Fidus Investment (FDUS) Institutional Ownership

$19.60

+0.12 (+0.62%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 28.14%
Number of Institutional Buyers (last 12 months): 45
Total Institutional Inflows (last 12 months): $42.45M

Number of Institutional Sellers (last 12 months): 23
Total Institutional Outflows (last 12 months): $6.96M

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FDUS Institutional Buying and Selling by Quarter

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Fidus Investment Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/25/2024	Raymond James Trust N.A.	56,338	$1.10M	0.0%	+49.4%	0.179%
7/22/2024	Capital Advisory Group Advisory Services LLC	54,127	$1.05M	0.5%	+20.7%	0.172%
7/19/2024	Davis Investment Partners LLC	90,763	$1.79M	0.7%	-5.8%	0.288%
7/18/2024	Oak Harbor Wealth Partners LLC	21,156	$412K	0.1%	-14.8%	0.067%
7/16/2024	Wealth Enhancement Advisory Services LLC	12,866	$251K	0.0%	+20.0%	0.041%
7/12/2024	Sound Income Strategies LLC	7,712	$150K	0.0%	-14.1%	0.024%
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6/11/2024	EverSource Wealth Advisors LLC	3,596	$73K	0.0%	N/A	0.011%
5/24/2024	Cetera Advisors LLC	71,651	$1.41M	0.0%	+611.5%	0.227%
5/24/2024	Cetera Investment Advisers	197,965	$3.91M	0.0%	+42.2%	0.627%
5/16/2024	B. Riley Wealth Advisors Inc.	12,344	$237K	0.0%	-22.5%	0.039%
5/15/2024	Quadrature Capital Ltd	88,089	$1.74M	0.0%	-50.8%	0.279%
5/14/2024	Advisors Asset Management Inc.	207,091	$4.09M	0.1%	+4.4%	0.656%
5/14/2024	EntryPoint Capital LLC	2,281	$45K	0.0%	N/A	0.007%
5/14/2024	CANADA LIFE ASSURANCE Co	24,477	$484K	0.0%	+10.6%	0.078%
5/7/2024	Oppenheimer & Co. Inc.	15,491	$306K	0.0%	-6.9%	0.049%
5/6/2024	Quantbot Technologies LP	14,788	$292K	0.0%	+28.0%	0.047%
5/1/2024	Janney Montgomery Scott LLC	39,429	$778K	0.0%	+1.3%	0.125%
4/30/2024	Van ECK Associates Corp	600,862	$11.86M	0.0%	+15.8%	1.912%
4/30/2024	Commonwealth Equity Services LLC	26,529	$524K	0.0%	+50.5%	0.084%
4/25/2024	Capital Investment Advisory Services LLC	43,284	$854K	0.1%	+7.9%	0.138%
4/23/2024	Raymond James Financial Services Advisors Inc.	432,823	$8.54M	0.0%	-0.9%	1.377%
4/22/2024	Raymond James & Associates	557,374	$11.00M	0.0%	-4.2%	1.773%
4/22/2024	GraniteShares Advisors LLC	85,844	$1.70M	0.9%	+14.6%	0.273%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	65,706	$1.30M	0.0%	+3.6%	0.209%
4/15/2024	Sound Income Strategies LLC	8,974	$177K	0.0%	+8.7%	0.029%
4/11/2024	Optimum Investment Advisors	13,900	$274K	0.1%	-9.7%	0.044%
3/25/2024	Quadrature Capital Ltd	179,156	$3.53M	0.1%	-12.1%	0.585%
3/15/2024	B. Riley Wealth Advisors Inc.	15,925	$314K	0.0%	+29.0%	0.052%
2/15/2024	Palogic Value Management L.P.	51,063	$1.01M	0.4%	+5.0%	0.179%
2/14/2024	Muzinich & Co. Inc.	65,041	$1.28M	0.9%	-1.1%	0.229%
2/14/2024	Quadrature Capital Ltd	179,156	$3.53M	0.1%	-12.1%	0.630%
2/13/2024	Campbell & CO Investment Adviser LLC	92,213	$1.82M	0.2%	+250.8%	0.324%
2/12/2024	Brown Brothers Harriman & Co.	9,757	$192K	0.0%	+82.8%	0.034%
