A detailed history of Icon Wealth Partners, LLC transactions in Stellus Capital Investment Corp stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 66,696 shares of SCM stock, worth $913,735. This represents 0.1% of its overall portfolio holdings.

Number of Shares
66,696
Holding current value
$913,735
% of portfolio
0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

BUY
$13.6 - $15.27 $907,065 - $1.02 Million
66,696 New
66,696 $907,000
Q2 2019

Aug 13, 2019

SELL
$13.49 - $14.58 $40,470 - $43,740
-3,000 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$13.27 - $15.2 $39,810 - $45,600
3,000 New
3,000 $42,000

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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