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Stellus Capital Investment (SCM) Institutional Ownership

Stellus Capital Investment logo
$8.66 +0.02 (+0.23%)
Closing price 08/27/2026 03:59 PM Eastern
Extended Trading
$8.70 +0.04 (+0.45%)
As of 05:42 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 Massive. 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)
30
Total
Institutional Inflows
(last 12 months)
$19.64M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$795.03K
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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
8/27/2026 Corient Private Wealth LP284,746$2.40M0.0%+11.5%1.000%
8/17/2026 Corient Private Wealth LP284,746$2.40M0.0%N/A1.000%
8/17/2026 Bank of America Corp DE57,317$483K0.0%N/A0.201%
8/14/2026 Legal & General Group Plc238,329$2.01M0.0%N/A0.837%
8/10/2026 Gables Capital Management Inc.67,052$565K0.2%N/A0.232%
8/7/2026 BlackRock Inc.109,462$922K0.0%N/A0.378%
7/10/2026 Doliver Advisors LP55,292$466K0.1%+452.9%0.191%
7/8/2026 Sanders Morris Harris LLC13,948$117K0.1%N/A0.048%
5/19/2026 Bank of America Corp DE25,811$238K0.0%-7.8%0.089%
5/18/2026Sunbelt Securities Inc.203,190$1.87M0.1%+31.5%0.702%
5/18/2026 Royal Bank of Canada17,827$164K0.0%-11.4%0.062%
5/5/2026 Gallagher Capital Advisors LLC34,000$313K0.2%N/A0.117%
4/27/2026 PFG Investments LLC74,661$688K0.0%+7.2%0.258%
4/22/2026 Janney Montgomery Scott LLC43,333$399K0.0%N/A0.150%
3/9/2026 Corient Private Wealth LLC281,166$3.57M0.0%+2.6%0.971%
2/20/2026Sunbelt Securities Inc.154,573$1.96M0.1%+5.8%0.534%
2/19/2026 Corient Private Wealth LLC281,166$3.57M0.0%+2.6%0.971%
2/18/2026 Virtus Investment Advisers LLC60,048$761K0.2%+3.0%0.207%
2/17/2026 Trexquant Investment LP39,340$499K0.0%-25.0%0.136%
2/17/2026 Osaic Holdings Inc.31,841$404K0.0%-6.5%0.110%
2/17/2026 Royal Bank of Canada20,117$255K0.0%-13.3%0.069%
2/13/2026 Kestra Advisory Services LLC4,851$62K0.0%N/A0.017%
2/13/2026 Inspire Advisors LLC107,787$1.37M0.1%+1.4%0.372%
2/12/2026 Advisors Asset Management Inc.183,055$2.32M0.0%+26.8%0.632%
2/12/2026 Jane Street Group LLC34,929$443K0.0%+39.5%0.121%
2/11/2026 LPL Financial LLC309,045$3.92M0.0%+695.6%1.068%
2/6/2026 Condor Capital Management214,438$2.72M0.2%+5.7%0.741%
2/2/2026 Oppenheimer & Co. Inc.16,039$203K0.0%-7.1%0.055%
1/30/2026 Laurel Wealth Advisors LLC2,083$26K0.0%N/A0.007%
1/29/2026 Concurrent Investment Advisors LLC15,459$196K0.0%+19.0%0.053%
1/23/2026 Farther Finance Advisors LLC10,244$130K0.0%-21.8%0.035%
1/21/2026 Muzinich & Co. Inc.253,534$3.22M1.0%+22.5%0.876%
1/20/2026 Ethos Financial Group LLC197,790$2.51M0.2%-3.6%0.683%
1/14/2026 TrueMark Investments LLC24,827$315K0.1%N/A0.086%
1/1/2026 JPMorgan Chase & Co.2,155$28K0.0%N/A0.007%
11/19/2025Sunbelt Securities Inc.146,133$1.91M0.1%+390.7%0.505%
11/17/2025 CANADA LIFE ASSURANCE Co36,056$470K0.0%+34.7%0.125%
11/17/2025 Brevan Howard Capital Management LP12,663$165K0.0%+14.7%0.044%
11/17/2025 Aquatic Capital Management LLC18,168$237K0.0%+398.7%0.063%
11/14/2025 Raymond James Financial Inc.231,240$3.02M0.0%-1.9%0.799%
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11/14/2025 Two Sigma Investments LP225,264$2.94M0.0%+3.3%0.778%
11/13/2025 BNP Paribas Financial Markets3,293$43K0.0%-23.8%0.011%
11/13/2025 Legal & General Group Plc171,632$2.24M0.0%-6.7%0.593%
11/7/2025 Condor Capital Management202,846$2.65M0.2%+2.7%0.714%
11/7/2025 JPMorgan Chase & Co.2,155$28K0.0%N/A0.008%
11/6/2025 Advisors Asset Management Inc.144,322$1.89M0.0%+15.5%0.508%
11/6/2025 Gallagher Capital Advisors LLC34,000$406K0.2%N/A0.120%
10/31/2025 PFG Investments LLC69,241$904K0.0%+7.1%0.244%
10/29/2025 Inspire Advisors LLC106,262$1.39M0.1%+69.9%0.374%
10/27/2025 Concurrent Investment Advisors LLC12,989$170K0.0%-22.6%0.046%
10/27/2025 Sumitomo Mitsui Trust Group Inc.156,050$2.04M0.0%+65.9%0.549%
10/23/2025 Ethos Financial Group LLC205,166$2.68M0.2%+4.1%0.722%
10/20/2025 Muzinich & Co. Inc.206,893$2.70M1.0%+43.7%0.728%
9/26/2025 Corient Private Wealth LLC253,763$3.54M0.0%+19.4%0.893%
9/4/2025 Osaic Holdings Inc.33,331$465K0.0%-16.4%0.117%
8/18/2025 Geneos Wealth Management Inc.1,798$25K0.0%N/A0.006%
8/15/2025 CANADA LIFE ASSURANCE Co26,769$373K0.0%+8.5%0.094%
8/15/2025 Corient Private Wealth LLC507,526$7.08M0.0%+138.9%1.786%
8/15/2025 Group One Trading LLC11,401$159K0.0%+112.3%0.040%
8/15/2025 BNP Paribas Financial Markets4,321$60K0.0%N/A0.015%
8/15/2025 Brevan Howard Capital Management LP11,041$154K0.0%N/A0.039%
8/14/2025 Raymond James Financial Inc.235,733$3.29M0.0%-5.3%0.829%
8/13/2025 Virtus 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%
7/14/2025U.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%
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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%


