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Gladstone Investment (GAIN) Institutional Ownership

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$14.12
-0.07 (-0.49%)
(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for Gladstone Investment (NASDAQ:GAIN)

Current
Institutional Ownership
Percentage
11.85%
Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$23.47M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$2.03M
Skip Chart & View Institutional Buying and Selling Data

GAIN Institutional Buying and Selling by Quarter

Gladstone Investment Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Garner Asset Management Corp41,333$588K0.3%+9.1%0.113%
5/17/2024 Creekmur Asset Management LLC3,603$51K0.0%-51.3%0.010%
5/14/2024 Advisors Asset Management Inc.162,487$2.31M0.0%+6.6%0.443%
5/1/2024 Janney Montgomery Scott LLC23,059$328K0.0%-3.2%0.063%
4/30/2024 Van ECK Associates Corp704,351$10.02M0.0%+13.9%1.920%
4/30/2024 Outfitter Financial LLC207,545$2.95M2.4%-2.9%0.566%
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4/16/2024 Atlantic Union Bankshares Corp90,058$1.28M0.1%-2.4%0.245%
4/15/2024 Sound Income Strategies LLC27,763$395K0.0%-10.8%0.076%
4/10/2024 Melia Wealth LLC945,539$13.46M7.6%N/A2.577%
3/1/2024 Creekmur Asset Management LLC7,403$105K0.0%N/A0.021%
2/20/2024 Quarry LP5,970$84K0.0%N/A0.017%
2/16/2024 United Advisor Group LLC35,427$502K0.6%N/A0.099%
2/14/2024 Garner Asset Management Corp37,882$511K0.2%-9.1%0.106%
2/9/2024 Trexquant Investment LP10,675$151K0.0%N/A0.030%
2/7/2024 Jump Financial LLC20,800$294K0.0%N/A0.061%
2/7/2024 Johnson Investment Counsel Inc.22,582$320K0.0%+3.6%0.067%
2/7/2024 Northwest Financial Advisors4,000$57K0.0%N/A0.012%
2/7/2024 Outfitter Financial LLC213,795$3.03M2.6%-0.5%0.631%
2/6/2024 Private Advisor Group LLC25,674$363K0.0%+58.8%0.076%
2/5/2024 Van ECK Associates Corp618,560$8.75M0.0%+10.5%1.825%
2/5/2024 Legacy Capital Wealth Partners LLC102,491$1.45M0.4%+5.2%0.302%
2/1/2024 Signaturefd LLC2,772$39K0.0%+612.6%0.008%
1/24/2024 International Assets Investment Management LLC144,189$2.04M0.0%N/A0.425%
1/23/2024 DAVENPORT & Co LLC207,842$2.94M0.0%-3.5%0.613%
1/19/2024 PFG Advisors103,804$1.47M0.1%-17.1%0.306%
1/19/2024 Atlantic Union Bankshares Corp92,258$1.31M0.1%-0.9%0.272%
1/18/2024 Strategic Financial Concepts LLC15,439$218K0.1%N/A0.046%
1/16/2024 Raymond James Financial Services Advisors Inc.17,453$247K0.0%N/A0.051%
1/16/2024 Raymond James & Associates49,600$702K0.0%+80.8%0.146%
1/10/2024 Sound Income Strategies LLC31,123$440K0.0%N/A0.092%
11/16/2023 Belpointe Asset Management LLC40,507$516K0.1%+5.5%0.119%
11/15/2023 Advisors Asset Management Inc.214,241$2.73M0.1%-0.6%0.632%
11/13/2023 WINTON GROUP Ltd28,990$369K0.0%N/A0.086%
11/9/2023 Blair William & Co. IL153,429$1.96M0.0%-2.4%0.453%
11/8/2023 Van ECK Associates Corp559,626$7.13M0.0%+7.5%1.651%
11/8/2023 Janney Montgomery Scott LLC24,794$316K0.0%-48.2%0.073%
11/7/2023 Prosperity Financial Group Inc.37,050$472K0.4%-4.1%0.109%
11/7/2023 Virtus ETF Advisers LLC37,631$479K0.3%+120.3%0.111%
11/3/2023 Private Advisor Group LLC16,170$206K0.0%+19.5%0.048%
10/24/2023 Raymond James & Associates27,427$349K0.0%-4.1%0.081%
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10/23/2023Commonwealth Equity Services LLC38,393$489K0.0%-9.7%0.113%
10/20/2023 Atlantic Union Bankshares Corp93,058$1.19M0.1%-9.5%0.275%
10/20/2023 Outfitter Financial LLC214,795$2.74M2.6%-1.3%0.634%
10/17/2023 DAVENPORT & Co LLC215,441$2.75M0.0%-5.1%0.636%
10/16/2023 Legacy Capital Wealth Partners LLC97,444$1.24M0.3%N/A0.287%
