Free Trial
→ Think NVDA’s run was epic? You ain’t seen nothin’ yet (From Timothy Sykes) (Ad) Buy GAIN Stock  Free GAIN Stock Alerts

Gladstone Investment (GAIN) Institutional Ownership

Gladstone Investment logo
$13.99 +0.37 (+2.72%)
Closing price 05/2/2025 04:00 PM Eastern
Extended Trading
$13.75 -0.24 (-1.72%)
As of 05/2/2025 07:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Gladstone Investment (NASDAQ:GAIN)

Current
Institutional Ownership
Percentage
11.85%
Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$15.28M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$4.81M
Get GAIN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Gladstone Investment stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

GAIN Institutional Buying and Selling by Quarter

Gladstone Investment Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/1/2025 Realta Investment Advisors10,000$134K0.1%N/A0.027%
4/28/2025 DAVENPORT & Co LLC154,539$2.07M0.0%-6.2%0.420%
4/18/2025 Cornerstone Wealth Management LLC11,828$158K0.0%+15.6%0.032%
4/16/2025 Albert D Mason Inc.51,241$685K0.5%+2.7%0.139%
4/14/2025 Farther Finance Advisors LLC5,282$71K0.0%N/A0.014%
2/24/2025Ameriflex Group Inc.51,752$699K0.3%N/A0.140%
2/24/2025 United 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%
2/13/2025 Envestnet 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%
2/4/2025 Union 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%
Elon Set to Shock the World by May 1st ? (Ad)

Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believes will be Elon’s greatest invention ever… Yes, even bigger than Tesla or SpaceX.

Click here now because after June 1st, it could be too late.
1/29/2025Van ECK Associates Corp930,346$12.33M0.0%+3.6%2.536%
1/29/2025 Kentucky Trust Co2,000$26K0.0%N/A0.005%
1/22/2025 Union Bancaire Privee UBP SA18,847$250K0.0%N/A0.051%
1/21/2025 Sound Income Strategies LLC14,646$194K0.0%-5.3%0.040%
1/21/2025 Cornerstone Wealth Management LLC10,228$136K0.0%N/A0.028%
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%
10/30/2024 United 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%
10/10/2024 Sound 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%
7/12/2024 Sound 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%
4/15/2024 Sound 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%
2/16/2024 United 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%
2/7/2024 Johnson Investment Counsel Inc.22,582$320K0.0%+3.6%0.067%
2/7/2024 Northwest 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%
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%
1/23/2024 DAVENPORT & Co LLC207,842$2.94M0.0%-3.5%0.613%
Elon Set to Shock the World by May 1st ? (Ad)

Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believes will be Elon’s greatest invention ever… Yes, even bigger than Tesla or SpaceX.

Click here now because after June 1st, it could be too late.
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%
1/18/2024 Strategic 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%
1/10/2024 Sound 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%
(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, 67 institutional investors and hedge funds held shares of Gladstone Investment. The most heavily invested institutionals were Melia Wealth LLC ($13.84M), Van ECK Associates Corp ($12.33M), Legal & General Group Plc ($3.22M), Outfitter Financial LLC ($2.95M), Marshall Wace LLP ($2.54M), LPL Financial LLC ($2.52M), and Advisors Asset Management Inc. ($2.30M).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 50 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 ($981.84K), Van ECK Associates Corp ($480.42K), Legacy Capital Wealth Partners LLC ($221.64K), International Assets Investment Management LLC ($173.65K), Cassaday & Co Wealth Management LLC ($108K), Invesco Ltd. ($105.15K), and Raymond James Financial Inc. ($98.19K).

How much institutional buying is happening at Gladstone Investment?

Institutional investors have bought a total of 2,827,452 shares in the last 24 months. This purchase volume represents approximately $39.12M in transactions.

Which Gladstone Investment major shareholders have been selling company stock?

Of the 30 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: Two Sigma Advisers LP ($95.30K), Two Sigma Investments LP ($88.88K), Marshall Wace LLP ($58.85K), DAVENPORT & Co LLC ($29.24K), PFG Advisors ($27.66K), Atlantic Union Bankshares Corp ($26.47K), and Legal & General Group Plc ($25.43K).

How much institutional selling is happening at Gladstone Investment?

Institutional investors have sold a total of 511,161 shares in the last 24 months. This volume of shares sold represents approximately $6.85M in transactions.


Related Companies

This page (NASDAQ:GAIN) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Massive new energy source found in Utah
NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millio...
Stansberry Research | Sponsored
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Trump to solve American wealth loss?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Trump announcement boosts “next Bitcoin”
President Trump just made his first big crypto move ... Announcing the creation of a national strategic re...
Weiss Ratings | Sponsored