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Stellus Capital Investment (SCM) Institutional Ownership

Stellus Capital Investment logo
$13.85 -0.04 (-0.29%)
As of 01/3/2025 05:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for Stellus Capital Investment (NYSE:SCM)

Current
Institutional Ownership
Percentage
13.22%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$10.35M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.80M
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SCM Institutional Buying and Selling by Quarter

Stellus Capital Investment Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.14,949$205K0.0%+70.8%0.055%
11/18/2024Sunbelt Securities Inc.30,984$424K0.0%-9.4%0.115%
11/15/2024Paloma Partners Management Co16,513$226K0.0%N/A0.061%
11/12/2024Icon Wealth Advisors LLC3,973$54K0.0%-97.0%0.015%
11/8/2024Advisors Asset Management Inc.133,092$1.82M0.0%-3.3%0.512%
11/5/2024Prime Capital Investment Advisors LLC16,278$223K0.0%N/A0.063%
10/31/2024Concurrent Investment Advisors LLC18,096$248K0.0%+17.6%0.075%
10/29/2024Farther Finance Advisors LLC13,106$179K0.0%+27.9%0.054%
10/24/2024PFG Investments LLC62,954$862K0.1%+1.3%0.242%
10/18/2024Raymond James & Associates228,375$3.13M0.0%+2.2%0.879%
8/16/2024Sunbelt Securities Inc.34,215$470K0.0%-8.7%0.132%
8/15/2024Millennium Management LLC213,958$2.94M0.0%+285.2%0.824%
8/14/2024Marshall Wace LLP94,804$1.30M0.0%N/A0.365%
8/14/2024Magnetar Financial LLC39,615$544K0.0%N/A0.152%
8/8/2024Condor Capital Management269,416$3.70M0.4%+47.1%1.117%
8/1/2024Chilton Capital Management LLC7,600$104K0.0%+15.2%0.031%
7/31/2024Concurrent Investment Advisors LLC15,392$211K0.0%N/A0.064%
7/26/2024BCR Wealth Strategies LLC26,824$368K0.2%N/A0.111%
7/23/2024PSI Advisors LLC2,300$32K0.0%+91.7%0.010%
7/19/2024Raymond James & Associates223,516$3.07M0.0%+2.7%0.926%
7/11/2024U.S. Capital Wealth Advisors LLC48,538$666K0.0%-14.1%0.201%
5/20/2024Virtu Financial LLC10,945$143K0.0%N/A0.045%
5/15/2024Quadrature Capital Ltd34,627$453K0.0%-31.1%0.144%
5/14/2024Advisors Asset Management Inc.137,872$1.80M0.0%-0.9%0.571%
5/14/2024CANADA LIFE ASSURANCE Co20,395$267K0.0%+4.2%0.085%
5/11/2024Cliffwater LLC99,960$1.30M0.3%+2.9%0.414%
5/9/2024Condor Capital Management183,093$2.40M0.2%+13.1%0.759%
5/7/2024Oppenheimer & Co. Inc.13,738$180K0.0%-5.2%0.057%
5/1/2024Janney Montgomery Scott LLC43,825$573K0.0%-2.2%0.182%
4/22/2024PFG Investments LLC62,236$814K0.0%N/A0.258%
4/22/2024Edge Financial Advisors LLC12,244$160K0.1%N/A0.051%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.63,407$829K0.0%-5.0%0.263%
4/15/2024Sunbelt Securities Inc.37,481$490K0.1%-8.4%0.155%
3/25/2024Quadrature Capital Ltd50,271$646K0.0%-6.6%0.208%
3/22/2024PNC Financial Services Group Inc.13,000$167K0.0%-43.5%0.054%
2/14/2024Icon Wealth Advisors LLC131,053$1.68M0.2%N/A0.543%
2/14/2024Muzinich & Co. Inc.69,069$888K0.6%-3.3%0.286%
2/12/2024Condor Capital Management161,872$2.08M0.2%+12.9%0.671%
2/9/2024Trexquant Investment LP29,321$377K0.0%N/A0.122%
2/8/2024Gables Capital Management Inc.99,334$1.28M0.8%+1.2%0.412%
2/7/2024Jump Financial LLC19,600$252K0.0%+5.8%0.081%
2/6/2024LSV Asset Management20,500$263K0.0%-33.2%0.085%
2/1/2024Sigma Planning Corp36,473$469K0.0%-12.1%0.151%
1/16/2024Raymond James & Associates229,829$2.95M0.0%-1.9%0.952%
12/11/2023Sunbelt Securities Inc.41,978$571K0.1%-4.3%0.174%
11/15/2023Advisors Asset Management Inc.119,458$1.63M0.0%+18.5%0.495%
