Atria Wealth Solutions, Inc. Fidus Investment Corp Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 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

115

Shares Held

7.5M

Call Options Held

107K

Put Options Held

8.2K

Invesco Ltd. Atlanta, GA

604K
Shares

$11.9 Million
0.0% of portfolio
Van Eck Associates Corp

601K
Shares

$11.9 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

557K
Shares

$11 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

433K
Shares

$8.54 Million
0.01% of portfolio
David A. Siegel Two Sigma Advisers, LP | New York, Ny

382K
Shares

$7.54 Million
0.02% 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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.