Purchases and Sales Made in Q2 2025 in Fidus Investment Corp (FDUS)
This table provides information about the institutional ownership of Fidus Investment Corp (FDUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
27.4MNew |
$475M - $566M
|
27.4M
$584M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
101K+ 50.83% |
$1.74M - $2.08M
|
298K
$6.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
98.1K+ 106.5% |
$1.7M - $2.03M
|
190K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
83.5K+ 10.94% |
$1.45M - $1.72M
|
847K
$18.1M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
71.1K+ 159.06% |
$1.23M - $1.47M
|
116K
$2.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
62K+ 68.49% |
$1.07M - $1.28M
|
152K
$3.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
51.5K+ 472.96% |
$892K - $1.06M
|
62.4K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.1K+ 10.84% |
$609K - $726K
|
359K
$7.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
34.9K+ 12.14% |
$605K - $721K
|
323K
$6.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.8K+ 10.38% |
$603K - $719K
|
370K
$7.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31.3K+ 7588.86% |
$543K - $647K
|
31.8K
$677K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.9K+ 10.57% |
$518K - $618K
|
313K
$6.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.8KNew |
$516K - $615K
|
29.8K
$635K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
27.6K+ 56.54% |
$479K - $571K
|
76.5K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
27.2KNew |
$470K - $561K
|
27.2K
$579K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.6KNew |
$392K - $467K
|
22.6K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
22.5KNew |
$390K - $465K
|
22.5K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20.2KNew |
$350K - $417K
|
20.2K
$431K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
20KNew |
$346K - $413K
|
20K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.5K+ 39.81% |
$320K - $382K
|
64.9K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
16.5KNew |
$285K - $340K
|
16.5K
$351K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
16.2KNew |
$280K - $334K
|
16.2K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.7KNew |
$273K - $325K
|
15.7K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
14.1KNew |
$244K - $291K
|
14.1K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13.9K+ 38.85% |
$241K - $288K
|
49.8K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.4K+ 26.75% |
$198K - $236K
|
54.1K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.4K+ 13.97% |
$179K - $214K
|
84.5K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$175K - $208K
|
10.1K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10K+ 61.73% |
$173K - $207K
|
26.2K
$559K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.64K+ 2.2% |
$167K - $199K
|
447K
$9.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
8.28K+ 6.67% |
$143K - $171K
|
133K
$2.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
8.02K+ 56.01% |
$139K - $166K
|
22.3K
$476K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6.84K+ 3.76% |
$118K - $141K
|
188K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.4K+ 10.12% |
$111K - $132K
|
69.6K
$1.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.01K+ 20.65% |
$104K - $124K
|
35.1K
$749K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.82KNew |
$66.1K - $78.8K
|
3.82K
$81.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.32K+ 29.12% |
$57.6K - $68.6K
|
14.7K
$314K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.98K+ 2.22% |
$51.6K - $61.6K
|
137K
$2.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.63K+ 10.85% |
$45.6K - $54.4K
|
26.9K
$574K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.42K+ 13.39% |
$41.9K - $49.9K
|
20.5K
$436K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.13K+ 0.94% |
$36.8K - $43.9K
|
229K
$4.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.97K+ 7.8% |
$34K - $40.6K
|
27.2K
$579K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.85K+ 7.89% |
$32K - $38.2K
|
25.3K
$539K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.82K+ 2.07% |
$31.5K - $37.6K
|
89.8K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.78K+ 2.65% |
$30.9K - $36.8K
|
69.1K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1.74K+ 9.32% |
$30.1K - $35.9K
|
20.4K
$435K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.62K+ 154.84% |
$28K - $33.3K
|
2.66K
$56.7K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.53K+ 13.2% |
$26.4K - $31.5K
|
13.1K
$279K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.51K+ 1.98% |
$26.1K - $31.2K
|
77.6K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
1.47K+ 3.92% |
$25.5K - $30.4K
|
39K
$831K
|