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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
939
shares
|
$19,437
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
883
shares
|
$18,278
0.0% of portfolio
|
Q3 2024
Added 32.98%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
758
shares
|
$15,690
0.0% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
750
shares
|
$15,525
0.0% of portfolio
|
Q3 2024
Reduced 72.73%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
565
shares
|
$11,695
0.0% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$10,350
0.0% of portfolio
|
Q2 2024
Reduced 78.73%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
413
shares
|
$8,549
0.0% of portfolio
|
Q2 2020
Reduced 86.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
293
shares
|
$6,065
0.0% of portfolio
|
Q3 2024
Reduced 35.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
272
shares
|
$5,630
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
254
shares
|
$5,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
51
shares
|
$1,055
0.0% of portfolio
|
Q2 2024
Reduced 49.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
27
shares
|
$558
0.0% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2
shares
|
$41
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|