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 73 institutions that hold shares in the stock, with a total of 3.87 Million shares, which have been reported (via 13F filing form) to have a value of $46.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
2,155
shares
|
$25,967
0.0% of portfolio
|
Q3 2025
Reduced 79.17%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
2,110
shares
|
$25,425
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,798
shares
|
$21,665
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,350
shares
|
$16,267
0.0% of portfolio
|
Q3 2025
Added 440.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,200
shares
|
$14,460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
1,166
shares
|
$14,050
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,097
shares
|
$13,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
770
shares
|
$9,278
0.0% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
500
shares
|
$6,025
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
500
shares
|
$6,025
0.0% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
400
shares
|
$4,820
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
330
shares
|
$3,976
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
300
shares
|
$3,615
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
239
shares
|
$2,879
0.0% of portfolio
|
Q2 2025
Reduced 97.84%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
200
shares
|
$2,410
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
157
shares
|
$1,891
0.0% of portfolio
|
Q1 2020
Added 919.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
125
shares
|
$1,506
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
14
shares
|
$168
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8
shares
|
$96
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
2
shares
|
$24
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|