Gladstone Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MELIA WEALTH LLC | 11/12/2025 | 1.20 M | $16.55 M | 5.70% | 3.24% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 854.73 K | $11.81 M | 2.16% | 2.32% |
| UBS GROUP AG | 11/13/2025 | 484.85 K | $6.70 M | 89.65% | 1.31% |
| MORGAN STANLEY | 11/14/2025 | 317.94 K | $4.39 M | 11.01% | 0.86% |
| BLACKROCK, INC. | 11/12/2025 | 315.60 K | $4.36 M | 25.64% | 0.86% |
| MARSHALL WACE, LLP | 11/13/2025 | 295.34 K | $4.08 M | 885.39% | 0.80% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 222.55 K | $3.08 M | -8.27% | 0.60% |
| OUTFITTER FINANCIAL LLC | 10/23/2025 | 201.90 K | $2.79 M | -0.20% | 0.55% |
| LPL FINANCIAL LLC | 11/12/2025 | 195.76 K | $2.71 M | 4.02% | 0.53% |
| BLAIR WILLIAM & CO/IL | 11/12/2025 | 164.91 K | $2.28 M | -2.75% | 0.45% |
| DAVENPORT & CO LLC | 10/15/2025 | 135.26 K | $1.87 M | 0.00% | 0.37% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 11/07/2025 | 128.00 K | $1.77 M | 13.78% | 0.35% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 113.83 K | $1.57 M | -0.90% | 0.31% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 11/13/2025 | 101.21 K | $1.40 M | -1.03% | 0.27% |
| ATLANTIC UNION BANKSHARES CORP | 11/04/2025 | 99.79 K | $1.38 M | 16.56% | 0.27% |
| PFG ADVISORS | 11/13/2025 | 99.74 K | $1.38 M | -0.66% | 0.27% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 90.80 K | $1.25 M | 0.00% | 0.25% |
| UNITED ADVISOR GROUP, LLC | 11/12/2025 | 78.43 K | $1.08 M | 0.00% | 0.21% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 70.25 K | $970.91 K | 30.66% | 0.19% |
| ROYAL BANK OF CANADA | 11/14/2025 | 63.23 K | $874.00 K | -18.80% | 0.17% |
| INVESCO LTD. | 11/13/2025 | 59.45 K | $821.56 K | 15.48% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 54.00 K | $746.28 K | -24.05% | 0.15% |
| ALBERT D MASON INC | 10/15/2025 | 51.01 K | $704.99 K | 6.15% | 0.14% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/17/2025 | 48.37 K | $666.00 K | 29.90% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 44.55 K | $615.63 K | -73.67% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 43.95 K | $607.43 K | 7.58% | 0.12% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 43.15 K | $596.32 K | 100.00% | 0.12% |
| AMERIFLEX GROUP, INC. | 11/12/2025 | 42.34 K | $585.11 K | 100.00% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 38.09 K | $526.46 K | 18.47% | 0.10% |
| GARNER ASSET MANAGEMENT CORP | 11/10/2025 | 36.29 K | $501.51 K | -1.40% | 0.10% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 33.38 K | $461.37 K | 8.81% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2025 | 31.70 K | $438.09 K | -58.88% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 31.10 K | $430.00 K | -15.10% | 0.08% |
| MAGNETAR FINANCIAL LLC | 11/13/2025 | 30.09 K | $415.84 K | 100.00% | 0.08% |
| NORTHERN TRUST CORP | 11/14/2025 | 27.44 K | $379.21 K | 10.40% | 0.07% |
| STATE OF WYOMING | 11/04/2025 | 26.00 K | $359.36 K | 116.10% | 0.07% |
| COLONY GROUP, LLC | 11/14/2025 | 20.20 K | $279.10 K | 1.71% | 0.05% |
| UNION BANCAIRE PRIVEE, UBP SA | 10/07/2025 | 19.81 K | $40.83 M | 0.00% | 0.05% |
| PROSPERITY FINANCIAL GROUP, INC. | 11/14/2025 | 19.40 K | $268.11 K | -21.46% | 0.05% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 19.38 K | $267.78 K | -1.27% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 19.38 K | $268.00 K | 100.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 17.84 K | $250.87 K | -28.13% | 0.05% |
| OXFORD ASSET MANAGEMENT LLP | 11/14/2025 | 17.73 K | $244.99 K | 100.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 16.50 K | $228.03 K | 100.00% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 15.72 K | $217.26 K | -0.20% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 15.39 K | $212.70 K | -8.35% | 0.04% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 11/03/2025 | 14.00 K | $193.48 K | 100.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 13.28 K | $183.50 K | 9.66% | 0.04% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 11/03/2025 | 12.45 K | $172.09 K | -19.20% | 0.03% |
| VERITION FUND MANAGEMENT LLC | 11/14/2025 | 11.05 K | $152.77 K | 100.00% | 0.03% |
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Gladstone Investment Corporation institutional Ownership - FAQ's
During the previous two years, 134 institutional investors and hedge funds held shares of Gladstone Investment Corporation. The most heavily invested institutionals were:
Melia Wealth LLC: 1.2 M
VAN ECK ASSOCIATES CORP: 854,730
UBS Group AG: 484,848
MORGAN STANLEY: 317,936
BlackRock, Inc.: 315,598
MARSHALL WACE, LLP: 295,342
16.49% of Gladstone Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 7.90 M shares in the last 24 months. This purchase volume represents approximately $110.18 M in transactions.