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Fidus Investment (FDUS) Institutional Ownership

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$19.79
0.00 (0.00%)
(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for Fidus Investment (NASDAQ:FDUS)

Current
Institutional Ownership
Percentage
28.14%
Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$39.98M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$10.14M
Skip Chart & View Institutional Buying and Selling Data

FDUS Institutional Buying and Selling by Quarter

Fidus Investment Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 B. Riley Wealth Advisors Inc.12,344$237K0.0%-22.5%0.039%
5/15/2024 Quadrature Capital Ltd88,089$1.74M0.0%-50.8%0.279%
5/14/2024 Advisors Asset Management Inc.207,091$4.09M0.1%+4.4%0.656%
5/14/2024 EntryPoint Capital LLC2,281$45K0.0%N/A0.007%
5/14/2024 CANADA LIFE ASSURANCE Co24,477$484K0.0%+10.6%0.078%
5/7/2024 Oppenheimer & Co. Inc.15,491$306K0.0%-6.9%0.049%
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5/6/2024 Quantbot Technologies LP14,788$292K0.0%+28.0%0.047%
5/1/2024 Janney Montgomery Scott LLC39,429$778K0.0%+1.3%0.125%
4/30/2024 Van ECK Associates Corp600,862$11.86M0.0%+15.8%1.912%
4/30/2024Commonwealth Equity Services LLC26,529$524K0.0%+50.5%0.084%
4/25/2024 Capital Investment Advisory Services LLC43,284$854K0.1%+7.9%0.138%
4/23/2024 Raymond James Financial Services Advisors Inc.432,823$8.54M0.0%-0.9%1.377%
4/22/2024 Raymond James & Associates557,374$11.00M0.0%-4.2%1.773%
4/22/2024 GraniteShares Advisors LLC85,844$1.70M0.9%+14.6%0.273%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.65,706$1.30M0.0%+3.6%0.209%
4/15/2024 Sound Income Strategies LLC8,974$177K0.0%+8.7%0.029%
4/11/2024 Optimum Investment Advisors13,900$274K0.1%-9.7%0.044%
3/25/2024 Quadrature Capital Ltd179,156$3.53M0.1%-12.1%0.585%
3/15/2024 B. Riley Wealth Advisors Inc.15,925$314K0.0%+29.0%0.052%
2/15/2024 Palogic Value Management L.P.51,063$1.01M0.4%+5.0%0.179%
2/14/2024 Muzinich & Co. Inc.65,041$1.28M0.9%-1.1%0.229%
2/14/2024 Quadrature Capital Ltd179,156$3.53M0.1%-12.1%0.630%
2/13/2024 Campbell & CO Investment Adviser LLC92,213$1.82M0.2%+250.8%0.324%
2/12/2024 Brown Brothers Harriman & Co.9,757$192K0.0%+82.8%0.034%
2/12/2024 Steward Partners Investment Advisory LLC21,923$432K0.0%+5.0%0.077%
2/12/2024Cape Investment Advisory Inc.4,860$96K0.0%N/A0.017%
2/9/2024 Trexquant Investment LP76,795$1.51M0.0%+191.7%0.270%
2/8/2024WT Wealth Management67,268$1.33M0.5%-1.9%0.236%
2/8/2024 Janney Montgomery Scott LLC38,929$767K0.0%-8.9%0.137%
2/7/2024 Jump Financial LLC46,896$923K0.0%+44.3%0.165%
2/6/2024 MeadowBrook Investment Advisors LLC2,880$57K0.1%N/A0.010%
2/6/2024 Spire Wealth Management2,351$46K0.0%+35.3%0.008%
2/6/2024 First Horizon Advisors Inc.3,527$69K0.0%N/A0.012%
2/6/2024 Wilbanks Smith & Thomas Asset Management LLC11,102$219K0.0%-11.0%0.039%
2/5/2024 Van ECK Associates Corp518,813$10.22M0.0%+30.8%1.824%
2/5/2024 Legacy Capital Wealth Partners LLC78,763$1.55M0.4%+10.5%0.277%
2/2/2024 Truist Financial Corp44,918$884K0.0%-14.7%0.158%
2/2/2024 Atria Wealth Solutions Inc.15,953$314K0.0%-5.3%0.056%
2/1/2024 Capital Investment Advisory Services LLC40,100$790K0.1%+11.5%0.141%
1/30/2024 GraniteShares Advisors LLC74,924$1.48M1.3%N/A0.263%
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1/25/2024 Nisa Investment Advisors LLC1,300$26K0.0%-82.2%0.005%
1/19/2024 PFG Advisors171,829$3.38M0.3%+29.2%0.604%
1/16/2024 Raymond James Financial Services Advisors Inc.436,891$8.60M0.0%-3.7%1.536%
1/16/2024 Raymond James & Associates581,648$11.45M0.0%-5.4%2.044%
1/12/2024 Davis Investment Partners LLC96,118$1.92M0.9%-7.8%0.338%
