Free Trial
→ Critical AI announcement set to ignite AI 2.0 (From Timothy Sykes) (Ad) Free SCM Stock Alerts

Stellus Capital Investment (SCM) Institutional Ownership

Stellus Capital Investment logo
$14.84 +0.08 (+0.57%)
Closing price 03:59 PM Eastern
Extended Trading
$14.89 +0.05 (+0.31%)
As of 07:12 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Stellus Capital Investment (NYSE:SCM)

Current
Institutional Ownership
Percentage
13.22%
Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$20.38M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$5.75M
Get SCM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Stellus Capital Investment stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SCM Institutional Buying and Selling by Quarter

Stellus Capital Investment Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/21/2025 Ameritas Advisory Services LLC2,420$34K0.0%N/A0.009%
7/14/2025 U.S. Capital Wealth Advisors LLC11,033$154K0.0%-23.7%0.039%
5/19/2025Jane Street Group LLC11,205$157K0.0%N/A0.039%
5/16/2025Advisors Asset Management Inc.131,283$1.84M0.0%+10.4%0.462%
5/15/2025Royal Bank of Canada27,882$390K0.0%+15.8%0.098%
5/15/2025Trexquant Investment LP31,878$446K0.0%-49.4%0.112%
5/14/2025Quantbot Technologies LP11,088$155K0.0%N/A0.039%
5/13/2025Ethos Financial Group LLC192,462$2.69M0.3%N/A0.677%
5/13/2025Raymond James Financial Inc.248,953$3.49M0.0%+2.9%0.876%
5/13/2025HighTower Advisors LLC39,305$550K0.0%+115.9%0.138%
5/12/2025Virtu Financial LLC25,553$358K0.0%N/A0.090%
5/12/2025Condor Capital Management191,392$2.68M0.2%+4.1%0.674%
5/8/2025XTX Topco Ltd10,738$150K0.0%N/A0.038%
5/7/2025Inspire Advisors LLC24,471$343K0.0%N/A0.086%
5/5/2025Muzinich & Co. Inc.87,120$1.22M0.7%+32.5%0.307%
4/29/2025Chilton Capital Management LLC8,409$118K0.0%+10.6%0.030%
4/25/2025Sumitomo Mitsui Trust Group Inc.84,762$1.19M0.0%+33.7%0.308%
4/24/2025Sunbelt Securities Inc.32,803$459K0.0%+10.1%0.119%
4/23/2025Oppenheimer & Co. Inc.15,440$216K0.0%+27.7%0.056%
2/18/2025Sunbelt Securities Inc.29,781$410K0.0%-3.9%0.110%
2/17/2025Two Sigma Advisers LP377,700$5.20M0.0%-10.8%1.396%
2/17/2025Two Sigma Investments LP265,622$3.66M0.0%-18.4%0.982%
2/14/2025Northern Trust Corp22,973$316K0.0%+30.1%0.085%
2/14/2025Aquatic Capital Management LLC17,729$244K0.0%N/A0.066%
2/14/2025Virtus ETF Advisers LLC65,584$902K0.4%+17.4%0.242%
2/13/2025CANADA LIFE ASSURANCE Co19,491$268K0.0%-8.7%0.072%
2/13/2025Marshall Wace LLP18,561$255K0.0%-76.1%0.069%
2/13/2025Raymond James Financial Inc.241,849$3.33M0.0%N/A0.894%
2/13/2025Legal & General Group Plc173,702$2.39M0.0%+0.9%0.642%
2/12/2025Trexquant Investment LP63,036$867K0.0%-29.3%0.233%
2/11/2025LPL Financial LLC46,390$638K0.0%-19.1%0.171%
2/11/2025Condor Capital Management183,778$2.53M0.2%+1.5%0.679%
2/10/2025Corient Private Wealth LLC171,467$2.36M0.0%+48.3%0.634%
2/10/2025Connor Clark & Lunn Investment Management Ltd.25,052$345K0.0%N/A0.093%
2/7/2025HighTower Advisors LLC18,208$251K0.0%N/A0.067%
2/7/2025Gables Capital Management Inc.98,156$1.35M0.7%-3.7%0.363%
2/6/2025Raymond James Financial Inc.241,849$3.33M0.0%N/A0.894%
2/3/2025Concurrent Investment Advisors LLC16,428$226K0.0%-9.2%0.061%
1/24/2025 U.S. Capital Wealth Advisors LLC13,958$192K0.0%-71.3%0.052%
1/22/2025 PFG Investments LLC64,339$885K0.1%+2.2%0.238%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
1/10/2025 ORG Partners LLC2,110$29K0.0%N/A0.008%
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%
11/5/2024 Prime Capital Investment Advisors LLC16,278$223K0.0%N/A0.063%
10/31/2024Concurrent Investment Advisors LLC18,096$248K0.0%+17.6%0.075%
10/29/2024 Farther Finance Advisors LLC13,106$179K0.0%+27.9%0.054%
10/24/2024 PFG 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%
7/11/2024 U.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%
5/1/2024 Janney Montgomery Scott LLC43,825$573K0.0%-2.2%0.182%
4/22/2024 PFG Investments LLC62,236$814K0.0%N/A0.258%
4/22/2024 Edge 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%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
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%
10/20/2023 U.S. Capital Wealth Advisors LLC56,500$768K0.0%+35.2%0.250%
(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, 60 institutional investors and hedge funds held shares of Stellus Capital Investment. The most heavily invested institutionals were Two Sigma Advisers LP ($5.20M), Two Sigma Investments LP ($3.66M), Raymond James Financial Inc. ($3.49M), Acadian Asset Management LLC ($3.17M), Raymond James & Associates ($3.13M), Millennium Management LLC ($2.94M), and Ethos Financial Group LLC ($2.69M).Learn more on Stellus Capital Investment's institutional investors.

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

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

Which institutional investors have been buying Stellus Capital Investment's stock?

Of the 53 institutional investors that purchased Stellus Capital Investment's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($490.80K), Ethos Financial Group LLC ($192.46K), Millennium Management LLC ($158.42K), Acadian Asset Management LLC ($137.41K), Condor Capital Management ($136.33K), Icon Wealth Advisors LLC ($131.05K), and Marshall Wace LLP ($94.80K).

How much institutional buying is happening at Stellus Capital Investment?

Institutional investors have bought a total of 1,475,614 shares in the last 24 months. This purchase volume represents approximately $20.38M in transactions.

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

Of the 12 institutional investors that sold Stellus Capital Investment's 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), Two Sigma Investments LP ($59.81K), Marshall Wace LLP ($59.26K), Trexquant Investment LP ($57.30K), Two Sigma Advisers LP ($45.60K), U.S. Capital Wealth Advisors LLC ($38.06K), and LPL Financial LLC ($10.93K).

How much institutional selling is happening at Stellus Capital Investment?

Institutional investors have sold a total of 417,958 shares in the last 24 months. This volume of shares sold represents approximately $5.75M in transactions.


Related Companies

This page (NYSE:SCM) was last updated on 7/25/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Treasury Secretary Bessent Is Betting Big on Gold
When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gol...
Golden Portfolio | Sponsored
Turn $1K into $50K with This DeFi Gem
I've never been more confident about a DeFi opportunity. This isn't about complex trading or risky bets. Th...
Crypto 101 Media | Sponsored
How to Collect Up To $5,917/mo From Trump’s Made In USA Boom
How to Collect Up To $5,917/mo From Trump's Made In USA Boom Thanks to President Trump's America-First poli...
Investors Alley | Sponsored