Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 05-14-2024 | 03-31-2024 | 641 | 1,822,594,535 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM INC | COM | 251 | $1,906,277 | 11,260 | 0.00 | 0.00 | -3,371 | -23.04 | 03-31-2024 |
| INTUITIVE SURGICAL INC | COM NEW | 252 | $1,896,875 | 4,753 | 0.00 | 0.00 | 409 | 9.42 | 03-31-2024 |
| TWO RDS SHARED TR | LEASERSHS ALPHAF | 253 | $1,889,222 | 48,686 | 0.00 | 0.00 | -2,933 | -5.68 | 03-31-2024 |
| PFIZER INC | COM | 254 | $1,863,054 | 67,137 | 0.00 | 0.00 | -18,223 | -21.35 | 03-31-2024 |
