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Gladstone Investment (GAIN) Institutional Ownership

Gladstone Investment logo
$13.25 -0.03 (-0.23%)
As of 01/17/2025 04:00 PM Eastern
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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)
21
Total
Institutional Inflows
(last 12 months)
$25.13M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.85M
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GAIN Institutional Buying and Selling by Quarter

Gladstone Investment Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
11/15/2024Jane Street Group LLC17,527$253K0.0%N/A0.048%
11/15/2024Centiva Capital LP13,288$192K0.0%N/A0.036%
11/15/2024Paloma Partners Management Co16,531$239K0.0%N/A0.045%
11/8/2024Advisors Asset Management Inc.159,421$2.30M0.0%+12.1%0.435%
11/4/2024Legacy Capital Wealth Partners LLC99,589$1.44M0.2%-2.3%0.271%
10/30/2024United Advisor Group LLC70,079$1.01M0.2%+1.9%0.191%
10/29/2024Van 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%
10/22/2024Private Advisor Group LLC24,801$358K0.0%+6.9%0.068%
10/10/2024Sound Income Strategies LLC15,469$224K0.0%-35.2%0.042%
8/14/2024Marshall Wace LLP181,454$2.54M0.0%-24.5%0.495%
8/12/2024Blair William & Co. IL156,333$2.19M0.0%+0.9%0.426%
8/8/2024PFG Advisors101,904$1.43M0.1%-1.4%0.278%
8/2/2024Legacy Capital Wealth Partners LLC101,956$1.43M0.4%N/A0.278%
8/1/2024Drive Wealth Management LLC12,712$174K0.0%N/A0.035%
7/31/2024Van ECK Associates Corp845,074$11.81M0.0%+20.0%2.303%
7/30/2024 International Assets Investment Management LLC2,190$31K0.0%-78.8%0.006%
7/12/2024Sound Income Strategies LLC23,871$334K0.0%-14.0%0.065%
5/20/2024Virtu Financial LLC13,938$198K0.0%N/A0.038%
5/17/2024Garner Asset Management Corp41,333$588K0.3%+9.1%0.113%
5/17/2024Creekmur Asset Management LLC3,603$51K0.0%-51.3%0.010%
5/14/2024Advisors 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%
4/30/2024Van ECK Associates Corp704,351$10.02M0.0%+13.9%1.920%
4/30/2024Outfitter Financial LLC207,545$2.95M2.4%-2.9%0.566%
4/16/2024Atlantic Union Bankshares Corp90,058$1.28M0.1%-2.4%0.245%
4/15/2024Sound Income Strategies LLC27,763$395K0.0%-10.8%0.076%
4/10/2024Melia Wealth LLC945,539$13.46M7.6%N/A2.577%
3/1/2024Creekmur Asset Management LLC7,403$105K0.0%N/A0.021%
2/20/2024Quarry LP5,970$84K0.0%N/A0.017%
2/16/2024United Advisor Group LLC35,427$502K0.6%N/A0.099%
2/14/2024Garner Asset Management Corp37,882$511K0.2%-9.1%0.106%
2/9/2024Trexquant Investment LP10,675$151K0.0%N/A0.030%
2/7/2024Jump Financial LLC20,800$294K0.0%N/A0.061%
2/7/2024Johnson Investment Counsel Inc.22,582$320K0.0%+3.6%0.067%
2/7/2024Northwest Financial Advisors4,000$57K0.0%N/A0.012%
2/7/2024Outfitter Financial LLC213,795$3.03M2.6%-0.5%0.631%
2/6/2024Private Advisor Group LLC25,674$363K0.0%+58.8%0.076%
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2/5/2024Van ECK Associates Corp618,560$8.75M0.0%+10.5%1.825%
2/5/2024Legacy Capital Wealth Partners LLC102,491$1.45M0.4%+5.2%0.302%
2/1/2024Signaturefd LLC2,772$39K0.0%+612.6%0.008%
1/24/2024 International Assets Investment Management LLC144,189$2.04M0.0%N/A0.425%
1/23/2024DAVENPORT & Co LLC207,842$2.94M0.0%-3.5%0.613%
1/19/2024PFG Advisors103,804$1.47M0.1%-17.1%0.306%
1/19/2024Atlantic Union Bankshares Corp92,258$1.31M0.1%-0.9%0.272%
1/18/2024Strategic Financial Concepts LLC15,439$218K0.1%N/A0.046%
1/16/2024Raymond James Financial Services Advisors Inc.17,453$247K0.0%N/A0.051%
1/16/2024Raymond James & Associates49,600$702K0.0%+80.8%0.146%
1/10/2024Sound Income Strategies LLC31,123$440K0.0%N/A0.092%
11/16/2023Belpointe Asset Management LLC40,507$516K0.1%+5.5%0.119%
11/15/2023Advisors Asset Management Inc.214,241$2.73M0.1%-0.6%0.632%
11/13/2023WINTON GROUP Ltd28,990$369K0.0%N/A0.086%
11/9/2023Blair William & Co. IL153,429$1.96M0.0%-2.4%0.453%
11/8/2023Van 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%
11/7/2023Prosperity Financial Group Inc.37,050$472K0.4%-4.1%0.109%
11/7/2023Virtus ETF Advisers LLC37,631$479K0.3%+120.3%0.111%
11/3/2023Private Advisor Group LLC16,170$206K0.0%+19.5%0.048%
10/24/2023Raymond James & Associates27,427$349K0.0%-4.1%0.081%
