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 59 institutions that hold shares in the stock, with a total of 3.21 Million shares, which have been reported (via 13F filing form) to have a value of $46.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
20,992
shares
|
$310,471
0.0% of portfolio
|
Q3 2024
Reduced 60.79%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
20,500
shares
|
$303,195
0.0% of portfolio
|
Q4 2023
Reduced 33.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
18,096
shares
|
$267,639
0.01% of portfolio
|
Q3 2024
Added 17.57%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,659
shares
|
$261,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
16,513
shares
|
$244,227
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
16,278
shares
|
$240,751
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
14,949
shares
|
$221,095
0.0% of portfolio
|
Q3 2024
Added 70.81%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
13,958
shares
|
$206,438
0.01% of portfolio
|
Q4 2024
Reduced 71.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
13,106
shares
|
$193,837
0.01% of portfolio
|
Q3 2024
Added 27.94%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
13,000
shares
|
$192,270
0.0% of portfolio
|
Q4 2023
Reduced 43.48%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
12,606
shares
|
$186,442
0.0% of portfolio
|
Q3 2024
Added 15.1%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
12,299
shares
|
$181,902
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
11,283
shares
|
$166,875
0.0% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,000
shares
|
$147,900
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
7,600
shares
|
$112,404
0.0% of portfolio
|
Q2 2024
Added 15.15%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,973
shares
|
$58,760
0.0% of portfolio
|
Q3 2024
Added 3208.96%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,035
shares
|
$44,887
0.0% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$44,370
0.0% of portfolio
|
Q3 2024
Reduced 24.91%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,500
shares
|
$36,975
0.01% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,110
shares
|
$31,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Nov 12, 2024 Q3 2024 |
981
shares
|
$14,508
0.0% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
500
shares
|
$7,395
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
500
shares
|
$7,395
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$7,395
0.0% of portfolio
|
Q3 2024
Reduced 68.75%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
400
shares
|
$5,916
0.0% of portfolio
|
Q3 2022
New holding
|