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 69 institutions that hold shares in the stock, with a total of 3.84 Million shares, which have been reported (via 13F filing form) to have a value of $55.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
401,700
shares
|
$5.82 Million
0.01% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
273,070
shares
|
$3.95 Million
0.01% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
248,953
shares
|
$3.6 Million
0.0% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
228,375
shares
|
$3.31 Million
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
219,640
shares
|
$3.18 Million
0.0% of portfolio
|
Q1 2025
Added 39.18%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
212,727
shares
|
$3.08 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
212,458
shares
|
$3.08 Million
0.0% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
192,462
shares
|
$2.79 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
191,392
shares
|
$2.77 Million
0.26% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
178,589
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
135,089
shares
|
$1.96 Million
0.16% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
131,283
shares
|
$1.9 Million
0.04% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
103,984
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 2318.8%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
98,228
shares
|
$1.42 Million
0.69% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Muzinich & Co., Inc.
New York, NY |
May 05, 2025 Q1 2025 |
87,120
shares
|
$1.26 Million
0.74% of portfolio
|
Q1 2025
Added 32.47%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
84,762
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 33.68%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
80,961
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
68,006
shares
|
$984,726
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
66,696
shares
|
$965,758
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
65,018
shares
|
$941,460
0.06% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
44,158
shares
|
$639,407
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
40,824
shares
|
$591,131
0.0% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
39,867
shares
|
$577,274
0.0% of portfolio
|
Q4 2024
Reduced 73.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
39,305
shares
|
$569,136
0.0% of portfolio
|
Q1 2025
Added 115.87%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
32,803
shares
|
$474,987
0.05% of portfolio
|
Q1 2025
Added 10.15%
|