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Eagle Global Advisors’s Gladstone Capital GLAD Stock Holding History

Eagle Global Advisors’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,060
Closed -$173K – 240
2024
Q1 		$173K Hold
8,060
– – 0.01% 234
2023
Q4 		$172K Buy
8,060
+1,075
+15% +$21.5K 0.01% 231
2023
Q3 		$135K Hold
6,985
– – 0.01% 222
2023
Q2 		$136K Buy
+6,985
New +$132K 0.01% 220
2018
Q1 		– Sell
-5,840
Closed -$108K – 246
2017
Q4 		$108K Hold
5,840
– – ﹤0.01% 242
2017
Q3 		$111K Sell
5,840
-1,600
-22% -$30.6K ﹤0.01% 243
2017
Q2 		$146K Buy
7,440
+200
+3% +$3.92K ﹤0.01% 407
2017
Q1 		$137K Buy
+7,240
New +$135K ﹤0.01% 364

Other funds holding GLAD

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Eagle Global Advisors's GLAD Position: Q2 2024 in Review

Eagle Global Advisors sold out of Gladstone Capital (GLAD) in Q2 2024, closing a stake of 8,060 shares — an estimated $173K sold.

Eagle Global Advisors first reported a position in GLAD in Q1 2017 and held it in 8 quarters. The position peaked at $173K in Q1 2024. 70 funds tracked by Wall St. Rank hold GLAD as of Q2 2024.

  • Eagle Global Advisors reported no remaining Gladstone Capital position as of Q2 2024 after selling out during the quarter.
  • Eagle Global Advisors sold 8,060 Gladstone Capital shares in Q2 2024, an estimated $173K.
  • Eagle Global Advisors first reported a position in Gladstone Capital in Q1 2017 and held it in 8 quarters.
  • Eagle Global Advisors's Gladstone Capital position peaked at $173K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2024.

Based on Eagle Global Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.