Gladstone Investment (GAIN) Institutional Ownership $14.08 -0.02 (-0.14%) Closing price 09/3/2025 04:00 PM EasternExtended Trading$14.26 +0.18 (+1.24%) As of 09/3/2025 07:31 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Gladstone Investment (NASDAQ:GAIN)CurrentInstitutional OwnershipPercentage11.85%Number ofInstitutional Buyers(last 12 months)46TotalInstitutional Inflows(last 12 months)$40.93MNumber ofInstitutional Sellers(last 12 months)26TotalInstitutional Outflows(last 12 months)$5.30M Get GAIN Insider Trade Alerts Want to know when executives and insiders are buying or selling Gladstone Investment stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data GAIN Institutional Buying and Selling by Quarter Gladstone Investment Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/19/2025 State of Wyoming12,033$172K0.0%+204.3%0.031% 8/15/2025 CANADA LIFE ASSURANCE Co37,238$531K0.0%+6.1%0.097% 8/15/2025 Bank of America Corp DE2,404$34K0.0%-75.3%0.006% 8/14/2025 Jane Street Group LLC14,193$203K0.0%-37.1%0.039% 8/14/2025 Raymond James Financial Inc.40,857$583K0.0%+2.0%0.111% 8/13/2025 Marshall Wace LLP29,972$428K0.0%N/A0.081% 8/13/2025 Invesco Ltd.51,478$735K0.0%N/A0.140% 8/13/2025 Quantbot Technologies LP7,392$105K0.0%N/A0.020% 8/13/2025 Legacy Capital Wealth Partners LLC102,257$1.46M0.3%-3.6%0.278% 8/13/2025 Virtus Investment Advisers LLC53,768$767K0.3%-38.0%0.146% Get the Latest News and Ratings for GAIN and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Gladstone Investment and its competitors with MarketBeat's FREE daily newsletter. 8/13/2025 Garner Asset Management Corp36,805$525K0.2%-2.4%0.100% 8/12/2025 JPMorgan Chase & Co.5,304$76K0.0%+960.8%0.014% 8/11/2025 United Advisor Group LLC78,434$1.12M0.2%+2.7%0.213% 8/8/2025 Foundations Investment Advisors LLC15,410$220K0.0%N/A0.042% 8/7/2025 Allworth Financial LP5,030$72K0.0%+38,592.3%0.014% 8/6/2025 Outfitter Financial LLC202,295$2.89M2.5%+0.6%0.549% 8/6/2025 Atlantic Union Bankshares Corp85,613$1.22M0.0%-3.4%0.232% 8/6/2025 First Horizon Advisors Inc.2,259$32K0.0%N/A0.006% 7/30/2025 Prosperity Financial Group Inc.24,700$352K0.1%-22.2%0.067% 7/29/2025 Albert D Mason Inc.48,056$686K0.5%-6.2%0.130% 7/28/2025 Melia Wealth LLC1,133,030$16.17M7.7%+4.1%3.076% 7/24/2025 Blair William & Co. IL169,571$2.42M0.0%+0.7%0.460% 7/22/2025 DAVENPORT & Co LLC135,262$1.93M0.0%-12.5%0.367% 7/22/2025 Realta Investment Advisors42,227$603K0.2%+322.3%0.115% 7/18/2025 Union Bancaire Privee UBP SA19,806$283K0.0%+5.1%0.054% 7/11/2025 Kingstone Capital Partners Texas LLC1,759,421$23.81M0.0%N/A4.776% 5/21/2025 Geneos Wealth Management Inc.8,460$113K0.0%N/A0.023% 5/20/2025 Focus Partners Wealth19,527$261K0.0%N/A0.053% 5/19/2025 Jane Street Group LLC22,580$302K0.0%N/A0.061% 5/16/2025 NewEdge Advisors LLC19,626$262K0.0%+6.2%0.053% 5/16/2025 Advisors Asset Management Inc.115,458$1.54M0.0%-1.1%0.313% 5/15/2025 Ameriflex Group Inc.46,205$617K0.3%-10.7%0.125% 5/15/2025 Royal Bank of Canada75,638$1.01M0.0%+6.8%0.205% 5/15/2025 State of Wyoming3,954$53K0.0%-50.3%0.011% 5/14/2025 Northwestern Mutual Wealth Management Co.3,000$40K0.0%+37,400.0%0.008% 5/9/2025 Blair William & Co. IL168,436$2.25M0.0%+4.1%0.457% 5/7/2025 Melia Wealth LLC1,088,798$14.55M7.5%+4.2%2.956% 