Gladstone Investment (GAIN) Institutional Ownership $14.68 +0.06 (+0.41%) Closing price 05/23/2025 04:00 PM EasternExtended Trading$14.70 +0.03 (+0.17%) As of 05/23/2025 07:56 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. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Gladstone Investment (NASDAQ:GAIN)CurrentInstitutional OwnershipPercentage11.85%Number ofInstitutional Buyers(last 12 months)38TotalInstitutional Inflows(last 12 months)$16.43MNumber ofInstitutional Sellers(last 12 months)25TotalInstitutional Outflows(last 12 months)$5.08M 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. Email Address Skip Chart & View Institutional Buying and Selling Data GAIN Institutional Buying and Selling by Quarter Gladstone Investment Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2025 Geneos Wealth Management Inc.8,460$113K0.0%N/A0.023% 5/20/2025 Focus Partners Wealth19,527$261K0.0%N/A0.053% 5/19/2025 Jane Street Group LLC22,580$302K0.0%N/A0.061% 5/16/2025 NewEdge Advisors LLC19,626$262K0.0%+6.2%0.053% 5/16/2025 Advisors Asset Management Inc.115,458$1.54M0.0%-1.1%0.313% 5/15/2025 Ameriflex Group Inc.46,205$617K0.3%-10.7%0.125% 5/15/2025 Royal Bank of Canada75,638$1.01M0.0%+6.8%0.205% 5/15/2025 State of Wyoming3,954$53K0.0%-50.3%0.011% 5/14/2025 Northwestern Mutual Wealth Management Co.3,000$40K0.0%+37,400.0%0.008% 5/9/2025 Blair William & Co. IL168,436$2.25M0.0%+4.1%0.457% Get the Latest News and Ratings for GAIN and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Gladstone Investment and its competitors with MarketBeat's FREE daily newsletter. 5/7/2025 Melia Wealth LLC1,088,798$14.55M7.5%+4.2%2.956% 5/7/2025 LPL Financial LLC186,656$2.49M0.0%-1.8%0.507% 5/6/2025 Cetera Investment Advisers30,236$404K0.0%-12.6%0.082% 5/6/2025 Garner Asset Management Corp37,701$504K0.2%-5.9%0.102% 5/5/2025 Atlantic Union Bankshares Corp88,613$1.18M0.1%-2.0%0.241% 5/5/2025 Cassaday & Co Wealth Management LLC112,500$1.50M0.0%+4.2%0.305% 5/5/2025 Outfitter Financial LLC201,145$2.69M2.4%-0.7%0.546% 5/2/2025 Hardy Reed LLC10,167$136K0.0%N/A0.028% 5/2/2025 Legacy 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% 2/24/2025 Ameriflex Group Inc.51,752$699K0.3%N/A0.140% 2/24/2025 United Advisor Group LLC76,389$1.01M0.2%+9.0%0.207% 2/17/2025 Two Sigma Advisers LP46,842$621K0.0%-67.0%0.128% 2/17/2025 Two Sigma Investments LP61,427$814K0.0%-59.1%0.167% 2/17/2025 State of Wyoming7,959$105K0.0%N/A0.022% 2/17/2025 Millennium Management LLC31,017$411K0.0%N/A0.085% 2/17/2025 D. E. Shaw & Co. Inc.17,634$234K0.0%N/A0.048% 2/17/2025 Cetera Investment Advisers34,612$459K0.0%-6.8%0.094% 2/17/2025 Baird Financial Group Inc.91,436$1.21M0.0%-1.5%0.249% 2/14/2025 Northern Trust Corp27,200$360K0.0%+22.2%0.074% 2/14/2025 Aquatic Capital Management LLC13,028$173K0.0%N/A0.036% 2/14/2025 Virtus ETF Advisers LLC67,802$898K0.4%+19.6%0.185% 2/13/2025 CANADA LIFE ASSURANCE Co29,726$394K0.0%-10.5%0.081% 2/13/2025 NewEdge Advisors LLC18,476$245K0.0%+801.3%0.050% 2/13/2025 Garner Asset Management Corp40,046$531K0.2%-3.1%0.109% 2/13/2025 Melia Wealth LLC1,044,421$13.84M7.2%+3.6%2.847% $19 for a FULL YEAR of stock picks?! (Ad)Invest in Musk's AI Play With Just $100 You don't need deep pockets to ride the next wave of AI wealth. Discover how a $100 investment could give you exposure to Musk's private AI project — via one overlooked stock.Watch the exclusive AI investor briefing >>>2/13/2025 Raymond James Financial Inc.49,095$651K0.0%N/A0.134% 2/13/2025 Legal & General Group Plc242,879$3.22M0.0%-9.5%0.662% 2/13/2025 Invesco Ltd.105,146$1.39M0.0%N/A0.287% 2/13/2025 Envestnet Asset Management Inc.20,321$269K0.0%-10.4%0.055% 2/13/2025 Wells Fargo & Company MN9,190$122K0.0%-9.8%0.025% 2/12/2025 Blair William & Co. IL161,745$2.14M0.0%+2.9%0.441% 2/11/2025 LPL Financial LLC190,065$2.52M0.0%+17.8%0.518% 2/11/2025 Virtu Financial LLC23,771$315K0.0%N/A0.065% 2/10/2025 Commonwealth Equity Services LLC34,065$451K0.0%+4.2%0.093% 2/7/2025 PFG Advisors100,904$1.34M0.1%-1.0%0.275% 2/7/2025 Prosperity