Free Trial

Gladstone Investment (GAIN) Institutional Ownership

→ These AI trades triggered this morning (545% return) (From Prosper Trading Academy) (Ad)
Free GAIN Stock Alerts
$14.19
+0.06 (+0.42%)
(As of 04/26/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

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

Current
Institutional Ownership
Percentage
11.85%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$22.69M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$1.97M
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
4/16/2024 Atlantic 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%
4/10/2024 Melia 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%
2/7/2024Johnson Investment Counsel Inc.22,582$320K0.0%+3.6%0.067%
2/7/2024Northwest 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%
1/23/2024DAVENPORT & Co LLC207,842$2.94M0.0%-3.5%0.613%
1/19/2024PFG Advisors103,804$1.47M0.1%-17.1%0.306%
1/19/2024 Atlantic Union Bankshares Corp92,258$1.31M0.1%-0.9%0.272%
1/18/2024 Strategic Financial Concepts LLC15,439$218K0.1%N/A0.046%
1/16/2024 Raymond James Financial Services Advisors Inc.17,453$247K0.0%N/A0.051%
1/16/2024 Raymond 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%
11/8/2023Van ECK Associates Corp559,626$7.13M0.0%+7.5%1.651%
11/8/2023Janney Montgomery Scott LLC24,794$316K0.0%-48.2%0.073%
11/7/2023Prosperity Financial Group Inc.37,050$472K0.4%-4.1%0.109%
11/7/2023Virtus ETF Advisers LLC37,631$479K0.3%+120.3%0.111%
11/3/2023Private Advisor Group LLC16,170$206K0.0%+19.5%0.048%
10/24/2023 Raymond James & Associates27,427$349K0.0%-4.1%0.081%
10/23/2023Commonwealth Equity Services LLC38,393$489K0.0%-9.7%0.113%
10/20/2023 Atlantic Union Bankshares Corp93,058$1.19M0.1%-9.5%0.275%
10/20/2023Outfitter Financial LLC214,795$2.74M2.6%-1.3%0.634%
10/17/2023DAVENPORT & Co LLC215,441$2.75M0.0%-5.1%0.636%
10/16/2023Legacy Capital Wealth Partners LLC97,444$1.24M0.3%N/A0.287%
10/13/2023PFG Advisors125,154$1.59M0.1%-1.8%0.369%
Biden replacement revealed? (Ad)

A former CIA insider just announced a disturbing prediction… Biden will withdraw as the Democrat nominee on June 13.

See his shocking evidence in this new report
9/12/2023Prosperity Financial Group Inc.38,650$504K0.4%-6.4%0.114%
8/11/2023Natixis15,192$198K0.0%-8.3%0.045%
8/10/2023Private Advisor Group LLC13,535$176K0.0%+28.7%0.040%
8/8/2023Geneos Wealth Management Inc.2,577$34K0.0%-83.3%0.008%
8/3/2023Atria Wealth Solutions Inc.22,375$292K0.0%+17.5%0.067%
8/3/2023Van ECK Associates Corp520,705$6.79M0.0%+7.5%1.550%
8/3/2023Mackenzie Financial Corp40,127$528K0.0%-23.0%0.119%
7/31/2023LPL Financial LLC191,223$2.49M0.0%+2.4%0.569%
7/26/2023Janney Montgomery Scott LLC47,850$624K0.0%+2.9%0.142%
7/20/2023PFG Advisors127,384$1.66M0.1%-1.3%0.379%
7/11/2023 Atlantic Union Bankshares Corp102,808$1.34M0.1%-8.5%0.306%
5/16/2023Garner Asset Management Corp42,244$560K0.3%+2.4%0.126%
5/12/2023Blair William & Co. IL158,854$2.11M0.0%+0.8%0.475%
5/10/2023Legacy Capital Wealth Partners LLC87,882$1.16M0.3%+7.3%0.263%
5/8/2023 Atlantic Union Bankshares Corp112,325$1.49M0.2%-3.6%0.336%
5/5/2023Truist Financial Corp20,000$265K0.0%-3.8%0.060%
5/3/2023Van ECK Associates Corp484,374$6.42M0.0%+7.7%1.448%
5/1/2023Sheaff Brock Investment Advisors LLC13,500$179K0.0%+19.5%0.040%
4/28/2023Outfitter Financial LLC219,095$2.90M2.6%-1.1%0.655%
4/28/2023Janney Montgomery Scott LLC46,522$616K0.0%+8.3%0.139%
4/27/2023DAVENPORT & Co LLC227,601$3.02M0.0%-3.1%0.680%
4/24/2023Mackenzie Financial Corp52,135$691K0.0%+40.4%0.156%
4/21/2023PFG Advisors129,064$1.71M0.1%-2.0%0.386%
4/19/2023 International Assets Investment Management LLC74,790$991K0.1%-10.8%0.224%
4/14/2023 Raymond James & Associates28,366$376K0.0%-8.6%0.085%
2/13/2023Advisors Asset Management Inc.291,236$3.76M0.1%-3.5%0.870%
2/10/2023Advisor Group Holdings Inc.193,928$2.50M0.0%+2.6%0.580%
2/10/2023Blair William & Co. IL157,580$2.03M0.0%+1.2%0.471%
2/9/2023Legacy Capital Wealth Partners LLC81,920$1.06M0.5%+16.6%0.245%
2/8/2023Belpointe Asset Management LLC39,028$504K0.0%+4.2%0.117%
2/8/2023Van ECK Associates Corp449,926$5.81M0.0%+2.9%1.345%
2/7/2023Commonwealth Equity Services LLC43,397$560K0.0%+5.6%0.130%
2/7/2023LPL Financial LLC184,437$2.38M0.0%+17.4%0.551%
2/2/2023Concorde Asset Management LLC92,119$1.19M1.1%+87.3%0.277%
2/1/2023Janney Montgomery Scott LLC42,946$554K0.0%-1.8%0.129%
1/31/2023Kestra Advisory Services LLC11,533$149K0.0%-8.0%0.035%
1/31/2023Geneos Wealth Management Inc.15,400$199K0.0%N/A0.046%
1/30/2023PFG Advisors131,744$1.70M0.2%-3.5%0.396%
1/30/2023 International Assets Investment Management LLC83,835$1.08M0.1%+12.1%0.252%
1/20/2023DAVENPORT & Co LLC234,971$3.03M0.0%-2.7%0.707%
11/16/2022Claraphi Advisory Network LLC18,551$224K0.1%-7.2%0.056%
11/15/2022Belpointe Asset Management LLC37,466$453K0.0%+6.0%0.113%
11/14/2022Virtus ETF Advisers LLC20,081$243K0.1%-18.6%0.060%
11/14/2022Lazard Asset Management LLC2,987$36K0.0%+60.1%0.009%
11/14/2022Legacy Capital Wealth Partners LLC70,232$850K0.5%+2.3%0.211%
11/8/2022Advisors Asset Management Inc.301,860$3.65M0.1%+6.0%0.908%
11/8/2022Signaturefd LLC2,452$30K0.0%-36.8%0.007%
11/7/2022Jump Financial LLC11,000$133K0.0%N/A0.033%
11/1/2022Kestra Advisory Services LLC12,533$152K0.0%+8.7%0.038%
11/1/2022Great West Life Assurance Co. Can39,175$474K0.0%+10.9%0.118%
These AI trades triggered this morning (545% return) (Ad)

