Gladstone Institutional Advisory LLC Sells in Q4 2024

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-6.08K
- 8.73%
$14.38 - $15.35 $87.4K - $93.3K
63.5K $949K
DERM
Journey Medical Corp

Healthcare
-3.5K
- 10.45%
$3.97 - $6.53 $13.9K - $22.9K
30K $121K
FEMS
First Trust Emerging Markets S

ETFs
-1.1K
- 14.98%
$37.58 - $41.53 $41.2K - $45.5K
6.22K $234K
KMB
Kimberly Clark Corp

Consumer Defensive
-217
- 6.59%
$130.37 - $146.09 $28.3K - $31.7K
3.07K $402K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-167
- 0.41%
$56.06 - $61.35 $9.36K - $10.2K
40.4K $2.28M
IQV
Iqvia Holdings Inc.

Healthcare
-14
- 0.92%
$190.97 - $236.63 $2.67K - $3.31K
1.51K $296K
LSAF
Two Rds Shared Tr

ETFs
-726
- 1.82%
$40.52 - $44.24 $29.4K - $32.1K
39.3K $1.59M
SQEW
Two Rds Shared Tr Leadershares

ETFs
-1.2K
- 3.53%
$33.57 - $38.43 $40.3K - $46.1K
32.8K $1.1M
DYLD
Two Rds Shared Tr Leadershares

ETFs
-1.87K
- 6.26%
$22.42 - $22.97 $41.9K - $42.9K
27.9K $627K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.4K
- 7.39%
$24.94 - $26.14 $34.8K - $36.5K
17.5K $437K
WM
Waste Management Inc

Industrials
-190
- 6.67%
$201.79 - $228.46 $38.3K - $43.4K
2.66K $536K
DUK
Duke Energy Corp

Utilities
-81
- 1.34%
$105.76 - $120.76 $8.57K - $9.78K
5.97K $643K
FICS
First Tr Exchange Traded Fd Vi

ETFs
-385
- 3.52%
$33.95 - $37.2 $13.1K - $14.3K
10.5K $357K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-216
- 12.21%
$184.21 - $199.29 $39.8K - $43K
1.55K $286K
VAW
Vanguard Materials ETF

ETFs
-9
- 0.43%
$186.91 - $215.32 $1.68K - $1.94K
2.08K $391K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-488
- 9.48%
$90.66 - $99.46 $44.2K - $48.5K
4.66K $423K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-495
- 5.75%
$77.02 - $78.58 $38.1K - $38.9K
8.12K $627K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-250
- 1.58%
$47.77 - $51.75 $11.9K - $12.9K
15.5K $750K
VLO
Valero Energy Corp

Energy
-192
- 10.33%
$118.59 - $144.02 $22.8K - $27.7K
1.67K $204K
AFL
Aflac Inc

Financial Services
-125
- 3.13%
$100.37 - $115.27 $12.5K - $14.4K
3.87K $400K
TTD
Trade Desk, Inc.

Technology
-664
- 15.63%
$108.7 - $139.51 $72.2K - $92.6K
3.58K $421K
MBB
Ishares Tr

ETFs
-88
- 1.06%
$91.26 - $95.82 $8.03K - $8.43K
8.2K $751K
ISCB
International Speedway Corp

ETFs
-684
- 1.73%
$57.44 - $64.3 $39.3K - $44K
38.9K $2.28M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-4.3K
- 27.65%
$9.1 - $9.51 $39.1K - $40.9K
11.2K $104K
NIO
Nio Inc.

Consumer Cyclical
-1.64K
- 12.55%
$4.31 - $7.21 $7.07K - $11.8K
11.4K $49K
AIVI
Kemiao Garment Holding Group

ETFs
-149
- 2.08%
$39.2 - $43.5 $5.84K - $6.48K
7K $275K
PPL
Ppl Corp

Utilities
-826
- 5.18%
$31.47 - $35.0 $26K - $28.9K
15.1K $490K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-2.14K
- 16.99%
$10.97 - $12.21 $23.5K - $26.1K
10.5K $115K
CTVA
Corteva, Inc.

Basic Materials
-303
- 2.91%
$55.21 - $64.13 $16.7K - $19.4K
10.1K $576K
MSI
Motorola Solutions, Inc.

Technology
-93
- 17.19%
$449.08 - $504.6 $41.8K - $46.9K
448 $207K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.2K
- 4.42%
$11.42 - $12.5 $13.7K - $15K
25.9K $298K
ENB
Enbridge Inc

Energy
-1.19K
- 14.24%
$40.4 - $43.92 $48K - $52.2K
7.16K $303K
FEX
First Tr Large Cap Core Alphde

ETFs
-335
- 3.16%
$103.29 - $112.88 $34.6K - $37.8K
10.3K $1.07M
URA
Global X Uranium ETF

ETFs
-115
- 0.7%
$26.78 - $33.46 $3.08K - $3.85K
16.2K $435K
TTE
Total Energies Se

Energy
-483
- 8.37%
N/A
5.29K $362K
PRU
Prudential Financial Inc

Financial Services
-156
- 3.33%
$114.59 - $129.52 $17.9K - $20.2K
4.53K $536K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-119
- 1.81%
$91.94 - $100.02 $10.9K - $11.9K
6.46K $597K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-416
- 4.13%
$50.62 - $52.07 $21.1K - $21.7K
9.67K $493K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-8
- 0.18%
$68.55 - $74.48 $548 - $596
4.51K $310K
ICE
Intercontinental Exchange, Inc.

Financial Services
-26
- 1.36%
$148.29 - $166.93 $3.86K - $4.34K
1.89K $281K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-274
- 5.78%
$89.01 - $96.24 $24.4K - $26.4K
4.47K $401K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-792
- 6.38%
$23.29 - $23.93 $18.4K - $19K
11.6K $272K
DX
Dynex Capital Inc

Real Estate
-1.66K
- 10.67%
$12.07 - $12.72 $20K - $21.1K
13.9K $175K
FTA
First Tr Large Cap Value

ETFs
-47
- 0.65%
$75.21 - $83.49 $3.53K - $3.92K
7.22K $552K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-120
- 1.53%
$46.07 - $48.17 $5.53K - $5.78K
7.7K $354K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-315
- 0.86%
$40.15 - $42.9 $12.6K - $13.5K
36.2K $1.46M
INTU
Intuit Inc

Technology
-75
- 2.31%
$602.01 - $706.25 $45.2K - $53K
3.18K $2M
ACTV
Two Rds Shared Tr Leadershares

ETFs
-30
- 0.16%
$32.03 - $34.73 $961 - $1.04K
18.5K $602K
ITW
Illinois Tool Works Inc

Industrials
-29
- 1.72%
$253.56 - $278.5 $7.35K - $8.08K
1.66K $419K
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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