A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Stellus Capital Investment Corp stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 48,598 shares of SCM stock, worth $678,914. This represents 0.03% of its overall portfolio holdings.

Number of Shares
48,598
Previous 48,538 0.12%
Holding current value
$678,914
Previous $666,000 0.15%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 22, 2024

BUY
$13.39 - $14.41 $803 - $864
60 Added 0.12%
48,598 $665,000
Q2 2024

Jul 11, 2024

SELL
$12.97 - $14.35 $103,267 - $114,254
-7,962 Reduced 14.09%
48,538 $666,000
Q3 2023

Oct 19, 2023

BUY
$13.6 - $15.27 $199,920 - $224,469
14,700 Added 35.17%
56,500 $768,000
Q2 2022

Aug 12, 2022

BUY
$11.13 - $14.2 $13,356 - $17,040
1,200 Added 2.96%
41,800 $465,000
Q4 2021

Jan 21, 2022

BUY
$12.38 - $14.65 $185,700 - $219,750
15,000 Added 58.59%
40,600 $529,000
Q3 2021

Nov 01, 2021

BUY
$12.45 - $13.61 $318,720 - $348,416
25,600 New
25,600 $334,000

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 $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
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.