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Get Institutions for : 
Gladstone Investment Corp (GAIN)  
$14.11 0.02 (0.14%) as of 4:30 Wed 7/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    1
Total shares held : 
 5,333,796  
% of shares held : 
 16.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 196,325  
% of shares held change : 
   0.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $13.24  
Last Quarter's Ending Price : 
 $13.36  
Last Quarter's Average Price : 
 $13.42  
Change from last quarter's     
avg. price to the last closing  : 
0.69 (5.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 178,238
 3.34%
 
Increased Positions :
33
 447,728
 8.39%
 
Unchanged Positions :
18
 122,870
 2.3%
 
Decreased Positions :
26
-211,724
-3.97%
 
Closed Positions :
8
-217,917
-4.09%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Melia Wealth LLC 7 - 2025-03-31 1,088,798 $14,546,000 44,377
   VAN ECK ASSOCIATES CORP 453 - 2025-03-31 808,440 $10,801,000 -121,906
   MORGAN STANLEY 4117 - 2025-03-31 256,184 $3,423,000 47,165
   LEGAL & GENERAL GROUP PLC 1724 - 2025-03-31 242,600 $3,244,000 -279
   UBS Group AG 3374 - 2025-03-31 221,099 $2,954,000 135,324
   Outfitter Financial LLC 10 - 2025-03-31 201,145 $2,687,000 -1,450
   BlackRock Inc. 3615 - 2025-03-31 199,998 $2,672,000 -5,318
   LPL FINANCIAL CORP 2690 - 2025-03-31 186,656 $2,494,000 -3,409
   BLAIR WILLIAM & CO/IL 684 - 2025-03-31 168,436 $2,250,000 6,691
   DAVENPORT & CO LLC 472 - 2025-03-31 154,539 $2,065,000 -10,183
   FIXED INCOME SECURITIES INC 630 - 2025-03-31 115,458 $1,543,000 -1,308
   Cassaday & Co Wealth Management LLC 89 - 2025-03-31 112,500 $1,503,000 4,500
   Legacy Capital Wealth Partners LLC 51 - 2025-03-31 106,088 $1,417,000 11,232
   PFG Advisors 274 - 2025-03-31 100,404 $1,341,000 -500
   Baird Financial Group Inc. 1103 - 2025-03-31 91,436 $1,222,000 0
   Union Bankshares Corp 166 - 2025-03-31 88,613 $1,184,000 -1,805
   PHOENIX INVESTMENT COUNSEL INC 122 *New 2025-03-31 86,771 $1,159,000 86,771
   TWO SIGMA INVESTMENTS LLC 2005 - 2025-03-31 79,120 $1,057,000 17,693
   MILLENNIUM MANAGEMENT LLC 2824 - 2025-03-31 77,424 $1,034,000 46,407
   United Advisor Group LLC 110 - 2025-03-31 76,351 $1,020,000 -38
   ROYAL BANK OF CANADA 3060 - 2025-03-31 75,638 $1,010,000 4,826
   D E SHAW & CO INC 2111 - 2025-03-31 63,412 $847,000 45,778
   ALBERT D MASON INC 70 - 2025-03-31 51,241 $685,000 1,332
   AMERIFLEX GROUP INC. 88 - 2025-03-31 46,205 $617,000 -5,547
   TWO SIGMA ADVISERS, LLC 1724 - 2025-03-31 42,242 $564,000 -4,600
   RAYMOND JAMES FINANCIAL INC 3838 - 2025-03-31 40,043 $535,000 -9,052
   Garner Asset Management Corp 113 - 2025-03-31 37,701 $504,000 -2,345
   Qube Research & Technologies Ltd 1982 - 2025-03-31 35,970 $481,000 2,847
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1622 - 2025-03-31 35,102 $470,000 5,376
   COMMONWEALTH EQUITY SERVICES LLC. 2982 - 2025-03-31 34,612 $462,000 547
   Prosperity Financial Group Inc. 96 - 2025-03-31 31,750 $424,000 -2,350
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4417 - 2025-03-31 30,633 $409,000 15,660
   Cetera Investment Advisers 2941 - 2025-03-31 30,236 $404,000 -4,376
   Advisor Group Holdings Inc. 3124 - 2025-03-31 26,405 $353,000 10,085
   JANE STREET GROUP LLC 4117 - 2025-03-31 22,580 $302,000 22,580
   Goss Wealth Management LLC 1938 - 2025-03-31 19,626 $262,000 1,150
   COLONY GROUP, LLC 1609 *New 2025-03-31 19,527 $261,000 19,527
   Union Bancaire Privee UBP SA 313 - 2025-03-31 18,847 $252,000 0
   ENVESTNET ASSET MANAGEMENT INC 3958 - 2025-03-31 16,748 $224,000 -3,573
   HRT FINANCIAL LLC 1748 *New 2025-03-31 15,955 $213,000 15,955
