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Stellus Capital Investment (SCM) Institutional Ownership

Stellus Capital Investment logo
$7.16 -0.08 (-1.10%)
Closing price 03:59 PM Eastern
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$7.15 -0.01 (-0.13%)
As of 07:30 PM Eastern
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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)
31
Total
Institutional Inflows
(last 12 months)
$19.08M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$932.03K
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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
10/1/2026 Doliver Advisors LP24,501$182K0.0%-55.7%0.086%
9/9/2026Integrated Wealth Concepts LLC3,044$26K0.0%N/A0.011%
8/27/2026Corient Private Wealth LP284,746$2.40M0.0%+11.5%1.000%
8/17/2026Corient Private Wealth LP284,746$2.40M0.0%N/A1.000%
8/17/2026Bank of America Corp DE57,317$483K0.0%N/A0.201%
8/14/2026Legal & General Group Plc238,329$2.01M0.0%N/A0.837%
8/10/2026Gables Capital Management Inc.67,052$565K0.2%N/A0.232%
8/7/2026BlackRock Inc.109,462$922K0.0%N/A0.378%
7/10/2026 Doliver Advisors LP55,292$466K0.1%+452.9%0.191%
7/8/2026Sanders Morris Harris LLC13,948$117K0.1%N/A0.048%
5/19/2026Bank 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%
5/18/2026Royal Bank of Canada17,827$164K0.0%-11.4%0.062%
5/5/2026Gallagher Capital Advisors LLC34,000$313K0.2%N/A0.117%
4/27/2026PFG Investments LLC74,661$688K0.0%+7.2%0.258%
4/22/2026Janney Montgomery Scott LLC43,333$399K0.0%N/A0.150%
3/9/2026Corient 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%
2/19/2026Corient Private Wealth LLC281,166$3.57M0.0%+2.6%0.971%
2/18/2026Virtus Investment Advisers LLC60,048$761K0.2%+3.0%0.207%
2/17/2026Trexquant Investment LP39,340$499K0.0%-25.0%0.136%
2/17/2026Osaic Holdings Inc.31,841$404K0.0%-6.5%0.110%
2/17/2026Royal Bank of Canada20,117$255K0.0%-13.3%0.069%
2/13/2026Kestra Advisory Services LLC4,851$62K0.0%N/A0.017%
2/13/2026Inspire Advisors LLC107,787$1.37M0.1%+1.4%0.372%
2/12/2026Advisors Asset Management Inc.183,055$2.32M0.0%+26.8%0.632%
2/12/2026Jane Street Group LLC34,929$443K0.0%+39.5%0.121%
2/11/2026LPL Financial LLC309,045$3.92M0.0%+695.6%1.068%
2/6/2026Condor Capital Management214,438$2.72M0.2%+5.7%0.741%
2/2/2026Oppenheimer & Co. Inc.16,039$203K0.0%-7.1%0.055%
1/30/2026Laurel Wealth Advisors LLC2,083$26K0.0%N/A0.007%
1/29/2026Concurrent Investment Advisors LLC15,459$196K0.0%+19.0%0.053%
1/23/2026Farther Finance Advisors LLC10,244$130K0.0%-21.8%0.035%
1/21/2026Muzinich & Co. Inc.253,534$3.22M1.0%+22.5%0.876%
1/20/2026Ethos Financial Group LLC197,790$2.51M0.2%-3.6%0.683%
1/14/2026TrueMark Investments LLC24,827$315K0.1%N/A0.086%
1/1/2026JPMorgan Chase & Co.2,155$28K0.0%N/A0.007%
11/19/2025Sunbelt Securities Inc.146,133$1.91M0.1%+390.7%0.505%
11/17/2025CANADA LIFE ASSURANCE Co36,056$470K0.0%+34.7%0.125%
11/17/2025Brevan Howard Capital Management LP12,663$165K0.0%+14.7%0.044%
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11/17/2025Aquatic Capital Management LLC18,168$237K0.0%+398.7%0.063%
11/14/2025Raymond James Financial Inc.231,240$3.02M0.0%-1.9%0.799%
11/14/2025Two Sigma Investments LP225,264$2.94M0.0%+3.3%0.778%
11/13/2025BNP Paribas Financial Markets3,293$43K0.0%-23.8%0.011%
11/13/2025Legal & General Group Plc171,632$2.24M0.0%-6.7%0.593%
11/7/2025Condor Capital Management202,846$2.65M0.2%+2.7%0.714%
11/7/2025JPMorgan Chase & Co.2,155$28K0.0%N/A0.008%
11/6/2025Advisors Asset Management Inc.144,322$1.89M0.0%+15.5%0.508%
11/6/2025Gallagher Capital Advisors LLC34,000$406K0.2%N/A0.120%
10/31/2025PFG Investments LLC69,241$904K0.0%+7.1%0.244%
10/29/2025Inspire Advisors LLC106,262$1.39M0.1%+69.9%0.374%
10/27/2025Concurrent Investment Advisors LLC12,989$170K0.0%-22.6%0.046%
10/27/2025Sumitomo Mitsui Trust Group Inc.156,050$2.04M0.0%+65.9%0.549%
10/23/2025Ethos Financial Group LLC205,166$2.68M0.2%+4.1%0.722%
10/20/2025Muzinich & Co. Inc.206,893$2.70M1.0%+43.7%0.728%
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%
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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%


SCM Institutional Ownership - Frequently Asked Questions

During the previous two years, 57 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 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), 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 1,809,704 shares in the last 24 months. This purchase volume represents approximately $19.08M in transactions.

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: Doliver Advisors LP ($30.79K), Trexquant Investment LP ($13.11K), Legal & General Group Plc ($12.37K), 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 86,828 shares in the last 24 months. This volume of shares sold represents approximately $932.03K in transactions.


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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 10/1/2026. New 13F filings are added each quarter as they're published.
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