Who owns Fidus Invt?
- Ticker: FDUS
- CUSIP Number: 316500107
Tip: Access positions for across all investors
Analyze quarterly positions in Fidus Invt with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Fidus Invt this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Van Eck Associates Corp. | 809k | $16M | 12% | Sep 2024 |
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Invesco | 605k | $12M | 11% | Sep 2024 |
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Two Sigma Advisers | 565k | $11M | 48% | Jun 2024 |
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Raymond James & Associates | 547k | $11M | -2% | Sep 2024 |
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Two Sigma Investments | 455k | $8.9M | 20% | Jun 2024 |
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Raymond James Financial Services Advisors | 399k | $7.8M | -4% | Sep 2024 |
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Morgan Stanley | 397k | $7.7M | 4% | Jun 2024 |
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Envestnet Asset Management | 250k | $4.9M | 11% | Sep 2024 |
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Cetera Investment Advisers | 234k | $4.6M | 18% | Jun 2024 |
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Advisors Asset Management | 208k | $4.1M | 9% | Sep 2024 |
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Novare Capital Management | 190k | $3.7M | 0% | Sep 2024 |
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PFG Advisors | 181k | $3.6M | 6% | Sep 2024 |
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Goss Wealth Management | 122k | $2.4M | 9% | Jun 2024 |
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GraniteShares Advisors | 117k | $2.3M | 19% | Sep 2024 |
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Trexquant Investment | 117k | $2.3M | 180% | Sep 2024 |
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Franklin Resources | 117k | $2.3M | 37% | Sep 2024 |
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BlackRock | 111k | $2.2M | 100% | Sep 2024 |
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BlackRock | 96k | $1.9M | 0% | Jun 2024 |
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Qube Research & Technologies | 92k | $1.8M | 135% | Jun 2024 |
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Davis Investment Partners | 90k | $1.8M | -1% | Sep 2024 |
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MGB Wealth Management | 88k | $1.7M | 0% | Sep 2024 |
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FJ Capital Management | 82k | $1.6M | -21% | Jun 2024 |
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LPL Financial | 77k | $1.5M | 1% | Sep 2024 |
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Legacy Capital Wealth Partners | 75k | $1.5M | -4% | Sep 2024 |
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Muzinich & Co | 73k | $1.4M | 8% | Sep 2024 |
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Sumitomo Mitsui Trust Holdings | 71k | $1.4M | 8% | Sep 2024 |
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Capital Advisory Group Advisory Services | 63k | $1.2M | 16% | Sep 2024 |
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Capital Investment Advisory Services | 59k | $1.1M | 16% | Sep 2024 |
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WT Wealth Management | 58k | $1.1M | -4% | Sep 2024 |
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Palogic Value Management | 57k | $1.1M | 1% | Sep 2024 |
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Enterprise Bank & Trust | 56k | $1.1M | 0% | Sep 2024 |
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Campbell & Co. Investment Adviser | 50k | $976k | 100% | Sep 2024 |
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Branch Banking & Trust Company | 44k | $860k | -7% | Jun 2024 |
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Raymond James Trust | 43k | $840k | -24% | Sep 2024 |
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Citadel Advisors | 40k | $780k | -32% | Sep 2024 |
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Susquehanna International | 39k | $770k | -32% | Sep 2024 |
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Davenport & Co | 36k | $710k | -4% | Sep 2024 |
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Hennion & Walsh Asset Management | 35k | $683k | 100% | Sep 2024 |
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HighTower Advisors | 33k | $648k | 1% | Jun 2024 |
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Level Four Advisory Services | 33k | $641k | 16% | Jun 2024 |
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Hexagon Capital Partners | 32k | $623k | 0% | Sep 2024 |
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Commonwealth Equity Services | 29k | $569k | 1% | Sep 2024 |
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Great-West Life Assurance Company | 27k | $528k | 8% | Sep 2024 |
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Kingfisher Capital | 27k | $521k | 0% | Sep 2024 |
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Natixis | 26k | $509k | 130% | Sep 2024 |
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D.A. Davidson & Co. | 26k | $504k | 9% | Jun 2024 |
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Schonfeld Strategic Advisors | 24k | $476k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 24k | $467k | 1% | Jun 2024 |
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Cambridge Investment Research Advisors | 23k | $457k | -1% | Sep 2024 |
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Summit Trail Advisors | 23k | $441k | 0% | Sep 2024 |
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Credit Agricole | 22k | $423k | 100% | Sep 2024 |
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Oak Harbor Wealth Partners | 21k | $411k | -1% | Sep 2024 |
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Hartland & Co | 20k | $400k | 0% | Sep 2024 |
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Prospera Financial Services | 20k | $391k | -1% | Sep 2024 |
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Cornerstone Wealth Management | 19k | $381k | 10% | Sep 2024 |
