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Get Institutions for : 
Gladstone Investment Corp (GAIN)  
$14.11 0.08 (0.57%) as of 4:30 Mon 6/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 88    5
Total shares held : 
4,363,017  
% of shares held : 
13.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  23  
Amount of shares held : 
277,490  
% of shares held change : 
  0.84%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$12.67  
Last Quarter's Ending Price : 
$14.15  
Last Quarter's Average Price
$13.80  
Change from last quarter's     
avg. price to the last closing  : 
0.31 (2.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 137,496
 3.15%
 
Increased Positions :
37
 714,378
 16.37%
 
Unchanged Positions :
19
 134,136
 3.07%
 
Decreased Positions :
19
-350,567
-8.03%
 
Closed Positions :
8
-223,817
-5.13%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Melia Wealth LLC 6 *New 2024-03-31 945,539 $13,455,000 945,539
   VIRTU FINANCIAL LLC 792 *New 2024-03-31 13,938 $198,000 13,938
   EVERGREEN CAPITAL MANAGEMENT LLC 817 *New 2024-03-31 10,373 $148,000 10,373
   MONOGRAPH WEALTH ADVISORS LLC 150 *New 2024-03-31 10,000 $142,000 10,000
   FNY Investment Advisers LLC 361 *New 2024-03-31 1,400 $19,000 1,400
   NATIONAL BANK OF CANADA /FI/ 1914 *New 2024-03-31 1,000 $14,000 1,000
   Cape Investment Advisory Inc. 634 *New 2023-12-31 749 $11,000 749
   Goss Wealth Management LLC 2897 *New 2024-03-31 650 $9,000 650

  8 Records found
  1    
  Page 1 of 1
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