Gladstone Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MELIA WEALTH LLC | 11/14/2024 | 1.01 M | $14.57 M | 4.02% | 2.75% |
| VAN ECK ASSOCIATES CORP | 10/29/2024 | 897,668 | $12.50 M | 6.22% | 2.45% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 268,306 | $3.88 M | -8.33% | 0.73% |
| OUTFITTER FINANCIAL LLC | 10/29/2024 | 203,295 | $2.94 M | -2.04% | 0.55% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 170,302 | $2.46 M | 100.00% | 0.46% |
| DAVENPORT & CO LLC | 10/24/2024 | 165,372 | $2.39 M | -5.42% | 0.45% |
| LPL FINANCIAL LLC | 11/08/2024 | 161,405 | $2.33 M | 5.31% | 0.44% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 159,421 | $2.30 M | 12.10% | 0.43% |
| BLAIR WILLIAM & CO/IL | 11/12/2024 | 157,193 | $2.27 M | 0.55% | 0.43% |
| MORGAN STANLEY | 11/14/2024 | 155,087 | $2.24 M | 21.06% | 0.42% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 150,311 | $2.17 M | -30.12% | 0.41% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 142,142 | $2.05 M | -40.74% | 0.39% |
| PFG ADVISORS | 10/15/2024 | 101,904 | $1.47 M | 0.00% | 0.28% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 11/04/2024 | 99,589 | $1.44 M | -2.32% | 0.27% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 92,847 | $1.34 M | 0.54% | 0.25% |
| ATLANTIC UNION BANKSHARES CORP | 11/14/2024 | 89,545 | $1.29 M | 0.00% | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 78,300 | $1.13 M | -18.94% | 0.21% |
| ROYAL BANK OF CANADA | 11/14/2024 | 76,607 | $1.11 M | 9.37% | 0.21% |
| UNITED ADVISOR GROUP, LLC | 10/30/2024 | 70,079 | $1.01 M | 1.86% | 0.19% |
| ALBERT D MASON INC | 10/22/2024 | 69,014 | $997,248 | 0.59% | 0.19% |
| VIRTUS ETF ADVISERS LLC | 11/14/2024 | 56,681 | $819,040 | -8.39% | 0.15% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 55,061 | $795,631 | -13.92% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 51,900 | $749,955 | 72.43% | 0.14% |
| MARSHALL WACE, LLP | 11/14/2024 | 41,913 | $605,642 | -76.90% | 0.11% |
| GARNER ASSET MANAGEMENT CORP | 11/12/2024 | 41,342 | $597,000 | 0.01% | 0.11% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 39,455 | $570,118 | -16.07% | 0.11% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 37,151 | $536,832 | 98.96% | 0.10% |
| PROSPERITY FINANCIAL GROUP, INC. | 11/13/2024 | 36,550 | $528,148 | 1.11% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 35,351 | $510,822 | -55.68% | 0.10% |
| CITADEL ADVISORS LLC | 11/14/2024 | 33,400 | $482,630 | -63.22% | 0.09% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 33,203 | $481,000 | 6.21% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 32,700 | $473,000 | -9.80% | 0.09% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 31,646 | $2.19 M | 1,345.02% | 0.09% |
| UBS GROUP AG | 11/14/2024 | 31,057 | $448,774 | -15.03% | 0.08% |
| PRIVATE ADVISOR GROUP, LLC | 10/22/2024 | 24,801 | $358,370 | 6.94% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 22,683 | $327,763 | 2.18% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 21,952 | $317,000 | 12.86% | 0.06% |
| JOHNSON INVESTMENT COUNSEL INC | 11/04/2024 | 21,792 | $314,894 | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 20,928 | $302,416 | -9.89% | 0.06% |
| JANE STREET GROUP, LLC | 11/15/2024 | 17,527 | $253,265 | 100.00% | 0.05% |
| PALOMA PARTNERS MANAGEMENT CO | 11/14/2024 | 16,531 | $238,873 | 100.00% | 0.05% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2024 | 15,469 | $223,527 | -35.20% | 0.04% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 13,388 | $193,455 | -9.06% | 0.04% |
| CENTIVA CAPITAL, LP | 11/14/2024 | 13,288 | $192,012 | 100.00% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2024 | 11,599 | $169,923 | -5.13% | 0.03% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 10,190 | $147,246 | -4.30% | 0.03% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 10,140 | $146,530 | -0.10% | 0.03% |
| CITADEL ADVISORS LLC | 11/14/2024 | 6,416 | $92,711 | -68.70% | 0.02% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/30/2024 | 5,000 | $72,250 | 0.00% | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 10/25/2024 | 4,478 | $64,707 | -8.76% | 0.01% |
Gladstone Investment Corporationinstitutional Ownership - FAQ's
During the previous two years, 118 institutional investors and hedge funds held shares of Gladstone Investment Corporation. The most heavily invested institutionals were:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
Melia Wealth LLC: 1.01 M
VAN ECK ASSOCIATES CORP: 897,668
Legal & General Group Plc: 268,306
OUTFITTER FINANCIAL LLC: 203,295
BlackRock Funding, Inc. /DE: 170,302
13.61% of Gladstone Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 6.60 M shares in the last 24 months. This purchase volume represents approximately $88.29 M in transactions.