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 $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
13,011
shares
|
$269,327
0.01% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
12,674
shares
|
$262,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
12,267
shares
|
$253,926
0.0% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
11,525
shares
|
$238,567
0.04% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,729
shares
|
$222,090
0.0% of portfolio
|
Q3 2024
Reduced 18.28%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,705
shares
|
$221,593
0.04% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
10,510
shares
|
$217,557
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
10,308
shares
|
$213,375
0.0% of portfolio
|
Q3 2024
Reduced 67.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
7,467
shares
|
$154,566
0.01% of portfolio
|
Q3 2024
Added 23.61%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,334
shares
|
$151,813
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
6,934
shares
|
$143,533
0.01% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
5,337
shares
|
$110,475
0.0% of portfolio
|
Q2 2024
Reduced 29.28%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
5,033
shares
|
$104,183
0.01% of portfolio
|
Q3 2024
Reduced 34.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,865
shares
|
$100,705
0.01% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,596
shares
|
$74,437
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,287
shares
|
$68,040
0.0% of portfolio
|
Q3 2024
Reduced 90.12%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
3,040
shares
|
$62,928
0.05% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
3,025
shares
|
$62,617
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,250
shares
|
$46,575
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,194
shares
|
$45,415
0.0% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,500
shares
|
$31,050
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,446
shares
|
$29,932
0.0% of portfolio
|
Q3 2024
Added 25.3%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,267
shares
|
$26,226
0.0% of portfolio
|
Q3 2024
Added 26.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$20,700
0.0% of portfolio
|
Q3 2024
Reduced 92.96%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
992
shares
|
$20,534
0.01% of portfolio
|
Q3 2022
Reduced 43.05%
|