5/7/2025 LPL Financial LLC186,656$2.49M0.0%-1.8%0.507% 5/6/2025 Cetera Investment Advisers30,236$404K0.0%-12.6%0.082% 5/6/2025 Garner Asset Management Corp37,701$504K0.2%-5.9%0.102% Trump set to Boost Social Security Checks by 400%? (Ad)If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...Click here to see the details because the stakes couldn't be any higher.5/5/2025 Atlantic Union Bankshares Corp88,613$1.18M0.1%-2.0%0.241% 5/5/2025 Cassaday & Co Wealth Management LLC112,500$1.50M0.0%+4.2%0.305% 5/5/2025 Outfitter Financial LLC201,145$2.69M2.4%-0.7%0.546% 5/2/2025 Hardy Reed LLC10,167$136K0.0%N/A0.028% 5/2/2025 Legacy Capital Wealth Partners LLC106,088$1.42M0.3%+11.8%0.288% 5/1/2025 Realta Investment Advisors10,000$134K0.1%N/A0.027% 4/28/2025 DAVENPORT & Co LLC154,539$2.07M0.0%-6.2%0.420% 4/18/2025 Cornerstone Wealth Management LLC11,828$158K0.0%+15.6%0.032% 4/16/2025 Albert D Mason Inc.51,241$685K0.5%+2.7%0.139% 4/14/2025 Farther Finance Advisors LLC5,282$71K0.0%N/A0.014% 2/24/2025 Ameriflex Group Inc.51,752$699K0.3%N/A0.140% 2/24/2025 United Advisor Group LLC76,389$1.01M0.2%+9.0%0.207% 2/17/2025 Two Sigma Advisers LP46,842$621K0.0%-67.0%0.128% 2/17/2025 Two Sigma Investments LP61,427$814K0.0%-59.1%0.167% 2/17/2025 State of Wyoming7,959$105K0.0%N/A0.022% 2/17/2025 Millennium Management LLC31,017$411K0.0%N/A0.085% 2/17/2025 D. E. Shaw & Co. Inc.17,634$234K0.0%N/A0.048% 2/17/2025 Cetera Investment Advisers34,612$459K0.0%-6.8%0.094% 2/17/2025 Baird Financial Group Inc.91,436$1.21M0.0%-1.5%0.249% 2/14/2025 Northern Trust Corp27,200$360K0.0%+22.2%0.074% 2/14/2025 Aquatic Capital Management LLC13,028$173K0.0%N/A0.036% 2/14/2025 Virtus ETF Advisers LLC67,802$898K0.4%+19.6%0.185% 2/13/2025 CANADA LIFE ASSURANCE Co29,726$394K0.0%-10.5%0.081% 2/13/2025 NewEdge Advisors LLC18,476$245K0.0%+801.3%0.050% 2/13/2025 Garner Asset Management Corp40,046$531K0.2%-3.1%0.109% 2/13/2025 Melia Wealth LLC1,044,421$13.84M7.2%+3.6%2.847% 2/13/2025 Raymond James Financial Inc.49,095$651K0.0%N/A0.134% 2/13/2025 Legal & General Group Plc242,879$3.22M0.0%-9.5%0.662% 2/13/2025 Invesco Ltd.105,146$1.39M0.0%N/A0.287% 2/13/2025 Envestnet Asset Management Inc.20,321$269K0.0%-10.4%0.055% 2/13/2025 Wells Fargo & Company MN9,190$122K0.0%-9.8%0.025% 2/12/2025 Blair William & Co. IL161,745$2.14M0.0%+2.9%0.441% 2/11/2025 LPL Financial LLC190,065$2.52M0.0%+17.8%0.518% 2/11/2025 Virtu Financial LLC23,771$315K0.0%N/A0.065% 2/10/2025 Commonwealth Equity Services LLC34,065$451K0.0%+4.2%0.093% 2/7/2025 PFG Advisors100,904$1.34M0.1%-1.0%0.275% 2/7/2025 Prosperity Financial Group Inc.34,100$452K0.2%-6.7%0.093% 2/7/2025 Atlantic Union Bankshares Corp90,418$1.20M0.1%+1.0%0.246% 2/6/2025 Raymond James Financial Inc.49,095$651K0.0%N/A0.134% 2/4/2025 Union Bancaire Privee UBP SA18,847$250K0.0%N/A0.051% 2/3/2025 Cassaday & Co Wealth Management LLC108,000$1.43M0.0%N/A0.294% 2/3/2025 Private Advisor Group LLC15,573$206K0.0%-37.2%0.042% 1/30/2025 Legacy Capital Wealth Partners LLC94,856$1.26M0.3%-4.8%0.259% 1/29/2025 Van ECK Associates Corp930,346$12.33M0.0%+3.6%2.536% 1/29/2025 Kentucky Trust Co2,000$26K0.0%N/A0.005% 1/22/2025 Union Bancaire Privee UBP SA18,847$250K0.0%N/A0.051% 1/21/2025 Sound Income