Gladstone Investment Ownership | Who Owns Gladstone Investment?

Overview RevenueFinancials Chart Transcripts

Gladstone Investment Ownership Summary

Gladstone Investment is owned by 15.07% institutional investors, 2.05% insiders, and 82.88% retail investors. Melia wealth is the largest institutional shareholder, holding 2.68% of GAIN shares. VanEck BDC Income ETF is the top mutual fund, with 2.33% of its assets in Gladstone Investment shares.

GAIN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Gladstone Investment	15.07%	2.05%	82.88%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Asset Management Stocks	39.89%	8.77%	51.34%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Melia wealth	969.19K	2.68%	$13.55M
Van eck associates	845.07K	2.34%	$11.81M
Legal & general group	292.69K	0.81%	$4.09M
Two sigma advisers, lp	239.84K	0.66%	$3.35M
Two sigma investments, lp	215.10K	0.60%	$3.01M
Outfitter financial	207.52K	0.57%	$2.90M
Marshall wace, llp	181.45K	0.50%	$2.54M
Blackrock	177.55K	0.49%	$2.48M
Davenport	174.84K	0.48%	$2.44M
Blair william & co/il	156.33K	0.43%	$2.19M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Melia wealth	969.19K	7.39%	$13.55M
Outfitter financial	207.52K	2.42%	$2.90M
Albert d mason	68.61K	0.65%	$959.19K
Virtus etf advisers	61.87K	0.42%	$864.94K
Legacy capital wealth partners	101.96K	0.36%	$1.43M
Prosperity financial group	36.15K	0.32%	$505.38K
United advisor group	68.80K	0.30%	$961.80K
Garner asset management	41.34K	0.27%	$578.00K
Pfg advisors	101.90K	0.10%	$1.42M
Atlantic union bankshares	89.55K	0.08%	$1.25M

Top Buyers

Holder	Shares	% Assets	Change
Van eck associates	845.07K	0.02%	140.72K
Legacy capital wealth partners	101.96K	0.36%	101.96K
Invesco	40.42K	0.00%	40.42K
Qube research	63.97K	0.00%	30.93K
Melia wealth	969.19K	7.39%	23.65K

Top Sellers

Holder	Shares	% Assets	Change
Marshall wace, llp	181.45K	0.00%	-58.85K
Millennium management	55.20K	0.00%	-54.19K
Schonfeld strategic advisors	-	-	-33.20K
Davenport	174.84K	0.01%	-32.00K
Wedbush securities	-	-	-28.73K

New Positions

Holder	Shares	% Assets	Change	Value
Invesco	40.42K	0.00%	40.42K	$565.04K
Envestnet asset management	22.20K	0.00%	22.20K	$310.33K
Cetera investment advisers	18.67K	0.00%	18.67K	$261.05K
Steward partners investment advisory	3.00K	0.00%	3.00K	$41.94K
Northwestern mutual wealth management	307.00	-	307.00	$4.29K

Sold Out

Holder	Change
Bnp paribas arbitrage, snc	-16.00
Redwood wealth management group	-150.00
Entrypoint capital	-923.00
Tower research capital llc (trc)	-1.29K
Fny investment advisers	-1.40K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	88	3.53%	5,442,754	4.56%	15	7.25%	43	30.30%	24	-25.00%
Mar 31, 2024	85	-8.60%	5,205,235	20.14%	14	9.06%	33	-40.00%	32	68.42%
Dec 31, 2023	93	20.78%	4,332,462	8.26%	12	9.01%	55	66.67%	19	-24.00%
Sep 30, 2023	77	-2.53%	4,001,955	0.87%	11	8.48%	33	6.45%	25	-3.85%
Jun 30, 2023	79	-	3,967,632	-10.44%	11	6.68%	31	-6.06%	26	8.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
VanEck BDC Income ETF	854.42K	2.33%	-
iShares Listed Private Eq ETF USD Dist	133.92K	0.36%	-
Virtus Private Credit ETF	65.14K	0.18%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	59.49K	0.16%	59.49K
Mediobanca SICAV PE Strat C	19.01K	0.05%	-
FlexShares® Listed Priv Eq ETF USD Acc	14.46K	0.04%	-
RBC Microcap Value I	10.20K	0.03%	-
Blackstone Alternative Multi-Strategy I	3.00K	0.01%	-
Fundamentals First ETF	1.40K	0.00%	-
Undrly L&G Pen PMC Consensus Idx	1.13K	0.00%	-478.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 06, 2023	Easton Rachael Z.	CFO and Treasurer	Buy	$9.54K
Aug 07, 2023	DULLUM DAVID A R	President	Buy	$66.97K
Mar 16, 2023	Easton Rachael Z.	CFO and Treasurer	Buy	$4.92K
Mar 14, 2023	DULLUM DAVID A R	President	Buy	$38.52K
Feb 06, 2023	WILKINSON WALTER H	-	Buy	$51.11K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2023 Q4	1	-
2023 Q3	1	-
2023 Q1	3	-
2022 Q4	1	-

GAIN Ownership FAQ

Who Owns Gladstone Investment?

Gladstone Investment shareholders are primarily institutional investors at 15.07%, followed by 2.05% insiders and 82.88% retail investors. The average institutional ownership in Gladstone Investment's industry, Asset Management Stocks, is 39.89%, which Gladstone Investment falls below.

Who owns the most shares of Gladstone Investment?

Gladstone Investment’s largest shareholders are Melia wealth (969.19K shares, 2.68%), Van eck associates (845.07K shares, 2.34%), and Legal & general group (292.69K shares, 0.81%). Together, they hold 5.83% 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 7.39% of its assets in 969.19K Gladstone Investment shares, valued at 13.55M$.

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 2.33% of its total shares outstanding invested in 854.42K Gladstone Investment shares.

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