10/13/2023 PFG Advisors125,154$1.59M0.1%-1.8%0.369%
9/12/2023 Prosperity Financial Group Inc.38,650$504K0.4%-6.4%0.114%
8/11/2023 Natixis15,192$198K0.0%-8.3%0.045%
8/10/2023 Private Advisor Group LLC13,535$176K0.0%+28.7%0.040%
8/8/2023 Geneos Wealth Management Inc.2,577$34K0.0%-83.3%0.008%
8/3/2023 Atria Wealth Solutions Inc.22,375$292K0.0%+17.5%0.067%
8/3/2023 Van ECK Associates Corp520,705$6.79M0.0%+7.5%1.550%
8/3/2023 Mackenzie Financial Corp40,127$528K0.0%-23.0%0.119%
7/31/2023 LPL Financial LLC191,223$2.49M0.0%+2.4%0.569%
7/26/2023 Janney Montgomery Scott LLC47,850$624K0.0%+2.9%0.142%
7/20/2023 PFG Advisors127,384$1.66M0.1%-1.3%0.379%
7/11/2023 Atlantic Union Bankshares Corp102,808$1.34M0.1%-8.5%0.306%
5/16/2023 Garner Asset Management Corp42,244$560K0.3%+2.4%0.126%
5/12/2023 Blair William & Co. IL158,854$2.11M0.0%+0.8%0.475%
5/10/2023 Legacy Capital Wealth Partners LLC87,882$1.16M0.3%+7.3%0.263%
5/8/2023 Atlantic Union Bankshares Corp112,325$1.49M0.2%-3.6%0.336%
5/5/2023 Truist Financial Corp20,000$265K0.0%-3.8%0.060%
5/3/2023 Van ECK Associates Corp484,374$6.42M0.0%+7.7%1.448%
5/1/2023 Sheaff Brock Investment Advisors LLC13,500$179K0.0%+19.5%0.040%
4/28/2023 Outfitter Financial LLC219,095$2.90M2.6%-1.1%0.655%
4/28/2023 Janney Montgomery Scott LLC46,522$616K0.0%+8.3%0.139%
4/27/2023 DAVENPORT & Co LLC227,601$3.02M0.0%-3.1%0.680%
4/24/2023 Mackenzie Financial Corp52,135$691K0.0%+40.4%0.156%
4/21/2023 PFG Advisors129,064$1.71M0.1%-2.0%0.386%
4/19/2023 International Assets Investment Management LLC74,790$991K0.1%-10.8%0.224%
4/14/2023 Raymond James & Associates28,366$376K0.0%-8.6%0.085%
2/13/2023 Advisors Asset Management Inc.291,236$3.76M0.1%-3.5%0.870%
2/10/2023 Advisor Group Holdings Inc.193,928$2.50M0.0%+2.6%0.580%
2/10/2023 Blair William & Co. IL157,580$2.03M0.0%+1.2%0.471%
2/9/2023 Legacy Capital Wealth Partners LLC81,920$1.06M0.5%+16.6%0.245%
2/8/2023 Belpointe Asset Management LLC39,028$504K0.0%+4.2%0.117%
2/8/2023 Van ECK Associates Corp449,926$5.81M0.0%+2.9%1.345%
2/7/2023Commonwealth Equity Services LLC43,397$560K0.0%+5.6%0.130%
2/7/2023 LPL Financial LLC184,437$2.38M0.0%+17.4%0.551%
2/2/2023 Concorde Asset Management LLC92,119$1.19M1.1%+87.3%0.277%
2/1/2023 Janney Montgomery Scott LLC42,946$554K0.0%-1.8%0.129%
1/31/2023 Kestra Advisory Services LLC11,533$149K0.0%-8.0%0.035%
1/31/2023 Geneos Wealth Management Inc.15,400$199K0.0%N/A0.046%
1/30/2023 PFG Advisors131,744$1.70M0.2%-3.5%0.396%
1/30/2023 International Assets Investment Management LLC83,835$1.08M0.1%+12.1%0.252%
1/20/2023 DAVENPORT & Co LLC234,971$3.03M0.0%-2.7%0.707%
11/16/2022Claraphi Advisory Network LLC18,551$224K0.1%-7.2%0.056%
11/15/2022 Belpointe Asset Management LLC37,466$453K0.0%+6.0%0.113%
11/14/2022 Virtus ETF Advisers LLC20,081$243K0.1%-18.6%0.060%
11/14/2022 Lazard Asset Management LLC2,987$36K0.0%+60.1%0.009%
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11/14/2022 Legacy Capital Wealth Partners LLC70,232$850K0.5%+2.3%0.211%
11/8/2022 Advisors Asset Management Inc.301,860$3.65M0.1%+6.0%0.908%
11/8/2022 Signaturefd LLC2,452$30K0.0%-36.8%0.007%
11/7/2022 Jump Financial LLC11,000$133K0.0%N/A0.033%
11/1/2022 Kestra Advisory Services LLC12,533$152K0.0%+8.7%0.038%
11/1/2022 Great West Life Assurance Co. Can39,175$474K0.0%+10.9%0.118%
10/31/2022 Concorde Asset Management LLC49,195$595K0.7%N/A0.148%
10/27/2022 Van ECK Associates Corp437,067$5.29M0.0%-8.1%1.316%
10/27/2022 TTP Investments Inc.17,866$216K0.3%N/A0.000%
10/25/2022 Janney Montgomery Scott LLC43,717$529K0.0%+7.8%0.132%
(Data available from 1/1/2016 forward)