1/11/2024 Melia Wealth LLC687,248$13.53M7.1%N/A2.416%
1/10/2024 Cornerstone Wealth Management LLC11,251$222K0.0%N/A0.040%
1/10/2024 Sound Income Strategies LLC8,253$163K0.0%+698.2%0.029%
1/8/2024 Optimum Investment Advisors15,400$303K0.2%-9.4%0.054%
12/1/2023 B. Riley Wealth Advisors Inc.12,344$237K0.0%-7.0%0.043%
11/15/2023 Kingfisher Capital LLC26,572$510K0.1%+3.8%0.093%
11/15/2023 Advisors Asset Management Inc.240,322$4.61M0.1%+7.2%0.845%
11/14/2023 Quadrature Capital Ltd203,809$3.92M0.1%+266.2%0.716%
11/14/2023 Trexquant Investment LP26,326$505K0.0%+78.0%0.093%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.98,815$1.90M0.0%N/A0.347%
11/13/2023 Acadian Asset Management LLC242,945$4.66M0.0%N/A0.854%
11/13/2023 Muzinich & Co. Inc.65,741$1.26M0.9%+3.7%0.231%
11/13/2023 WINTON GROUP Ltd19,299$371K0.0%N/A0.068%
11/8/2023 Campbell & CO Investment Adviser LLC26,289$505K0.1%N/A0.104%
11/8/2023 Van ECK Associates Corp396,645$7.62M0.0%+7.9%1.567%
11/8/2023 D.A. Davidson & CO.19,467$374K0.0%-18.8%0.077%
11/8/2023 Janney Montgomery Scott LLC42,754$821K0.0%+10.5%0.169%
11/8/2023 Atria Wealth Solutions Inc.16,853$324K0.0%+8.9%0.067%
11/7/2023 Virtus ETF Advisers LLC27,888$535K0.3%+103.6%0.110%
11/7/2023 Quantbot Technologies LP8,475$163K0.0%+162.9%0.033%
11/7/2023 Jump Financial LLC32,500$624K0.0%+182.6%0.128%
11/6/2023 Wilbanks Smith & Thomas Asset Management LLC12,474$240K0.0%-7.6%0.049%
11/2/2023 Capital Investment Advisory Services LLC35,957$690K0.1%+4.8%0.142%
11/2/2023 Nisa Investment Advisors LLC7,300$140K0.0%N/A0.029%
10/27/2023 Hennion & Walsh Asset Management Inc.32,427$623K0.0%-32.5%0.128%
10/24/2023 Raymond James Financial Services Advisors Inc.453,902$8.72M0.0%-7.9%1.793%
10/24/2023 Raymond James & Associates614,825$11.81M0.0%-0.1%2.428%
10/24/2023 Cambridge Investment Research Advisors Inc.12,894$248K0.0%-5.4%0.051%
10/23/2023 Hexagon Capital Partners LLC31,750$610K0.2%-6.0%0.125%
10/23/2023Commonwealth Equity Services LLC17,031$327K0.0%-5.4%0.067%
10/18/2023 Capital Advisory Group Advisory Services LLC45,707$878K0.5%-8.4%0.181%
10/16/2023 Legacy Capital Wealth Partners LLC71,270$1.37M0.4%N/A0.282%
10/13/2023 PFG Advisors132,983$2.55M0.2%+1.4%0.525%
8/14/2023 Kingfisher Capital LLC25,606$502K0.1%+3.6%0.101%
8/11/2023 Natixis11,791$232K0.0%+10.6%0.047%
8/11/2023 Trexquant Investment LP14,792$290K0.0%N/A0.058%
8/11/2023 D.A. Davidson & CO.23,967$470K0.0%-7.7%0.095%
8/3/2023 Atria Wealth Solutions Inc.15,474$303K0.0%N/A0.062%
8/3/2023 Van ECK Associates Corp367,547$7.20M0.0%+6.7%1.471%
8/3/2023 Mackenzie Financial Corp32,573$641K0.0%-23.2%0.130%
8/3/2023 Oppenheimer & Co. Inc.16,098$316K0.0%-10.0%0.064%
8/1/2023 Davis Investment Partners LLC104,243$2.10M1.0%-0.7%0.417%
8/1/2023 RFP Financial Group LLC2,976$58K0.0%N/A0.012%
8/1/2023 Truist Financial Corp52,371$1.03M0.0%+1.7%0.210%
7/31/2023 LPL Financial LLC63,968$1.25M0.0%+5.7%0.256%
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7/28/2023 Capital Investment Advisory Services LLC34,316$673K0.1%+3.0%0.137%
7/27/2023 B. Riley Wealth Advisors Inc.13,271$260K0.0%-22.3%0.053%
7/26/2023 Janney Montgomery Scott LLC38,682$758K0.0%+209.2%0.155%
7/25/2023 Raymond James Financial Services Advisors Inc.492,885$9.66M0.0%-14.8%1.972%
7/25/2023 Raymond James & Associates615,647$12.07M0.0%-10.1%2.464%
7/20/2023 DAVENPORT & Co LLC37,887$743K0.0%-2.3%0.152%
7/20/2023 PFG Advisors131,142$2.57M0.2%-8.0%0.525%
7/13/2023 HB Wealth Management LLC13,599$267K0.0%-29.5%0.054%
6/5/2023 Level Four Advisory Services LLC27,862$531K0.0%+10.3%0.111%
5/12/2023 NewEdge Advisors LLC96,116$1.75M0.0%+19.7%0.385%
(Data available from 1/1/2016 forward)

FDUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDUS shares?

During the previous two years, 82 institutional investors and hedge funds held shares of Fidus Investment. The most heavily invested institutionals were Melia Wealth LLC ($13.53M), Van ECK Associates Corp ($11.86M), Raymond James & Associates ($11.00M), Raymond James Financial Services Advisors Inc. ($8.54M), Acadian Asset Management LLC ($4.66M), Advisors Asset Management Inc. ($4.09M), and Novare Capital Management LLC ($3.40M).Learn more on FDUS's institutional investors.

What percentage of Fidus Investment stock is owned by institutional investors?

28.14% of Fidus Investment stock is owned by institutional investors. Learn more on FDUS's institutional investor holdings.

Which institutional investors have been buying Fidus Investment stock?

Of the 74 institutional investors that purchased Fidus Investment stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Melia Wealth LLC ($687.25K), Van ECK Associates Corp ($298.50K), Acadian Asset Management LLC ($242.95K), PFG Advisors ($183.23K), Quadrature Capital Ltd ($178.10K), Davis Investment Partners LLC ($104.94K), and Connor Clark & Lunn Investment Management Ltd. ($98.82K).

How much institutional buying is happening at Fidus Investment?

Institutional investors have bought a total of 3,073,487 shares in the last 24 months. This purchase volume represents approximately $58.76M in transactions.

Which Fidus Investment major shareholders have been selling company stock?

Of the 37 institutional investors that sold Fidus Investment stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Van ECK Associates Corp ($265.74K), Raymond James & Associates ($191.43K), Raymond James Financial Services Advisors Inc. ($171.31K), Quadrature Capital Ltd ($140.37K), Group One Trading L.P. ($68.49K), Mackenzie Financial Corp ($45.47K), and Muzinich & Co. Inc. ($44.26K).

How much institutional selling is happening at Fidus Investment?

Institutional investors have sold a total of 1,202,158 shares in the last 24 months. This volume of shares sold represents approximately $22.39M in transactions.


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This page (NASDAQ:FDUS) was last updated on 5/20/2024 by MarketBeat.com Staff

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