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
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-2.84K
- 6.02%
$39.15 - $46.02 $111K - $131K
44.4K $2.03M
ISCB
International Speedway Corp

ETFs
-852
- 2.11%
$53.31 - $59.12 $45.4K - $50.4K
39.5K $2.32M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-435
- 5.59%
$156.14 - $187.2 $67.9K - $81.4K
7.34K $1.36M
VEA
Vanguard Ftse Developed Market

ETFs
-2.08K
- 2.72%
$47.6 - $53.31 $99.1K - $111K
74.4K $3.93M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.64K
- 11.61%
$57.22 - $80.08 $93.7K - $131K
12.5K $973K
MMM
3 M CO

Industrials
-5.04K
- 20.53%
$99.69 - $139.42 $503K - $703K
19.5K $2.67M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-301
- 1.16%
$85.03 - $94.56 $25.6K - $28.5K
25.6K $2.38M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-2.4K
- 0.97%
$25.13 - $27.92 $60.3K - $67K
245K $6.76M
FTCS
First Trust Capital Strength E

ETFs
-132
- 0.44%
$83.58 - $90.94 $11K - $12K
29.8K $2.7M
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.68K
- 2.64%
$63.46 - $71.43 $106K - $120K
61.9K $4.38M
HBI
Hanesbrands Inc.

Consumer Cyclical
-20K
- 12.64%
$4.66 - $7.36 $93.2K - $147K
138K $1.02M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-403
- 1.23%
$77.23 - $87.97 $31.1K - $35.5K
32.4K $2.81M
VFH
Vanguard Financial ETF

ETFs
-586
- 1.88%
$99.27 - $111.21 $58.2K - $65.2K
30.6K $3.36M
CSCO
Cisco Systems, Inc.

Technology
-5.06K
- 5.56%
$44.74 - $53.22 $226K - $269K
85.9K $4.57M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-7.58K
- 7.94%
$38.04 - $45.36 $288K - $344K
87.9K $3.93M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6.41K
- 6.76%
$162.83 - $179.16 $1.04M - $1.15M
88.3K $15.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.94K
- 4.97%
$83.76 - $91.82 $414K - $454K
94.4K $8.62M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.61K
- 4.52%
$520.18 - $576.82 $1.88M - $2.08M
76.3K $44M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-850
- 0.94%
$36.02 - $41.68 $30.6K - $35.4K
89.2K $3.68M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-607
- 1.0%
$71.9 - $79.86 $43.6K - $48.5K
60K $4.77M
IWD
Ishares Russell 1000 Val ETF

ETFs
-546
- 1.84%
$173.36 - $189.8 $94.7K - $104K
29.1K $5.53M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-637
- 0.85%
$68.79 - $76.02 $43.8K - $48.4K
74.5K $5.66M
BLK
Black Rock Inc.

Financial Services
-14
- 0.53%
$782.27 - $949.51 $11K - $13.3K
2.61K $2.48M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-907
- 1.07%
$73.43 - $80.37 $66.6K - $72.9K
83.9K $6.74M
DGRO
Ishares Core Dividend Growth E

ETFs
-4.45K
- 3.04%
$57.47 - $62.76 $256K - $280K
142K $8.9M
VO
Vanguard Mid Cap ETF

ETFs
-78
- 0.34%
$237.84 - $263.83 $18.6K - $20.6K
22.8K $6.02M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-14
- 0.03%
$101.06 - $115.49 $1.41K - $1.62K
49.4K $5.6M
VTV
Vanguard Value ETF

ETFs
-517
- 1.2%
$159.75 - $174.57 $82.6K - $90.3K
42.5K $7.43M
DSTL
ETF Ser Solution Distillate Us

ETFs
-1.74K
- 1.39%
$50.87 - $56.8 $88.6K - $98.9K
124K $7.02M
UNH
Unitedhealth Group Inc

Healthcare
-820
- 5.65%
$488.01 - $604.18 $400K - $495K
13.7K $8M
ABBV
Abb Vie Inc.

Healthcare
-328
- 1.17%
$163.84 - $199.33 $53.7K - $65.4K
27.7K $5.47M
WMT
Walmart Inc.

Consumer Defensive
-6.42K
- 7.02%
$66.91 - $81.4 $429K - $522K
85K $6.86M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.16K
- 1.38%
$101.72 - $112.94 $220K - $244K
155K $17.5M
JNJ
Johnson & Johnson

Healthcare
-565
- 1.06%
$145.48 - $167.38 $82.2K - $94.6K
53K $8.58M
IBM
International Business Machines Corp

Technology
-2.68K
- 9.21%
$175.1 - $223.38 $469K - $599K
26.4K $5.84M
META
Meta Platforms, Inc.

Communication Services
-2.52K
- 6.6%
$453.41 - $572.44 $1.14M - $1.44M
35.7K $20.5M
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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