Financial Group Inc.34,100$452K0.2%-6.7%0.093% 2/7/2025 Atlantic Union Bankshares Corp90,418$1.20M0.1%+1.0%0.246% 2/6/2025 Raymond James Financial Inc.49,095$651K0.0%N/A0.134% 2/4/2025 Union Bancaire Privee UBP SA18,847$250K0.0%N/A0.051% 2/3/2025 Cassaday & Co Wealth Management LLC108,000$1.43M0.0%N/A0.294% 2/3/2025 Private Advisor Group LLC15,573$206K0.0%-37.2%0.042% 1/30/2025 Legacy Capital Wealth Partners LLC94,856$1.26M0.3%-4.8%0.259% 1/29/2025 Van 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% 11/15/2024 Jane Street Group LLC17,527$253K0.0%N/A0.048% 11/15/2024 Centiva Capital LP13,288$192K0.0%N/A0.036% 11/15/2024 Paloma Partners Management Co16,531$239K0.0%N/A0.045% 11/8/2024 Advisors Asset Management Inc.159,421$2.30M0.0%+12.1%0.435% 11/4/2024 Legacy 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% 10/29/2024 Van 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% 10/22/2024 Private Advisor Group LLC24,801$358K0.0%+6.9%0.068% 10/10/2024 Sound Income Strategies LLC15,469$224K0.0%-35.2%0.042% 8/14/2024 Marshall Wace LLP181,454$2.54M0.0%-24.5%0.495% 8/12/2024 Blair William & Co. IL156,333$2.19M0.0%+0.9%0.426% 8/8/2024 PFG Advisors101,904$1.43M0.1%-1.4%0.278% 8/2/2024 Legacy Capital Wealth Partners LLC101,956$1.43M0.4%N/A0.278% 8/1/2024 Drive Wealth Management LLC12,712$174K0.0%N/A0.035% 7/31/2024 Van 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% 5/20/2024 Virtu Financial LLC13,938$198K0.0%N/A0.038% 5/17/2024 Garner Asset Management Corp41,333$588K0.3%+9.1%0.113% 5/17/2024 Creekmur Asset Management LLC3,603$51K0.0%-51.3%0.010% 5/14/2024 Advisors 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% 4/30/2024 Van ECK Associates Corp704,351$10.02M0.0%+13.9%1.920% 4/30/2024 Outfitter Financial LLC207,545$2.95M2.4%-2.9%0.566% 4/16/2024 Atlantic Union Bankshares Corp90,058$1.28M0.1%-2.4%0.245% $19 for a FULL YEAR of stock picks?! (Ad)Invest in Musk's AI Play With Just $100 You don't need deep pockets to ride the next wave of AI wealth. Discover how a $100 investment could give you exposure to Musk's private AI project — via one overlooked stock.Watch the exclusive AI investor briefing >>>4/15/2024 Sound Income Strategies LLC27,763$395K0.0%-10.8%0.076% 4/10/2024 Melia Wealth LLC945,539$13.46M7.6%N/A2.577% 3/1/2024 Creekmur Asset Management LLC7,403$105K0.0%N/A0.021% 2/20/2024 Quarry LP5,970$84K0.0%N/A0.017% 2/16/2024 United Advisor Group LLC35,427$502K0.6%N/A0.099% 2/14/2024 Garner Asset Management Corp37,882$511K0.2%-9.1%0.106% 2/9/2024 Trexquant Investment LP10,675$151K0.0%N/A0.030% 2/7/2024 Jump 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% (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, 69 institutional investors and hedge funds held shares of Gladstone Investment. The most heavily invested institutionals were Melia Wealth LLC ($14.55M), Van ECK Associates Corp ($12.33M), Legal & General Group Plc ($3.22M), Outfitter Financial LLC ($2.69M), Marshall Wace LLP ($2.54M), LPL Financial LLC ($2.49M), and Blair William & Co. IL ($2.25M).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 54 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 ($1.03M), Van ECK Associates Corp ($445.97K), Legacy Capital Wealth Partners LLC ($215.68K), International Assets Investment Management LLC ($173.65K), Cassaday & Co Wealth Management LLC ($112.50K), 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 2,899,864 shares in the last 24 months. This purchase volume represents approximately $40.09M in transactions. Which Gladstone Investment major shareholders have been selling company stock? Of the 32 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), Legal & General Group Plc ($25.43K), and Janney Montgomery Scott LLC ($25.42K). How much institutional selling is happening at Gladstone Investment? Institutional investors have sold a total of 530,406 shares in the last 24 months. This volume of shares sold represents approximately $7.10M in transactions. 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