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AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)

Fidus Investment (FDUS) Institutional Ownership

$19.74
+0.01 (+0.05%)
(As of 02/21/2024 ET)

Institutional Ownership Changes (13F Filings) for Fidus Investment (NASDAQ:FDUS)

Current
Institutional Ownership
Percentage
19.01%
Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$50.92 M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$11.60 M
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Skip Chart & View Institutional Buying and Selling Data

FDUS Institutional Buying and Selling by Quarter


Fidus Investment Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2024GSA Capital Partners LLP22,065$0.43M0.0%N/A0.078%
2/15/2024Virtus ETF Advisers LLC20,997$0.41M0.3%-24.7%0.074%
2/15/2024Legal & General Group Plc192,843$3.80M0.0%+5.4%0.678%
2/15/2024Palogic Value Management L.P.51,063$1.01M0.4%+5.0%0.179%
2/15/2024Bragg Financial Advisors Inc14,011$0.28M0.0%-30.0%0.049%
2/14/2024Royal Bank of Canada11,962$0.24M0.0%-30.1%0.042%
2/14/2024Putnam Investments LLC38,098$0.75M0.0%+58.3%0.134%
2/14/2024Verition Fund Management LLC11,700$0.23M0.0%N/A0.041%
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%
2/13/2024Envestnet Asset Management Inc.169,961$3.35M0.0%+10.0%0.597%
2/13/2024Cetera Advisor Networks LLC32,162$0.63M0.0%+16.7%0.113%
2/13/2024Goldman Sachs Group Inc.77,628$1.53M0.0%+14.8%0.273%
2/13/2024Campbell & CO Investment Adviser LLC92,213$1.82M0.2%+250.8%0.324%
2/12/2024Brown Brothers Harriman & Co.9,757$0.19M0.0%+82.8%0.034%
2/12/2024Stifel Financial Corp19,665$0.39M0.0%+11.4%0.069%
2/12/2024Steward Partners Investment Advisory LLC21,923$0.43M0.0%+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%
2/9/2024UBS Group AG63,115$1.24M0.0%+28.2%0.222%
2/8/2024WT Wealth Management67,268$1.33M0.5%-1.9%0.236%
2/8/2024Janney Montgomery Scott LLC38,929$0.77M0.0%-8.9%0.137%
2/7/2024Jump Financial LLC46,896$0.92M0.0%+44.3%0.165%
2/7/2024BNP Paribas Financial Markets6,208$0.12M0.0%-40.6%0.022%
2/6/2024MeadowBrook Investment Advisors LLC2,880$57K0.1%N/A0.010%
2/6/2024Spire 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$0.22M0.0%-11.0%0.039%
2/5/2024Van 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$0.88M0.0%-14.7%0.158%
2/2/2024Atria Wealth Solutions Inc.15,953$0.31M0.0%-5.3%0.056%
2/1/2024Capital Investment Advisory Services LLC40,100$0.79M0.1%+11.5%0.141%
1/30/2024GraniteShares Advisors LLC74,924$1.48M1.3%N/A0.263%
1/25/2024Nisa Investment Advisors LLC1,300$26K0.0%-82.2%0.005%
1/19/2024PFG 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%
1/12/2024Davis Investment Partners LLC96,118$1.92M0.9%-7.8%0.338%
1/11/2024Melia Wealth LLC687,248$13.53M7.1%N/A2.416%
1/10/2024Cornerstone Wealth Management LLC11,251$0.22M0.0%N/A0.040%
1/10/2024Sound Income Strategies LLC8,253$0.16M0.0%+698.2%0.029%
1/8/2024Optimum Investment Advisors15,400$0.30M0.2%-9.4%0.054%
12/1/2023B. Riley Wealth Advisors Inc.12,344$0.24M0.0%-7.0%0.043%
11/21/2023Comerica Bank3,529$68K0.0%N/A0.012%
11/16/2023Tudor Investment Corp Et Al63,267$1.22M0.0%+192.0%0.222%
11/15/2023Royal Bank of Canada17,114$0.33M0.0%+38.7%0.060%
11/15/2023Kingfisher Capital LLC26,572$0.51M0.1%+3.8%0.093%
11/15/2023Legal & General Group Plc183,010$3.52M0.0%-0.3%0.643%
11/15/2023Ameriprise Financial Inc.26,788$0.51M0.0%+47.6%0.094%
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%
11/14/2023Tower Research Capital LLC TRC 3,076$59K0.0%N/A0.011%
11/14/2023Qube Research & Technologies Ltd31,048$0.60M0.0%N/A0.109%
11/14/2023Trexquant Investment LP26,326$0.51M0.0%+78.0%0.093%
11/13/2023Connor Clark & Lunn Investment Management Ltd.98,815$1.90M0.0%N/A0.347%
11/13/2023LPL Financial LLC66,683$1.28M0.0%+4.2%0.234%
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%
11/13/2023WINTON GROUP Ltd19,299$0.37M0.0%N/A0.068%
11/13/2023Envestnet Asset Management Inc.154,473$2.97M0.0%N/A0.543%
11/8/2023Campbell & CO Investment Adviser LLC26,289$0.51M0.1%N/A0.104%
11/8/2023Van ECK Associates Corp396,645$7.62M0.0%+7.9%1.567%
11/8/2023D.A. Davidson & CO.19,467$0.37M0.0%-18.8%0.077%
