Purchases and Sales Made in Q2 2025 in Gladstone Investment Corporation\De (GAIN)
This table provides information about the institutional ownership of Gladstone Investment Corporation\De (GAIN) during Q2 2025. The information is specifically focused on institutions that hold shares of GLADSTONE INVESTMENT CORPORATION\DE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.76MNew |
$20.7M - $26.8M
|
1.76M
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
91.8K+ 118.53% |
$1.08M - $1.4M
|
169K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
51.5KNew |
$606K - $786K
|
51.5K
$709K
|
|
|
Jul 25, 2025
Q2 2025
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
44.2K+ 4.06% |
$521K - $675K
|
1.13M
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
41.5K+ 260.39% |
$489K - $634K
|
57.5K
$792K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
34.6K+ 15.63% |
$407K - $527K
|
256K
$3.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
32.2K+ 322.27% |
$379K - $492K
|
42.2K
$581K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.2K+ 11.79% |
$356K - $461K
|
286K
$3.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
30KNew |
$353K - $457K
|
30K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
28.2K+ 3.49% |
$332K - $430K
|
837K
$11.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.4KNew |
$181K - $235K
|
15.4K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.6KNew |
$148K - $192K
|
12.6K
$173K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.5K+ 101.13% |
$147K - $191K
|
24.9K
$342K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
8.08K+ 204.32% |
$95.1K - $123K
|
12K
$166K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7.39KNew |
$87K - $113K
|
7.39K
$102K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
5.02K+ 38592.31% |
$59.1K - $76.6K
|
5.03K
$69.3K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.26KNew |
$26.6K - $34.5K
|
2.26K
$31.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.23K+ 2.95% |
$26.2K - $34K
|
77.9K
$1.07M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.23K+ 2.95% |
$26.2K - $34K
|
77.9K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.16K+ 8.18% |
$25.4K - $33K
|
28.6K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.14K+ 6.09% |
$25.1K - $32.6K
|
37.2K
$513K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.08K+ 2.73% |
$24.5K - $31.8K
|
78.4K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.02K+ 5.84% |
$23.8K - $30.8K
|
36.6K
$504K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.9KNew |
$22.4K - $29K
|
1.9K
$26.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.54K+ 0.82% |
$18.1K - $23.5K
|
188K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.52K+ 4.97% |
$17.9K - $23.2K
|
32.2K
$443K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.5K+ 12.5% |
$17.7K - $22.9K
|
13.5K
$186K
|
|
|
Aug 06, 2025
Q2 2025
|
Outfitter Financial LLC
|
BUY
|
- |
1.15K+ 0.57% |
$13.5K - $17.5K
|
202K
$2.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.14K+ 0.67% |
$13.4K - $17.3K
|
170K
$2.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
959+ 5.09% |
$11.3K - $14.6K
|
19.8K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
950New |
$11.2K - $14.5K
|
950
$13.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
845New |
$9.95K - $12.9K
|
845
$11.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
814+ 2.03% |
$9.58K - $12.4K
|
40.9K
$563K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
566+ 5.57% |
$6.66K - $8.64K
|
10.7K
$148K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
526+ 5.22% |
$6.19K - $8.03K
|
10.6K
$146K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
445+ 1.47% |
$5.24K - $6.79K
|
30.7K
$422K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
401New |
$4.72K - $6.12K
|
401
$5.52K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
389+ 4.6% |
$4.58K - $5.94K
|
8.85K
$122K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
323+ 32.33% |
$3.8K - $4.93K
|
1.32K
$18.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
152+ 0.97% |
$1.79K - $2.32K
|
15.8K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
100New |
$1.18K - $1.53K
|
100
$1.38K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82+ 1.55% |
$965 - $1.25K
|
5.36K
$73.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
46+ 0.27% |
$541 - $702
|
16.8K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
26+ 288.89% |
$306 - $397
|
35
$482
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 1.82% |
$47.1 - $61
|
224
$3.08K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.09% |
$11.8 - $15.3
|
93
$1.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1New |
$11.8 - $15.3
|
1
$13.8
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1Closed |
$11.8 - $15.3
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-102- 27.95% |
$1.2K - $1.56K
|
263
$3.62K
|
|