2/12/2024	Steward Partners Investment Advisory LLC	21,923	$432K	0.0%	+5.0%	0.077%
2/12/2024	Cape Investment Advisory Inc.	4,860	$96K	0.0%	N/A	0.017%
2/9/2024	Trexquant Investment LP	76,795	$1.51M	0.0%	+191.7%	0.270%
2/8/2024	WT Wealth Management	67,268	$1.33M	0.5%	-1.9%	0.236%
2/8/2024	Janney Montgomery Scott LLC	38,929	$767K	0.0%	-8.9%	0.137%
2/7/2024	Jump Financial LLC	46,896	$923K	0.0%	+44.3%	0.165%
2/6/2024	MeadowBrook Investment Advisors LLC	2,880	$57K	0.1%	N/A	0.010%
Kiss of death from Joe Biden (Ad) I did not consent. You did not consent. It’s in direct violation of the U.S. Constitution but they do not care. I have uncovered a bombshell that changes everything… and threatens everything.
2/6/2024	Spire Wealth Management	2,351	$46K	0.0%	+35.3%	0.008%
2/6/2024	First Horizon Advisors Inc.	3,527	$69K	0.0%	N/A	0.012%
2/6/2024	Wilbanks Smith & Thomas Asset Management LLC	11,102	$219K	0.0%	-11.0%	0.039%
2/5/2024	Van ECK Associates Corp	518,813	$10.22M	0.0%	+30.8%	1.824%
2/5/2024	Legacy Capital Wealth Partners LLC	78,763	$1.55M	0.4%	+10.5%	0.277%
2/2/2024	Truist Financial Corp	44,918	$884K	0.0%	-14.7%	0.158%
2/2/2024	Atria Wealth Solutions Inc.	15,953	$314K	0.0%	-5.3%	0.056%
2/1/2024	Capital Investment Advisory Services LLC	40,100	$790K	0.1%	+11.5%	0.141%
1/30/2024	GraniteShares Advisors LLC	74,924	$1.48M	1.3%	N/A	0.263%
1/25/2024	Nisa Investment Advisors LLC	1,300	$26K	0.0%	-82.2%	0.005%
1/19/2024	PFG Advisors	171,829	$3.38M	0.3%	+29.2%	0.604%
1/16/2024	Raymond James Financial Services Advisors Inc.	436,891	$8.60M	0.0%	-3.7%	1.536%
1/16/2024	Raymond James & Associates	581,648	$11.45M	0.0%	-5.4%	2.044%
1/12/2024	Davis Investment Partners LLC	96,118	$1.92M	0.9%	-7.8%	0.338%
1/11/2024	Melia Wealth LLC	687,248	$13.53M	7.1%	N/A	2.416%
1/10/2024	Cornerstone Wealth Management LLC	11,251	$222K	0.0%	N/A	0.040%
1/10/2024	Sound Income Strategies LLC	8,253	$163K	0.0%	+698.2%	0.029%
1/8/2024	Optimum Investment Advisors	15,400	$303K	0.2%	-9.4%	0.054%
12/1/2023	B. Riley Wealth Advisors Inc.	12,344	$237K	0.0%	-7.0%	0.043%
11/15/2023	Kingfisher Capital LLC	26,572	$510K	0.1%	+3.8%	0.093%
11/15/2023	Advisors Asset Management Inc.	240,322	$4.61M	0.1%	+7.2%	0.845%
11/14/2023	Quadrature Capital Ltd	203,809	$3.92M	0.1%	+266.2%	0.716%
11/14/2023	Trexquant Investment LP	26,326	$505K	0.0%	+78.0%	0.093%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	98,815	$1.90M	0.0%	N/A	0.347%
11/13/2023	Acadian Asset Management LLC	242,945	$4.66M	0.0%	N/A	0.854%
11/13/2023	Muzinich & Co. Inc.	65,741	$1.26M	0.9%	+3.7%	0.231%
11/13/2023	WINTON GROUP Ltd	19,299	$371K	0.0%	N/A	0.068%
11/8/2023	Campbell & CO Investment Adviser LLC	26,289	$505K	0.1%	N/A	0.104%
11/8/2023	Van ECK Associates Corp	396,645	$7.62M	0.0%	+7.9%	1.567%
11/8/2023	D.A. Davidson & CO.	19,467	$374K	0.0%	-18.8%	0.077%
11/8/2023	Janney Montgomery Scott LLC	42,754	$821K	0.0%	+10.5%	0.169%
11/8/2023	Atria Wealth Solutions Inc.	16,853	$324K	0.0%	+8.9%	0.067%
