Institutional Ownership Stellus Capital Investment Corp (SCM)
This table provides information about the institutional ownership of Stellus Capital Investment Corp (SCM). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 3.9 Million shares, which have been reported (via 13F filing form) to have a value of $57.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
507,526
shares
|
$7.5 Million
0.01% of portfolio
|
Q2 2025
Added 138.88%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
367,400
shares
|
$5.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
235,733
shares
|
$3.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
228,375
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
218,132
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
212,727
shares
|
$3.14 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
197,552
shares
|
$2.92 Million
0.25% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
197,095
shares
|
$2.91 Million
0.27% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
184,006
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
148,662
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.32%
|
|
|
Muzinich & Co., Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
144,005
shares
|
$2.13 Million
0.93% of portfolio
|
Q2 2025
Added 65.29%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
135,214
shares
|
$2 Million
0.14% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
124,985
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
94,048
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
80,961
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
67,618
shares
|
$998,717
0.45% of portfolio
|
Q2 2025
Reduced 31.16%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
66,696
shares
|
$985,099
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
64,655
shares
|
$954,954
0.05% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
64,654
shares
|
$954,939
0.32% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
62,530
shares
|
$923,568
0.1% of portfolio
|
Q2 2025
Added 155.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
48,092
shares
|
$710,318
0.0% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
44,158
shares
|
$652,213
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
35,875
shares
|
$529,873
0.0% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
35,377
shares
|
$522,518
0.0% of portfolio
|
Q2 2025
Added 26.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
29,781
shares
|
$439,865
0.04% of portfolio
|
Q2 2025
Reduced 9.21%
|