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Fidus Investment (FDUS) Institutional Ownership

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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)
39
Total
Institutional Inflows
(last 12 months)
$39.24M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$8.51M
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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
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%
3/25/2024Quadrature 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%
2/8/2024WT Wealth Management67,268$1.33M0.5%-1.9%0.236%
2/8/2024Janney 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%
2/5/2024Van 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$884K0.0%-14.7%0.158%
2/2/2024Atria Wealth Solutions Inc.15,953$314K0.0%-5.3%0.056%
2/1/2024Capital Investment Advisory Services LLC40,100$790K0.1%+11.5%0.141%
1/30/2024 GraniteShares Advisors LLC74,924$1.48M1.3%N/A0.263%
1/25/2024Nisa Investment Advisors LLC1,300$26K0.0%-82.2%0.005%
1/19/2024PFG Advisors171,829$3.38M0.3%+29.2%0.604%
1/16/2024 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%
12/1/2023B. Riley Wealth Advisors Inc.12,344$237K0.0%-7.0%0.043%
11/15/2023Kingfisher Capital LLC26,572$510K0.1%+3.8%0.093%
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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%
11/13/2023WINTON GROUP Ltd19,299$371K0.0%N/A0.068%
11/8/2023Campbell & CO Investment Adviser LLC26,289$505K0.1%N/A0.104%
11/8/2023Van 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%
11/8/2023Janney 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%
11/2/2023Capital Investment Advisory Services LLC35,957$690K0.1%+4.8%0.142%
11/2/2023Nisa 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%
10/16/2023Legacy Capital Wealth Partners LLC71,270$1.37M0.4%N/A0.282%
10/13/2023PFG Advisors132,983$2.55M0.2%+1.4%0.525%
8/14/2023Kingfisher Capital LLC25,606$502K0.1%+3.6%0.101%
8/11/2023Natixis11,791$232K0.0%+10.6%0.047%
8/11/2023Trexquant Investment LP14,792$290K0.0%N/A0.058%
8/11/2023D.A. Davidson & CO.23,967$470K0.0%-7.7%0.095%
8/3/2023Atria Wealth Solutions Inc.15,474$303K0.0%N/A0.062%
8/3/2023Van ECK Associates Corp367,547$7.20M0.0%+6.7%1.471%
8/3/2023Mackenzie Financial Corp32,573$641K0.0%-23.2%0.130%
8/3/2023Oppenheimer & 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%
8/1/2023RFP Financial Group LLC2,976$58K0.0%N/A0.012%
8/1/2023Truist Financial Corp52,371$1.03M0.0%+1.7%0.210%
7/31/2023LPL Financial LLC63,968$1.25M0.0%+5.7%0.256%
7/28/2023Capital Investment Advisory Services LLC34,316$673K0.1%+3.0%0.137%
7/27/2023B. Riley Wealth Advisors Inc.13,271$260K0.0%-22.3%0.053%
7/26/2023Janney 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%
7/20/2023DAVENPORT & Co LLC37,887$743K0.0%-2.3%0.152%
7/20/2023PFG Advisors131,142$2.57M0.2%-8.0%0.525%
7/13/2023HB Wealth Management LLC13,599$267K0.0%-29.5%0.054%
6/5/2023Level Four Advisory Services LLC27,862$531K0.0%+10.3%0.111%
5/12/2023NewEdge Advisors LLC96,116$1.75M0.0%+19.7%0.385%
5/12/2023Palogic Value Management L.P.44,681$852K0.4%+26.3%0.179%
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5/11/2023Muzinich & Co. Inc.63,406$1.21M0.9%+13.7%0.254%
5/10/2023Legacy Capital Wealth Partners LLC65,743$1.25M0.3%+5.5%0.263%
5/5/2023Wilbanks Smith & Thomas Asset Management LLC13,500$257K0.0%-15.6%0.054%
5/3/2023 Raymond James Trust N.A.33,974$648K0.0%-14.2%0.136%
5/3/2023Van ECK Associates Corp344,553$6.57M0.0%+8.8%1.379%
5/3/2023 Optimum Investment Advisors17,000$324K0.2%-17.1%0.068%
5/2/2023Kingfisher Capital LLC24,722$471K0.1%+3.5%0.099%
4/28/2023Janney Montgomery Scott LLC12,511$239K0.0%-7.8%0.050%
4/27/2023DAVENPORT & Co LLC38,787$740K0.0%-2.5%0.155%
4/27/2023 Sumitomo Mitsui Trust Holdings Inc.63,406$1.21M0.0%+13.7%0.254%
(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, 84 institutional investors and hedge funds held shares of Fidus Investment. The most heavily invested institutionals were Melia Wealth LLC ($13.53M), Raymond James & Associates ($11.00M), Van ECK Associates Corp ($10.22M), Raymond James Financial Services Advisors Inc. ($8.54M), Acadian Asset Management LLC ($4.66M), Advisors Asset Management Inc. ($4.61M), and Quadrature Capital Ltd ($3.53M).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 76 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 ($412.38K), 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 3,211,919 shares in the last 24 months. This purchase volume represents approximately $61.60M in transactions.

Which Fidus Investment major shareholders have been selling company stock?

Of the 39 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), Group One Trading L.P. ($68.49K), Sumitomo Mitsui Trust Holdings Inc. ($53.65K), Quadrature Capital Ltd ($49.31K), and Mackenzie Financial Corp ($45.47K).

How much institutional selling is happening at Fidus Investment?

Institutional investors have sold a total of 1,134,553 shares in the last 24 months. This volume of shares sold represents approximately $21.07M in transactions.


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This page (NASDAQ:FDUS) was last updated on 4/25/2024 by MarketBeat.com Staff

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