Gladstone Investment Corporation Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
MELIA WEALTH LLC | 02/13/2025 | 1.04 M | $13.84 M | 3.60% | 2.85% |
VAN ECK ASSOCIATES CORP | 01/29/2025 | 930,346 | $12.33 M | 3.64% | 2.54% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 242,879 | $3.22 M | -9.48% | 0.66% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 205,316 | $2.72 M | 20.56% | 0.56% |
OUTFITTER FINANCIAL LLC | 02/03/2025 | 202,595 | $2.68 M | -0.34% | 0.55% |
DAVENPORT & CO LLC | 01/24/2025 | 164,722 | $2.18 M | -0.39% | 0.45% |
BLAIR WILLIAM & CO/IL | 02/12/2025 | 161,745 | $2.14 M | 2.90% | 0.44% |
ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 116,766 | $1.55 M | -26.76% | 0.32% |
CASSADAY & CO WEALTH MANAGEMENT LLC | 02/03/2025 | 108,000 | $1.43 M | 100.00% | 0.29% |
INVESCO LTD. | 02/13/2025 | 105,146 | $1.39 M | 100.00% | 0.29% |
PFG ADVISORS | 02/07/2025 | 100,904 | $1.34 M | -0.98% | 0.28% |
LEGACY CAPITAL WEALTH PARTNERS, LLC | 01/30/2025 | 94,856 | $1.26 M | -4.75% | 0.26% |
ATLANTIC UNION BANKSHARES CORP | 02/07/2025 | 90,418 | $1.20 M | 0.97% | 0.25% |
ALBERT D MASON INC | 01/15/2025 | 49,909 | $661,293 | -27.68% | 0.14% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 49,095 | $650,511 | 100.00% | 0.13% |
GARNER ASSET MANAGEMENT CORP | 02/13/2025 | 40,046 | $531,000 | -3.13% | 0.11% |
PROSPERITY FINANCIAL GROUP, INC. | 02/07/2025 | 34,100 | $451,825 | -6.70% | 0.09% |
COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 34,065 | $451,000 | 4.17% | 0.09% |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2025 | 29,726 | $394,000 | -10.47% | 0.08% |
VIRTU FINANCIAL LLC | 02/11/2025 | 23,771 | $315,000 | 100.00% | 0.06% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 20,321 | $269,253 | -10.41% | 0.06% |
02/04/2025 | 18,847 | $249,723 | 100.00% | 0.05% | |
NEWEDGE ADVISORS, LLC | 02/13/2025 | 18,476 | $244,809 | 801.27% | 0.05% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 16,320 | $235,049 | -22.02% | 0.04% |
PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 15,573 | $206,345 | -37.21% | 0.04% |
SOUND INCOME STRATEGIES, LLC | 01/21/2025 | 14,646 | $194,060 | -5.32% | 0.04% |
CORNERSTONE WEALTH MANAGEMENT, LLC | 01/21/2025 | 10,228 | $135,526 | 100.00% | 0.03% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 9,190 | $121,765 | -9.81% | 0.03% |
SIMPLEX TRADING, LLC | 02/11/2025 | 6,759 | $89,000 | 1,412.08% | 0.02% |
NORTH STAR INVESTMENT MANAGEMENT CORP. | 02/10/2025 | 5,000 | $66,250 | 0.00% | 0.01% |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 3,000 | $39,750 | 0.00% | 0.01% |
CITIGROUP INC | 02/12/2025 | 2,019 | $26,752 | 29.42% | 0.01% |
01/29/2025 | 2,000 | $26,500 | 100.00% | 0.01% | |
JPMORGAN CHASE & CO | 02/12/2025 | 1,761 | $23,333 | 4,659.46% | 0.00% |
EVERSOURCE WEALTH ADVISORS, LLC | 02/10/2025 | 1,200 | $15,900 | 0.00% | 0.00% |
SIGNATUREFD, LLC | 02/10/2025 | 1,198 | $15,874 | -17.49% | 0.00% |
NATIONAL BANK OF CANADA /FI/ | 02/12/2025 | 1,000 | $13,250 | 0.00% | 0.00% |
BRYN MAWR TRUST CO | 01/28/2025 | 930 | $12,319 | 0.00% | 0.00% |
CALDWELL SUTTER CAPITAL, INC. | 01/21/2025 | 800 | $10,600 | -82.13% | 0.00% |
PFLUG KOORY, LLC | 01/21/2025 | 675 | $8,944 | 0.00% | 0.00% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 02/10/2025 | 600 | $7,950 | 0.00% | 0.00% |
JNBA FINANCIAL ADVISORS | 01/30/2025 | 455 | $6,029 | 0.00% | 0.00% |
LINDBROOK CAPITAL, LLC | 02/06/2025 | 287 | $3,803 | 4.74% | 0.00% |
PARALLEL ADVISORS, LLC | 02/10/2025 | 245 | $3,246 | 0.00% | 0.00% |
VALLEY NATIONAL ADVISERS INC | 01/24/2025 | 150 | $1,000 | 0.00% | 0.00% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 02/13/2025 | 100 | $1,333 | 0.00% | 0.00% |
ROBLE, BELKO & COMPANY, INC | 01/14/2025 | 90 | $1,000 | 2.27% | 0.00% |
ALLWORTH FINANCIAL LP | 01/30/2025 | 58 | $774 | 314.29% | 0.00% |
MORTON BROWN FAMILY WEALTH, LLC | 01/31/2025 | 52 | $689 | 0.00% | 0.00% |
FMR LLC | 02/13/2025 | 43 | $570 | 0.00% | 0.00% |
Gladstone Investment Corporation institutional Ownership - FAQ's
During the previous two years, 119 institutional investors and hedge funds held shares of Gladstone Investment Corporation. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 930,346
BlackRock Funding, Inc. /DE: 205,316
OUTFITTER FINANCIAL LLC: 202,595
DAVENPORT & Co LLC: 164,722
BLAIR WILLIAM & CO/IL: 161,745
Advisors Asset Management, Inc.: 116,766
10.77% of Gladstone Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 6.69 M shares in the last 24 months. This purchase volume represents approximately $92.54 M in transactions.