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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,250
shares
|
$46,260
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
2,023
shares
|
$41,592
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,936
shares
|
$39,804
0.0% of portfolio
|
Q4 2024
Added 33.89%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,544
shares
|
$31,744
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,090
shares
|
$22,410
0.0% of portfolio
|
Q4 2024
Added 43.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$20,560
0.0% of portfolio
|
Q3 2024
Reduced 92.96%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
992
shares
|
$20,395
0.01% of portfolio
|
Q3 2022
Reduced 43.05%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
939
shares
|
$19,305
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
672
shares
|
$13,816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
500
shares
|
$10,280
0.0% of portfolio
|
Q2 2024
Reduced 78.73%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
428
shares
|
$8,799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
413
shares
|
$8,491
0.0% of portfolio
|
Q2 2020
Reduced 86.86%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
353
shares
|
$7,257
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
327
shares
|
$6,723
0.0% of portfolio
|
Q4 2024
Added 28.74%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
272
shares
|
$5,592
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
51
shares
|
$1,048
0.0% of portfolio
|
Q2 2024
Reduced 49.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
27
shares
|
$555
0.0% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
3
shares
|
$61
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q3 2024
Reduced 99.99%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|