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Gladstone Investment (GAIN) Institutional Ownership

Gladstone Investment logo
$14.10 -0.16 (-1.12%)
Closing price 07/18/2025 04:00 PM Eastern
Extended Trading
$14.28 +0.18 (+1.24%)
As of 07/18/2025 06:04 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.
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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)
39
Total
Institutional Inflows
(last 12 months)
$41.55M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$5.02M
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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
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%
4/14/2025 Farther Finance Advisors LLC5,282$71K0.0%N/A0.014%
2/24/2025Ameriflex Group Inc.51,752$699K0.3%N/A0.140%
2/24/2025United 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%
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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%
2/4/2025 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%
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%
1/21/2025Cornerstone Wealth Management LLC10,228$136K0.0%N/A0.028%
1/17/2025 Janney Montgomery Scott LLC20,361$270K0.0%-7.2%0.055%
1/15/2025Albert 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%
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%
7/30/2024International 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%
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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%
2/16/2024United 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%
(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, 70 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 ($14.55M), Van ECK Associates Corp ($12.33M), Legal & General Group Plc ($3.22M), Outfitter Financial LLC ($2.69M), Marshall Wace LLP ($2.54M), and LPL Financial LLC ($2.49M).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 55 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 ($1.03M), 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), and Invesco Ltd. ($105.15K).

How much institutional buying is happening at Gladstone Investment?

Institutional investors have bought a total of 2,971,098 shares in the last 24 months. This purchase volume represents approximately $41.55M in transactions.

Which of Gladstone Investment's major shareholders have been selling company stock?

Of the 25 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), Marshall Wace LLP ($58.85K), Legal & General Group Plc ($25.43K), Albert D Mason Inc. ($19.11K), DAVENPORT & Co LLC ($10.18K), and Private Advisor Group LLC ($9.23K).

How much institutional selling is happening at Gladstone Investment?

Institutional investors have sold a total of 374,205 shares in the last 24 months. This volume of shares sold represents approximately $5.02M in transactions.


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This page (NASDAQ:GAIN) was last updated on 7/20/2025 by MarketBeat.com Staff
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