.48M
NEAR
Blackrock Short Maturity Bond

ETFs
-11.6K
- 9.23%
$50.09 - $51.31 $579K - $593K
114K $5.82M
ISRG
Intuitive Surgical Inc

Healthcare
-1.43K
- 27.58%
$416.14 - $494.01 $594K - $705K
3.75K $1.84M
BP
Bp PLC

Energy
-11.5K
- 55.76%
$30.78 - $37.05 $355K - $427K
9.15K $287K
FDL
First Tr Morningstar Dividend

ETFs
-15.8K
- 30.3%
$37.66 - $42.06 $597K - $666K
36.4K $1.53M
CEG
Constellation Energy Corp

Utilities
-3.02K
- 51.93%
$167.08 - $262.86 $505K - $795K
2.8K $727K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-25.2K
- 14.79%
$26.69 - $29.87 $673K - $753K
145K $4.22M
LGOV
First Tr ETF Iv Long Duration

ETFs
-79.2K
- 7.96%
$20.77 - $22.83 $1.65M - $1.81M
916K $20.5M
ORCL
Oracle Corp

Technology
-8.52K
- 23.69%
$125.9 - $170.35 $1.07M - $1.45M
27.5K $4.68M
FAST
Fastenal CO

Industrials
-7.86K
- 36.74%
$62.09 - $71.83 $488K - $564K
13.5K $965K
TGT
Target Corp

Consumer Defensive
-2.76K
- 24.51%
$133.47 - $159.25 $368K - $439K
8.49K $1.32M
ADI
Analog Devices Inc

Technology
-1.49K
- 14.6%
$200.56 - $243.33 $298K - $362K
8.7K $2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-649
- 49.43%
$460.0 - $505.78 $299K - $328K
664 $308K
INTU
Intuit Inc

Technology
-280
- 7.93%
$602.97 - $670.49 $169K - $188K
3.25K $2.02M
AEP
American Electric Power CO Inc

Utilities
-4.25K
- 44.24%
$87.11 - $104.95 $370K - $446K
5.36K $549K
FANG
Diamondback Energy, Inc.

Energy
-927
- 19.41%
$168.46 - $210.94 $156K - $196K
3.85K $663K
AXP
American Express CO

Financial Services
-3.1K
- 21.62%
$225.92 - $271.17 $701K - $842K
11.3K $3.05M
MELI
Mercadolibre Inc

Consumer Cyclical
-211
- 46.48%
$1591.44 - $2140.1 $336K - $452K
243 $498K
IYF
Ishares Tr

ETFs
-3.12K
- 36.22%
$93.83 - $105.05 $292K - $327K
5.49K $570K
COIN
Coinbase Global, Inc.

Technology
-598
- 21.6%
$147.09 - $265.15 $88K - $159K
2.17K $386K
IXN
Ishares Global Information Tec

ETFs
-2.6K
- 8.99%
$73.0 - $87.81 $190K - $228K
26.3K $2.17M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 16.67%
$610460.0 - $715910.0 $610K - $716K
5 $3.45M
EPI
Wisdomtree Tr India Earnings F

ETFs
-5.61K
- 19.32%
$47.41 - $50.82 $266K - $285K
23.4K $1.18M
SLB
Schlumberger Limited

Energy
-3.87K
- 38.18%
$39.57 - $49.67 $153K - $192K
6.26K $262K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.98K
- 25.7%
$76.38 - $78.87 $228K - $235K
8.61K $677K
VGT
Vanguard Information Technolog

ETFs
-569
- 4.44%
$514.43 - $606.85 $293K - $345K
12.3K $7.19M
FCX
Freeport Mcmoran Inc

Basic Materials
-4.3K
- 49.04%
$39.52 - $51.92 $170K - $223K
4.47K $223K
UBER
Uber Technologies, Inc

Technology
-3.44K
- 15.05%
$58.48 - $77.47 $201K - $266K
19.4K $1.46M
NEE
Nextera Energy Inc

Utilities
-11.8K
- 20.3%
$69.9 - $84.97 $828K - $1.01M
46.5K $3.93M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.08K
- 23.67%
$117.9 - $128.2 $245K - $266K
6.69K $857K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-10.8K
- 18.48%
$30.61 - $34.92 $332K - $378K
47.8K $1.65M
IYH
Ishares Tr

ETFs
-3.15K
- 26.93%
$60.29 - $66.38 $190K - $209K
8.54K $555K
WM
Waste Management Inc

Industrials
-675
- 19.15%
$196.96 - $223.45 $133K - $151K
2.85K $591K
COF
Capital One Financial Corp

Financial Services
-1.23K
- 41.72%
$131.42 - $153.05 $162K - $189K
1.72K $257K
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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