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 63 institutions that hold shares in the stock, with a total of 3.36 Million shares, which have been reported (via 13F filing form) to have a value of $42.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
24,074
shares
|
$306,943
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,973
shares
|
$292,905
0.0% of portfolio
|
Q4 2024
Added 30.09%
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20,500
shares
|
$261,375
0.0% of portfolio
|
Q4 2023
Reduced 33.22%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
19,491
shares
|
$248,510
0.0% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
18,561
shares
|
$236,652
0.0% of portfolio
|
Q4 2024
Reduced 76.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
18,208
shares
|
$232,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,729
shares
|
$226,044
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
16,341
shares
|
$208,347
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
15,440
shares
|
$196,860
0.0% of portfolio
|
Q1 2025
Added 27.73%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
14,453
shares
|
$184,275
0.01% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
13,106
shares
|
$167,101
0.0% of portfolio
|
Q3 2024
Added 27.94%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
13,000
shares
|
$165,750
0.0% of portfolio
|
Q4 2023
Reduced 43.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
11,337
shares
|
$144,546
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
10,000
shares
|
$127,500
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
8,409
shares
|
$107,214
0.01% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,299
shares
|
$54,812
0.0% of portfolio
|
Q4 2024
Reduced 79.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,000
shares
|
$38,250
0.0% of portfolio
|
Q3 2024
Reduced 24.91%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$38,250
0.01% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,110
shares
|
$26,902
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,097
shares
|
$13,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
750
shares
|
$9,562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
500
shares
|
$6,375
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
500
shares
|
$6,375
0.0% of portfolio
|
Q3 2024
Reduced 68.75%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
500
shares
|
$6,375
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
400
shares
|
$5,100
0.0% of portfolio
|
Q3 2022
New holding
|