Purchases and Sales Made in Q2 2024 in Fidus Investment Corp (FDUS)
This table provides information about the institutional ownership of Fidus Investment Corp (FDUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
313+ 1.32% |
$6.03K - $6.41K
|
24K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
262+ 1.38% |
$5.05K - $5.36K
|
19.2K
$398K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
206+ 1.03% |
$3.97K - $4.22K
|
20.2K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
197+ 0.29% |
$3.79K - $4.03K
|
68.2K
$1.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 3.0% |
$308 - $328
|
549
$11.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1+ 0.01% |
$19.3 - $20.5
|
15.5K
$321K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-49- 49.0% |
$944 - $1K
|
51
$1.06K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-57- 7.16% |
$1.1K - $1.17K
|
739
$15.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-166- 1.58% |
$3.2K - $3.4K
|
10.3K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-207- 0.22% |
$3.99K - $4.24K
|
95.8K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-253- 19.46% |
$4.87K - $5.18K
|
1.05K
$21.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-285- 9.34% |
$5.49K - $5.83K
|
2.77K
$57.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-300- 0.16% |
$5.78K - $6.14K
|
189K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-345- 1.91% |
$6.64K - $7.06K
|
17.7K
$367K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-421- 0.08% |
$8.11K - $8.62K
|
557K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-791- 54.36% |
$15.2K - $16.2K
|
664
$13.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.26K- 14.06% |
$24.3K - $25.8K
|
7.71K
$160K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.51K- 42.71% |
$29K - $30.8K
|
2.02K
$41.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.85K- 78.73% |
$35.7K - $37.9K
|
500
$10.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.17K- 10.08% |
$41.8K - $44.5K
|
19.4K
$401K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.21K- 29.28% |
$42.6K - $45.2K
|
5.34K
$110K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.25K- 2.87% |
$43.2K - $46K
|
76K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.48K- 5.59% |
$47.7K - $50.7K
|
41.8K
$864K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.77K- 8.03% |
$53.4K - $56.8K
|
31.7K
$657K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.52K- 7.39% |
$67.9K - $72.1K
|
44.2K
$914K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3.67K- 14.8% |
$70.8K - $75.2K
|
21.2K
$438K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.21K- 90.23% |
$81.1K - $86.2K
|
456
$9.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.64K- 4.78% |
$89.3K - $94.9K
|
92.3K
$1.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-5.56K- 5.77% |
$107K - $114K
|
90.8K
$1.88M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-6.07K- 9.2% |
$117K - $124K
|
59.9K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-7.98K- 53.98% |
$154K - $163K
|
6.81K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-13K- 57.27% |
$250K - $266K
|
9.7K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-16.9K- 8.14% |
$325K - $345K
|
190K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-17.3K- 28.61% |
$333K - $354K
|
43.1K
$892K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.7K- 4.09% |
$341K - $363K
|
415K
$8.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-21.7K- 20.9% |
$419K - $445K
|
82.3K
$1.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.3K- 66.7% |
$507K - $538K
|
13.1K
$272K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-57K- 75.67% |
$1.1M - $1.17M
|
18.3K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-58K- 9.59% |
$1.12M - $1.19M
|
547K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-168K- 51.38% |
$3.23M - $3.43M
|
158K
$3.28M
|