10/23/2023Commonwealth Equity Services LLC38,393$489K0.0%-9.7%0.113%
10/20/2023Atlantic Union Bankshares Corp93,058$1.19M0.1%-9.5%0.275%
10/20/2023Outfitter Financial LLC214,795$2.74M2.6%-1.3%0.634%
10/17/2023DAVENPORT & Co LLC215,441$2.75M0.0%-5.1%0.636%
10/16/2023Legacy Capital Wealth Partners LLC97,444$1.24M0.3%N/A0.287%
10/13/2023PFG Advisors125,154$1.59M0.1%-1.8%0.369%
9/12/2023Prosperity Financial Group Inc.38,650$504K0.4%-6.4%0.114%
8/11/2023Natixis15,192$198K0.0%-8.3%0.045%
8/10/2023Private Advisor Group LLC13,535$176K0.0%+28.7%0.040%
8/8/2023Geneos Wealth Management Inc.2,577$34K0.0%-83.3%0.008%
8/3/2023Atria Wealth Solutions Inc.22,375$292K0.0%+17.5%0.067%
8/3/2023Van ECK Associates Corp520,705$6.79M0.0%+7.5%1.550%
8/3/2023Mackenzie Financial Corp40,127$528K0.0%-23.0%0.119%
7/31/2023LPL Financial LLC191,223$2.49M0.0%+2.4%0.569%
7/26/2023 Janney Montgomery Scott LLC47,850$624K0.0%+2.9%0.142%
7/20/2023PFG Advisors127,384$1.66M0.1%-1.3%0.379%
7/11/2023Atlantic Union Bankshares Corp102,808$1.34M0.1%-8.5%0.306%
5/16/2023Garner Asset Management Corp42,244$560K0.3%+2.4%0.126%
5/12/2023Blair William & Co. IL158,854$2.11M0.0%+0.8%0.475%
5/10/2023Legacy Capital Wealth Partners LLC87,882$1.16M0.3%+7.3%0.263%
5/8/2023Atlantic Union Bankshares Corp112,325$1.49M0.2%-3.6%0.336%
5/5/2023Truist Financial Corp20,000$265K0.0%-3.8%0.060%
5/3/2023Van ECK Associates Corp484,374$6.42M0.0%+7.7%1.448%
5/1/2023Sheaff Brock Investment Advisors LLC13,500$179K0.0%+19.5%0.040%
4/28/2023Outfitter Financial LLC219,095$2.90M2.6%-1.1%0.655%
4/28/2023 Janney Montgomery Scott LLC46,522$616K0.0%+8.3%0.139%
4/27/2023DAVENPORT & Co LLC227,601$3.02M0.0%-3.1%0.680%
4/24/2023Mackenzie Financial Corp52,135$691K0.0%+40.4%0.156%
4/21/2023PFG Advisors129,064$1.71M0.1%-2.0%0.386%
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4/19/2023 International Assets Investment Management LLC74,790$991K0.1%-10.8%0.224%
4/14/2023Raymond James & Associates28,366$376K0.0%-8.6%0.085%
2/13/2023Advisors Asset Management Inc.291,236$3.76M0.1%-3.5%0.870%
2/10/2023Advisor Group Holdings Inc.193,928$2.50M0.0%+2.6%0.580%
2/10/2023Blair William & Co. IL157,580$2.03M0.0%+1.2%0.471%
2/9/2023Legacy Capital Wealth Partners LLC81,920$1.06M0.5%+16.6%0.245%
2/8/2023Belpointe Asset Management LLC39,028$504K0.0%+4.2%0.117%
2/8/2023Van ECK Associates Corp449,926$5.81M0.0%+2.9%1.345%
2/7/2023Commonwealth Equity Services LLC43,397$560K0.0%+5.6%0.130%
2/7/2023LPL Financial LLC184,437$2.38M0.0%+17.4%0.551%
(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, 47 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 ($12.50M), Outfitter Financial LLC ($2.95M), DAVENPORT & Co LLC ($2.94M), Marshall Wace LLP ($2.54M), Advisor Group Holdings Inc. ($2.50M), and LPL Financial LLC ($2.49M).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 37 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 ($460.60K), Legacy Capital Wealth Partners LLC ($222.10K), International Assets Investment Management LLC ($182.69K), Concorde Asset Management LLC ($42.92K), United Advisor Group LLC ($36.71K), and LPL Financial LLC ($31.71K).

How much institutional buying is happening at Gladstone Investment?

Institutional investors have bought a total of 2,288,698 shares in the last 24 months. This purchase volume represents approximately $31.93M in transactions.

Which Gladstone Investment major shareholders have been selling company stock?

Of the 22 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: Marshall Wace LLP ($58.85K), PFG Advisors ($34.14K), Atlantic Union Bankshares Corp ($26.47K), DAVENPORT & Co LLC ($26.43K), Janney Montgomery Scott LLC ($26.19K), Albert D Mason Inc. ($19.11K), and International Assets Investment Management LLC ($17.18K).

How much institutional selling is happening at Gladstone Investment?

Institutional investors have sold a total of 302,352 shares in the last 24 months. This volume of shares sold represents approximately $4.07M in transactions.


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This page (NASDAQ:GAIN) was last updated on 1/21/2025 by MarketBeat.com Staff
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