Purchases and Sales Made in Q1 2024 in Fidus Investment Corp (FDUS)
This table provides information about the institutional ownership of Fidus Investment Corp (FDUS) during Q1 2024. The information is specifically focused on institutions that hold shares of FIDUS INVESTMENT Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
109K+ 123.72% |
$2.06M - $2.19M
|
198K
$4.1M
|
|
May 14, 2024
Q1 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
104KNew |
$1.95M - $2.08M
|
104K
$2.15M
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
88.1KNew |
$1.66M - $1.77M
|
88.1K
$1.82M
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
82K+ 15.81% |
$1.54M - $1.64M
|
601K
$12.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61.6K+ 611.46% |
$1.16M - $1.23M
|
71.7K
$1.48M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
61.3KNew |
$1.15M - $1.23M
|
61.3K
$1.27M
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
60.4KNew |
$1.14M - $1.21M
|
60.4K
$1.25M
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
47.4K+ 24.56% |
$890K - $949K
|
240K
$4.97M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
40.5K+ 7.19% |
$762K - $812K
|
604K
$12.5M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
34.5KNew |
$649K - $692K
|
34.5K
$714K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28.1K+ 253.14% |
$528K - $563K
|
39.2K
$811K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.5K+ 13.22% |
$422K - $450K
|
192K
$3.98M
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
12.9KNew |
$242K - $259K
|
12.9K
$267K
|
|
Apr 22, 2024
Q1 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
10.9K+ 14.57% |
$205K - $219K
|
85.8K
$1.78M
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
10.5KNew |
$197K - $210K
|
10.5K
$217K
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
10.1K+ 48.03% |
$189K - $202K
|
31.1K
$643K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.9K+ 50.51% |
$167K - $178K
|
26.5K
$549K
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
8.77K+ 4.42% |
$165K - $176K
|
207K
$4.28M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.86K+ 7.55% |
$148K - $157K
|
112K
$2.32M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.46K+ 18.84% |
$140K - $149K
|
47K
$973K
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
7.16K+ 3.93% |
$135K - $144K
|
189K
$3.92M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.83K+ 7.66% |
$128K - $137K
|
96K
$1.99M
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
6.2K+ 37.58% |
$116K - $124K
|
22.7K
$470K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.87K+ 8.1% |
$110K - $118K
|
78.3K
$1.62M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.66K+ 17.61% |
$106K - $113K
|
37.8K
$783K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.94K+ 7.82% |
$92.7K - $98.9K
|
68.1K
$1.41M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.69K+ 41.65% |
$88K - $93.9K
|
15.9K
$330K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.28K+ 21.99% |
$80.4K - $85.8K
|
23.7K
$491K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.81K+ 34.27% |
$71.5K - $76.3K
|
14.9K
$308K
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
3.77K+ 7.38% |
$70.8K - $75.5K
|
54.8K
$1.13M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.6KNew |
$67.6K - $72.1K
|
3.6K
$74.4K
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.23K+ 27.96% |
$60.7K - $64.7K
|
14.8K
$306K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.18K+ 7.94% |
$59.8K - $63.8K
|
43.3K
$896K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.77K+ 6.16% |
$52K - $55.4K
|
47.7K
$987K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.6K+ 72.17% |
$48.8K - $52.1K
|
6.2K
$128K
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.35K+ 10.61% |
$44.1K - $47.1K
|
24.5K
$506K
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.3K+ 3.63% |
$43.2K - $46.1K
|
65.7K
$1.36M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 7.51% |
$43.1K - $45.9K
|
32.8K
$679K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.28KNew |
$42.9K - $45.7K
|
2.28K
$47.2K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2K+ 266.67% |
$37.6K - $40.1K
|
2.75K
$56.9K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.73K+ 7.87% |
$32.4K - $34.6K
|
23.6K
$489K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.5KNew |
$28.2K - $30.1K
|
1.5K
$31K
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.46KNew |
$27.3K - $29.2K
|
1.46K
$30.1K
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.3KNew |
$24.4K - $26.1K
|
1.3K
$26.9K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$18.8K - $20K
|
1K
$20.7K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
721+ 8.74% |
$13.5K - $14.4K
|
8.97K
$186K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 1.28% |
$9.4K - $10K
|
39.4K
$816K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
257+ 50.49% |
$4.83K - $5.15K
|
766
$15.8K
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
243+ 0.99% |
$4.57K - $4.87K
|
24.8K
$514K
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
200+ 0.21% |
$3.76K - $4.01K
|
96.3K
$1.99M
|