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Gladstone Investment (GAIN) Institutional Ownership

Gladstone Investment logo
$14.06 -0.02 (-0.11%)
As of 01:27 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)
46
Total
Institutional Inflows
(last 12 months)
$40.93M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$5.32M
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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
9/4/2025 Osaic Holdings Inc.24,828$354K0.0%-6.0%0.065%
8/19/2025 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%
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%
5/21/2025Geneos Wealth Management Inc.8,460$113K0.0%N/A0.023%
5/20/2025Focus Partners Wealth19,527$261K0.0%N/A0.053%
5/19/2025Jane Street Group LLC22,580$302K0.0%N/A0.061%
5/16/2025NewEdge Advisors LLC19,626$262K0.0%+6.2%0.053%
5/16/2025Advisors Asset Management Inc.115,458$1.54M0.0%-1.1%0.313%
5/15/2025Ameriflex Group Inc.46,205$617K0.3%-10.7%0.125%
5/15/2025Royal Bank of Canada75,638$1.01M0.0%+6.8%0.205%
5/15/2025State of Wyoming3,954$53K0.0%-50.3%0.011%
5/14/2025Northwestern Mutual Wealth Management Co.3,000$40K0.0%+37,400.0%0.008%
5/9/2025Blair William & Co. IL168,436$2.25M0.0%+4.1%0.457%
5/7/2025Melia Wealth LLC1,088,798$14.55M7.5%+4.2%2.956%
5/7/2025LPL Financial LLC186,656$2.49M0.0%-1.8%0.507%
5/6/2025Cetera Investment Advisers30,236$404K0.0%-12.6%0.082%
5/6/2025Garner Asset Management Corp37,701$504K0.2%-5.9%0.102%
5/5/2025Atlantic Union Bankshares Corp88,613$1.18M0.1%-2.0%0.241%
5/5/2025Cassaday & Co Wealth Management LLC112,500$1.50M0.0%+4.2%0.305%
5/5/2025Outfitter Financial LLC201,145$2.69M2.4%-0.7%0.546%
5/2/2025Hardy Reed LLC10,167$136K0.0%N/A0.028%
5/2/2025Legacy Capital Wealth Partners LLC106,088$1.42M0.3%+11.8%0.288%
5/1/2025Realta Investment Advisors10,000$134K0.1%N/A0.027%
4/28/2025DAVENPORT & Co LLC154,539$2.07M0.0%-6.2%0.420%
4/18/2025Cornerstone Wealth Management LLC11,828$158K0.0%+15.6%0.032%
4/16/2025Albert D Mason Inc.51,241$685K0.5%+2.7%0.139%
4/14/2025Farther Finance Advisors LLC5,282$71K0.0%N/A0.014%
2/24/2025Ameriflex Group Inc.51,752$699K0.3%N/A0.140%
2/24/2025United Advisor Group LLC76,389$1.01M0.2%+9.0%0.207%
2/17/2025Two Sigma Advisers LP46,842$621K0.0%-67.0%0.128%
2/17/2025Two Sigma Investments LP61,427$814K0.0%-59.1%0.167%
2/17/2025State of Wyoming7,959$105K0.0%N/A0.022%
2/17/2025Millennium Management LLC31,017$411K0.0%N/A0.085%
2/17/2025D. E. Shaw & Co. Inc.17,634$234K0.0%N/A0.048%
2/17/2025Cetera Investment Advisers34,612$459K0.0%-6.8%0.094%
2/17/2025Baird Financial Group Inc.91,436$1.21M0.0%-1.5%0.249%
2/14/2025Northern Trust Corp27,200$360K0.0%+22.2%0.074%
2/14/2025Aquatic Capital Management LLC13,028$173K0.0%N/A0.036%
2/14/2025Virtus ETF Advisers LLC67,802$898K0.4%+19.6%0.185%
2/13/2025CANADA LIFE ASSURANCE Co29,726$394K0.0%-10.5%0.081%
2/13/2025NewEdge Advisors LLC18,476$245K0.0%+801.3%0.050%
2/13/2025Garner Asset Management Corp40,046$531K0.2%-3.1%0.109%
2/13/2025Melia Wealth LLC1,044,421$13.84M7.2%+3.6%2.847%
2/13/2025Raymond James Financial Inc.49,095$651K0.0%N/A0.134%
2/13/2025Legal & General Group Plc242,879$3.22M0.0%-9.5%0.662%
2/13/2025Invesco Ltd.105,146$1.39M0.0%N/A0.287%
2/13/2025Envestnet Asset Management Inc.20,321$269K0.0%-10.4%0.055%
2/13/2025Wells Fargo & Company MN9,190$122K0.0%-9.8%0.025%
2/12/2025Blair William & Co. IL161,745$2.14M0.0%+2.9%0.441%
2/11/2025LPL Financial LLC190,065$2.52M0.0%+17.8%0.518%
2/11/2025Virtu Financial LLC23,771$315K0.0%N/A0.065%
2/10/2025Commonwealth Equity Services LLC34,065$451K0.0%+4.2%0.093%
2/7/2025PFG Advisors100,904$1.34M0.1%-1.0%0.275%
2/7/2025Prosperity Financial Group Inc.34,100$452K0.2%-6.7%0.093%
2/7/2025Atlantic Union Bankshares Corp90,418$1.20M0.1%+1.0%0.246%
2/6/2025Raymond James Financial Inc.49,095$651K0.0%N/A0.134%
2/4/2025Union Bancaire Privee UBP SA18,847$250K0.0%N/A0.051%
2/3/2025Cassaday & Co Wealth Management LLC108,000$1.43M0.0%N/A0.294%
2/3/2025Private Advisor Group LLC15,573$206K0.0%-37.2%0.042%
1/30/2025Legacy Capital Wealth Partners LLC94,856$1.26M0.3%-4.8%0.259%
1/29/2025Van ECK Associates Corp930,346$12.33M0.0%+3.6%2.536%
1/29/2025Kentucky Trust Co2,000$26K0.0%N/A0.005%
1/22/2025Union Bancaire Privee UBP SA18,847$250K0.0%N/A0.051%
1/21/2025Sound Income Strategies LLC14,646$194K0.0%-5.3%0.040%
1/21/2025Cornerstone Wealth Management LLC10,228$136K0.0%N/A0.028%
1/17/2025Janney Montgomery Scott LLC20,361$270K0.0%-7.2%0.055%
1/15/2025Albert 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%
10/22/2024International 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%
(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, 75 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 27 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 393,342 shares in the last 24 months. This volume of shares sold represents approximately $5.32M in transactions.


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This page (NASDAQ:GAIN) was last updated on 9/16/2025 by MarketBeat.com Staff
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