Gladstone Investment Corporationde
GAIN- Exchange
- Nasdaq
- SEC CIK
- 0001321741
In the last 90 days, Gladstone Investment Corporationde insiders filed 1 open-market purchase and 0 sales; 93 institutions reported holding it in 13F filings for Q2 2026, worth $105.4M in total; no superinvestor holds it.
Q1 2024 vs. Q4 2023
How the institutions holding Gladstone Investment Corporationde changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 92 | 81 | −11 |
| Shares | 4.39M | 5.22M | +832.5K (+19.0%) |
| Value | $62.1M | $74.3M | +$12.2M (+19.7%) |
New holders (7)
Institutions that held Gladstone Investment Corporationde at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Melia Wealth LLC | 945,539 | $13.5M | 7.56% |
| Virtu Financial LLC | 13,938 | $198.0K | 0.02% |
| Evergreen Capital Management LLC | 10,373 | $147.6K | 0.01% |
| Monograph Wealth Advisors, LLC | 10,000 | $142.3K | 0.02% |
| FNY Investment Advisers, LLC | 1,400 | $19.0K | 0.01% |
| National Bank of Canada | 1,000 | $14.2K | 0.00% |
| GWM Advisors LLC | 650 | $9.25K | 0.00% |
Sold out (18)
Institutions that held Gladstone Investment Corporationde at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Legacy Capital Wealth Partners, LLC | 102,491 | $1.45M |
| D. E. Shaw & Co., Inc. | 42,979 | $608.2K |
| Winton Group Ltd | 36,871 | $521.7K |
| Goldman Sachs Group Inc | 16,812 | $237.9K |
| Strategic Financial Concepts, LLC | 15,439 | $218.5K |
| Ameriprise Financial Inc | 14,898 | $207.4K |
| Boothbay Fund Management, LLC | 13,930 | $197.1K |
| Quantbot Technologies LP | 12,805 | $181.2K |
| AE Wealth Management LLC | 10,172 | $147.4K |
| Truist Financial Corp | 10,000 | $141.5K |
| Quarry LP | 5,970 | $84.5K |
| JPMorgan Chase & Co | 4,245 | $60.1K |
| Carolinas Wealth Consulting LLC | 4,100 | $57.9K |
| Northwest Financial Advisors | 4,000 | $56.6K |
| Frazier Financial Advisors, LLC | 1,500 | $21.2K |
| Group One Trading, L.P. | 864 | $12.2K |
| Cape Investment Advisory, Inc. | 749 | $10.6K |
| Nomura Asset Management Co Ltd | 348 | $4.92K |