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Fidus Investment (FDUS) Institutional Ownership

Fidus Investment logo
$19.45
-0.05 (-0.26%)
(As of 11/1/2024 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)
49
Total
Institutional Inflows
(last 12 months)
$48.65M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$9.06M
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FDUS Institutional Buying and Selling by Quarter

Fidus Investment Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/29/2024 Van ECK Associates Corp809,411$15.81M0.0%+11.5%2.565%
10/29/2024 Farther Finance Advisors LLC7,467$146K0.0%+23.6%0.024%
10/24/2024 Wealth Enhancement Advisory Services LLC12,267$240K0.0%-4.7%0.039%
10/23/2024 Grimes & Company Inc.18,582$364K0.0%+17.3%0.059%
10/23/2024 Hennion & Walsh Asset Management Inc.34,863$683K0.0%N/A0.110%
10/22/2024 WT Wealth Management57,639$1.13M0.3%-3.8%0.183%
10/18/2024Raymond James & Associates547,181$10.73M0.0%-1.8%1.734%
10/16/2024 Optimum Investment Advisors17,325$340K0.1%+24.6%0.055%
10/16/2024 Cornerstone Wealth Management LLC19,437$381K0.0%+10.4%0.062%
10/15/2024 PFG Advisors181,172$3.55M0.2%+1.6%0.574%
10/10/2024 Sound Income Strategies LLC5,033$99K0.0%-34.7%0.016%
8/22/2024Cetera Investment Advisers233,826$4.56M0.0%+18.1%0.741%
8/21/2024Truist Financial Corp44,160$860K0.0%-7.4%0.140%
8/16/2024NewEdge Advisors LLC122,359$2.38M0.0%+9.3%0.388%
8/15/2024Millennium Management LLC158,480$3.09M0.0%-51.4%0.502%
8/9/2024Brown Brothers Harriman & Co.5,337$104K0.0%-29.3%0.017%
8/8/2024Envestnet Asset Management Inc.225,904$4.40M0.0%+17.4%0.716%
8/8/2024 PFG Advisors178,404$3.48M0.2%+3.9%0.565%
8/7/2024 Wetzel Investment Advisors Inc.1,640$32K0.0%N/A0.005%
8/6/2024 Koss Olinger Consulting LLC17,205$335K0.0%N/A0.055%
8/2/2024Legacy Capital Wealth Partners LLC78,060$1.52M0.4%N/A0.247%
8/1/2024 GraniteShares Advisors LLC98,076$1.91M0.6%+14.2%0.311%
7/31/2024 Van ECK Associates Corp725,873$14.14M0.0%+20.8%2.301%
7/31/2024Commonwealth Equity Services LLC28,801$561K0.0%+8.6%0.091%
7/25/2024Raymond James Trust N.A.56,338$1.10M0.0%+49.4%0.179%
7/22/2024 Capital Advisory Group Advisory Services LLC54,127$1.05M0.5%+20.7%0.172%
7/19/2024 Davis Investment Partners LLC90,763$1.79M0.7%-5.8%0.288%
7/18/2024Oak Harbor Wealth Partners LLC21,156$412K0.1%-14.8%0.067%
7/16/2024 Wealth Enhancement Advisory Services LLC12,866$251K0.0%+20.0%0.041%
7/12/2024 Sound Income Strategies LLC7,712$150K0.0%-14.1%0.024%
6/11/2024EverSource Wealth Advisors LLC3,596$73K0.0%N/A0.011%
5/24/2024Cetera Advisors LLC71,651$1.41M0.0%+611.5%0.227%
5/24/2024Cetera Investment Advisers197,965$3.91M0.0%+42.2%0.627%
5/16/2024B. Riley Wealth Advisors Inc.12,344$237K0.0%-22.5%0.039%
5/15/2024Quadrature Capital Ltd88,089$1.74M0.0%-50.8%0.279%
5/14/2024Advisors Asset Management Inc.207,091$4.09M0.1%+4.4%0.656%
5/14/2024EntryPoint Capital LLC2,281$45K0.0%N/A0.007%
5/14/2024CANADA LIFE ASSURANCE Co24,477$484K0.0%+10.6%0.078%
5/7/2024Oppenheimer & Co. Inc.15,491$306K0.0%-6.9%0.049%
5/6/2024Quantbot Technologies LP14,788$292K0.0%+28.0%0.047%
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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%
4/23/2024Raymond James Financial Services Advisors Inc.432,823$8.54M0.0%-0.9%1.377%
4/22/2024Raymond James & Associates557,374$11.00M0.0%-4.2%1.773%
4/22/2024 GraniteShares Advisors LLC85,844$1.70M0.9%+14.6%0.273%
4/19/2024Sumitomo 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%
3/25/2024Quadrature Capital Ltd179,156$3.53M0.1%-12.1%0.585%
3/15/2024B. Riley Wealth Advisors Inc.15,925$314K0.0%+29.0%0.052%
2/15/2024Palogic Value Management L.P.51,063$1.01M0.4%+5.0%0.179%
2/14/2024Muzinich & Co. Inc.65,041$1.28M0.9%-1.1%0.229%
2/14/2024Quadrature Capital Ltd179,156$3.53M0.1%-12.1%0.630%
2/13/2024Campbell & CO Investment Adviser LLC92,213$1.82M0.2%+250.8%0.324%
