Concurrent Investment Advisors, LLC Stellus Capital Investment Corp Transaction History
Concurrent Investment Advisors, LLC
- $8.78 Trillion
- Q4 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Stellus Capital Investment Corp stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,459 shares of SCM stock, worth $186,280. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,459
Previous 12,989
19.02%
Holding current value
$186,280
Previous $170 Million
15.55%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCM
# of Institutions
75Shares Held
3.98MCall Options Held
29.9KPut Options Held
0-
David A. Siegel Two Sigma Advisers, LP | New York, Ny286KShares$3.44 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL274KShares$3.3 Million0.01% of portfolio
-
Muzinich & Co., Inc. New York, NY254KShares$3.06 Million1.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL231KShares$2.79 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL228KShares$2.75 Million0.0% of portfolio
About Stellus Capital Investment Corp
- Ticker SCM
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 19,545,935
- Market Cap $236M
- Description
- Stellus Capital Investment Corporation is a business development company specializing in investments in private middle-market companies. It invests through first lien, second lien, unitranche, and mezzanine debt financing, often with a corresponding equity investment. The fund prefers to invest in US and Canada. The fund seeks to invest in compa...