Gladstone Institutional Advisory LLC

Position in RJF — Raymond James Financial Inc

CIK 1766530 Bedminster, NJ

Position in RJF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,470,586

+$83,354 QoQ

Shares Held

9,673

+1.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#366

of 897 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $20,441,708 across 25 Asset Management names. RJF ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,470,586	9,673	+1.0%	Shares	Sole	2026-07-27
2026-03-31	$1,387,232	9,581	+7.5%	Shares	Sole	2026-05-14
2025-12-31	$1,430,856	8,910	+0.9%	Shares	Sole	2026-02-17
2025-09-30	$1,524,748	8,834	-2.5%	Shares	Sole	2025-10-22
2025-06-30	$1,389,685	9,061	+4.7%	Shares	Sole	2025-08-12
2025-03-31	$1,201,849	8,652	-10.1%	Shares	Sole	2025-05-15
2024-12-31	$1,495,517	9,628	-2.4%	Shares	Sole	2025-01-29
2024-09-30	$1,207,578	9,861	+9.4%	Shares	Sole	2024-10-28
2024-06-30	$1,114,467	9,016	+3.3%	Shares	Sole	2024-08-02
2024-03-31	$1,120,721	8,727	-3.1%	Shares	Sole	2024-05-14
2023-12-31	$1,003,946	9,004	+2.6%	Shares	Sole	2024-02-09
2023-09-30	$881,775	8,780	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.