2/12/2024Brown Brothers Harriman & Co.9,757$192K0.0%+82.8%0.034%
2/12/2024Steward Partners Investment Advisory LLC21,923$432K0.0%+5.0%0.077%
2/12/2024Cape Investment Advisory Inc.4,860$96K0.0%N/A0.017%
2/9/2024Trexquant Investment LP76,795$1.51M0.0%+191.7%0.270%
2/8/2024 WT Wealth Management67,268$1.33M0.5%-1.9%0.236%
2/8/2024 Janney Montgomery Scott LLC38,929$767K0.0%-8.9%0.137%
2/7/2024Jump Financial LLC46,896$923K0.0%+44.3%0.165%
2/6/2024MeadowBrook Investment Advisors LLC2,880$57K0.1%N/A0.010%
2/6/2024 Spire Wealth Management2,351$46K0.0%+35.3%0.008%
2/6/2024First Horizon Advisors Inc.3,527$69K0.0%N/A0.012%
2/6/2024Wilbanks 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%
2/5/2024Legacy Capital Wealth Partners LLC78,763$1.55M0.4%+10.5%0.277%
2/2/2024Truist Financial Corp44,918$884K0.0%-14.7%0.158%
2/2/2024Atria 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%
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%
1/16/2024Raymond James Financial Services Advisors Inc.436,891$8.60M0.0%-3.7%1.536%
1/16/2024Raymond 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%
1/11/2024Melia 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%
12/1/2023B. Riley Wealth Advisors Inc.12,344$237K0.0%-7.0%0.043%
11/15/2023Kingfisher Capital LLC26,572$510K0.1%+3.8%0.093%
11/15/2023Advisors Asset Management Inc.240,322$4.61M0.1%+7.2%0.845%
11/14/2023Quadrature Capital Ltd203,809$3.92M0.1%+266.2%0.716%
11/14/2023Trexquant Investment LP26,326$505K0.0%+78.0%0.093%
11/13/2023Connor Clark & Lunn Investment Management Ltd.98,815$1.90M0.0%N/A0.347%
11/13/2023Acadian Asset Management LLC242,945$4.66M0.0%N/A0.854%
11/13/2023Muzinich & Co. Inc.65,741$1.26M0.9%+3.7%0.231%
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11/13/2023WINTON GROUP Ltd19,299$371K0.0%N/A0.068%
11/8/2023Campbell & 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%
11/8/2023D.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%
11/8/2023Atria Wealth Solutions Inc.16,853$324K0.0%+8.9%0.067%
11/7/2023Virtus ETF Advisers LLC27,888$535K0.3%+103.6%0.110%
11/7/2023Quantbot Technologies LP8,475$163K0.0%+162.9%0.033%
11/7/2023Jump Financial LLC32,500$624K0.0%+182.6%0.128%
11/6/2023Wilbanks Smith & Thomas Asset Management LLC12,474$240K0.0%-7.6%0.049%
(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 Van ECK Associates Corp ($15.81M), Melia Wealth LLC ($13.53M), Raymond James & Associates ($10.73M), Raymond James Financial Services Advisors Inc. ($8.54M), Acadian Asset Management LLC ($4.66M), Cetera Investment Advisers ($4.56M), and Envestnet Asset Management Inc. ($4.40M).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 73 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 ($507.05K), Acadian Asset Management LLC ($242.95K), Quadrature Capital Ltd ($178.10K), Legacy Capital Wealth Partners LLC ($169.79K), PFG Advisors ($154.39K), and Davis Investment Partners LLC ($104.94K).

How much institutional buying is happening at Fidus Investment?

Institutional investors have bought a total of 3,340,932 shares in the last 24 months. This purchase volume represents approximately $64.73M 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: Raymond James & Associates ($201.21K), Raymond James Financial Services Advisors Inc. ($171.31K), Millennium Management LLC ($167.50K), Quadrature Capital Ltd ($140.37K), Advisors Asset Management Inc. ($23.57K), Oak Harbor Wealth Partners LLC ($22.26K), and HB Wealth Management LLC ($16.86K).

How much institutional selling is happening at Fidus Investment?

Institutional investors have sold a total of 926,563 shares in the last 24 months. This volume of shares sold represents approximately $18.00M in transactions.


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This page (NASDAQ:FDUS) was last updated on 11/2/2024 by MarketBeat.com Staff
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