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
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-335
- 2.19%
$54.9 - $59.81 $18.4K - $20K
14.9K $890K
HCA
Hca Healthcare, Inc.

Healthcare
-13
- 0.87%
$334.32 - $426.2 $4.35K - $5.54K
1.49K $634K
SYF
Synchrony Financial

Financial Services
-296
- 3.81%
$67.53 - $76.86 $20K - $22.8K
7.47K $530K
FDRR
Fidelity Covington Tr Divid Et

ETFs
-59
- 0.4%
$54.44 - $58.63 $3.21K - $3.46K
14.6K $855K
KLAC
Kla Corp

Technology
-59
- 12.53%
$843.9 - $1078.6 $49.8K - $63.6K
412 $444K
KCE
Spdr S&P Capital Markets ETF

ETFs
-185
- 3.11%
$145.94 - $157.83 $27K - $29.2K
5.77K $882K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-71
- 2.62%
$339.37 - $366.46 $24.1K - $26K
2.64K $964K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-13
- 1.02%
$301.44 - $365.84 $3.92K - $4.76K
1.26K $407K
SOXX
Ishares Semiconductor ETF

ETFs
-328
- 11.4%
$236.93 - $271.12 $77.7K - $88.9K
2.55K $691K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.29K
- 26.93%
$50.79 - $76.4 $218K - $328K
11.6K $888K
CCL
Carnival Corp

Consumer Cyclical
-1.84K
- 7.94%
$28.37 - $32.49 $52.1K - $59.7K
21.3K $615K
BX
Blackstone Inc.

Financial Services
-85
- 1.4%
$152.77 - $188.68 $13K - $16K
5.97K $1.02M
SHOP
Shopify Inc.

Technology
-2.19K
- 22.83%
$112.11 - $157.12 $245K - $344K
7.39K $1.1M
TDIV
First Trust Nasdaq Technology

ETFs
-665
- 6.64%
$89.27 - $100.33 $59.4K - $66.7K
9.34K $921K
MSTR
Microstrategy Inc

Technology
-195
- 2.56%
$300.7 - $455.9 $58.6K - $88.9K
7.43K $2.39M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-1.89K
- 4.27%
$58.7 - $62.94 $111K - $119K
42.4K $2.64M
PH
Parker Hannifin Corp

Industrials
-207
- 8.1%
$697.13 - $769.67 $144K - $159K
2.35K $1.78M
ADI
Analog Devices Inc

Technology
-639
- 6.62%
$220.68 - $255.63 $141K - $163K
9.01K $2.21M
IBM
International Business Machines Corp

Technology
-3.01K
- 8.94%
$234.77 - $292.47 $706K - $880K
30.6K $8.65M
ISCB
International Speedway Corp

ETFs
-785
- 2.05%
$58.42 - $64.36 $45.9K - $50.5K
37.5K $2.35M
RTX
Raytheon Technologies Corp

Industrials
-6.67K
- 16.31%
$144.19 - $167.33 $961K - $1.12M
34.2K $5.73M
AXON
Axon Enterprise, Inc.

Industrials
-38
- 2.15%
$698.02 - $870.97 $26.5K - $33.1K
1.73K $1.24M
CEG
Constellation Energy Corp

Utilities
-306
- 9.38%
$298.82 - $354.89 $91.4K - $109K
2.96K $973K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-1.22K
- 6.14%
$42.74 - $62.88 $52.1K - $76.7K
18.6K $1.07M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-4.59K
- 16.13%
$236.25 - $257.69 $1.08M - $1.18M
23.9K $6.12M
AFRM
Affirm Holdings, Inc.

Technology
-4.92K
- 18.82%
$64.05 - $92.18 $315K - $453K
21.2K $1.55M
PSX
Phillips 66

Energy
-488
- 1.36%
$118.37 - $139.46 $57.8K - $68.1K
35.4K $4.81M
C
Citigroup Inc

Financial Services
-5.73K
- 17.91%
$85.57 - $103.49 $490K - $593K
26.3K $2.67M
IYW
Ishares Dj Us Tech ETF

ETFs
-489
- 5.42%
$171.38 - $197.01 $83.8K - $96.3K
8.54K $1.67M
IXN
Ishares Global Information Tec

ETFs
-3.12K
- 11.51%
$91.28 - $103.32 $285K - $322K
24K $2.47M
WFC
Wells Fargo & Company

Financial Services
-1.39K
- 3.03%
$77.05 - $85.16 $107K - $119K
44.6K $3.74M
IDEV
Ishares Core Msci Intl Develop

ETFs
-3.57K
- 5.49%
$74.68 - $80.26 $267K - $287K
61.5K $4.93M
NOW
Service Now, Inc.

Technology
-144
- 2.81%
$850.86 - $1044.69 $123K - $150K
4.97K $4.58M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.17K
- 4.02%
$135.0 - $146.02 $157K - $170K
27.9K $4.06M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-800
- 1.19%
$79.58 - $83.45 $63.7K - $66.8K
66.6K $5.53M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-1.1K
- 1.05%
$37.04 - $40.86 $40.6K - $44.8K
103K $4.19M
JNJ
Johnson & Johnson

Healthcare
-1.09K
- 2.03%
$155.17 - $185.42 $169K - $202K
52.6K $9.76M
PWR
Quanta Services, Inc.

Industrials
-1.3K
- 12.88%
$372.29 - $421.68 $485K - $549K
8.81K $3.65M
IREN
Iris Energy LTD

Financial Services
-22.5K
- 40.06%
$15.1 - $47.14 $339K - $1.06M
33.6K $1.54M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-1.37K
- 1.57%
$85.66 - $92.67 $118K - $127K
86.2K $7.97M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.26K
- 7.22%
$420.11 - $472.68 $528K - $594K
16.2K $7.57M
HWM
Howmet Aerospace Inc.

Industrials
-1.26K
- 4.96%
$171.0 - $196.23 $216K - $248K
24.2K $4.75M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-579
- 1.25%
$138.31 - $165.45 $80.1K - $95.8K
45.6K $7.55M
UBER
Uber Technologies, Inc

Technology
-2.82K
- 3.6%
$86.91 - $99.57 $245K - $281K
75.6K $7.41M
HOOD
Robinhood Markets, Inc.

Technology
-15.8K
- 36.07%
$91.27 - $143.18 $1.45M - $2.27M
28.1K $4.02M
ORCL
Oracle Corp

Technology
-615
- 2.51%
$218.96 - $328.33 $135K - $202K
23.9K $6.73M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-782
- 2.22%
$546.99 - $602.2 $428K - $471K
34.5K $20.7M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-33K
- 2.29%
$31.79 - $33.42 $1.05M - $1.1M
1.41M $47M
XLK
Technology Sector Spdr

ETFs
-2.21K
- 3.23%
$250.97 - $282.66 $555K - $625K
66.3K $18.7M
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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