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Gladstone Investment Corporation shares owned by UBS Group

Quarter-by-quarter ownership of Gladstone Investment Corporation (GAIN) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Gladstone Investment Corporation

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All positions including Gladstone Investment Corporation held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gladstone Investment Corporation by UBS Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $493k 35k 14.23
2023-12-31 $436k 31k 14.15
2023-09-30 $417k 33k 12.74
2023-06-30 $445k 34k 13.04
2023-03-31 $406k 31k 13.25
2022-12-31 $396k 31k 12.91
2022-09-30 $343k 30k 11.59
2022-06-30 $605k 43k 14.15
2022-03-31 $792k 49k 16.15
2021-12-31 $779k 46k 17.01
2021-09-30 $733k 53k 13.95
2021-06-30 $633k 44k 14.35
2021-03-31 $487k 40k 12.22
2020-12-31 $423k 42k 10.09
2020-09-30 $796k 87k 9.16
2020-06-30 $978k 97k 10.13
2020-03-31 $627k 80k 7.85
2019-12-31 $6.7M 512k 13.16
2019-09-30 $6.8M 550k 12.34
2019-06-30 $6.3M 567k 11.17
2019-03-31 $7.0M 599k 11.68
2018-12-31 $5.7M 614k 9.30
2018-09-30 $5.4M 475k 11.42
2018-06-30 $3.7M 311k 11.77
2018-03-31 $2.7M 270k 10.17
2017-12-31 $4.2M 385k 11.01
2017-09-30 $4.2M 440k 9.49
2017-06-30 $3.8M 408k 9.40
2017-03-31 $6.8M 747k 9.07
2016-12-31 $5.2M 612k 8.46
2016-09-30 $5.1M 571k 8.89
2016-06-30 $3.8M 537k 7.13
2016-03-31 $3.8M 550k 6.95
2015-12-31 $4.1M 535k 7.67
2015-09-30 $3.7M 529k 7.00
2015-03-31 $4.0M 545k 7.40

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Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
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NVIDIA Corporation Call Option (NVDA)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Amazon Call Option (AMZN)
Ubs Group SHS Call Option (UBS)
JPMorgan Chase & Co. Call Option (JPM)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Meta Platforms Cl A Call Option (META)
Broadcom Call Option (AVGO)
Visa Com Cl A Call Option (V)
Alphabet Cap Stk Cl C Call Option (GOOG)
UnitedHealth Call Option (UNH)

View all positions for UBS Group

Top funds holding Gladstone Investment Corporation

Melia Wealth
Van Eck Associates Corp.
Legal & General Group
Marshall Wace
Two Sigma Investments
Two Sigma Advisers
Outfitter Financial
Davenport & Co
Susquehanna International
Citadel Advisors
BlackRock
William Blair $ Company
LPL Financial
Advisors Asset Management
Morgan Stanley

View all funds holding Gladstone Investment Corporation