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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
377,700
shares
|
$4.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
265,622
shares
|
$3.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
241,849
shares
|
$3.09 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
228,375
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
212,727
shares
|
$2.72 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
183,778
shares
|
$2.35 Million
0.23% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
173,702
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
171,467
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Added 48.29%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
157,813
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
131,477
shares
|
$1.68 Million
0.15% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
118,963
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
98,156
shares
|
$1.25 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Muzinich & Co., Inc.
New York, NY |
May 05, 2025 Q1 2025 |
87,120
shares
|
$1.11 Million
0.74% of portfolio
|
Q1 2025
Added 32.47%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
84,762
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 33.68%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
80,961
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
66,696
shares
|
$852,374
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
65,584
shares
|
$838,163
0.39% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
65,018
shares
|
$830,930
0.06% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
63,036
shares
|
$805,600
0.01% of portfolio
|
Q4 2024
Reduced 29.32%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
46,574
shares
|
$595,215
0.0% of portfolio
|
Q4 2024
Reduced 20.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
46,390
shares
|
$592,864
0.0% of portfolio
|
Q4 2024
Reduced 19.07%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
44,158
shares
|
$564,339
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
32,803
shares
|
$419,222
0.05% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
25,957
shares
|
$331,730
0.0% of portfolio
|
Q4 2024
Added 105.91%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
25,052
shares
|
$320,164
0.0% of portfolio
|
Q4 2024
New holding
|