SCM Institutional Ownership - Frequently Asked Questions

During the previous two years, 56 institutional investors and hedge funds held shares of Stellus Capital Investment. The most heavily invested institutionals were Two Sigma Advisers LP ($5.20M), LPL Financial LLC ($3.92M), Corient Private Wealth LLC ($3.57M), Muzinich & Co. Inc. ($3.22M), Raymond James & Associates ($3.13M), Raymond James Financial Inc. ($3.02M), and Two Sigma Investments LP ($2.94M).Learn more on Stellus Capital Investment's institutional investors.

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

Of the 50 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 ($406.35K), Corient Private Wealth LP ($314.01K), LPL Financial LLC ($270.20K), Legal & General Group Plc ($245.27K), Ethos Financial Group LLC ($205.17K), and Muzinich & Co. Inc. ($187.77K).

Institutional investors have bought a total of 1,847,965 shares in the last 24 months. This purchase volume represents approximately $19.64M in transactions.

Of the 11 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: Trexquant Investment LP ($13.11K), Legal & General Group Plc ($12.37K), Osaic Holdings Inc. ($8.77K), Ethos Financial Group LLC ($7.38K), Royal Bank of Canada ($5.38K), Raymond James Financial Inc. ($4.49K), and Concurrent Investment Advisors LLC ($3.79K).

Institutional investors have sold a total of 62,573 shares in the last 24 months. This volume of shares sold represents approximately $795.03K in transactions.


Related Companies

Institutional ownership data for NYSE:SCM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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