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
SKYY
First Trust Cloud Computing Et

ETFs
-1.51K
- 25.42%
$118.24 - $138.53 $178K - $209K
4.43K $594K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-471
- 1.86%
$78.96 - $80.04 $37.2K - $37.7K
24.9K $1.99M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-613
- 3.92%
$25.21 - $25.99 $15.5K - $15.9K
15K $388K
ROK
Rockwell Automation, Inc

Industrials
-362
- 28.44%
$328.67 - $358.52 $119K - $130K
911 $318K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
-887
- 4.34%
$11.75 - $12.05 $10.4K - $10.7K
19.6K $231K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-234
- 1.38%
$101.12 - $106.18 $23.7K - $24.8K
16.7K $1.72M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.53K
- 18.08%
$25.29 - $28.33 $64.1K - $71.8K
11.5K $320K
ABC
Amerisourcebergen Corp

Healthcare
-43
- 4.97%
N/A
823 $152K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-926
- 8.45%
$10.68 - $11.59 $9.89K - $10.7K
10K $116K
BP
Bp PLC

Energy
-275
- 3.42%
$30.25 - $35.69 $8.32K - $9.81K
7.76K $267K
IYF
Ishares Tr

ETFs
-1.56K
- 11.05%
$119.89 - $127.16 $188K - $199K
12.6K $1.59M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
-436
- 3.99%
$18.19 - $18.58 $7.93K - $8.1K
10.5K $194K
VNQ
Vanguard Specialized Funds Van

ETFs
-117
- 1.33%
$88.47 - $93.24 $10.4K - $10.9K
8.69K $794K
SOFI
So Fi Technologies, Inc.

Financial Services
-21.3K
- 56.08%
$17.64 - $29.81 $376K - $636K
16.7K $441K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-82
- 2.11%
$76.16 - $78.59 $6.25K - $6.44K
3.8K $296K
Ge Vernova Inc
-2.91K
- 56.59%
N/A
2.24K $0
ILCG
Ishares Morningstar Growth ETF
-3.1K
- 16.12%
N/A
16.1K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-28K
- 61.59%
N/A
17.5K $0
Reddit Inc
-1.55K
- 12.35%
N/A
11K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-40
- 0.66%
N/A
6.03K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-648
- 3.84%
N/A
16.2K $0
CRH.L
Crh PLC

Basic Materials
-715
- 14.38%
N/A
4.26K $0
Lam Research Corp
-1.59K
- 17.13%
N/A
7.7K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-17.3K
- 74.5%
N/A
5.92K $0
Neos ETF Trust
-10.1K
- 29.39%
N/A
24.3K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-8.98K
- 15.76%
N/A
48K $0
Nano Nuclear Energy Inc
-3.42K
- 20.12%
N/A
13.6K $0
Morgan Stanley ETF Trust
-233
- 1.99%
N/A
11.5K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-124
- 2.17%
N/A
5.59K $0
Arista Networks Inc
-34.4K
- 68.24%
N/A
16K $0
Hive Digital Technologies Lt
-20.7K
- 57.37%
N/A
15.4K $0
Innovator Etfs Trust
-31.5K
- 26.82%
N/A
86K $0
Gsk PLC
-1.41K
- 12.26%
N/A
10.1K $0
Blackrock ETF Trust Ii
-73
- 1.54%
N/A
4.67K $0
TUA
Simpl Exch Traded Fds Sht Term
-114K
- 46.18%
N/A
133K $0
Series Portfolios Tr
-5.56K
- 11.46%
N/A
43K $0
Exchange Traded Concepts Tru
-972
- 6.71%
N/A
13.5K $0
Celestica Inc
-1.76K
- 40.04%
N/A
2.64K $0
Aim ETF Products Trust
-122K
- 34.09%
N/A
236K $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-146
- 1.07%
$45.6 - $46.92 $6.66K - $6.85K
13.5K $632K
WMB
Williams Companies, Inc.

Energy
-234
- 4.34%
$56.52 - $64.01 $13.2K - $15K
5.16K $326K
MCO
Moodys Corp

Financial Services
-8
- 1.1%
$472.69 - $521.32 $3.78K - $4.17K
719 $342K
URI
United Rentals, Inc.

Industrials
-138
- 33.17%
$774.14 - $975.23 $107K - $135K
278 $265K
CDNS
Cadence Design Systems Inc

Technology
-430
- 26.67%
$309.46 - $373.37 $133K - $161K
1.18K $415K
IGM
Ishares Expanded Tech Sector E

ETFs
-694
- 26.25%
$110.96 - $127.67 $77K - $88.6K
1.95K $245K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-574
- 3.94%
$22.18 - $22.83 $12.7K - $13.1K
14K $319K
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
-708
- 4.21%
$19.65 - $21.17 $13.9K - $15K
16.1K $339K
IYJ
Ishares Tr

ETFs
-203
- 8.53%
$142.42 - $148.18 $28.9K - $30.1K
2.18K $317K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-31
- 0.9%
$108.77 - $115.6 $3.37K - $3.58K
3.41K $385K
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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