   Private Advisor Group LLC 2067 - 2025-03-31 15,599 $208,000 26
   Sound Income Strategies LLC 280 - 2025-03-31 14,831 $198,000 185
   WELLS FARGO & CO/MN 4151 - 2025-03-31 13,106 $175,000 3,916
   NORTHERN TRUST CORP 3985 - 2025-03-31 12,357 $165,000 -14,843
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1005 *New 2025-03-31 12,000 $160,000 12,000
   Cornerstone Wealth Management LLC 583 - 2025-03-31 11,828 $158,000 1,600
   Hardy Reed LLC 235 *New 2025-03-31 10,167 $136,000 10,167
   Equitable Holdings Inc. 1267 *New 2025-03-31 10,076 $135,000 10,076
   Coastal Investment Advisors Inc. 192 *New 2025-03-31 10,000 $134,000 10,000
   BANK OF AMERICA CORP /DE/ 5145 - 2025-03-31 9,717 $130,000 6,723
   Geneos Wealth Management Inc. 1109 *New 2025-03-31 8,460 $113,000 8,460
   SIMPLEX TRADING LLC 1089 - 2025-03-31 6,907 $92,000 148
   Farther Finance Advisors LLC 1675 *New 2025-03-31 5,282 $71,000 5,282
   NORTH STAR INVESTMENT MANAGEMENT CORP. 568 - 2025-03-31 5,000 $67,000 0
   TOWER RESEARCH CAPITAL LLC 2167 - 2025-03-31 3,956 $54,000 3,931
   State of Wyoming 1437 - 2025-03-31 3,954 $53,000 -4,005
   Steward Partners Investment Advisory LLC 2364 - 2025-03-31 3,600 $48,000 600
   CITADEL ADVISORS LLC 5048 - 2025-03-31 3,309 $44,000 3,309
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2240 - 2025-03-31 3,000 $40,000 2,992
   CITIGROUP INC 4032 - 2025-03-31 2,266 $30,000 247
   Kentucky Trust Co 197 - 2025-03-31 2,000 $27,000 0
   BNP PARIBAS ARBITRAGE SA 3681 *New 2024-12-31 1,700 $23,000 1,700
   JONES FINANCIAL COMPANIES LLLP - 2025-03-31 1,291 $18,000 800
   EverSource Wealth Advisors LLC 1817 - 2025-03-31 1,200 $16,000 0
   SIGNATUREFD, LLC 2224 - 2025-03-31 999 $13,000 -199
   NATIONAL BANK OF CANADA /FI/ 1854 - 2025-03-31 1,000 $13,000 0
   BRYN MAWR TRUST CO/PA 1593 - 2025-03-31 884 $12,000 -46
   BNP PARIBAS ARBITRAGE SA 3684 - 2025-03-31 855 $11,000 355
   CALDWELL SUTTER CAPITAL INC. 533 - 2025-03-31 800 $11,000 0
   Pflug Koory LLC 315 - 2025-03-31 675 $9,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1333 - 2025-03-31 600 $8,000 0
   MCCORMACK ADVISORS INTERNATIONAL 2419 - 2025-03-31 557 $7,000 0
   J P MORGAN CHASE & CO 5140 - 2025-03-31 500 $7,000 -1,261
   Federation des caisses Desjardins du Quebec 2052 - 2025-03-31 500 $7,000 0
   Parallel Advisors LLC 2642 - 2025-03-31 365 $5,000 120
   Aquatic Capital Management LLC 1199 - 2025-03-31 284 $4,000 -12,744
   Larson Financial Group LLC 2006 - 2025-03-31 220 $3,000 4
   VALLEY NATIONAL ADVISERS INC 726 - 2025-03-31 150 $2,000 0
   FMR LLC 4723 - 2025-03-31 43 $1,000 0
   Roble Belko & Company Inc 363 - 2025-03-31 92 $1,000 2
   RE Dickinson Investment Advisors LLC 299 *New 2024-12-31 8 $1,000 8
   HANSON MCCLAIN, INC. 3661 - 2025-03-31 13 $0 -45
   Spire Wealth Management 2467 *Closed 2025-03-31 0 $0 -43
   Morton Brown Family Wealth LLC 307 *Closed 2025-03-31 0 $0 -52
   PROEQUITIES INC. 1793 - 2025-03-31 0 $0 -100
   DHJJ Financial Advisors Ltd. 777 - 2025-03-31 5 $0 0
   INVESCO LTD 3674 *Closed 2025-03-31 0 $0 -105,146
   HARBOUR INVESTMENTS INC. 3325 - 2025-03-31 10 $0 0
   Virtus ETF Advisers LLC 331 *Closed 2025-03-31 0 $0 -67,802
   VIRTU FINANCIAL LLC 1689 *Closed 2025-03-31 0 $0 -23,771
   Lindbrook Capital LLC 2854 *Closed 2025-03-31 0 $0 -287
   JANNEY MONTGOMERY SCOTT LLC 2810 *Closed 2025-03-31 0 $0 -20,361
   Creekmur Asset Management LLC 914 - 2025-03-31 1 $0 0
   JNBA FINANCIAL ADVISORS 660 *Closed 2025-03-31 0 $0 -455
   Transce3nd LLC 1560 - 2025-03-31 9 $0 0
   QUADRANT CAPITAL GROUP LLC 2823 - 2025-03-31 37 $0 0
  96 Records found
  1    
  Page 1 of 1
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