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Get Institutions for : 
Gladstone Investment Corp (GAIN)  
$13.88 0.01 (0.07%) as of 4:30 Tue 5/28


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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  : 
0.08 (0.58%)  




 
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
   NATIXIS 683 - 2024-03-31 15,192 $216,000 0
   CAPTRUST FINANCIAL ADVISORS 2004 - 2024-03-31 12,000 $171,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 558 - 2024-03-31 5,000 $71,000 0
   Northwest Financial Advisors 252 - 2024-03-31 4,000 $57,000 0
   EverSource Wealth Advisors LLC 1318 - 2024-03-31 1,200 $17,000 0
   PNC FINANCIAL SERVICES GROUP INC 3614 - 2024-03-31 850 $12,000 0
   Pflug Koory LLC 326 - 2024-03-31 675 $10,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1167 - 2024-03-31 600 $9,000 0
   ICA Group Wealth Management LLC 1113 - 2024-03-31 200 $3,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC 552 - 2024-03-31 200 $3,000 0
   VALLEY NATIONAL ADVISERS INC 929 - 2024-03-31 150 $2,000 0
   PROEQUITIES INC. 2120 - 2024-03-31 100 $1,000 0
   FMR LLC 4674 - 2024-03-31 2 $0 0
   DHJJ Financial Advisors Ltd. 729 - 2024-03-31 5 $0 0
   HARBOUR INVESTMENTS INC. 3196 - 2023-12-31 10 $0 0

  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results