GAIN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GAIN shares?

During the previous two years, 50 institutional investors and hedge funds held shares of Gladstone Investment. The most heavily invested institutionals were Melia Wealth LLC ($13.46M), Van ECK Associates Corp ($10.02M), Outfitter Financial LLC ($2.95M), DAVENPORT & Co LLC ($2.94M), Advisor Group Holdings Inc. ($2.50M), LPL Financial LLC ($2.49M), and Advisors Asset Management Inc. ($2.31M).Learn more on GAIN's institutional investors.

What percentage of Gladstone Investment stock is owned by institutional investors?

11.85% of Gladstone Investment stock is owned by institutional investors. Learn more on GAIN's institutional investor holdings.

Which institutional investors have been buying Gladstone Investment stock?

Of the 40 institutional investors that purchased Gladstone Investment stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Melia Wealth LLC ($945.54K), Van ECK Associates Corp ($267.28K), International Assets Investment Management LLC ($153.23K), Legacy Capital Wealth Partners LLC ($121.73K), Concorde Asset Management LLC ($92.12K), United Advisor Group LLC ($35.43K), and Jump Financial LLC ($31.80K).

How much institutional buying is happening at Gladstone Investment?

Institutional investors have bought a total of 2,042,087 shares in the last 24 months. This purchase volume represents approximately $28.21M in transactions.

Which Gladstone Investment major shareholders have been selling company stock?

Of the 27 institutional investors that sold Gladstone Investment stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Van ECK Associates Corp ($384.14K), DAVENPORT & Co LLC ($65.73K), Mackenzie Financial Corp ($50.33K), PFG Advisors ($36.74K), Advisors Asset Management Inc. ($36.70K), Atlantic Union Bankshares Corp ($26.47K), and Janney Montgomery Scott LLC ($24.60K).

How much institutional selling is happening at Gladstone Investment?

Institutional investors have sold a total of 729,619 shares in the last 24 months. This volume of shares sold represents approximately $9.96M in transactions.


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This page (NASDAQ:GAIN) was last updated on 5/20/2024 by MarketBeat.com Staff

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