Gladstone Institutional Advisory LLC Sells in Q3 2025

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-8.36K
- 26.0%
$13.62 - $14.27 $114K - $119K
23.8K $339K
DE
Deere & CO

Industrials
-127
- 6.33%
$457.26 - $524.37 $58.1K - $66.6K
1.88K $858K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.12K
- 13.74%
$78.11 - $79.07 $87.4K - $88.5K
7.03K $554K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.33K
- 25.94%
$98.99 - $112.2 $132K - $149K
3.8K $420K
SO
Southern CO

Utilities
-1.48K
- 6.45%
$90.83 - $96.0 $134K - $142K
21.5K $2.03M
ENB
Enbridge Inc

Energy
-2.26K
- 35.13%
$43.79 - $50.46 $99.1K - $114K
4.18K $210K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.2K
- 24.44%
$35.34 - $47.21 $77.7K - $104K
6.8K $266K
IWP
Ishares Russell Mid Cap Growth

ETFs
-11.5K
- 18.28%
$137.51 - $145.26 $1.58M - $1.67M
51.5K $7.33M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-3.37K
- 7.26%
$81.61 - $86.58 $275K - $292K
43.1K $3.67M
SQEW
Two Rds Shared Tr Leadershares

ETFs
-5.55K
- 19.56%
$32.79 - $36.16 $182K - $201K
22.8K $821K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.85K
- 26.7%
$74.93 - $80.73 $138K - $149K
5.06K $408K
WM
Waste Management Inc

Industrials
-85
- 2.16%
$213.88 - $237.1 $18.2K - $20.2K
3.85K $850K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-998
- 15.65%
$59.29 - $62.87 $59.2K - $62.7K
5.38K $323K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-31
- 0.3%
$60.9 - $70.75 $1.89K - $2.19K
10.2K $634K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-1.79K
- 0.66%
N/A
268K $8.45M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-4K
- 5.14%
$8.07 - $8.58 $32.3K - $34.3K
73.9K $604K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-696
- 18.87%
$122.57 - $132.57 $85.3K - $92.3K
2.99K $388K
FTNT
Fortinet, Inc.

Technology
-101
- 2.83%
$74.39 - $107.65 $7.51K - $10.9K
3.47K $291K
LDSF
First Tr ETF Viii Low Duration

ETFs
-2.87K
- 13.86%
$18.93 - $19.22 $54.3K - $55.1K
17.8K $340K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.79K
- 18.4%
$45.4 - $47.61 $81.4K - $85.4K
7.96K $378K
DUK
Duke Energy Corp

Utilities
-469
- 9.56%
$116.31 - $125.93 $54.5K - $59.1K
4.44K $549K
CTAS
Cintas Corp

Industrials
-222
- 8.89%
$199.29 - $226.27 $44.2K - $50.2K
2.28K $466K
FDVV
Fidelity High Dividend ETF

ETFs
-3.35K
- 14.52%
$52.42 - $55.71 $175K - $186K
19.7K $1.1M
YUM
Yum Brands Inc

Consumer Cyclical
-201
- 7.03%
$139.5 - $153.94 $28K - $30.9K
2.66K $404K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-4.28K
- 25.65%
$11.15 - $11.87 $47.7K - $50.8K
12.4K $143K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-929
- 9.72%
$49.32 - $50.93 $45.8K - $47.3K
8.63K $437K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-518
- 0.84%
N/A
61.5K $5.28M
PULS
Pgim ETF Tr

ETFs
-868
- 1.91%
$49.58 - $49.83 $43K - $43.3K
44.7K $2.22M
WEC
Wec Energy Group, Inc.

Utilities
-514
- 14.09%
$103.66 - $114.59 $53.3K - $58.9K
3.14K $359K
TXN
Texas Instruments Inc

Technology
-188
- 2.25%
N/A
8.18K $1.59M
KXI
Ishares Tr Global Consumer Sta

ETFs
-726
- 2.16%
$63.76 - $67.46 $46.3K - $49K
32.9K $2.12M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-23K
- 22.0%
$225.11 - $247.9 $5.18M - $5.7M
81.5K $20.1M
TTE
Total Energies Se

Energy
-363
- 6.82%
N/A
4.96K $340K
VOE
Vanguard Mid Cap Value Index F

ETFs
-546
- 10.55%
$164.63 - $174.58 $89.9K - $95.3K
4.63K $808K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-649
- 19.49%
$71.0 - $90.32 $46.1K - $58.6K
2.68K $206K
BALT
Innovator Etfs Tr
-1K
- 13.16%
$32.11 - $32.82 $32.1K - $32.8K
6.6K $216K
HBI
Hanesbrands Inc.

Consumer Cyclical
-22.9K
- 14.2%
$4.07 - $6.59 $93.2K - $151K
138K $912K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-624
- 3.39%
$49.05 - $49.99 $30.6K - $31.2K
17.8K $884K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-452
- 6.32%
$46.37 - $47.77 $21K - $21.6K
6.7K $318K
HSY
Hershey CO

Consumer Defensive
-210
- 15.41%
$161.95 - $193.45 $34K - $40.6K
1.15K $215K
AEP
American Electric Power CO Inc

Utilities
-318
- 5.7%
$103.26 - $115.0 $32.8K - $36.6K
5.26K $591K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-122
- 0.8%
$47.56 - $49.7 $5.8K - $6.06K
15.1K $745K
MBB
Ishares Tr

ETFs
-278
- 3.43%
$92.46 - $95.73 $25.7K - $26.6K
7.83K $744K
ICE
Intercontinental Exchange, Inc.

Financial Services
-55
- 3.12%
$167.28 - $188.45 $9.2K - $10.4K
1.71K $288K
DERM
Journey Medical Corp

Healthcare
-8.28K
- 22.48%
$6.9 - $8.54 $57.2K - $70.7K
28.6K $202K
PEG
Public Service Enterprise Group Inc

Utilities
-214
- 7.31%
$79.99 - $90.14 $17.1K - $19.3K
2.72K $226K
PLD
Prologis, Inc.

Real Estate
-244
- 5.07%
$104.08 - $115.35 $25.4K - $28.1K
4.57K $523K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-387
- 3.71%
$40.49 - $40.7 $15.7K - $15.8K
10K $408K
IEF
Ishares Barclays

ETFs
-274
- 2.54%
$93.91 - $97.26 $25.7K - $26.6K
10.5K $1.02M
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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