11/8/2023Janney Montgomery Scott LLC42,754$0.82M0.0%+10.5%0.169%
11/8/2023Atria Wealth Solutions Inc.16,853$0.32M0.0%+8.9%0.067%
11/7/2023Virtus ETF Advisers LLC27,888$0.54M0.3%+103.6%0.110%
11/7/2023Quantbot Technologies LP8,475$0.16M0.0%+162.9%0.033%
11/7/2023Jump Financial LLC32,500$0.62M0.0%+182.6%0.128%
11/6/2023Wilbanks Smith & Thomas Asset Management LLC12,474$0.24M0.0%-7.6%0.049%
11/2/2023Capital Investment Advisory Services LLC35,957$0.69M0.1%+4.8%0.142%
11/2/2023Nisa Investment Advisors LLC7,300$0.14M0.0%N/A0.029%
10/27/2023Hennion & Walsh Asset Management Inc.32,427$0.62M0.0%-32.5%0.128%
10/24/2023Raymond James Financial Services Advisors Inc.453,902$8.72M0.0%-7.9%1.793%
10/24/2023Raymond James & Associates614,825$11.81M0.0%-0.1%2.428%
10/24/2023Cambridge Investment Research Advisors Inc.12,894$0.25M0.0%-5.4%0.051%
10/23/2023Hexagon Capital Partners LLC31,750$0.61M0.2%-6.0%0.125%
10/23/2023Commonwealth Equity Services LLC17,031$0.33M0.0%-5.4%0.067%
10/18/2023Capital Advisory Group Advisory Services LLC45,707$0.88M0.5%-8.4%0.181%
10/16/2023Legacy Capital Wealth Partners LLC71,270$1.37M0.4%N/A0.282%
10/13/2023PFG Advisors132,983$2.55M0.2%+1.4%0.525%
8/21/2023Osaic Holdings Inc.35,474$0.70M0.0%-39.0%0.140%
8/15/2023Bragg Financial Advisors Inc20,011$0.39M0.0%+11.1%0.079%
8/15/2023Raymond James Trust N.A.37,276$0.73M0.0%+9.7%0.147%
8/15/2023IHT Wealth Management LLC18,050$0.35M0.0%+9.5%0.071%
8/15/2023Quadrature Capital Ltd55,648$1.09M0.0%+153.6%0.220%
8/14/2023Tudor Investment Corp Et Al21,670$0.43M0.0%N/A0.086%
8/14/2023Marshall Wace LLP16,722$0.33M0.0%N/A0.066%
8/14/2023Kingfisher Capital LLC25,606$0.50M0.1%+3.6%0.101%
8/11/2023Natixis11,791$0.23M0.0%+10.6%0.047%
8/11/2023BlackRock Inc.120,550$2.36M0.0%-5.0%0.476%
8/11/2023Trexquant Investment LP14,792$0.29M0.0%N/A0.058%
8/11/2023D.A. Davidson & CO.23,967$0.47M0.0%-7.7%0.095%
8/10/2023Osaic Holdings Inc.35,474$0.70M0.0%-39.0%0.140%
8/10/2023Great West Life Assurance Co. Can22,931$0.45M0.0%+4.1%0.091%
8/3/2023Atria Wealth Solutions Inc.15,474$0.30M0.0%N/A0.062%
8/3/2023Van ECK Associates Corp367,547$7.20M0.0%+6.7%1.471%
8/3/2023Mackenzie Financial Corp32,573$0.64M0.0%-23.2%0.130%
8/3/2023Oppenheimer & Co. Inc.16,098$0.32M0.0%-10.0%0.064%
8/1/2023Davis Investment Partners LLC104,243$2.10M1.0%-0.7%0.417%
(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, 112 institutional investors and hedge funds held shares of Fidus Investment. The most heavily invested institutionals were Melia Wealth LLC ($13.53M), Raymond James & Associates ($11.45M), Van ECK Associates Corp ($10.22M), Raymond James Financial Services Advisors Inc. ($8.60M), Morgan Stanley ($6.68M), Acadian Asset Management LLC ($4.66M), and Advisors Asset Management Inc. ($4.61M).Learn more on FDUS's institutional investors.

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

19.01% 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 100 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 ($0.69M), Van ECK Associates Corp ($0.41M), Acadian Asset Management LLC ($0.24M), Quadrature Capital Ltd ($0.21M), PFG Advisors ($0.18M), Envestnet Asset Management Inc. ($0.18M), and Advisors Asset Management Inc. ($0.11M).

How much institutional buying is happening at Fidus Investment?

Institutional investors have bought a total of 3,979,060 shares in the last 24 months. This purchase volume represents approximately $76.27M in transactions.

Which Fidus Investment major shareholders have been selling company stock?

Of the 55 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 ($0.27M), Raymond James Financial Services Advisors Inc. ($0.17M), Raymond James & Associates ($0.17M), BlackRock Inc. ($0.11M), Group One Trading L.P. ($68.49K), Mackenzie Financial Corp ($60.69K), and Muzinich & Co. Inc. ($54.35K).

How much institutional selling is happening at Fidus Investment?

Institutional investors have sold a total of 1,440,036 shares in the last 24 months. This volume of shares sold represents approximately $26.82M in transactions.


This page (NASDAQ:FDUS) was last updated on 2/21/2024 by MarketBeat.com Staff