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Gladstone Investment Ownership | Who Owns Gladstone Investment?

OverviewRevenueFinancialsChartTranscripts

Gladstone Investment Ownership Summary

Gladstone Investment is owned by 13.61% institutional investors, 2.05% insiders, and 84.34% 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 2.39% of its assets in Gladstone Investment shares.

GAIN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockGladstone Investment13.61%2.05%84.34%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryAsset Management Stocks41.71%9.02%49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Melia wealth969.19K2.68%$13.55M
Van eck associates845.07K2.34%$11.81M
Legal & general group292.69K0.81%$4.09M
Two sigma advisers, lp239.84K0.66%$3.35M
Two sigma investments, lp215.10K0.60%$3.01M
Outfitter financial207.52K0.57%$2.90M
Marshall wace, llp181.45K0.50%$2.54M
Blackrock177.55K0.49%$2.48M
Davenport174.84K0.48%$2.44M
Blair william & co/il156.33K0.43%$2.19M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Melia wealth969.19K7.39%$13.55M
Outfitter financial207.52K2.42%$2.90M
Albert d mason68.61K0.65%$959.19K
Virtus etf advisers61.87K0.42%$864.94K
Legacy capital wealth partners101.96K0.36%$1.43M
Prosperity financial group36.15K0.32%$505.38K
United advisor group68.80K0.30%$961.80K
Garner asset management41.34K0.27%$578.00K
Pfg advisors101.90K0.10%$1.42M
Atlantic union bankshares89.55K0.08%$1.25M

Top Buyers

HolderShares% AssetsChange
Van eck associates845.07K0.02%140.72K
Legacy capital wealth partners101.96K0.36%101.96K
Invesco40.42K0.00%40.42K
Qube research63.97K0.00%30.93K
Melia wealth969.19K7.39%23.65K

Top Sellers

HolderShares% AssetsChange
Marshall wace, llp181.45K0.00%-58.85K
Millennium management55.20K0.00%-54.19K
Schonfeld strategic advisors---33.20K
Davenport174.84K0.01%-32.00K
Wedbush securities---28.73K

New Positions

HolderShares% AssetsChangeValue
Invesco40.42K0.00%40.42K$565.04K
Envestnet asset management22.20K0.00%22.20K$310.33K
Cetera investment advisers18.67K0.00%18.67K$261.05K
Steward partners investment advisory3.00K0.00%3.00K$41.94K
Northwestern mutual wealth management307.00-307.00$4.29K

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 202377-2.53%4,001,9550.87%118.48%336.45%25-3.85%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VanEck BDC Income ETF875.16K2.39%576.00
iShares Listed Private Eq ETF USD Dist156.50K0.43%-
Virtus Private Credit ETF67.12K0.18%1.35K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ59.49K0.16%59.49K
Mediobanca SICAV PE Strat C19.01K0.05%-
FlexShares® Listed Priv Eq ETF USD Acc14.34K0.04%-
RBC Microcap Value I10.20K0.03%-
Blackstone Alternative Multi-Strategy I3.00K0.01%-
Fundamentals First ETF1.40K0.00%-
Undrly L&G Pen PMC Consensus Idx1.13K0.00%-478.00

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 13.61%, followed by 2.05% insiders and 84.34% retail investors. The average institutional ownership in Gladstone Investment's industry, Asset Management Stocks, is 41.71%, 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 2.39% of its total shares outstanding invested in 875.16K Gladstone Investment shares.

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