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Gladstone Institutional Advisory’s Annaly Capital Management NLY Stock Holding History

Gladstone Institutional Advisory’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,128
Closed -$74K – 664
2022
Q2 		$74K Buy
3,128
+101
+3% +$2.62K 0.01% 631
2022
Q1 		$85K Sell
3,027
-80
-3% -$2.38K 0.01% 684
2021
Q4 		$97K Buy
3,107
+393
+14% +$13.2K 0.01% 581
2021
Q3 		$91K Buy
+2,714
New +$93.4K 0.01% 528

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gladstone Institutional Advisory's NLY Position: Q3 2022 in Review

Gladstone Institutional Advisory sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 3,128 shares — an estimated $74K sold.

Gladstone Institutional Advisory first reported a position in NLY in Q3 2021 and held it in 4 quarters. The position peaked at $97K in Q4 2021. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

  • Gladstone Institutional Advisory reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,128 Annaly Capital Management shares in Q3 2022, an estimated $74K.
  • Gladstone Institutional Advisory first reported a position in Annaly Capital Management in Q3 2021 and held it in 4 quarters.
  • Gladstone Institutional Advisory's Annaly Capital Management position peaked at $97K in Q4 2021.
  • 553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2022, filed 20 Oct 2022.