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Get Institutions for : 
Fidus Investment Corp (FDUS)  
$20.18 0.13 (0.65%) as of 4:30 Fri 6/7


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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  : 
0.64 (3.28%)  




 
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  
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            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
   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
   Goss Wealth Management LLC 644 - 2024-03-31 111,995 $2,211,000 7,859
   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
   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
   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
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 938 - 2024-03-31 65,706 $1,297,000 2,300
   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 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
   HIGHTOWER ADVISORS, LLC 2056 - 2024-03-31 32,830 $648,000 2,292
   Virtus ETF Advisers LLC 157 - 2024-03-31 31,082 $614,000 10,085
   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
   Cornerstone Wealth Management LLC 423 - 2024-03-31 15,937 $315,000 4,686
   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
   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
   J P MORGAN CHASE & CO 4394 - 2024-03-31 6,200 $122,000 2,599
   MEADOWBROOK INVESTMENT ADVISORS LLC 159 - 2024-03-31 3,050 $60,000 170
   PNC FINANCIAL SERVICES GROUP INC 2954 - 2024-03-31 2,750 $54,000 2,000
   GROUP ONE TRADING, L.P. 1095 - 2024-03-31 1,300 $26,000 1,300
   CITIGROUP INC 4173 - 2024-03-31 766 $15,000 257
   NBC SECURITIES INC. 1637 - 2024-03-31 533 $11,000 18

  42 Records found
  1    
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