Gladstone Capital Ownership | Who Owns Gladstone Capital?
Gladstone Capital Ownership Summary
Gladstone Capital is owned by 4.45% institutional investors, 2.90% insiders, and 92.65% retail investors. Legal & general group is the largest institutional shareholder, holding 0.66% of GLAD shares. VanEck BDC Income ETF is the top mutual fund, with 2.20% of its assets in Gladstone Capital shares.
GLAD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Gladstone Capital | 4.45% | 2.90% | 92.65% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Legal & general group | 144.01K | 0.66% | $4.10M |
| Two sigma advisers, lp | 131.43K | 0.60% | $3.74M |
| Van eck associates | 124.53K | 0.57% | $3.54M |
| Dnb asset management as | 116.14K | 0.53% | $3.30M |
| D.a. davidson | 113.05K | 0.52% | $3.22M |
| Two sigma investments, lp | 112.60K | 0.52% | $3.20M |
| Blackrock funding, inc. /de | 98.43K | 0.45% | $2.80M |
| Advisors asset management | 79.33K | 0.36% | $2.26M |
| Legacy capital wealth partners | 66.56K | 0.31% | $1.89M |
| Ubs group | 62.53K | 0.29% | $1.78M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Legacy capital wealth partners | 66.56K | 0.47% | $1.89M |
| Virtus etf advisers | 20.80K | 0.24% | $591.44K |
| Truemark investments | 25.93K | 0.24% | $737.34K |
| Kovack advisors | 37.89K | 0.11% | $1.08M |
| Denali advisors | 34.63K | 0.10% | $984.88K |
| Ausdal financial partners | 23.06K | 0.06% | $655.88K |
| Register financial advisors | 3.23K | 0.05% | $91.80K |
| Advisors asset management | 79.33K | 0.04% | $2.26M |
| International assets investment management | 15.99K | 0.04% | $465.12M |
| Pfs partners | 1.97K | 0.03% | $56.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 62.53K | 0.00% | 46.59K |
| Raymond james financial | 29.55K | 0.00% | 29.55K |
| Goldman sachs group | 28.40K | 0.00% | 28.40K |
| Blackrock funding, inc. /de | 98.43K | 0.00% | 19.14K |
| Atomi financial group | 17.92K | 0.03% | 17.92K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Van eck associates | 124.53K | 0.00% | -381.54K |
| International assets investment management | 15.99K | 0.04% | -368.55K |
| Lpl financial | - | - | -353.35K |
| Citadel advisors | - | - | -238.81K |
| Morgan stanley | - | - | -181.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 29.55K | 0.00% | 29.55K | $840.40K |
| Goldman sachs group | 28.40K | 0.00% | 28.40K | $807.61K |
| Atomi financial group | 17.92K | 0.03% | 17.92K | $509.56K |
| Kingsview wealth management | 11.33K | 0.01% | 11.33K | $322.24K |
| Xtx topco | 8.47K | 0.02% | 8.47K | $240.83K |
Sold Out
| Holder | Change |
|---|---|
| Parallel advisors | -87.00 |
| Redwood wealth management group | -100.00 |
| Creative financial designs inc /adv | -124.00 |
| Ncp | -174.00 |
| Steward partners investment advisory | -198.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 42 | -33.33% | 969,906 | -62.94% | 4 | 3.08% | 26 | -21.21% | 11 | -35.29% |
| Sep 30, 2024 | 1 | -80.00% | 1 | -100.00% | - | - | - | -100.00% | - | -100.00% |
| Jun 30, 2024 | 5 | -93.15% | 28,108 | -99.19% | - | 0.05% | 1 | -97.30% | 4 | -77.78% |
| Mar 31, 2024 | 73 | -17.05% | 3,491,363 | -25.09% | 16 | 3.50% | 37 | - | 18 | -51.35% |
| Dec 31, 2023 | 88 | 1.15% | 4,660,524 | -32.18% | 21 | 1.58% | 37 | -36.21% | 37 | 184.62% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 491.85K | 2.20% | - |
| DNB Fund - Private Equity Retail B | 116.14K | 0.52% | - |
| iShares Listed Private Eq ETF USD Dist | 96.40K | 0.43% | - |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 33.79K | 0.15% | -1.18K |
| AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C | 10.00K | 0.05% | -5.00K |
| Mediobanca SICAV PE Strat C | 8.58K | 0.04% | - |
| TrueShares Active Yield ETF | 6.59K | 0.03% | -36.00 |
| FlexShares® Listed Priv Eq ETF USD Acc | 6.32K | 0.03% | - |
| BTG Pactual Global BDCS I | 2.00K | 0.01% | 2.00K |
| WHITEWOLF Publicly Listed Priv Eq ETF | 1.44K | 0.01% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 11, 2024 | Marcotte Bob | President | Sell | $423.93K |
| Feb 22, 2022 | Schaltenbrand Nicole Frances Dubas | CFO and Treasurer | Buy | $2.50K |
| Mar 16, 2020 | Schaltenbrand Nicole Frances Dubas | CFO and Treasurer | Buy | $5.00K |
| Mar 16, 2020 | LiCalsi Michael | General Counsel and Secretary | Buy | $6.74K |
| Mar 12, 2020 | Marcotte Robert L | President | Buy | $35.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2022 Q4 | - | - |
| 2022 Q1 | 1 | - |
| 2020 Q1 | 8 | - |
| 2018 Q4 | 4 | - |
GLAD Ownership FAQ
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