11/7/2023	Virtus ETF Advisers LLC	27,888	$535K	0.3%	+103.6%	0.110%
11/7/2023	Quantbot Technologies LP	8,475	$163K	0.0%	+162.9%	0.033%
11/7/2023	Jump Financial LLC	32,500	$624K	0.0%	+182.6%	0.128%
11/6/2023	Wilbanks Smith & Thomas Asset Management LLC	12,474	$240K	0.0%	-7.6%	0.049%
11/2/2023	Capital Investment Advisory Services LLC	35,957	$690K	0.1%	+4.8%	0.142%
11/2/2023	Nisa Investment Advisors LLC	7,300	$140K	0.0%	N/A	0.029%
10/27/2023	Hennion & Walsh Asset Management Inc.	32,427	$623K	0.0%	-32.5%	0.128%
10/24/2023	Raymond James Financial Services Advisors Inc.	453,902	$8.72M	0.0%	-7.9%	1.793%
10/24/2023	Raymond James & Associates	614,825	$11.81M	0.0%	-0.1%	2.428%
10/24/2023	Cambridge Investment Research Advisors Inc.	12,894	$248K	0.0%	-5.4%	0.051%
10/23/2023	Hexagon Capital Partners LLC	31,750	$610K	0.2%	-6.0%	0.125%
10/23/2023	Commonwealth Equity Services LLC	17,031	$327K	0.0%	-5.4%	0.067%
10/18/2023	Capital Advisory Group Advisory Services LLC	45,707	$878K	0.5%	-8.4%	0.181%
10/16/2023	Legacy Capital Wealth Partners LLC	71,270	$1.37M	0.4%	N/A	0.282%
10/13/2023	PFG Advisors	132,983	$2.55M	0.2%	+1.4%	0.525%
8/14/2023	Kingfisher Capital LLC	25,606	$502K	0.1%	+3.6%	0.101%
8/11/2023	Natixis	11,791	$232K	0.0%	+10.6%	0.047%
8/11/2023	Trexquant Investment LP	14,792	$290K	0.0%	N/A	0.058%
Kiss of death from Joe Biden (Ad) I did not consent. You did not consent. It’s in direct violation of the U.S. Constitution but they do not care. I have uncovered a bombshell that changes everything… and threatens everything.
8/11/2023	D.A. Davidson & CO.	23,967	$470K	0.0%	-7.7%	0.095%
8/3/2023	Atria Wealth Solutions Inc.	15,474	$303K	0.0%	N/A	0.062%
8/3/2023	Van ECK Associates Corp	367,547	$7.20M	0.0%	+6.7%	1.471%
8/3/2023	Mackenzie Financial Corp	32,573	$641K	0.0%	-23.2%	0.130%
8/3/2023	Oppenheimer & Co. Inc.	16,098	$316K	0.0%	-10.0%	0.064%
8/1/2023	Davis Investment Partners LLC	104,243	$2.10M	1.0%	-0.7%	0.417%
8/1/2023	RFP Financial Group LLC	2,976	$58K	0.0%	N/A	0.012%
8/1/2023	Truist Financial Corp	52,371	$1.03M	0.0%	+1.7%	0.210%
7/31/2023	LPL Financial LLC	63,968	$1.25M	0.0%	+5.7%	0.256%
7/28/2023	Capital Investment Advisory Services LLC	34,316	$673K	0.1%	+3.0%	0.137%

(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, 86 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 Cetera Investment Advisers ($3.91M).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 77 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), Quadrature Capital Ltd ($178.10K), PFG Advisors ($145.74K), 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 3,148,503 shares in the last 24 months. This purchase volume represents approximately $60.41M in transactions.
Which Fidus Investment major shareholders have been selling company stock?: Of the 38 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 1,179,012 shares in the last 24 months. This volume of shares sold represents approximately $22.01M in transactions.