Optimum Investment Advisors Fidus Investment Corp Transaction History

Optimum Investment Advisors

  • $216 Million
  • Q1 2024

A detailed history of Optimum Investment Advisors transactions in Fidus Investment Corp stock. As of the latest transaction made, Optimum Investment Advisors holds 13,900 shares of FDUS stock, worth $275,359. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,900
Previous 15,400 9.74%
Holding current value
$275,359
Previous $303,000 9.57%
% of portfolio
0.13%
Previous 0.15%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
SELL
$18.79 - $20.04 $28,185 - $30,060
-1,500 Reduced 9.74%
13,900 $274,000
Q4 2023

Jan 08, 2024
SELL
$17.69 - $20.13 $28,304 - $32,208
-1,600 Reduced 9.41%
15,400 $303,000
Q1 2023

May 03, 2023
SELL
$18.29 - $20.9 $64,015 - $73,150
-3,500 Reduced 17.07%
17,000 $324,000
Q3 2022

Oct 24, 2022
SELL
$16.92 - $20.62 $59,643 - $72,685
-3,525 Reduced 14.67%
20,500 $352,000
Q1 2022

Apr 08, 2022
SELL
$17.02 - $20.52 $58,259 - $70,239
-3,423 Reduced 12.47%
24,025 $485,000
Q3 2021

Oct 22, 2021
SELL
$16.45 - $18.39 $39,858 - $44,558
-2,423 Reduced 8.11%
27,448 $479,000
Q2 2021

Aug 02, 2021
BUY
$15.7 - $17.89 $1,130 - $1,288
72 Added 0.24%
29,871 $508,000
Q1 2021

Apr 15, 2021
BUY
$12.78 - $15.67 $984 - $1,206
77 Added 0.26%
29,799 $463,000
Q4 2020

Jan 21, 2021
SELL
$10.0 - $14.31 $52,250 - $74,769
-5,225 Reduced 14.95%
29,722 $389,000
Q3 2020

Oct 06, 2020
BUY
$8.49 - $10.72 $13,584 - $17,152
1,600 Added 4.8%
34,947 $344,000
Q2 2020

Jul 16, 2020
SELL
$5.36 - $11.02 $12,831 - $26,381
-2,394 Reduced 6.7%
33,347 $302,000
Q1 2020

Apr 21, 2020
SELL
$4.72 - $15.55 $34,725 - $114,401
-7,357 Reduced 17.07%
35,741 $237,000
Q4 2019

Jan 22, 2020
SELL
$14.17 - $16.06 $30,026 - $34,031
-2,119 Reduced 4.69%
43,098 $640,000
Q3 2019

Oct 17, 2019
BUY
$14.49 - $16.33 $35,819 - $40,367
2,472 Added 5.78%
45,217 $671,000
Q2 2019

Jul 29, 2019
BUY
$15.33 - $16.47 $111,587 - $119,885
7,279 Added 20.52%
42,745 $682,000
Q1 2019

May 03, 2019
BUY
$11.9 - $15.68 $1,035 - $1,364
87 Added 0.25%
35,466 $544,000
Q4 2018

Feb 04, 2019
BUY
$11.61 - $14.66 $28,096 - $35,477
2,420 Added 7.34%
35,379 $414,000
Q3 2018

Oct 05, 2018
BUY
$14.31 - $15.42 $72,780 - $78,426
5,086 Added 18.25%
32,959 $482,000
Q2 2018

Oct 05, 2018
BUY
$12.81 - $14.55 $45,923 - $52,161
3,585 Added 14.76%
27,873 $396,000
Q1 2018

May 09, 2018
BUY
$12.77 - $15.55 $2,324 - $2,830
182 Added 0.75%
24,288 $313,000
Q4 2017

Jan 16, 2018
SELL
$15.18 - $16.83 $75 - $84
-5 Reduced 0.02%
24,106 $366,000
Q3 2017

Nov 21, 2017
SELL
$15.8 - $16.86 $258,661 - $276,015
-16,371 Reduced 40.44%
24,111 $388,000
Q2 2017

Aug 14, 2017
BUY
N/A
40,482
40,482 $681,000

Others Institutions Holding FDUS

# of Institutions
115
Shares Held
7.5M
Call Options Held
107K
Put Options Held
8.2K
View Full List

About FIDUS INVESTMENT Corp

FDUS Quotes by TradingView
  • 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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