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% | 2.84% |
| VAN ECK ASSOCIATES CORP | 01/29/2025 | 930,346 | $12.33 M | 3.64% | 2.53% |
| 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% | 0.27% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 01/30/2025 | 94,856 | $1.26 M | -4.75% | 0.26% |
| BAIRD FINANCIAL GROUP, INC. | 02/14/2025 | 91,436 | $1.21 M | -1.52% | 0.25% |
| ATLANTIC UNION BANKSHARES CORP | 02/07/2025 | 90,418 | $1.20 M | 0.97% | 0.25% |
| UBS GROUP AG | 02/14/2025 | 85,775 | $1.14 M | 176.19% | 0.23% |
| UNITED ADVISOR GROUP, LLC | 02/24/2025 | 76,389 | $1.01 M | 9.00% | 0.21% |
| ROYAL BANK OF CANADA | 02/14/2025 | 70,812 | $938,000 | -7.56% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 70,600 | $935,450 | -9.83% | 0.19% |
| VIRTUS ETF ADVISERS LLC | 02/14/2025 | 67,802 | $898,377 | 19.62% | 0.18% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 61,427 | $813,908 | -59.13% | 0.17% |
| 02/24/2025 | 51,752 | $699,170 | 100.00% | 0.14% | |
| 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% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 46,842 | $620,657 | -67.05% | 0.13% |
| GARNER ASSET MANAGEMENT CORP | 02/13/2025 | 40,046 | $531,000 | -3.13% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 37,600 | $498,200 | -27.55% | 0.10% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 34,612 | $458,609 | -6.83% | 0.09% |
| 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% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 33,123 | $438,880 | -39.84% | 0.09% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 31,017 | $410,975 | 100.00% | 0.08% |
| 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% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 17,634 | $233,651 | 100.00% | 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% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 14,973 | $198,392 | -57.64% | 0.04% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2025 | 14,646 | $194,060 | -5.32% | 0.04% |
| AQUATIC CAPITAL MANAGEMENT LLC | 02/14/2025 | 13,028 | $172,621 | 100.00% | 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% |
| STATE OF WYOMING | 02/14/2025 | 7,959 | $105,457 | 100.00% | 0.02% |
| 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% |
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Gladstone Investment Corporation institutional Ownership - FAQ's
During the previous two years, 120 institutional investors and hedge funds held shares of Gladstone Investment Corporation. The most heavily invested institutionals were:
Melia Wealth LLC: 1.04 M
VAN ECK ASSOCIATES CORP: 930,346
Legal & General Group Plc: 242,879
BlackRock Funding, Inc. /DE: 205,316
OUTFITTER FINANCIAL LLC: 202,595
DAVENPORT & Co LLC: 164,722
13.99% of Gladstone Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 6.61 M shares in the last 24 months. This purchase volume represents approximately $86.68 M in transactions.