A detailed history of Icon Wealth Advisors, LLC transactions in Stellus Capital Investment Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,973 shares of SCM stock, worth $55,542. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,973
Previous 131,457 96.98%
Holding current value
$55,542
Previous $1.8 Million 97.01%
% of portfolio
0.0%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$13.39 - $14.41 $1.71 Million - $1.84 Million
127,492 Added 3208.96%
131,465 $1.8 Million
Q3 2024

Nov 12, 2024

SELL
$13.39 - $14.41 $1.71 Million - $1.84 Million
-127,484 Reduced 96.98%
3,973 $54,000
Q2 2024

Aug 14, 2024

BUY
$12.97 - $14.35 $194 - $215
15 Added 0.01%
131,457 $1.8 Million
Q1 2024

May 15, 2024

BUY
$12.56 - $13.48 $4,885 - $5,243
389 Added 0.3%
131,442 $1.72 Million
Q4 2023

Feb 14, 2024

BUY
$12.34 - $13.73 $1.62 Million - $1.8 Million
131,053 New
131,053 $1.68 Million

Others Institutions Holding SCM

About Stellus Capital Investment Corp


  • Ticker SCM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 19,545,935
  • Market Cap $273M
  • Description
  • Stellus Capital Investment Corporation is a business development company specializing in investments in private middle-market companies. It invests through first lien, second lien, unitranche, and mezzanine debt financing, often with a corresponding equity investment. The fund prefers to invest in US and Canada. The fund seeks to invest in compa...
More about SCM
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