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FDUS - Fidus Investment Corp Stock Price, Fair Value and News
20.45
USD
+0.25
(+1.24%)
Delayed
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FDUS
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Funds-Owners-Holders
Which funds bought or sold FDUS recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-25
SIMPLEX TRADING, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-25
Capital Investment Advisory Services, LLC
ADDED
Premium
Premium
Premium
Premium
43,284
2024-04-24
RAYMOND JAMES TRUST N.A.
REDUCED
Premium
Premium
Premium
Premium
37,700
2024-04-24
Cambridge Investment Research Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
10,708
2024-04-24
Spire Wealth Management
UNCHANGED
Premium
Premium
Premium
Premium
2,351
2024-04-24
Activest Wealth Management
UNCHANGED
Premium
Premium
Premium
Premium
1,150
2024-04-23
Summit Trail Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
22,502
2024-04-23
OAK HARBOR WEALTH PARTNERS, LLC
ADDED
Premium
Premium
Premium
Premium
24,830
2024-04-23
MGB Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
87,456
2024-04-22
RAYMOND JAMES & ASSOCIATES
REDUCED
Premium
Premium
Premium
Premium
557,374
2024-04-22
Hanson & Doremus Investment Management
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-22
Raymond James Financial Services Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
432,823
2024-04-22
GraniteShares Advisors LLC
ADDED
Premium
Premium
Premium
Premium
85,844
2024-04-19
Sumitomo Mitsui Trust Holdings, Inc.
ADDED
Premium
Premium
Premium
Premium
65,706
2024-04-19
Cornerstone Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
15,937
2024-04-18
Capital Advisors, Ltd. LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,250
2024-04-18
Capital Advisory Group Advisory Services, LLC
REDUCED
Premium
Premium
Premium
Premium
44,848
2024-04-18
Hexagon Capital Partners LLC
UNCHANGED
Premium
Premium
Premium
Premium
31,750
2024-04-18
Koss-Olinger Consulting, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-15
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
10,726
2024-04-15
Sound Income Strategies, LLC
ADDED
Premium
Premium
Premium
Premium
8,974
2024-04-15
Davis Investment Partners, LLC
ADDED
Premium
Premium
Premium
Premium
96,318
2024-04-12
AdvisorNet Financial, Inc
NEW
Premium
Premium
Premium
Premium
26.00
2024-04-11
OPTIMUM INVESTMENT ADVISORS
REDUCED
Premium
Premium
Premium
Premium
13,900
2024-04-10
Enterprise Bank & Trust Co
UNCHANGED
Premium
Premium
Premium
Premium
55,912
Rows per page:
10
25
50
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1–25 of 129
Which funds are the top buyers of FDUS?
Fund Name
# Shares
$ Value
% Port.
Invesco Ltd.
563,958
11,104,300
-
RAYMOND JAMES & ASSOCIATES
557,374
11,002,600
0.01%
VAN ECK ASSOCIATES CORP
518,813
10,215,000
0.02%
TWO SIGMA INVESTMENTS, LP
488,973
9,627,880
0.02%
MORGAN STANLEY
448,517
8,831,320
-
Raymond James Financial Services Advisors, Inc.
432,823
8,543,940
0.01%
TWO SIGMA ADVISERS, LP
425,213
8,372,440
0.02%
MILLENNIUM MANAGEMENT LLC
368,243
7,250,700
-
Advisors Asset Management, Inc.
198,323
3,904,980
0.08%
CITADEL ADVISORS LLC
196,725
3,873,520
-
Rows per page:
10
1–10 of 98
Which funds have put a big percent of portfolio in FDUS?
Fund Name
$ Value
% Port.
GraniteShares Advisors LLC
1,694,560
0.90%
MGB Wealth Management, LLC
1,723,290
0.87%
Muzinich & Co., Inc.
1,280,660
0.85%
Davis Investment Partners, LLC
1,891,690
0.83%
WT Wealth Management
1,324,510
0.52%
Legacy Capital Wealth Partners, LLC
1,550,840
0.44%
Palogic Value Management, L.P.
1,005,430
0.44%
Capital Advisory Group Advisory Services, LLC
885,300
0.42%
Enterprise Bank & Trust Co
1,103,700
0.38%
NOVARE CAPITAL MANAGEMENT LLC
3,589,450
0.36%
Rows per page:
10
1–10 of 96
Trend of No. of funds that hold FDUS
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Invesco Ltd.
11,104,300
MGB Wealth Management, LLC
1,723,290
GSA CAPITAL PARTNERS LLP
434,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP
410,359
Schonfeld Strategic Advisors LLC
297,319
Verition Fund Management LLC
230,373
Cetera Advisors LLC
198,298
Cape Investment Advisory, Inc.
95,693
Additions
Fund Name
% Increased
AMERIPRISE FINANCIAL INC
280
Campbell & CO Investment Adviser LLC
250
Trexquant Investment LP
191
CITIGROUP INC
151
GOLDMAN SACHS GROUP INC
129
Aquatic Capital Management LLC
96.43
WELLS FARGO & COMPANY/MN
90.36
BROWN BROTHERS HARRIMAN & CO
82.82
Reductions
Fund Name
% Reduced
NISA INVESTMENT ADVISORS, LLC
-82.19
JPMORGAN CHASE & CO
-69.88
Tower Research Capital LLC (TRC)
-65.47
Qube Research & Technologies Ltd
-64.24
PNC FINANCIAL SERVICES GROUP, INC.
-44.44
BNP PARIBAS FINANCIAL MARKETS
-40.63
ACADIAN ASSET MANAGEMENT LLC
-34.27
Royal Bank of Canada
-30.1
Sold off
Fund Name
$ Sold
Melia Wealth LLC
-13,531,900
ADVISORY RESEARCH INC
-921,638
MARSHALL WACE, LLP
-531,110
SIMPLEX TRADING, LLC
-254,000
Dynamic Technology Lab Private Ltd
-243,000
Koss-Olinger Consulting, LLC
-234,000
LEVEL FOUR FINANCIAL, LLC
-216,000
Hanson & Doremus Investment Management
-20,000