Company · Ownership research

GLADSTONE INVESTMENT CORPORATION\DE GAIN

CIK 0001321741 · CUSIP 376546107

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 376546107 (GAIN), not CUSIP 376546907 (GAIN), and does not merge CUSIPs.

This page lists the top 20 of 86 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Melia Wealth LLC CIK 1964047 · View history	$13.84M 1,044,421 shares	7.22%	+36.30K(+3.60%)Added	SEC filing ↗ Feb 13, 2025	▾
02	VAN ECK ASSOCIATES CORP CIK 869178 · View history	$12.33M 930,346 shares	0.02%	+32.68K(+3.60%)Added	SEC filing ↗ Jan 29, 2025	▾
03	Legal & General Group Plc CIK 764068 · View history	$3.22M 242,879 shares	0.00%	-25.43K(-9.50%)Reduced	SEC filing ↗ Feb 13, 2025	▾
04	MORGAN STANLEY CIK 895421 · Amended · View history	$2.77M 209,019 shares	0.00%	+53.93K(+34.80%)Added	SEC filing ↗ May 15, 2025	▾
05	BlackRock, Inc. CIK 2012383 · View history	$2.72M 205,316 shares	0.00%	+35.01K(+20.60%)Added	SEC filing ↗ Feb 7, 2025	▾
06	OUTFITTERS FINANCIAL LLC CIK 1846505 · View history	$2.68M 202,595 shares	2.15%	-700(-0.30%)Reduced	SEC filing ↗ Feb 3, 2025	▾
07	LPL Financial LLC CIK 1403438 · View history	$2.52M 190,065 shares	0.00%	+28.66K(+17.80%)Added	SEC filing ↗ Feb 11, 2025	▾
08	DAVENPORT & Co LLC CIK 887777 · View history	$2.18M 164,722 shares	0.01%	-650(-0.40%)Reduced	SEC filing ↗ Jan 24, 2025	▾
09	BLAIR WILLIAM & CO/IL CIK 902367 · View history	$2.14M 161,745 shares	0.01%	+4.55K(+2.90%)Added	SEC filing ↗ Feb 12, 2025	▾
10	Advisors Asset Management, Inc. CIK 1297376 · Amended · View history	$1.55M 116,766 shares	0.03%	-42.66K(-26.80%)Reduced	SEC filing ↗ Aug 21, 2026	▾
11	Cassaday & Co Wealth Management LLC CIK 1963612 · View history	$1.43M 108,000 shares	0.04%	+108.00KNew	SEC filing ↗ Feb 3, 2025	▾
12	Invesco Ltd. CIK 914208 · View history	$1.39M 105,146 shares	0.00%	+105.15KNew	SEC filing ↗ Feb 13, 2025	▾
13	PFG Advisors CIK 1694435 · View history	$1.34M 100,904 shares	0.08%	-1.00K(-1.00%)Reduced	SEC filing ↗ Feb 7, 2025	▾
14	Legacy Capital Wealth Partners, LLC CIK 1766228 · View history	$1.26M 94,856 shares	0.31%	-4.73K(-4.80%)Reduced	SEC filing ↗ Jan 30, 2025	▾
15	Baird Financial Group, Inc. CIK 1648711 · View history	$1.21M 91,436 shares	0.00%	-1.41K(-1.50%)Reduced	SEC filing ↗ Feb 14, 2025	▾
16	Atlantic Union Bankshares Corp CIK 883948 · View history	$1.20M 90,418 shares	0.07%	+873(+1.00%)Added	SEC filing ↗ Feb 7, 2025	▾
17	UBS Group AG CIK 1610520 · View history	$1.14M 85,775 shares	0.00%	+54.72K(+176.20%)Added	SEC filing ↗ Feb 14, 2025	▾
18	United Advisor Group, LLC CIK 2004873 · View history	$1.01M 76,389 shares	0.20%	+6.31K(+9.00%)Added	SEC filing ↗ Feb 24, 2025	▾
19	ROYAL BANK OF CANADA CIK 1000275 · View history	$938.00K 70,812 shares	0.00%	-5.79K(-7.60%)Reduced	SEC filing ↗ Feb 14, 2025	▾
20	VIRTUS ADVISERS, LLC CIK 1587281 · View history	$898.38K 67,802 shares	0.37%	+11.12K(+19.60%)Added	SEC filing ↗ Feb 14, 2025	▾

Showing 20 / 86 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

5,184,630

Not deduplicated across managers

Disclosed value

$68.71M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

GLADSTONE INVESTMENT CORPORATION\DE · Q4 2024

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This page includes 20 of 86 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.