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Get Institutions for : 
Fidus Investment Corp (FDUS)  
$20.00 0.12 (0.6%) as of 4:30 Fri 5/31


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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 : 
 $18.75  
Last Quarter's Ending Price : 
 $19.69  
Last Quarter's Average Price : 
 $19.08  
Change from last quarter's     
avg. price to the last closing  : 
0.92 (4.82%)  




 
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: 3-31-2022 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 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
   MGB Wealth Management LLC 34 - 2024-03-31 87,456 $1,724,000 0
   Muzinich & Co. Inc. 19 - 2024-03-31 65,041 $1,281,000 0
   Enterprise Bank & Trust Co 53 - 2024-03-31 55,912 $1,104,000 0
   DAVENPORT & CO LLC 676 - 2024-03-31 37,737 $745,000 0
   Hexagon Capital Partners LLC 78 - 2024-03-31 31,750 $627,000 0
   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
   Summit Trail Advisors LLC 361 - 2024-03-31 22,502 $444,000 0
   PROSPERA FINANCIAL SERVICES 736 - 2023-12-31 19,966 $393,000 0
   HB Wealth Management LLC 695 - 2024-03-31 13,599 $268,000 0
   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
   NATIXIS 684 - 2024-03-31 10,925 $216,000 0
   GPS Wealth Strategies Group LLC 375 - 2024-03-31 5,092 $101,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1820 - 2024-03-31 4,667 $92,000 0
   RFP Financial Group LLC 172 - 2024-03-31 2,976 $59,000 0
   Spire Wealth Management 1244 - 2024-03-31 2,351 $46,000 0
   Capital Advisors Ltd. LLC 458 - 2024-03-31 2,250 $44,000 0
   Activest Wealth Management 165 - 2024-03-31 1,150 $23,000 0
   Cedar Wealth Management LLC 216 - 2024-03-31 992 $20,000 0
   Laurel Wealth Advisors LLC 447 - 2024-03-31 413 $8,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 2098 - 2024-03-31 272 $5,000 0
   Geneos Wealth Management Inc. 1932 - 2024-03-31 100 $2,000 0
   PROEQUITIES INC. 3181 - 2024-03-31 0 $0 0
   CWM LLC 4671 - 2024-03-31 1 $0 0
  25 Records found
  1    
  Page 1 of 1
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