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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,581
shares
|
$22,892
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,225
shares
|
$17,738
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,097
shares
|
$15,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,000
shares
|
$14,480
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
750
shares
|
$10,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
500
shares
|
$7,240
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
500
shares
|
$7,240
0.0% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
400
shares
|
$5,792
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
330
shares
|
$4,778
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
316
shares
|
$4,575
0.0% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$2,896
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
157
shares
|
$2,273
0.0% of portfolio
|
Q1 2020
Added 919.11%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
13
shares
|
$188
0.0% of portfolio
|
Q1 2025
Added 85.71%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
8
shares
|
$115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|