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Next Financial Group’s Gladstone Capital GLAD Stock Holding History

Next Financial Group’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
2021
Q4 		$24K Buy
1,027
+767
+295% +$17.7K ﹤0.01% 1808
2021
Q3 		$6K Buy
260
+203
+356% +$4.67K ﹤0.01% 2193
2021
Q2 		$1K Buy
+57
New +$1.26K ﹤0.01% 2521
2016
Q4 		– Sell
-692
Closed -$11K – 2426
2016
Q3 		$11K Buy
+692
New +$11.3K ﹤0.01% 1609
2014
Q4 		– Sell
-350
Closed -$6K – 2061
2014
Q3 		$6K Hold
350
– – ﹤0.01% 1977
2014
Q2 		$7K Buy
+350
New +$6.84K ﹤0.01% 849

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
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
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Next Financial Group's GLAD Position: Q4 2021 in Review

Next Financial Group increased its Gladstone Capital (GLAD) stake by 295% in Q4 2021, buying an estimated $17.7K and bringing the position to 1,027 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Next Financial Group first reported a position in GLAD in Q2 2014 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold GLAD as of Q4 2021.

  • Next Financial Group held 1,027 shares of Gladstone Capital worth $24K as of Q4 2021.
  • Next Financial Group bought 767 Gladstone Capital shares in Q4 2021, an estimated $17.7K.
  • Gladstone Capital made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1808 holding.
  • Next Financial Group first reported a position in Gladstone Capital in Q2 2014 and has held it in 6 quarters since.
  • 68 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.