Institutional Ownership Fidus Investment Corp (FDUS)
This table provides information about the institutional ownership of Fidus Investment Corp (FDUS). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 9.01 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
32,059
shares
|
$659,133
0.12% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
31,383
shares
|
$645,234
0.01% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
29,079
shares
|
$597,864
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
26,572
shares
|
$546,320
0.12% of portfolio
|
Q3 2023
Added 3.77%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
26,331
shares
|
$541,365
0.0% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
26,090
shares
|
$536,410
0.0% of portfolio
|
Q4 2024
Added 3378.67%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
25,997
shares
|
$534,498
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
24,633
shares
|
$506,454
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
24,379
shares
|
$501,232
0.0% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
23,025
shares
|
$473,393
0.0% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
21,426
shares
|
$440,518
0.03% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,255
shares
|
$437,002
0.0% of portfolio
|
Q4 2024
Added 17.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
20,487
shares
|
$421,212
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
20,166
shares
|
$414,612
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
19,269
shares
|
$396,170
0.01% of portfolio
|
Q4 2024
Added 22.66%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
18,755
shares
|
$385,602
0.18% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
18,404
shares
|
$378,386
0.0% of portfolio
|
Q4 2024
Reduced 74.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
18,330
shares
|
$376,864
0.0% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
18,309
shares
|
$376,433
0.0% of portfolio
|
Q4 2024
Added 32.59%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
17,981
shares
|
$369,689
0.11% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
17,574
shares
|
$361,321
0.0% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
15,875
shares
|
$326,390
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,139
shares
|
$311,257
0.01% of portfolio
|
Q1 2020
Reduced 94.39%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,907
shares
|
$306,487
0.01% of portfolio
|
Q1 2024
Added 34.27%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
14,778
shares
|
$303,835
0.26% of portfolio
|
Q4 2024
New holding
|