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Stellus Capital Investment (SCM) Institutional Ownership

Stellus Capital Investment logo
$12.94 -0.12 (-0.92%)
Closing price 10/1/2025 03:59 PM Eastern
Extended Trading
$13.08 +0.14 (+1.08%)
As of 10/1/2025 07:07 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.

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

Current
Institutional Ownership
Percentage
13.22%
Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$21.72M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.55M
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SCM Institutional Buying and Selling by Quarter

Stellus Capital Investment Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/26/2025Corient Private Wealth LLC253,763$3.54M0.0%+19.4%0.893%
9/4/2025Osaic Holdings Inc.33,331$465K0.0%-16.4%0.117%
8/18/2025Geneos Wealth Management Inc.1,798$25K0.0%N/A0.006%
8/15/2025CANADA LIFE ASSURANCE Co26,769$373K0.0%+8.5%0.094%
8/15/2025Corient Private Wealth LLC507,526$7.08M0.0%+138.9%1.786%
8/15/2025Group One Trading LLC11,401$159K0.0%+112.3%0.040%
8/15/2025BNP Paribas Financial Markets4,321$60K0.0%N/A0.015%
8/15/2025Brevan Howard Capital Management LP11,041$154K0.0%N/A0.039%
8/14/2025Raymond James Financial Inc.235,733$3.29M0.0%-5.3%0.829%
8/13/2025Virtus Investment Advisers LLC64,654$901K0.3%-4.9%0.228%
8/12/2025Advisors Asset Management Inc.124,985$1.74M0.0%-4.8%0.440%
8/12/2025Laurel Wealth Advisors LLC29,038$405K0.0%N/A0.102%
8/12/2025Legal & General Group Plc184,006$2.57M0.0%+3.0%0.647%
8/11/2025Inspire Advisors LLC62,530$872K0.1%+155.5%0.220%
8/8/2025Condor Capital Management197,552$2.75M0.2%+3.2%0.695%
8/6/2025Ethos Financial Group LLC197,095$2.75M0.2%+2.4%0.694%
8/4/2025Muzinich & Co. Inc.144,005$2.01M0.9%+65.3%0.507%
8/1/2025Chilton Capital Management LLC7,600$106K0.0%-9.6%0.027%
7/31/2025Sumitomo Mitsui Trust Group Inc.94,048$1.31M0.0%+11.0%0.331%
7/30/2025Gables Capital Management Inc.67,618$943K0.4%-31.2%0.238%
7/21/2025Ameritas Advisory Services LLC2,420$34K0.0%N/A0.009%
7/14/2025U.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%
1/24/2025U.S. Capital Wealth Advisors LLC13,958$192K0.0%-71.3%0.052%
1/22/2025PFG Investments LLC64,339$885K0.1%+2.2%0.238%
1/10/2025ORG 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%
11/5/2024Prime 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%
(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, 64 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), Corient Private Wealth LLC ($3.54M), Raymond James Financial Inc. ($3.29M), Raymond James & Associates ($3.13M), Millennium Management LLC ($2.94M), and Condor Capital Management ($2.75M).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 55 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), Corient Private Wealth LLC ($392.21K), Ethos Financial Group LLC ($197.10K), Millennium Management LLC ($158.42K), Condor Capital Management ($142.49K), 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 1,564,383 shares in the last 24 months. This purchase volume represents approximately $21.72M in transactions.

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

Of the 16 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 Gables Capital Management Inc. ($34.35K).

How much institutional selling is happening at Stellus Capital Investment?

Institutional investors have sold a total of 475,517 shares in the last 24 months. This volume of shares sold represents approximately $6.55M in transactions.



This page (NYSE:SCM) was last updated on 10/2/2025 by MarketBeat.com Staff
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