Icon Wealth Advisors, LLC Stellus Capital Investment Corp Transaction History
Icon Wealth Advisors, LLC
- $1.18 Billion
- Q1 2025
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 135,089 shares of SCM stock, worth $1.86 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
135,089
Previous 131,477
2.75%
Holding current value
$1.86 Million
Previous $1.81 Million
4.53%
% of portfolio
0.16%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding SCM
# of Institutions
69Shares Held
3.84MCall Options Held
83.9KPut Options Held
500-
David A. Siegel Two Sigma Advisers, LP | New York, Ny402KShares$5.54 Million0.01% of portfolio
-
Two Sigma Investments, LP New York, NY273KShares$3.77 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL249KShares$3.43 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL228KShares$3.15 Million0.0% of portfolio
-
Morgan Stanley New York, NY220KShares$3.03 Million0.0% of portfolio
About Stellus Capital Investment Corp
- Ticker SCM
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 19,545,935
- Market Cap $270M
- 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...