Gladstone Institutional Advisory LLC
Position in AMP — Ameriprise Financial Inc
CIK 1766530
Bedminster, NJ
Position in AMP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$411,048
+$28,420 QoQ
Shares Held
896
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#848
of 1,372 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $20,269,108 across 24 Asset Management names. AMP ranks #12 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
163,844 | $4,943,173 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
320,063 | $3,453,479 | |
| 3 | BLK |
BlackRock, Inc.
|
2,894 | $2,782,754 | |
| 4 | RJF |
Raymond James Financial Inc
|
9,673 | $1,470,586 | |
| 5 | USA |
Liberty All Star Equity Fund
|
193,049 | $1,121,614 | |
| 6 | BX |
Blackstone Inc.
|
7,787 | $916,296 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
56,870 | $826,889 | |
| 8 | JFR |
Nuveen Floating Rate Income Fund
|
71,605 | $549,210 |
All Filings in AMP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,048 | 896 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $382,628 | 861 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $834,068 | 1,701 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $796,807 | 1,622 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $828,882 | 1,553 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $784,742 | 1,621 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $535,092 | 1,005 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $626,726 | 1,334 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $569,017 | 1,332 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $604,170 | 1,378 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $568,985 | 1,498 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $516,608 | 1,567 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $533,448 | 1,606 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $481,205 | 1,570 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $651,386 | 2,092 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $598,885 | 2,377 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $665,504 | 2,800 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $868,040 | 2,890 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $1,156,262 | 3,833 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $1,213,103 | 4,593 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $330,014 | 1,326 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||