Atria Wealth Solutions, Inc. Fidus Investment Corp Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	SELL	$17.69 - $20.13 $15,921 - $18,117	-900 Reduced 5.34%	15,953 $314,000
Q3 2023 Nov 08, 2023	BUY	$18.8 - $20.98 $25,925 - $28,931	1,379 Added 8.91%	16,853 $323,000
Q2 2023 Aug 03, 2023	BUY	$18.1 - $20.08 $280,079 - $310,717	15,474 New	15,474 $303,000

Others Institutions Holding FDUS

# of Institutions

117

Shares Held

7.72M

Call Options Held

65.8K

Put Options Held

10K

Van Eck Associates Corp

809K
Shares

$16.7 Million
0.02% of portfolio
Invesco Ltd. Atlanta, GA

605K
Shares

$12.5 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

547K
Shares

$11.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

447K
Shares

$9.24 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

399K
Shares

$8.25 Million
0.01% of portfolio

About FIDUS INVESTMENT Corp

Ticker FDUS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and u...

More about FDUS

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