Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Gladstone Investment Corporation inkluderar Kingstone Capital Partners Texas, LLC, Foundations Investment Advisors, LLC, First Horizon Advisors, Inc., Exchange Traded Concepts, Llc, Comerica Bank, Assetmark, Inc, Mid-American Wealth Advisory Group, Inc., och Oakworth Capital, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Invesco Ltd. | 51 478 | 735 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 40 857 | 2,03 | 583 | 9,18 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 845 | 12 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 12 592 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 030 | 38 592,31 | 72 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1 759 421 | 24 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15 751 | 0,97 | 225 | 7,69 | ||||
| 2025-08-14 | 13F | Comerica Bank | 950 | 14 | ||||||
| 2025-08-19 | 13F | State of Wyoming | 12 033 | 204,32 | 172 | 228,85 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 16 794 | 0,27 | 240 | 7,17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 364 | 1,55 | 77 | 7,04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 188 193 | 0,82 | 2 686 | 7,70 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 15 410 | 220 | ||||||
| 2025-07-23 | 13F | Hardy Reed LLC | 10 733 | 5,57 | 153 | 13,33 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 78 434 | 2,73 | 1 119 | 9,71 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 100 | 1 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 304 | 960,80 | 76 | 1 150,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 19 855 | 1,68 | 283 | 8,85 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 7 392 | 105 | ||||||
| 2025-04-01 | NP | PSP - Invesco Global Listed Private Equity ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 108 956 | 162,65 | 1 472 | 153,18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32 155 | 4,97 | 459 | 11,98 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 901 | 27 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 71 100 | 17,52 | 1 015 | 25,50 | |||
| 2025-08-13 | 13F | Transce3nd, LLC | 35 | 288,89 | 0 | |||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 400 | 6 | |||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 37 238 | 6,09 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 849 | 4,60 | 126 | 11,50 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 836 641 | 3,49 | 12 | 10,00 | ||||
| 2025-08-21 | NP | BIZD - VanEck Vectors BDC Income ETF | 834 567 | 2,85 | 11 909 | 9,86 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Call | 2 300 | 109,09 | 0 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 57 501 | 260,39 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 255 656 | 15,63 | 3 648 | 23,54 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 871 | 56,37 | 12 | 71,43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 36 633 | 5,84 | 1 | |||||
| 2025-06-27 | NP | LBO - WHITEWOLF Publicly Listed Private Equity ETF | 2 456 | 14,23 | 34 | 13,79 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 42 227 | 322,27 | 603 | 352,63 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 259 | 32 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10 602 | 5,22 | 151 | 12,69 | ||||
| 2025-07-28 | 13F | Melia Wealth LLC | 1 133 030 | 4,06 | 16 168 | 11,15 | ||||
| 2025-08-06 | 13F | Outfitter Financial LLC | 202 295 | 0,57 | 2 887 | 7,41 | ||||
| 2025-08-14 | 13F | Quarry LP | 1 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 251 201 | 25,60 | 3 585 | 34,18 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 13 500 | 12,50 | 193 | 20,00 | ||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 79 260 | 5,63 | 1 090 | 7,50 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 24 854 | 101,13 | 355 | 114,55 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 169 197 | 118,53 | 2 414 | 133,46 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 19 806 | 5,09 | 40 356 | 15 977,69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 286 395 | 11,79 | 4 087 | 19,40 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 322 | 32,33 | 19 | 38,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 77 867 | 2,95 | 1 112 | 10,10 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 169 571 | 0,67 | 2 420 | 7,51 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 93 | 1,09 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 30 681 | 1,47 | 438 | 8,44 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 224 | 1,82 | 3 | 50,00 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 401 | 6 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 29 972 | 428 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 77 100 | 30,24 | 1 100 | 39,24 |
