Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidus Investment Corporation inkluderar Kingstone Capital Partners Texas, LLC, Mercer Global Advisors Inc /adv, Quantinno Capital Management LP, Beacon Pointe Advisors, LLC, Accredited Investors Inc., Golden State Equity Partners, Atticus Wealth Management, Llc, och Global Retirement Partners, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 658 | 154,84 | 54 | 152,38 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 313 002 | 10,57 | 6 323 | 9,53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 370 335 | 10,38 | 7 481 | 9,36 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 1 800 | 36 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 359 415 | 10,84 | 7 260 | 9,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 728 | 137,36 | 35 | 142,86 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 49 763 | 38,85 | 1 005 | 37,67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 84 524 | 13,97 | 1 707 | 12,90 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 20 000 | 404 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3 816 | 77 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 100 | 2 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 20 393 | 9,32 | 412 | 8,16 | ||||
| 2025-08-14 | 13F | Quarry LP | 2 366 | 71,45 | 48 | 67,86 | ||||
| 2025-08-04 | 13F | Muzinich & Co., Inc. | 190 228 | 106,50 | 3 843 | 104,58 | ||||
| 2025-07-31 | 13F | Caitong International Asset Management Co., Ltd | 4 | 100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26 905 | 10,85 | 1 | |||||
| 2025-07-31 | 13F | Peterson Wealth Services | 122 | 0,83 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 26 200 | 61,73 | 529 | 60,30 | ||||
| 2025-07-17 | 13F | GraniteShares Advisors LLC | 132 532 | 6,67 | 2 677 | 5,68 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 14 100 | 285 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 24 800 | 10,22 | 501 | 9,17 | |||
| 2025-08-12 | 13F | Legal & General Group Plc | 228 512 | 0,94 | 4 616 | −0,02 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 4 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 27 173 | 7,80 | 549 | 6,82 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2 850 | 90,00 | 58 | 90,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 150 | 3 | ||||||
| 2025-08-29 | NP | JAFEX - Total Stock Market Index Trust NAV | 641 | 19,37 | 13 | 9,09 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 77 618 | 1,98 | 1 568 | 1,03 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 20 661 | 0,44 | 417 | −0,48 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 322 543 | 12,14 | 6 515 | 11,10 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 20 323 | 6,82 | 411 | 5,94 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 137 365 | 2,22 | 2 775 | 1,24 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 27 165 | 549 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 38 | 1 | ||||||
| 2025-06-18 | NP | Putnam ETF Trust - Putnam BDC ETF - | 166 576 | 17,21 | 3 148 | −2,02 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 699 | 2 812,50 | 14 | |||||
| 2025-08-13 | 13F | Advisory Research Inc | 10 574 | 6,14 | 214 | 4,93 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 22 502 | 455 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 29 783 | 602 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 749 | 1 602,27 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 11 515 | 13,68 | 233 | 12,62 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 90 865 | 0,22 | 1 835 | −0,70 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 31 755 | 7 588,86 | 2 | −87,50 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 62 361 | 472,96 | 1 260 | 469,68 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 22 325 | 56,01 | 451 | 54,64 | ||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 69 101 | 2,65 | 1 396 | 1,68 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 76 533 | 56,54 | 1 546 | 55,12 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 788 | 16 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14 734 | 29,12 | 298 | 28,02 | ||||
| 2025-08-21 | NP | BIZD - VanEck Vectors BDC Income ETF | 793 209 | 6,18 | 16 023 | 5,19 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 190 275 | 0,60 | 3 844 | −0,34 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 64 929 | 39,81 | 1 312 | 38,58 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13 092 | 7,56 | 264 | 6,45 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 16 153 | 326 | ||||||
| 2025-08-29 | NP | GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 132 532 | 6,67 | 2 677 | 5,68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 35 124 | 20,65 | 1 | |||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 38 975 | 3,92 | 787 | 3,01 | ||||
| 2025-08-07 | 13F | PFG Advisors | 188 495 | 3,76 | 3 808 | 2,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 27 409 759 | 549 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 089 | 204 | ||||||
| 2025-06-27 | NP | LBO - WHITEWOLF Publicly Listed Private Equity ETF | 676 | 14,19 | 13 | −7,69 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 25 284 | 7,89 | 511 | 6,92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 298 390 | 50,83 | 6 027 | 49,44 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 152 463 | 68,49 | 3 080 | 66,88 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12 088 | 5,72 | 244 | 4,72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 54 066 | 26,75 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 24 000 | 485 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 69 581 | 10,12 | 1 406 | 9,08 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 446 703 | 2,20 | 9 023 | 1,26 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 44 016 | 0,05 | 889 | −0,89 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 193 153 | 30,75 | 3 902 | 29,52 | ||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 33 094 | 4,65 | 1 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 89 775 | 2,07 | 1 807 | 0,61 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 20 171 | 0,02 | 407 | −0,97 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 22 628 | 457 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 115 872 | 159,06 | 2 341 | 156,86 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 200 | 100,00 | 0 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 16 458 | 0 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 846 994 | 10,94 | 17 | 13,33 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15 740 | 318 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 20 202 | 408 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20 462 | 13,39 | 425 | 15,80 |
