Purchases and Sales Made in Q1 2023 in Fidus Investment Corp (FDUS)

FDUS Quotes by TradingView

This table provides information about the institutional ownership of Fidus Investment Corp (FDUS) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDUS INVESTMENT Corp.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 06, 2023 Q1 2023
Peterson Wealth Services

BUY
 -
55.7K
New
$1.02M - $1.16M
55.7K $1.16M
May 03, 2023 Q1 2023
Van Eck Associates Corp

BUY
 -
27.9K
+ 8.82%
$511K - $584K
345K $7.2M
May 22, 2023 Q1 2023
Putnam Investments LLC

Boston, MA
BUY
 -
26.8K
New
$491K - $561K
26.8K $561K
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
20.5K
New
$376K - $429K
20.5K $429K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
15.8K
+ 19.73%
$290K - $331K
96.1K $2.01M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
12.4K
New
$228K - $260K
12.4K $260K
Apr 24, 2023 Q1 2023
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
12.2K
+ 40.38%
$223K - $255K
42.4K $886K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.3K
+ 20.49%
$188K - $215K
60.5K $1.27M
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
9.43K
+ 3.76%
$173K - $197K
261K $5.45M
May 12, 2023 Q1 2023
Palogic Value Management, L.P.

Dallas, TX
BUY
 -
9.31K
+ 26.34%
$170K - $195K
44.7K $934K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
8.02K
+ 5.96%
$147K - $168K
143K $2.98M
May 11, 2023 Q1 2023
Muzinich & Co., Inc.

New York, NY
BUY
 -
7.65K
+ 13.72%
$140K - $160K
63.4K $1.33M
Apr 27, 2023 Q1 2023
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
7.65K
+ 13.72%
$140K - $160K
63.4K $1.33M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
5.21K
+ 9.83%
$95.2K - $109K
58.2K $1.22M
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
5.11K
+ 17.92%
$93.4K - $107K
33.6K $702K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
4.98K
New
$91.1K - $104K
4.98K $104K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
4.46K
+ 1.27%
$81.6K - $93.3K
356K $7.43M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
4.42K
+ 0.77%
$80.8K - $92.3K
578K $12.1M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
3.6K
+ 16.1%
$65.8K - $75.2K
26K $543K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
3.49K
+ 17.98%
$63.8K - $72.9K
22.9K $478K
May 10, 2023 Q1 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
3.44K
+ 5.52%
$62.9K - $71.9K
65.7K $1.37M
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
2.72K
+ 8.9%
$49.8K - $56.9K
33.3K $696K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.6K
+ 10.29%
$47.6K - $54.3K
27.9K $582K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.49K
+ 25.62%
$45.5K - $52K
12.2K $255K
May 15, 2023 Q1 2023
Virtus ETF Advisers LLC

New York, NY
BUY
 -
1.85K
+ 14.64%
$33.8K - $38.7K
14.5K $303K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.72K
+ 11.68%
$31.5K - $36K
16.5K $344K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
1.19K
+ 8.86%
$21.7K - $24.8K
14.6K $304K
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
1.15K
New
$21K - $24K
1.15K $24K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
939
New
$17.2K - $19.6K
939 $19.6K
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
859
+ 1.76%
$15.7K - $18K
49.7K $1.04M
May 02, 2023 Q1 2023
Kingfisher Capital LLC

BUY
 -
832
+ 3.48%
$15.2K - $17.4K
24.7K $517K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
726
+ 80.94%
$13.3K - $15.2K
1.62K $33.9K
Jan 10, 2025 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
364
New
$6.66K - $7.61K
364 $7.61K
May 11, 2023 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
364
New
$6.66K - $7.61K
364 $7.61K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
200
New
$3.66K - $4.18K
200 $4.18K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
3
+ 0.32%
$54.9 - $62.7
950 $19.9K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1
- 0.01%
$18.3 - $20.9
8.06K $168K
May 10, 2023 Q1 2023
Mai Capital Management

SELL
 -
-137
- 1.14%
$2.51K - $2.86K
11.9K $249K
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
SELL
 -
-196
- 1.03%
$3.58K - $4.1K
18.9K $395K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-303
- 1.66%
$5.54K - $6.33K
17.9K $374K
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-382
- 0.74%
$6.99K - $7.98K
51.5K $1.08M
Apr 20, 2023 Q1 2023
Hennion & Walsh Asset Management, Inc.

SELL
 -
-507
- 1.01%
$9.27K - $10.6K
49.9K $1.04M
Apr 20, 2023 Q1 2023
Novare Capital Management LLC

SELL
 -
-572
- 0.32%
$10.5K - $12K
178K $3.72M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-664
- 3.74%
$12.1K - $13.9K
17.1K $357K
May 15, 2023 Q1 2023
Legal & General Group PLC

London, X0
SELL
 -
-790
- 0.47%
$14.4K - $16.5K
166K $3.48M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-865
- 9.02%
$15.8K - $18.1K
8.73K $182K
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-915
- 59.88%
$16.7K - $19.1K
613 $12.8K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-1K
- 42.55%
$18.3K - $20.9K
1.35K $28.2K

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