Purchases and Sales Made in Q1 2025 in Fidus Investment Corp (FDUS)
This table provides information about the institutional ownership of Fidus Investment Corp (FDUS) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
701+ 2596.3% |
$14.3K - $16.4K
|
728
$16K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
600New |
$12.2K - $14K
|
600
$13.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
596New |
$12.2K - $13.9K
|
596
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
580+ 3.3% |
$11.8K - $13.6K
|
18.2K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
409+ 1.78% |
$8.34K - $9.56K
|
23.4K
$515K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
334+ 3.3% |
$6.81K - $7.81K
|
10.5K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
188+ 3.78% |
$3.83K - $4.39K
|
5.17K
$114K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
165+ 8.52% |
$3.36K - $3.86K
|
2.1K
$46.2K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
127+ 0.36% |
$2.59K - $2.97K
|
35.4K
$779K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
84+ 0.41% |
$1.71K - $1.96K
|
20.6K
$452K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
62New |
$1.26K - $1.45K
|
62
$1.36K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
44New |
$897 - $1.03K
|
44
$968
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34+ 0.12% |
$693 - $795
|
29.1K
$640K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
17+ 0.14% |
$347 - $397
|
12.1K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7New |
$143 - $164
|
7
$154
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2New |
$40.8 - $46.7
|
2
$44
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-47- 4.31% |
$958 - $1.1K
|
1.04K
$22.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 0.53% |
$2.04K - $2.34K
|
18.7K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-107- 0.44% |
$2.18K - $2.5K
|
24.3K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-175- 0.09% |
$3.57K - $4.09K
|
189K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-206- 63.0% |
$4.2K - $4.81K
|
121
$2.66K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-244- 1.27% |
$4.98K - $5.7K
|
19K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-246- 1.98% |
$5.02K - $5.75K
|
12.2K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-267- 2.61% |
$5.44K - $6.24K
|
9.96K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-400- 2.18% |
$8.16K - $9.35K
|
17.9K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-404- 94.39% |
$8.24K - $9.44K
|
24
$528
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-427- 0.96% |
$8.71K - $9.98K
|
44K
$967K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-520- 10.69% |
$10.6K - $12.2K
|
4.35K
$95.5K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-600- 89.29% |
$12.2K - $14K
|
72
$1.58K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-865- 1.81% |
$17.6K - $20.2K
|
47K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-1.07K- 41.52% |
$21.7K - $24.9K
|
1.5K
$33K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.07K- 1.38% |
$21.8K - $25K
|
76.1K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.37K- 11.16% |
$27.9K - $31.9K
|
10.9K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.39K- 0.76% |
$28.4K - $32.5K
|
182K
$3.99M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-2.06K- 3.72% |
$42.1K - $48.2K
|
53.4K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.57K- 18.38% |
$52.5K - $60.2K
|
11.4K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.04K- 4.29% |
$61.9K - $71K
|
67.9K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-6.61K- 7.49% |
$135K - $154K
|
81.7K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-13.7K- 28.0% |
$278K - $319K
|
35.1K
$772K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.7K- 16.26% |
$402K - $461K
|
102K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25.3K- 97.13% |
$517K - $592K
|
750
$16.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-28.4K- 88.72% |
$580K - $665K
|
3.62K
$79.5K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-35.1K- 41.82% |
$716K - $821K
|
48.9K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-39K- 3.99% |
$795K - $911K
|
938K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-55.5K- 6.78% |
$1.13M - $1.3M
|
763K
$16.8M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-66.3K- 85.27% |
$1.35M - $1.55M
|
11.5K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-103K- 19.13% |
$2.11M - $2.42M
|
437K
$9.61M
|