Purchases and Sales Made in Q2 2025 in Stellus Capital Investment Corp (SCM)
This table provides information about the institutional ownership of Stellus Capital Investment Corp (SCM) during Q2 2025. The information is specifically focused on institutions that hold shares of Stellus Capital Investment Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
295K+ 138.88% |
$3.45M - $4.14M
|
508K
$6.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
56.9K+ 65.29% |
$665K - $798K
|
144K
$1.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
38.1K+ 155.53% |
$445K - $534K
|
62.5K
$768K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
29KNew |
$339K - $407K
|
29K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
11KNew |
$129K - $155K
|
11K
$136K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.86K+ 74.97% |
$115K - $138K
|
23K
$283K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.29K+ 10.96% |
$109K - $130K
|
94K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.5K+ 26.88% |
$87.6K - $105K
|
35.4K
$435K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.27K+ 17.8% |
$85K - $102K
|
48.1K
$591K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
7.02KNew |
$82.1K - $98.5K
|
7.02K
$86.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.16K+ 3.22% |
$72K - $86.4K
|
198K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.43K+ 90.94% |
$63.5K - $76.2K
|
11.4K
$140K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.42K+ 3.03% |
$63.3K - $76K
|
184K
$2.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.63K+ 2.41% |
$54.2K - $65K
|
197K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.7K+ 26.7% |
$31.6K - $37.9K
|
12.8K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.69K+ 17.53% |
$31.4K - $37.7K
|
18K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.42KNew |
$28.3K - $34K
|
2.42K
$29.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.1K+ 8.52% |
$24.6K - $29.5K
|
26.8K
$329K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.8KNew |
$21K - $25.2K
|
1.8K
$22.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.62K+ 10.47% |
$18.9K - $22.7K
|
17.1K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
437+ 2.67% |
$5.11K - $6.13K
|
16.8K
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
300New |
$3.51K - $4.21K
|
300
$3.69K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
250New |
$2.92K - $3.51K
|
250
$3.07K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
125+ 0.09% |
$1.46K - $1.75K
|
135K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.13% |
$11.7 - $14
|
751
$9.23K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 7.69% |
$11.7 - $14
|
14
$172
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-363- 0.56% |
$4.24K - $5.09K
|
64.7K
$795K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-809- 9.62% |
$9.46K - $11.4K
|
7.6K
$93.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.7K- 31.77% |
$19.8K - $23.8K
|
3.64K
$44.8K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.54K- 7.09% |
$29.7K - $35.7K
|
33.3K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.02K- 9.21% |
$35.3K - $42.4K
|
29.8K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-3.35K- 4.93% |
$39.2K - $47K
|
64.7K
$795K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.42K- 23.66% |
$40K - $48K
|
11K
$136K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.99K- 10.01% |
$46.7K - $56K
|
35.9K
$441K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.3K- 4.8% |
$73.6K - $88.4K
|
125K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-10.8K- 97.84% |
$127K - $152K
|
239
$2.94K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.2K- 5.31% |
$155K - $185K
|
236K
$2.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.2K- 66.7% |
$306K - $368K
|
13.1K
$161K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-30.6K- 31.16% |
$358K - $429K
|
67.6K
$831K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-34.3K- 8.54% |
$401K - $481K
|
367K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-54.9K- 20.12% |
$642K - $771K
|
218K
$2.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71K- 32.32% |
$830K - $996K
|
149K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-86.2K- 82.87% |
$1.01M - $1.21M
|
17.8K
$219K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-254K- 50.0% |
$2.97M - $3.56M
|
254K
$3.12M
|