Strategies LLC14,646$194K0.0%-5.3%0.040% 1/21/2025 Cornerstone Wealth Management LLC10,228$136K0.0%N/A0.028% 1/17/2025 Janney Montgomery Scott LLC20,361$270K0.0%-7.2%0.055% 1/15/2025 Albert D Mason Inc.49,909$661K0.4%-27.7%0.136% Free: The Crypto Summit That Could Change Your Life (Ad)27 industry leaders share urgent market intel (free access)... For a very limited time, you can claim your spot for FREE.Click here to reserve your free seat at the Crypto Community Summit11/15/2024 Jane Street Group LLC17,527$253K0.0%N/A0.048% 11/15/2024 Centiva Capital LP13,288$192K0.0%N/A0.036% 11/15/2024 Paloma Partners Management Co16,531$239K0.0%N/A0.045% 11/8/2024 Advisors Asset Management Inc.159,421$2.30M0.0%+12.1%0.435% 11/4/2024 Legacy Capital Wealth Partners LLC99,589$1.44M0.2%-2.3%0.271% 10/30/2024 United Advisor Group LLC70,079$1.01M0.2%+1.9%0.191% 10/29/2024 Van ECK Associates Corp897,668$12.50M0.0%+6.2%2.447% 10/22/2024 International Assets Investment Management LLC31,646$457K0.0%+1,345.0%0.086% 10/22/2024 Private Advisor Group LLC24,801$358K0.0%+6.9%0.068% 10/10/2024 Sound Income Strategies LLC15,469$224K0.0%-35.2%0.042% (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, 74 institutional investors and hedge funds held shares of Gladstone Investment. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($23.81M), Melia Wealth LLC ($16.17M), Van ECK Associates Corp ($12.33M), Legal & General Group Plc ($3.22M), Outfitter Financial LLC ($2.89M), LPL Financial LLC ($2.49M), and Blair William & Co. IL ($2.42M).Learn more on Gladstone Investment's institutional investors. What percentage of Gladstone Investment's stock is owned by institutional investors? 11.85% of Gladstone Investment's stock is owned by institutional investors. Learn more on GAIN's institutional investor holdings. Which institutional investors have been buying Gladstone Investment's stock? Of the 61 institutional investors that purchased Gladstone Investment's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($1.76M), Melia Wealth LLC ($1.07M), Van ECK Associates Corp ($409.64K), Legacy Capital Wealth Partners LLC ($215.68K), International Assets Investment Management LLC ($173.65K), Invesco Ltd. ($156.62K), and Cassaday & Co Wealth Management LLC ($112.50K). How much institutional buying is happening at Gladstone Investment? Institutional investors have bought a total of 2,922,426 shares in the last 24 months. This purchase volume represents approximately $40.93M in transactions. Which of Gladstone Investment's major shareholders have been selling company stock? Of the 26 institutional investors that sold Gladstone Investment's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Two Sigma Advisers LP ($95.30K), Two Sigma Investments LP ($88.88K), Virtus Investment Advisers LLC ($33.00K), DAVENPORT & Co LLC ($29.46K), Legal & General Group Plc ($25.43K), Albert D Mason Inc. ($22.29K), and Legacy Capital Wealth Partners LLC ($10.93K). How much institutional selling is happening at Gladstone Investment? Institutional investors have sold a total of 391,765 shares in the last 24 months. This volume of shares sold represents approximately $5.30M in transactions. 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