Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidus Investment Corporation includono 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, e Global Retirement Partners, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
