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Stellus Capital Investment (SCM) Institutional Ownership

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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)
26
Total
Institutional Inflows
(last 12 months)
$11.97M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.08M
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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
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%
4/15/2024 Sunbelt 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%
1/16/2024 Raymond James & Associates229,829$2.95M0.0%-1.9%0.952%
12/11/2023 Sunbelt 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%
10/27/2023 Astoria Portfolio Advisors LLC.18,980$239K0.1%N/A0.084%
10/24/2023 Raymond James Financial Services Advisors Inc.11,790$160K0.0%N/A0.052%
10/24/2023 Raymond 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%
8/1/2023 Origin Asset Management LLP13,000$183K0.1%N/A0.062%
7/31/2023 Sumitomo Mitsui Trust Holdings Inc.66,711$939K0.0%-16.9%0.320%
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7/26/2023National Bank of Canada FI70,496$1.01M0.0%N/A0.338%
7/25/2023 Raymond 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%
4/14/2023 Raymond James Financial Services Advisors Inc.10,625$150K0.0%-14.2%0.054%
4/14/2023 Raymond 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%
2/8/2023 Sunbelt Securities Inc.32,624$433K0.1%+8.0%0.167%
2/8/2023 Raymond James & Associates182,833$2.42M0.0%+3.3%0.935%
2/7/2023Condor Capital Management101,542$1.35M0.2%+17.7%0.519%
1/30/2023 Sumitomo Mitsui Trust Holdings Inc.80,271$1.06M0.0%-39.2%0.411%
11/21/2022 Sunbelt 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%
11/7/2022 Spire Wealth Management6,400$76K0.0%-19.2%0.033%
11/2/2022Avantax Advisory Services Inc.17,561$209K0.0%-7.5%0.090%
10/25/2022 Raymond 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%
8/8/2022Merit Financial Group LLC10,000$111K0.0%N/A0.051%
8/3/2022Janney Montgomery Scott LLC44,825$521K0.0%N/A0.229%
8/2/2022Avantax Advisory Services Inc.18,992$211K0.0%N/A0.097%
7/26/2022 Sumitomo Mitsui Trust Holdings Inc.131,924$1.47M0.0%-4.1%0.675%
7/6/2022Farmer Steven Patrick212,727$2.37M0.0%N/A1.088%
5/13/2022Cliffwater LLC219,388$3.05M0.8%+2.3%1.098%
5/12/2022Acadian Asset Management LLC97,995$1.36M0.0%+69.0%0.490%
5/10/2022Buckingham Strategic Partners19,802$275K0.0%N/A0.099%
4/27/2022 Sumitomo Mitsui Trust Holdings Inc.137,546$1.91M0.0%-1.6%0.705%
4/4/2022 Confluence Investment Management LLC212,472$2.95M0.0%-39.4%1.089%
2/14/2022Virtus ETF Advisers LLC40,771$531K0.2%-21.0%0.209%
2/14/2022Rockefeller Capital Management L.P.49,212$640K0.0%+2.8%0.253%
2/10/2022Acadian Asset Management LLC57,993$753K0.0%+142.5%0.298%
2/8/2022 Raymond James Financial Services Advisors Inc.18,495$241K0.0%-14.9%0.095%
2/8/2022 Raymond James & Associates231,246$3.01M0.0%+11.5%1.187%
2/2/2022 Sumitomo Mitsui Trust Holdings Inc.139,846$1.82M0.0%-13.2%0.718%
2/1/2022Eagle Global Advisors LLC18,550$242K0.0%+68.5%0.095%
1/28/2022LSV Asset Management38,000$495K0.0%-8.0%0.195%
1/21/2022U.S. Capital Wealth Advisors LLC40,600$529K0.0%+58.6%0.208%
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1/4/2022 Confluence Investment Management LLC350,420$4.56M0.1%+0.6%1.798%
11/16/2021Two Sigma Advisers LP64,000$836K0.0%+41.9%0.328%
11/16/2021Two Sigma Investments LP68,040$889K0.0%+8.3%0.349%
11/16/2021Cliffwater LLC246,487$3.22M0.8%+4.9%1.265%
11/15/2021Virtus ETF Advisers LLC51,586$674K0.3%-1.7%0.265%
11/12/2021Ares Management LLC849,378$11.09M0.4%+1.4%4.359%
11/12/2021Rockefeller Capital Management L.P.47,851$624K0.0%+2.2%0.246%
11/12/2021Advisory Research Inc.56,730$741K0.0%-5.4%0.291%
11/12/2021Arrowstreet Capital Limited Partnership58,083$759K0.0%-78.7%0.298%
11/12/2021Gables Capital Management Inc.112,649$1.47M1.0%-1.4%0.578%
(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, 38 institutional investors and hedge funds held shares of Stellus Capital Investment. The most heavily invested institutionals were Ares Management LLC ($4.58M), Cliffwater LLC ($3.76M), Acadian Asset Management LLC ($3.17M), Raymond James & Associates ($2.95M), Farmer Steven Patrick ($2.37M), Condor Capital Management ($2.08M), and Icon Wealth Advisors LLC ($1.68M).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 32 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: Farmer Steven Patrick ($212.73K), Acadian Asset Management LLC ($211.67K), Condor Capital Management ($132.93K), Icon Wealth Advisors LLC ($131.05K), National Bank of Canada FI ($71.64K), SG Americas Securities LLC ($66.55K), and PFG Investments LLC ($62.24K).

How much institutional buying is happening at Stellus Capital Investment?

Institutional investors have bought a total of 1,371,319 shares in the last 24 months. This purchase volume represents approximately $17.80M 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: Sumitomo Mitsui Trust Holdings Inc. ($76.44K), Ares Management LLC ($63.40K), Advisors Asset Management Inc. ($61.01K), Muzinich & Co. Inc. ($59.63K), Virtus ETF Advisers LLC ($22.87K), LSV Asset Management ($17.50K), and Raymond James & Associates ($14.88K).

How much institutional selling is happening at Stellus Capital Investment?

Institutional investors have sold a total of 364,382 shares in the last 24 months. This volume of shares sold represents approximately $4.62M in transactions.


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This page (NYSE:SCM) was last updated on 4/26/2024 by MarketBeat.com Staff

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