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
PCEF
Invesco Cef Income Composite E

ETFs
-690
- 3.27%
$19.5 - $20.24 $13.5K - $14K
20.4K $407K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-53
- 3.78%
$187.97 - $199.47 $9.96K - $10.6K
1.35K $269K
PPL
Ppl Corp

Utilities
-102
- 0.68%
$33.54 - $37.24 $3.42K - $3.8K
14.8K $551K
NDAQ
Nasdaq, Inc.

Financial Services
-915
- 12.24%
$86.73 - $96.94 $79.4K - $88.7K
6.56K $580K
DUSA
Davis Fundamental ETF Tr

ETFs
-2.82K
- 10.05%
$45.16 - $48.81 $127K - $137K
25.2K $1.2M
VPU
Vanguard Utilities ETF

ETFs
-64
- 4.67%
$175.25 - $189.41 $11.2K - $12.1K
1.31K $247K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
-165
- 2.02%
$34.21 - $36.13 $5.64K - $5.96K
8.02K $277K
GNRC
Generac Holdings Inc.

Industrials
-474
- 20.23%
$146.61 - $202.85 $69.5K - $96.2K
1.87K $312K
VAW
Vanguard Materials ETF

ETFs
-82
- 3.94%
$193.21 - $210.15 $15.8K - $17.2K
2K $409K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-1.61K
- 1.3%
$18.82 - $19.8 $30.3K - $31.8K
122K $2.38M
GRMN
Garmin LTD

Technology
-93
- 6.57%
$211.13 - $246.22 $19.6K - $22.9K
1.32K $325K
PSCT
Invesco S&P Smallcap Informati

ETFs
-1.51K
- 20.1%
$44.28 - $53.87 $66.8K - $81.2K
5.99K $318K
F
Ford Motor CO

Consumer Cyclical
-1.92K
- 8.64%
$10.82 - $12.09 $20.7K - $23.2K
20.3K $242K
FSLY
Fastly, Inc.

Technology
-271
- 2.63%
$6.36 - $8.95 $1.72K - $2.43K
10.1K $85K
VTWO
Vanguard Russell 2000 ETF

ETFs
-260
- 9.95%
$86.92 - $99.32 $22.6K - $25.8K
2.35K $230K
VCR
Vanguard Consumer Discretionar

ETFs
-61
- 9.23%
$359.61 - $401.35 $21.9K - $24.5K
600 $237K
EQAL
Invesco ETF

ETFs
-600
- 5.41%
$49.29 - $52.39 $29.6K - $31.4K
10.5K $546K
SYY
Sysco Corp

Consumer Defensive
-88
- 2.14%
$76.33 - $82.51 $6.72K - $7.26K
4.03K $332K
VOX
Vanguard Communication Service

ETFs
-254
- 13.79%
$169.0 - $192.17 $42.9K - $48.8K
1.59K $298K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-40
- 0.43%
$50.7 - $54.86 $2.03K - $2.19K
9.35K $511K
VLO
Valero Energy Corp

Energy
-236
- 12.95%
$131.77 - $175.63 $31.1K - $41.4K
1.59K $270K
IYY
Ishares Tr

ETFs
-74
- 4.5%
$150.75 - $162.82 $11.2K - $12K
1.57K $255K
RACE
Ferrari N.V.

Consumer Cyclical
-70
- 6.05%
$436.24 - $517.65 $30.5K - $36.2K
1.09K $527K
USB
Us Bancorp \De\

Financial Services
-57
- 0.93%
$43.94 - $50.41 $2.5K - $2.87K
6.06K $293K
CBRE
Cbre Group, Inc.

Real Estate
-299
- 9.51%
$137.04 - $165.9 $41K - $49.6K
2.85K $448K
DELL
Dell Technologies Inc.

Technology
-3.35K
- 33.0%
$120.96 - $141.77 $405K - $475K
6.8K $963K
DINT
Davis Fundamental ETF Tr

ETFs
-79
- 0.8%
$25.3 - $28.09 $2K - $2.22K
9.79K $274K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-2.9K
- 16.63%
$66.8 - $74.06 $193K - $214K
14.5K $1.07M
MELI
Mercadolibre Inc

Consumer Cyclical
-11
- 5.82%
$2292.04 - $2514.05 $25.2K - $27.7K
178 $415K
VEU
Vanguard Ftse All World Ex Us

ETFs
-117
- 2.2%
$66.38 - $71.68 $7.77K - $8.39K
5.2K $371K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-18
- 9.63%
$5364.25 - $5815.92 $96.6K - $105K
169 $912K
INTU
Intuit Inc

Technology
-283
- 7.96%
$646.03 - $807.39 $183K - $228K
3.27K $2.24M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-460
- 4.93%
$44.58 - $48.01 $20.5K - $22.1K
8.86K $424K
IWY
Ishares Tr Russell 200 Growth

ETFs
-39
- 3.74%
$243.93 - $275.62 $9.51K - $10.7K
1.01K $275K
CFG
Citizens Financial Group Inc

Financial Services
-1.3K
- 12.64%
$46.1 - $53.65 $59.9K - $69.7K
8.98K $477K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-98
- 1.7%
$79.89 - $83.25 $7.83K - $8.16K
5.68K $469K
BOTZ
Global X Fds

ETFs
-1.2K
- 8.35%
$32.14 - $35.96 $38.7K - $43.3K
13.2K $468K
EXEL
Exelixis, Inc.

Healthcare
-12
- 0.09%
$36.22 - $46.25 $435 - $555
13.9K $572K
CGUS
Capital Group Core Equity ETF
-463
- 3.59%
$36.89 - $39.72 $17.1K - $18.4K
12.4K $491K
VBR
Vanguard Small Cap Value ETF

ETFs
-191
- 4.09%
$195.41 - $212.37 $37.3K - $40.6K
4.48K $935K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-1.27K
- 25.57%
$113.83 - $154.45 $144K - $196K
3.69K $569K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-153
- 7.9%
$284.45 - $324.95 $43.5K - $49.7K
1.78K $570K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-153
- 1.84%
$132.9 - $142.03 $20.3K - $21.7K
8.15K $1.15M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.1K
- 4.68%
$70.77 - $73.59 $77.6K - $80.7K
22.3K $1.64M
O
Realty Income Corp

Real Estate
-162
- 0.47%
$56.13 - $60.79 $9.09K - $9.85K
34.6K $2.1M
VV
Vanguard Large Cap ETF

ETFs
-79
- 3.55%
$285.05 - $309.14 $22.5K - $24.4K
2.15K $661K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
-7.4K
- 43.8%
$22.78 - $39.34 $169K - $291K
9.49K $352K
VOT
Vanguard Mid Cap Growth Index

ETFs
-24
- 1.13%
$282.75 - $294.19 $6.79K - $7.06K
2.11K $619K
CMI
Cummins Inc

Industrials
-68
- 5.19%
$327.85 - $426.39 $22.3K - $29K
1.24K $524K
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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