Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Gladstone Investment Corporation, omfatter 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., og Oakworth Capital, Inc. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
