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Paloma Partners’s Gladstone Investment Corp GAIN Stock Holding History

Paloma Partners’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,531
Closed -$239K – 590
2024
Q3 		$239K Buy
+16,531
New +$223K 0.01% 909
2020
Q4 		– Sell
-18,090
Closed -$165K – 1838
2020
Q3 		$165K Hold
18,090
– – ﹤0.01% 1822
2020
Q2 		$185K Buy
+18,090
New +$186K ﹤0.01% 1727
2014
Q3 		– Sell
-114,015
Closed -$844K – 1118
2014
Q2 		$844K Buy
+114,015
New +$886K 0.03% 376
2014
Q1 		– Sell
-11,409
Closed -$92K – 798
2013
Q4 		$92K Buy
+11,409
New +$84.1K ﹤0.01% 953

Other funds holding GAIN

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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Paloma Partners's GAIN Position: Q4 2024 in Review

Paloma Partners sold out of Gladstone Investment Corp (GAIN) in Q4 2024, closing a stake of 16,531 shares — an estimated $239K sold.

Paloma Partners first reported a position in GAIN in Q4 2013 and held it in 5 quarters. The position peaked at $844K in Q2 2014. 85 funds tracked by Wall St. Rank hold GAIN as of Q4 2024.

  • Paloma Partners reported no remaining Gladstone Investment Corp position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 16,531 Gladstone Investment Corp shares in Q4 2024, an estimated $239K.
  • Paloma Partners first reported a position in Gladstone Investment Corp in Q4 2013 and held it in 5 quarters.
  • Paloma Partners's Gladstone Investment Corp position peaked at $844K in Q2 2014.
  • 85 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.