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Get Institutions for : 
Fidus Investment Corp (FDUS)  
$19.91 0.12 (0.6%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 116    8
Total shares held : 
 8,715,875  
% of shares held : 
 35.66%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   25  
Amount of shares held : 
 1,054,988  
% of shares held change : 
   4.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $19.63  
Last Quarter's Ending Price : 
 $19.74  
Last Quarter's Average Price : 
 $19.54  
Change from last quarter's     
avg. price to the last closing  : 
0.37 (1.89%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 753,714
 8.65%
 
Increased Positions :
47
 736,516
 8.45%
 
Unchanged Positions :
26
 1,047,300
 12.02%
 
Decreased Positions :
30
-314,117
-3.6%
 
Closed Positions :
5
-121,125
-1.39%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   INVESCO LTD 1703 - 2024-03-31 604,493 $11,933,000 40,535
   VAN ECK ASSOCIATES CORP 361 - 2024-03-31 600,862 $11,861,000 82,049
   RAYMOND JAMES & ASSOCIATES 1097 - 2024-03-31 557,374 $11,003,000 -24,274
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 876 - 2024-03-31 432,823 $8,544,000 -4,068
   TWO SIGMA ADVISERS, LLC 619 - 2024-03-31 381,913 $7,539,000 -43,300
   MORGAN STANLEY 3503 - 2024-03-31 381,450 $7,530,000 -67,067
   TWO SIGMA INVESTMENTS LLC 698 - 2024-03-31 377,988 $7,461,000 -110,985
   MILLENNIUM MANAGEMENT LLC 1697 - 2024-03-31 325,980 $6,435,000 -42,263
   LEGAL & GENERAL GROUP PLC 1529 - 2024-03-31 240,208 $4,744,000 47,365
   FIXED INCOME SECURITIES INC 319 - 2024-03-31 207,091 $4,088,000 8,768
   Cetera Investment Advisers 1107 - 2024-03-31 197,965 $3,908,000 58,768
   ENVESTNET ASSET MANAGEMENT INC 2158 - 2024-03-31 192,430 $3,799,000 22,469
   NOVARE CAPITAL MANAGEMENT LLC 71 - 2024-03-31 189,460 $3,740,000 7,162
   PFG Advisors 104 - 2024-03-31 171,669 $3,389,000 -160
   Goss Wealth Management LLC 644 - 2024-03-31 111,995 $2,211,000 7,859
   FJ Capital Management LLC 59 *New 2024-03-31 104,004 $2,053,000 104,004
   AMERIPRISE FINANCIAL INC 2822 - 2024-03-31 96,951 $1,913,000 -4,861
   BLACKROCK INC. 3734 - 2024-03-31 95,999 $1,895,000 6,831
   Davis Investment Partners LLC 17 - 2024-03-31 96,318 $1,892,000 200
   Quadrature Capital LTD 335 - 2024-03-31 88,089 $1,740,000 -91,067
   MGB Wealth Management LLC 34 - 2024-03-31 87,456 $1,724,000 0
   GraniteShares Advisors LLC 35 - 2024-03-31 85,844 $1,695,000 10,920
   LPL FINANCIAL CORP 2735 - 2024-03-31 78,266 $1,545,000 5,867
   Connor Clark & Lunn Investment Management Ltd. 761 - 2024-03-31 75,287 $1,486,000 -20,106
   MULTIFINANCIAL SECURITIES CORP 984 - 2024-03-31 71,651 $1,414,000 61,580
   UBS Group AG 3315 - 2024-03-31 68,050 $1,343,000 4,935
   WT Wealth Management 55 - 2023-12-31 67,268 $1,325,000 -1,285
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 938 - 2024-03-31 65,706 $1,297,000 2,300
   Muzinich & Co. Inc. 19 - 2024-03-31 65,041 $1,281,000 0
   FRANKLIN RESOURCES INC 1763 *New 2024-03-31 61,334 $1,211,000 61,334
   BARCLAYS PLC 2220 *New 2024-03-31 60,415 $1,193,000 60,415
   Enterprise Bank & Trust Co 53 - 2024-03-31 55,912 $1,104,000 0
   Palogic Value Management L.P. 70 - 2024-03-31 54,830 $1,082,000 3,767
   BB&T CORP 1617 - 2024-03-31 47,683 $941,000 2,765
   IHT Wealth Management LLC 447 - 2024-03-31 47,037 $929,000 7,458
   Capital Advisory Group Advisory Services LLC 60 - 2024-03-31 44,848 $885,000 -628
   Trexquant Investment LP 963 - 2024-03-31 44,257 $874,000 -32,538
   Capital Investment Advisory Services LLC 213 - 2024-03-31 43,284 $854,000 3,184
   JANNEY MONTGOMERY SCOTT LLC 1658 - 2024-03-31 39,429 $778,000 500
   Qube Research & Technologies Ltd 1954 - 2024-03-31 39,213 $774,000 28,109
   PUTNAM INVESTMENTS LLC 796 - 2023-12-31 38,098 $750,000 14,026
   FINANCIAL NETWORK 1648 - 2024-03-31 37,825 $747,000 5,663
   DAVENPORT & CO LLC 676 - 2024-03-31 37,737 $745,000 0
   RAYMOND JAMES TRUST CO 556 - 2024-03-31 37,700 $744,000 -1,888