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Stifel Financial | 19k | $375k | 1% | Jun 2024 |
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Grimes & Company | 19k | $364k | 17% | Sep 2024 |
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Northern Trust | 18k | $355k | 100% | Sep 2024 |
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Bank of America Corporation | 17k | $341k | -2% | Sep 2024 |
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Optimum Investment Advisors | 17k | $340k | 25% | Sep 2024 |
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Koss-Olinger Consulting | 17k | $337k | 0% | Sep 2024 |
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Oppenheimer & Co | 16k | $308k | 1% | Sep 2024 |
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Y-Intercept | 16k | $307k | -66% | Sep 2024 |
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Greenland Capital Management | 15k | $294k | 100% | Sep 2024 |
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Goldman Sachs Group | 14k | $280k | 100% | Jun 2024 |
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Wells Fargo & Company | 14k | $271k | -21% | Sep 2024 |
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Sunrise Partners Limited Partnership | 14k | $268k | 100% | Sep 2024 |
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HB Wealth Management | 14k | $267k | 0% | Sep 2024 |
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Royal Bank of Canada | 14k | $263k | 11% | Sep 2024 |
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Advisor Group Holdings | 13k | $263k | -38% | Sep 2024 |
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Bragg Financial Advisors | 13k | $254k | 0% | Jun 2024 |
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Wealth Enhancement Advisory Services | 13k | $251k | 20% | Jun 2024 |
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Stratos Wealth Partners | 13k | $248k | 100% | Sep 2024 |
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Lakeview Capital Partners | 12k | $226k | -7% | Sep 2024 |
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Janney Montgomery Scott | 11k | $210k | -18% | Sep 2024 |
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Advisory Research | 10k | $201k | -2% | Jun 2024 |
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Hrt Financial | 10k | $202k | -68% | Sep 2024 |
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Aquatic Capital Management | 9.7k | $189k | -57% | Jun 2024 |
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Farther Finance Advisors | 7.5k | $146k | 24% | Sep 2024 |
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IFP Advisors | 7.3k | $143k | 100% | Jun 2024 |
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Quantbot Technologies | 6.8k | $133k | -54% | Jun 2024 |
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Brown Brothers Harriman & Co. | 5.3k | $104k | -29% | Jun 2024 |
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Sound Income Strategies | 5.0k | $99k | -35% | Sep 2024 |
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GPS Wealth Strategies Group | 4.9k | $95k | -4% | Sep 2024 |
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EverSource Wealth Advisors | 3.6k | $71k | 0% | Sep 2024 |
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MeadowBrook Investment Advisors | 3.0k | $60k | 10% | Sep 2024 |
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Capital Advisors | 2.3k | $44k | 0% | Sep 2024 |
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Brian McDonald | 2.2k | $43k | 9% | Sep 2024 |
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Gilliland Jeter Wealth Management | 1.5k | $29k | 0% | Sep 2024 |
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Citigroup | 1.4k | $28k | 25% | Sep 2024 |
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Atlantic Trust | 1.3k | $25k | 27% | Sep 2024 |
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Jpmorgan Chase & Co | 1.0k | $20k | -93% | Sep 2024 |
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Cedar Wealth Management | 992.00 | $19k | 0% | Sep 2024 |
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Tower Research Capital | 938.00 | $18k | 297% | Jun 2024 |
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FTB Advisors | 758.00 | $15k | 3% | Sep 2024 |
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Pnc Financial Services | 750.00 | $15k | -73% | Sep 2024 |
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Quarry | 664.00 | $13k | -54% | Jun 2024 |
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Nbc Securities | 565.00 | $11k | 3% | Sep 2024 |
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Spire Wealth Management | 500.00 | $9.8k | 0% | Sep 2024 |
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Laurel Wealth Advisors | 413.00 | $8.1k | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 293.00 | $5.7k | -36% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 272.00 | $5.3k | 0% | Sep 2024 |
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Peterson Wealth Services | 254.00 | $5.0k | 100% | Sep 2024 |
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Geneos Wealth Management | 51.00 | $993.000600 | -49% | Jun 2024 |
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AdvisorNet Financial | 27.00 | $523.000800 | 4% | Sep 2024 |
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CWM | 2.00 | $0 | 100% | Sep 2024 |
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Activest Wealth Management | 0 | $0 | -100% | Sep 2024 |
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Who sold out of Fidus Invt?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Millennium Management | Jun 2024 | 159k | $3.1M |
Barclays | Jun 2024 | 43k | $840k |
Connor, Clark & Lunn Investment Management | Jun 2024 | 18k | $357k |
National Asset Management | Mar 2024 | 12k | $237k |
Jane Street | Jun 2024 | 10k | $199k |
Arlington Trust | Jun 2024 | 6.0k | $117k |
RFP Financial Group | Jun 2024 | 3.0k | $58k |
Wetzel Investment Advisors | Jun 2024 | 1.6k | $32k |
Group One Trading | Jun 2024 | 1.0k | $20k |
NISA Investment Advisors | Jun 2024 | 500.00 | $9.7k |
Bnp Paribas Arbitrage, Snc | Jun 2024 | 398.00 | $7.8k |
Cape Investment Advisory | Mar 2024 | 275.00 | $5.4k |