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 131,457 shares of SCM stock, worth $1.8 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
131,457
Previous 131,442 0.01%
Holding current value
$1.8 Million
Previous $1.72 Million 4.94%
% of portfolio
0.15%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $268M
  • 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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