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Stellus Capital Investment (SCM) Institutional Ownership

Stellus Capital Investment logo
$14.70 -0.08 (-0.54%)
Closing price 08/14/2025 03:59 PM Eastern
Extended Trading
$14.62 -0.07 (-0.51%)
As of 05:08 AM 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.
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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)
35
Total
Institutional Inflows
(last 12 months)
$18.84M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$6.32M
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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
8/13/2025Virtus Investment Advisers LLC64,654$901K0.3%-4.9%0.228%
8/12/2025 Advisors Asset Management Inc.124,985$1.74M0.0%-4.8%0.440%
8/12/2025 Laurel Wealth Advisors LLC29,038$405K0.0%N/A0.102%
8/12/2025 Legal & General Group Plc184,006$2.57M0.0%+3.0%0.647%
8/11/2025 Inspire Advisors LLC62,530$872K0.1%+155.5%0.220%
8/8/2025 Condor Capital Management197,552$2.75M0.2%+3.2%0.695%
8/6/2025 Ethos Financial Group LLC197,095$2.75M0.2%+2.4%0.694%
8/4/2025 Muzinich & Co. Inc.144,005$2.01M0.9%+65.3%0.507%
8/1/2025 Chilton Capital Management LLC7,600$106K0.0%-9.6%0.027%
7/31/2025 Sumitomo Mitsui Trust Group Inc.94,048$1.31M0.0%+11.0%0.331%
7/30/2025 Gables Capital Management Inc.67,618$943K0.4%-31.2%0.238%
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%
5/16/2025 Advisors 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%
5/15/2025 Trexquant Investment LP31,878$446K0.0%-49.4%0.112%
5/14/2025Quantbot Technologies LP11,088$155K0.0%N/A0.039%
5/13/2025 Ethos 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%
5/13/2025 HighTower Advisors LLC39,305$550K0.0%+115.9%0.138%
5/12/2025 Virtu Financial LLC25,553$358K0.0%N/A0.090%
5/12/2025 Condor Capital Management191,392$2.68M0.2%+4.1%0.674%
5/8/2025 XTX Topco Ltd10,738$150K0.0%N/A0.038%
5/7/2025 Inspire Advisors LLC24,471$343K0.0%N/A0.086%
5/5/2025 Muzinich & Co. Inc.87,120$1.22M0.7%+32.5%0.307%
4/29/2025 Chilton Capital Management LLC8,409$118K0.0%+10.6%0.030%
4/25/2025 Sumitomo 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%
4/23/2025 Oppenheimer & 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%
2/13/2025 Legal & General Group Plc173,702$2.39M0.0%+0.9%0.642%
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2/12/2025 Trexquant Investment LP63,036$867K0.0%-29.3%0.233%
2/11/2025 LPL Financial LLC46,390$638K0.0%-19.1%0.171%
2/11/2025 Condor Capital Management183,778$2.53M0.2%+1.5%0.679%
2/10/2025Corient Private Wealth LLC171,467$2.36M0.0%+48.3%0.634%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.25,052$345K0.0%N/A0.093%
2/7/2025 HighTower Advisors LLC18,208$251K0.0%N/A0.067%
2/7/2025 Gables 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%
2/3/2025 Concurrent 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%
1/10/2025 ORG Partners LLC2,110$29K0.0%N/A0.008%
12/26/2024 JPMorgan 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%
11/8/2024 Advisors 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%
10/31/2024 Concurrent 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%
8/14/2024 Magnetar Financial LLC39,615$544K0.0%N/A0.152%
8/8/2024 Condor Capital Management269,416$3.70M0.4%+47.1%1.117%
8/1/2024 Chilton Capital Management LLC7,600$104K0.0%+15.2%0.031%
7/31/2024 Concurrent Investment Advisors LLC15,392$211K0.0%N/A0.064%
7/26/2024 BCR Wealth Strategies LLC26,824$368K0.2%N/A0.111%
7/23/2024 PSI 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%
5/20/2024 Virtu Financial LLC10,945$143K0.0%N/A0.045%
5/15/2024Quadrature Capital Ltd34,627$453K0.0%-31.1%0.144%
5/14/2024 Advisors 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%
5/9/2024 Condor Capital Management183,093$2.40M0.2%+13.1%0.759%
5/7/2024 Oppenheimer & 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%
4/19/2024 Sumitomo 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%
3/22/2024 PNC 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%
2/14/2024 Muzinich & Co. Inc.69,069$888K0.6%-3.3%0.286%
2/12/2024 Condor Capital Management161,872$2.08M0.2%+12.9%0.671%
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2/9/2024 Trexquant Investment LP29,321$377K0.0%N/A0.122%
2/8/2024 Gables Capital Management Inc.99,334$1.28M0.8%+1.2%0.412%
2/7/2024Jump Financial LLC19,600$252K0.0%+5.8%0.081%
2/6/2024 LSV Asset Management20,500$263K0.0%-33.2%0.085%
2/1/2024 Sigma 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%
11/15/2023 Advisors 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%
(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, 59 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. ($3.29M), Raymond James & Associates ($3.13M), Millennium Management LLC ($2.94M), Condor Capital Management ($2.75M), and Ethos Financial Group LLC ($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 51 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 ($197.10K), Millennium Management LLC ($158.42K), Condor Capital Management ($142.49K), Icon Wealth Advisors LLC ($131.05K), Marshall Wace LLP ($94.80K), and Muzinich & Co. Inc. ($82.95K).

How much institutional buying is happening at Stellus Capital Investment?

Institutional investors have bought a total of 1,202,719 shares in the last 24 months. This purchase volume represents approximately $16.67M in transactions.

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

Of the 15 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 472,247 shares in the last 24 months. This volume of shares sold represents approximately $6.51M in transactions.


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This page (NYSE:SCM) was last updated on 8/15/2025 by MarketBeat.com Staff
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