Gladstone Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PANORAMIC INVESTMENT ADVISORS, LLC | 05/07/2026 | 1.07 M | $15.19 M | 100.00% | 2.70% |
| MELIA WEALTH LLC | 05/08/2026 | 1.07 M | $15.19 M | -5.13% | 2.70% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 804.26 K | $11.42 M | 322.76% | 2.03% |
| UBS GROUP AG | 05/05/2026 | 732.23 K | $10.40 M | 2.69% | 1.85% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 591.93 K | $8.41 M | -25.91% | 1.49% |
| MORGAN STANLEY | 05/15/2026 | 338.07 K | $4.80 M | 0.72% | 0.85% |
| PFG ADVISORS | 05/05/2026 | 315.33 K | $4.48 M | 3.30% | 0.79% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 300.70 K | $4.27 M | 9.84% | 0.76% |
| BLACKROCK, INC. | 05/13/2026 | 207.40 K | $2.95 M | -35.14% | 0.52% |
| OUTFITTER FINANCIAL LLC | 04/21/2026 | 205.12 K | $2.91 M | 0.38% | 0.52% |
| LPL FINANCIAL LLC | 05/06/2026 | 187.44 K | $2.66 M | -3.35% | 0.47% |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 145.75 K | $2.07 M | -5.65% | 0.37% |
| DAVENPORT & CO LLC | 04/15/2026 | 139.86 K | $1.99 M | 1.45% | 0.35% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 125.21 K | $1.78 M | 100.00% | 0.32% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 05/15/2026 | 119.07 K | $1.69 M | 6.95% | 0.30% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 108.97 K | $1.55 M | 14.97% | 0.27% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 103.51 K | $1.47 M | 100.00% | 0.26% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 97.16 K | $1.38 M | 0.00% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 95.26 K | $1.35 M | 7.74% | 0.24% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 90.30 K | $1.28 M | -0.55% | 0.23% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 05/07/2026 | 79.00 K | $1.12 M | -40.15% | 0.20% |
| UNITED ADVISOR GROUP, LLC | 04/17/2026 | 77.61 K | $1.10 M | 9.70% | 0.20% |
| JANE STREET GROUP, LLC | 05/12/2026 | 69.76 K | $990.64 K | 398.13% | 0.18% |
| ALBERT D MASON INC | 04/15/2026 | 67.94 K | $964.69 K | 1.65% | 0.17% |
| ROYAL BANK OF CANADA | 05/15/2026 | 58.18 K | $826.00 K | -12.15% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 47.93 K | $680.66 K | -3.62% | 0.12% |
| CITADEL ADVISORS LLC | 05/15/2026 | 47.90 K | $680.18 K | 28.07% | 0.12% |
| CITADEL ADVISORS LLC | 05/15/2026 | 46.20 K | $656.04 K | 100.00% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 46.14 K | $655.22 K | 50.09% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/14/2026 | 43.43 K | $621.00 K | -13.91% | 0.11% |
| INVESCO LTD. | 05/12/2026 | 43.24 K | $614.02 K | -20.25% | 0.11% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 41.03 K | $582.67 K | -17.10% | 0.10% |
| GARNER ASSET MANAGEMENT CORP | 04/29/2026 | 34.49 K | $489.80 K | -4.96% | 0.09% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 31.65 K | $449.48 K | 2.32% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 29.19 K | $414.47 K | 2.79% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 28.80 K | $408.96 K | -41.34% | 0.07% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 24.98 K | $354.69 K | -32.05% | 0.06% |
| COLONY GROUP, LLC | 05/15/2026 | 20.74 K | $294.56 K | 2.21% | 0.05% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 19.98 K | $283.66 K | -2.37% | 0.05% |
| AMERIFLEX GROUP, INC. | 05/15/2026 | 19.36 K | $274.88 K | 0.26% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 18.51 K | $263.00 K | -4.46% | 0.05% |
| GREENWOOD GEARHART INC | 05/07/2026 | 17.90 K | $254.18 K | 100.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 17.42 K | $247.34 K | 17.87% | 0.04% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 16.00 K | $227.16 K | 100.00% | 0.04% |
| PROSPERITY FINANCIAL GROUP, INC. | 05/13/2026 | 15.70 K | $222.94 K | -1.88% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 14.63 K | $207.71 K | 2.40% | 0.04% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 13.96 K | $198.22 K | 100.00% | 0.04% |
| CREATIVE PLANNING | 05/12/2026 | 13.25 K | $188.09 K | 100.00% | 0.03% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 05/11/2026 | 12.12 K | $172.05 K | 1.22% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 12.02 K | $170.61 K | -14.14% | 0.03% |
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Gladstone Investment Corporation institutional Ownership - FAQ's
During the previous two years, 142 institutional investors and hedge funds held shares of Gladstone Investment Corporation. The most heavily invested institutionals were:
PANORAMIC INVESTMENT ADVISORS, LLC: 1.07 M
Melia Wealth LLC: 1.07 M
TWO SIGMA INVESTMENTS, LP: 804,263
UBS Group AG: 732,231
VAN ECK ASSOCIATES CORP: 591,928
MORGAN STANLEY: 338,072
19.92% of Gladstone Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 9.67 M shares in the last 24 months. This purchase volume represents approximately $130.37 M in transactions.