If you think a market crash is possible in 2024, I don't know why you're not using this yet.

Click Here To Get Your Free Copy
10/31/2022Concorde Asset Management LLC49,195$595K0.7%N/A0.148%
10/27/2022Van ECK Associates Corp437,067$5.29M0.0%-8.1%1.316%
10/27/2022TTP Investments Inc.17,866$216K0.3%N/A0.000%
10/25/2022Janney Montgomery Scott LLC43,717$529K0.0%+7.8%0.132%
10/25/2022 Raymond James & Associates29,832$361K0.0%-15.0%0.000%
10/14/2022PFG Advisors136,544$1.65M0.2%-2.1%0.000%
10/11/2022DAVENPORT & Co LLC241,558$2.92M0.0%-3.3%0.000%
10/7/2022Mackenzie Financial Corp43,301$524K0.0%-15.0%0.130%
8/12/2022Natixis16,562$231K0.0%N/A0.050%
8/12/2022Virtus ETF Advisers LLC24,665$347K0.1%-8.5%0.074%
(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, 52 institutional investors and hedge funds held shares of Gladstone Investment. The most heavily invested institutionals were Melia Wealth LLC ($13.46M), Van ECK Associates Corp ($8.75M), Outfitter Financial LLC ($3.03M), DAVENPORT & Co LLC ($2.94M), Advisors Asset Management Inc. ($2.73M), Advisor Group Holdings Inc. ($2.50M), and LPL Financial LLC ($2.49M).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 42 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 ($945.54K), Van ECK Associates Corp ($464.72K), International Assets Investment Management LLC ($153.23K), Legacy Capital Wealth Partners LLC ($121.73K), Concorde Asset Management LLC ($92.12K), United Advisor Group LLC ($35.43K), and Jump Financial LLC ($31.80K).

How much institutional buying is happening at Gladstone Investment?

Institutional investors have bought a total of 2,240,099 shares in the last 24 months. This purchase volume represents approximately $31.59M in transactions.

Which Gladstone Investment major shareholders have been selling company stock?

Of the 28 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: Van ECK Associates Corp ($384.14K), DAVENPORT & Co LLC ($65.73K), Mackenzie Financial Corp ($50.33K), Outfitter Financial LLC ($37.43K), PFG Advisors ($36.74K), Advisors Asset Management Inc. ($36.70K), and Atlantic Union Bankshares Corp ($26.47K).

How much institutional selling is happening at Gladstone Investment?

Institutional investors have sold a total of 767,213 shares in the last 24 months. This volume of shares sold represents approximately $10.59M in transactions.


Related Companies:
This page (NASDAQ:GAIN) was last updated on 4/28/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
This AI Trade Machine Made 1,729%* (With 89% Wins)
Prosper Trading Academy
He Is Giving Away Bitcoin
Crypto Swap Profits
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press
Why Big Pharma is Investing Billions in This Biotech
Behind the Markets
Jeff Bezos Just Humiliated Elon Musk
InvestorPlace