   HRT FINANCIAL LLC 1030 *New 2024-03-31 34,516 $681,000 34,516
   HIGHTOWER ADVISORS, LLC 2056 - 2024-03-31 32,830 $648,000 2,292
   Hexagon Capital Partners LLC 78 - 2024-03-31 31,750 $627,000 0
   Jump Financial LLC 1049 - 2024-03-31 31,100 $614,000 -15,796
   Virtus ETF Advisers LLC 157 - 2024-03-31 31,082 $614,000 10,085
   CITADEL ADVISORS LLC 3522 - 2024-03-31 31,058 $613,000 -165,667
   LEVEL FOUR ADVISORY SERVICES LLC 441 - 2024-03-31 28,292 $557,000 0
   KINGFISHER CAPITAL LLC 111 - 2024-03-31 26,572 $525,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2745 - 2024-03-31 26,529 $524,000 8,903
   OAK HARBOR WEALTH PARTNERS LLC 112 - 2024-03-31 24,830 $490,000 243
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1696 - 2024-03-31 24,477 $484,000 2,348
   DAVIDSON D A & CO 1007 - 2024-03-31 23,747 $469,000 4,280
   Steward Partners Investment Advisory LLC 1076 - 2024-03-31 23,649 $467,000 1,726
   Aquatic Capital Management LLC 575 - 2024-03-31 22,700 $448,000 6,200
   Summit Trail Advisors LLC 361 - 2024-03-31 22,502 $444,000 0
   Advisor Group Holdings Inc. 3049 - 2024-03-31 21,548 $425,000 -4,405
   PROSPERA FINANCIAL SERVICES 736 - 2023-12-31 19,966 $393,000 0
   STIFEL FINANCIAL CORP 2760 - 2024-03-31 18,978 $375,000 -687
   BANK OF AMERICA CORP /DE/ 4581 - 2024-03-31 18,087 $357,000 -877
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3844 - 2024-03-31 17,837 $352,000 -3,004
   Cornerstone Wealth Management LLC 423 - 2024-03-31 15,937 $315,000 4,686
   OPPENHEIMER & CO INC 1176 - 2024-03-31 15,491 $306,000 -1,144
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 441 - 2024-03-31 14,907 $294,000 3,805
   QUANTBOT TECHNOLOGIES LLC 895 - 2024-03-31 14,788 $292,000 3,231
   OPTIMUM INVESTMENT ADVISORS 160 - 2024-03-31 13,900 $274,000 -1,500
   HB Wealth Management LLC 695 - 2024-03-31 13,599 $268,000 0
   BRAGG FINANCIAL ADVISORS INC 300 - 2024-03-31 13,011 $257,000 -1,000
   Atom Investors LP 440 *New 2024-03-31 12,903 $255,000 12,903
   Lakeview Capital Partners LLC 359 - 2024-03-31 12,445 $246,000 0
   BLAIR WILLIAM & CO/IL 1325 - 2024-03-31 12,421 $245,000 0
   NATIONAL ASSET MANAGEMENT, INC. 1169 - 2024-03-31 12,344 $237,000 -3,581
   NATIXIS 684 - 2024-03-31 10,925 $216,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2136 - 2024-03-31 10,726 $212,000 -1
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2963 - 2024-03-31 10,708 $211,000 -2,033
   ROYAL BANK OF CANADA 4103 - 2024-03-31 10,538 $208,000 -1,424
   ADVISORY RESEARCH INC 152 - 2024-03-31 10,487 $207,000 10,487
   Sound Income Strategies LLC 228 - 2024-03-31 8,974 $177,000 721
   BROWN BROTHERS HARRIMAN & CO 572 - 2024-03-31 7,547 $149,000 -2,210
   J P MORGAN CHASE & CO 4394 - 2024-03-31 6,200 $122,000 2,599
   GPS Wealth Strategies Group LLC 375 - 2024-03-31 5,092 $101,000 0
   Cape Investment Advisory Inc. 237 *New 2023-12-31 4,860 $96,000 4,860
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1820 - 2024-03-31 4,667 $92,000 0
   WELLS FARGO & CO/MN 4408 - 2024-03-31 4,339 $86,000 -6,369
   EverSource Wealth Advisors LLC 829 *New 2024-03-31 3,596 $73,000 3,596
   COMERICA BANK 2639 - 2024-03-31 3,524 $70,000 -85
   MEADOWBROOK INVESTMENT ADVISORS LLC 159 - 2024-03-31 3,050 $60,000 170
   RFP Financial Group LLC 172 - 2024-03-31 2,976 $59,000 0
   PNC FINANCIAL SERVICES GROUP INC 2954 - 2024-03-31 2,750 $54,000 2,000
   Spire Wealth Management 1244 - 2024-03-31 2,351 $46,000 0
   EntryPoint Capital LLC 811 *New 2024-03-31 2,281 $45,000 2,281
   Capital Advisors Ltd. LLC 458 - 2024-03-31 2,250 $44,000 0
   Gilliland Jeter Wealth Management LLC 341 *New 2024-03-31 1,500 $30,000 1,500
   Quarry LP 690 *New 2024-03-31 1,455 $29,000 1,455
   GROUP ONE TRADING, L.P. 1095 - 2024-03-31 1,300 $26,000 1,300
   Activest Wealth Management 165 - 2024-03-31 1,150 $23,000 0
   Atlantic Trust Group LLC 2036 *New 2024-03-31 1,000 $20,000 1,000
  100 Records found
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