11/14/2023Quadrature Capital Ltd53,838$732K0.0%+64.0%0.223%
11/14/2023PEAK6 Investments LLC19,490$265K0.0%N/A0.081%
11/13/2023Connor Clark & Lunn Investment Management Ltd.15,921$217K0.0%N/A0.066%
11/13/2023Muzinich & Co. Inc.71,420$971K0.7%+7.1%0.296%
11/8/2023Oppenheimer & Co. Inc.12,552$171K0.0%N/A0.056%
11/7/2023Virtus ETF Advisers LLC43,058$586K0.4%+129.8%0.191%
11/7/2023Jump Financial LLC18,519$252K0.0%-8.8%0.082%
11/6/2023Sigma Planning Corp41,494$564K0.0%+41.0%0.184%
11/3/2023Gables Capital Management Inc.98,199$1.34M0.9%-4.8%0.435%
10/27/2023Astoria Portfolio Advisors LLC.18,980$239K0.1%N/A0.084%
10/24/2023Raymond James Financial Services Advisors Inc.11,790$160K0.0%N/A0.052%
10/24/2023Raymond James & Associates234,291$3.19M0.0%+19.0%1.039%
10/20/2023U.S. Capital Wealth Advisors LLC56,500$768K0.0%+35.2%0.250%
10/10/2023National Bank of Canada FI71,642$941K0.0%+1.6%0.318%
8/14/2023Chilton Capital Management LLC17,020$239K0.0%+157.9%0.075%
8/11/2023Trexquant Investment LP21,299$300K0.0%+67.3%0.102%
8/10/2023Cetera Advisors LLC19,004$267K0.0%+5.5%0.091%
8/7/2023Acadian Asset Management LLC225,652$3.17M0.0%+155.7%1.083%
8/3/2023Gables Capital Management Inc.103,149$1.45M0.9%-1.0%0.495%
8/2/2023LSV Asset Management30,700$432K0.0%-19.2%0.147%
8/2/2023Sigma Planning Corp29,428$414K0.0%+20.5%0.141%
8/1/2023Origin Asset Management LLP13,000$183K0.1%N/A0.062%
7/31/2023Sumitomo Mitsui Trust Holdings Inc.66,711$939K0.0%-16.9%0.320%
7/26/2023National Bank of Canada FI70,496$1.01M0.0%N/A0.338%
7/25/2023Raymond James & Associates196,864$2.77M0.0%+4.8%0.945%
7/10/2023SG Americas Securities LLC66,547$936K0.0%N/A0.319%
5/12/2023Cliffwater LLC267,152$3.76M1.2%+2.0%1.282%
5/11/2023Acadian Asset Management LLC88,244$1.24M0.0%+63.5%0.424%
5/10/2023Condor Capital Management114,424$1.61M0.2%+12.7%0.549%
5/8/2023Sigma Planning Corp24,422$344K0.0%N/A0.117%
5/4/2023Gables Capital Management Inc.104,149$1.47M1.0%-7.1%0.500%
5/3/2023Jump Financial LLC12,045$170K0.0%N/A0.058%
4/14/2023Raymond James Financial Services Advisors Inc.10,625$150K0.0%-14.2%0.054%
4/14/2023Raymond James & Associates187,822$2.65M0.0%+2.7%0.961%
2/15/2023Ares Management LLC345,536$4.58M0.2%-15.5%1.768%
2/10/2023Cliffwater LLC261,953$3.47M1.0%+3.3%1.340%
2/9/2023Muzinich & Co. Inc.80,271$1.06M0.8%-39.2%0.411%
2/8/2023Sunbelt Securities Inc.32,624$433K0.1%+8.0%0.167%
2/8/2023Raymond James & Associates182,833$2.42M0.0%+3.3%0.935%
2/7/2023Condor Capital Management101,542$1.35M0.2%+17.7%0.519%
1/30/2023Sumitomo Mitsui Trust Holdings Inc.80,271$1.06M0.0%-39.2%0.411%
11/21/2022Sunbelt Securities Inc.30,203$360K0.1%-4.7%0.154%
11/14/2022Virtus ETF Advisers LLC32,193$384K0.2%+37.6%0.165%
11/10/2022Cliffwater LLC253,584$3.03M1.0%+3.4%1.297%
11/10/2022Condor Capital Management86,255$1.03M0.1%N/A0.441%
11/8/2022Advisors Asset Management Inc.190,535$2.27M0.0%-1.4%0.975%
11/7/2022Spire Wealth Management6,400$76K0.0%-19.2%0.033%
11/2/2022Avantax Advisory Services Inc.17,561$209K0.0%-7.5%0.090%
10/25/2022Raymond James & Associates177,071$2.11M0.0%-5.6%0.906%
8/17/2022Advisory Research Inc.45,977$512K0.0%-5.8%0.235%
8/12/2022Virtus ETF Advisers LLC23,403$260K0.1%-49.4%0.120%
8/12/2022U.S. Capital Wealth Advisors LLC41,800$465K0.0%+3.0%0.214%
8/12/2022Muzinich & Co. Inc.131,924$1.47M1.0%-4.1%0.675%
8/8/2022Advisors Asset Management Inc.193,323$2.15M0.0%-23.1%0.989%
(Data available from 1/1/2016 forward)

