Institutional Ownership Fidus Investment Corp (FDUS)
This table provides information about the institutional ownership of Fidus Investment Corp (FDUS). We have compiled data on the 118 institutions that hold shares in the stock, with a total of 7.72 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Muzinich & Co., Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
72,643
shares
|
$1.53 Million
1.07% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
71,008
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
68,637
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
62,815
shares
|
$1.32 Million
0.49% of portfolio
|
Q3 2024
Added 16.05%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
58,475
shares
|
$1.23 Million
0.12% of portfolio
|
Q3 2024
Added 16.06%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
57,639
shares
|
$1.21 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
57,018
shares
|
$1.2 Million
0.44% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
55,912
shares
|
$1.18 Million
0.35% of portfolio
|
Q3 2020
Reduced 71.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
54,921
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
49,813
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Added 253.48%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
46,559
shares
|
$979,135
0.0% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,845
shares
|
$901,030
0.02% of portfolio
|
Q3 2024
Reduced 23.95%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
38,098
shares
|
$801,200
0.0% of portfolio
|
Q4 2023
Added 58.27%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,344
shares
|
$785,344
0.36% of portfolio
|
Q3 2024
Reduced 19.1%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
36,658
shares
|
$770,917
0.03% of portfolio
|
Q3 2024
Added 11.43%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
36,237
shares
|
$762,064
0.0% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
34,863
shares
|
$733,168
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,263
shares
|
$699,520
0.0% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
31,787
shares
|
$668,480
0.12% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
29,042
shares
|
$610,753
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
26,898
shares
|
$565,664
0.0% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
26,887
shares
|
$565,433
0.0% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
26,572
shares
|
$558,809
0.12% of portfolio
|
Q3 2023
Added 3.77%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
25,984
shares
|
$546,443
0.0% of portfolio
|
Q3 2024
Added 130.29%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,300
shares
|
$511,029
0.0% of portfolio
|
Q3 2024
New holding
|