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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.47K+ 4.65% |
$25.4K - $30.3K
|
33.1K
$706K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.39K+ 13.68% |
$24K - $28.6K
|
11.5K
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.35K+ 90.0% |
$23.4K - $27.9K
|
2.85K
$60.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.3K+ 6.82% |
$22.5K - $26.8K
|
20.3K
$433K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.14K+ 0.6% |
$19.7K - $23.4K
|
190K
$4.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1K+ 137.36% |
$17.3K - $20.7K
|
1.73K
$36.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
986+ 71.45% |
$17.1K - $20.4K
|
2.37K
$50.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
788New |
$13.6K - $16.3K
|
788
$16.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
705+ 1602.27% |
$12.2K - $14.6K
|
749
$16K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
675+ 2812.5% |
$11.7K - $13.9K
|
699
$14.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
654+ 5.72% |
$11.3K - $13.5K
|
12.1K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
612+ 6.14% |
$10.6K - $12.6K
|
10.6K
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.46K - $4.13K
|
200
$4.26K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
197+ 0.22% |
$3.41K - $4.07K
|
90.9K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150New |
$2.6K - $3.1K
|
150
$3.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
90+ 0.44% |
$1.56K - $1.86K
|
20.7K
$440K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
21+ 0.05% |
$364 - $434
|
44K
$938K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5+ 0.02% |
$86.6 - $103
|
20.2K
$430K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2+ 100.0% |
$34.6 - $41.3
|
4
$85.3
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
1+ 0.83% |
$17.3 - $20.7
|
122
$2.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-221- 2.92% |
$3.83K - $4.56K
|
7.35K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-481- 2.65% |
$8.33K - $9.93K
|
17.7K
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-607- 4.99% |
$10.5K - $12.5K
|
11.6K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-704- 0.42% |
$12.2K - $14.5K
|
167K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-749- 7.65% |
$13K - $15.5K
|
9.05K
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-1.13K- 2.66% |
$19.5K - $23.3K
|
41.3K
$880K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.25K- 2.67% |
$21.7K - $25.9K
|
45.7K
$974K
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
SELL
|
- |
-1.52K- 2.85% |
$26.3K - $31.4K
|
51.9K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.61K- 36.96% |
$27.8K - $33.2K
|
2.74K
$58.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.82K- 2.68% |
$31.6K - $37.6K
|
66K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.99K- 3.48% |
$51.8K - $61.8K
|
83K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.27K- 63.27% |
$56.6K - $67.5K
|
1.9K
$40.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.94K- 21.95% |
$68.2K - $81.3K
|
14K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.08K- 14.58% |
$70.6K - $84.2K
|
23.9K
$509K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-4.55K- 5.57% |
$78.8K - $93.9K
|
77.1K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.95K- 13.98% |
$85.8K - $102K
|
30.5K
$650K
|
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-5.51K- 9.39% |
$95.4K - $114K
|
53.2K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
SELL
|
- |
-9.31K- 20.28% |
$161K - $192K
|
36.6K
$780K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.4K- 10.24% |
$180K - $215K
|
91.1K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-12.1K- 34.36% |
$209K - $249K
|
23K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.3K- 13.4% |
$247K - $294K
|
92.1K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-35.3K- 8.49% |
$611K - $729K
|
381K
$8.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.8K- 12.38% |
$654K - $780K
|
267K
$5.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-58.8K- 27.54% |
$1.02M - $1.21M
|
155K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-111K- 27.85% |
$1.92M - $2.29M
|
288K
$6.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-124K- 13.26% |
$2.16M - $2.57M
|
814K
$17.3M
|