SCM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCM shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Stellus Capital Investment. The most heavily invested institutionals were Ares Management LLC ($4.58M), Condor Capital Management ($3.70M), Acadian Asset Management LLC ($3.17M), Raymond James & Associates ($3.13M), Millennium Management LLC ($2.94M), Advisors Asset Management Inc. ($1.82M), and Marshall Wace LLP ($1.30M).Learn more on SCM's institutional investors.

What percentage of Stellus Capital Investment stock is owned by institutional investors?

13.22% of Stellus Capital Investment stock is owned by institutional investors. Learn more on SCM's institutional investor holdings.

Which institutional investors have been buying Stellus Capital Investment stock?

Of the 39 institutional investors that purchased Stellus Capital Investment stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Acadian Asset Management LLC ($171.67K), Millennium Management LLC ($158.42K), Condor Capital Management ($154.22K), Icon Wealth Advisors LLC ($131.05K), Marshall Wace LLP ($94.80K), National Bank of Canada FI ($71.64K), and Raymond James & Associates ($67.92K).

How much institutional buying is happening at Stellus Capital Investment?

Institutional investors have bought a total of 1,430,750 shares in the last 24 months. This purchase volume represents approximately $19.52M in transactions.

Which Stellus Capital Investment major shareholders have been selling company stock?

Of the 17 institutional investors that sold Stellus Capital Investment stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Icon Wealth Advisors LLC ($127.48K), Sumitomo Mitsui Trust Holdings Inc. ($68.52K), Ares Management LLC ($63.40K), Muzinich & Co. Inc. ($54.00K), Quadrature Capital Ltd ($19.21K), LSV Asset Management ($17.50K), and Gables Capital Management Inc. ($13.95K).

How much institutional selling is happening at Stellus Capital Investment?

Institutional investors have sold a total of 414,427 shares in the last 24 months. This volume of shares sold represents approximately $5.57M in transactions.


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This page (NYSE:SCM) was last updated on 1/6/2025 by MarketBeat.com Staff
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