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Gladstone Investment Ownership | Who Owns Gladstone Investment?

OverviewForecastRevenueFinancialsChartTranscripts

Gladstone Investment Ownership Summary

Gladstone Investment is owned by 10.77% institutional investors, 2.18% insiders, and 87.05% retail investors. Melia wealth is the largest institutional shareholder, holding 2.85% of GAIN shares. VanEck BDC Income ETF is the top mutual fund, with 2.20% of its assets in Gladstone Investment shares.

GAIN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockGladstone Investment10.77%2.18%87.05%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryAsset Management Stocks33.12%8.74%58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Melia wealth1.04M2.85%$13.84M
Van eck associates930.35K2.54%$12.33M
Legal & general group242.88K0.66%$3.22M
Blackrock funding, inc. /de205.32K0.56%$2.72M
Outfitter financial202.59K0.55%$2.68M
Blackrock177.55K0.49%$2.48M
Davenport164.72K0.45%$2.18M
Blair william & co/il161.75K0.44%$2.14M
Lpl financial153.27K0.42%$2.14M
Morgan stanley128.11K0.35%$1.79M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Melia wealth1.04M7.22%$13.84M
Outfitter financial202.59K2.15%$2.68M
Albert d mason49.91K0.44%$661.29K
Virtus etf advisers67.80K0.37%$898.38K
Legacy capital wealth partners94.86K0.31%$1.26M
United advisor group68.80K0.30%$961.80K
Garner asset management40.05K0.24%$531.00K
Prosperity financial group34.10K0.23%$451.82K
Pfg advisors100.90K0.08%$1.34M
Atlantic union bankshares90.42K0.07%$1.20M

Top Buyers

HolderShares% AssetsChange
Cassaday & co wealth management108.00K0.04%108.00K
Invesco105.15K0.00%105.15K
Ubs group85.78K0.00%54.72K
Raymond james financial49.09K0.00%49.09K
Melia wealth1.04M7.22%36.30K

Top Sellers

HolderShares% AssetsChange
Two sigma advisers, lp46.84K0.00%-95.30K
Two sigma investments, lp61.43K0.00%-88.88K
Advisors asset management116.77K0.03%-42.66K
Marshall wace, llp---41.91K
Schonfeld strategic advisors---33.20K

New Positions

HolderShares% AssetsChangeValue
Cassaday & co wealth management108.00K0.04%108.00K$1.43M
Raymond james financial49.09K0.00%49.09K$650.51K
Virtu financial23.77K0.02%23.77K$315.00K
D. e. shaw17.63K0.00%17.63K$233.65K
Aquatic capital management13.03K0.00%13.03K$172.62K

Sold Out

HolderChange
Redwood wealth management group-150.00
Pnc financial services group-850.00
Entrypoint capital-923.00
Fny investment advisers-1.40K
Quantbot technologies lp-2.69K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202455-34.52%3,953,112-20.85%105.81%21-43.24%19-26.92%
Sep 30, 202483-5.68%4,993,633-8.25%135.99%36-16.28%268.33%
Jun 30, 2024883.53%5,442,7544.56%157.25%4330.30%24-25.00%
Mar 31, 202485-8.60%5,205,23520.14%149.06%33-40.00%3268.42%
Dec 31, 20239320.78%4,332,4628.26%129.01%5566.67%19-24.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VanEck BDC Income ETF811.40K2.20%-
iShares Listed Private Eq ETF USD Dist164.71K0.45%-
Invesco Global Listed Private Equity ETF108.96K0.30%-
Virtus Private Credit ETF86.77K0.24%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ56.99K0.15%-2.50K
Abante Quant Value Small Caps FI45.71K0.12%-
Mediobanca SICAV PE Strat C18.00K0.05%-
FlexShares® Listed Priv Eq ETF USD Acc10.46K0.03%-
RBC Microcap Value I10.20K0.03%-
WHITEWOLF Publicly Listed Priv Eq ETF2.46K0.01%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 06, 2023Easton Rachael Z. CFO and TreasurerBuy$9.54K
Aug 07, 2023DULLUM DAVID A R PresidentBuy$66.97K
Mar 16, 2023Easton Rachael Z. CFO and TreasurerBuy$4.92K
Mar 14, 2023DULLUM DAVID A R PresidentBuy$38.52K
Feb 06, 2023WILKINSON WALTER H-Buy$51.11K

Insider Transactions Trends

DateBuySell
2024 Q4--
2023 Q41-
2023 Q31-
2023 Q13-
2022 Q41-

GAIN Ownership FAQ

Who Owns Gladstone Investment?

Gladstone Investment shareholders are primarily institutional investors at 10.77%, followed by 2.18% insiders and 87.05% retail investors. The average institutional ownership in Gladstone Investment's industry, Asset Management Stocks, is 33.12%, which Gladstone Investment falls below.

Who owns the most shares of Gladstone Investment?

Gladstone Investment’s largest shareholders are Melia wealth (1.04M shares, 2.85%), Van eck associates (930.35K shares, 2.54%), and Legal & general group (242.88K shares, 0.66%). Together, they hold 6.04% of Gladstone Investment’s total shares outstanding.

Does Blackrock own Gladstone Investment?

Yes, BlackRock owns 0.49% of Gladstone Investment, totaling 177.55K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 2.48M$. In the last quarter, BlackRock increased its holdings by 412 shares, a 0.23% change.

Who is Gladstone Investment’s biggest shareholder by percentage of total assets invested?

Melia wealth is Gladstone Investment’s biggest shareholder by percentage of total assets invested, with 7.22% of its assets in 1.04M Gladstone Investment shares, valued at 13.84M$.

Who is the top mutual fund holder of Gladstone Investment shares?

VanEck BDC Income ETF is the top mutual fund holder of Gladstone Investment shares, with 2.20% of its total shares outstanding invested in 811.4K Gladstone Investment shares.

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