Stellus Capital Investment (SCM) Institutional Ownership

$14.39

+0.15 (+1.05%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 13.22%
Number of Institutional Buyers (last 12 months): 29
Total Institutional Inflows (last 12 months): $9.60M

Number of Institutional Sellers (last 12 months): 14
Total Institutional Outflows (last 12 months): $1.32M

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SCM Institutional Buying and Selling by Quarter

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Stellus Capital Investment Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	BCR Wealth Strategies LLC	26,824	$368K	0.2%	N/A	0.111%
7/23/2024	PSI Advisors LLC	2,300	$32K	0.0%	+91.7%	0.010%
7/19/2024	Raymond James & Associates	223,516	$3.07M	0.0%	+2.7%	0.926%
7/11/2024	U.S. Capital Wealth Advisors LLC	48,538	$666K	0.0%	-14.1%	0.201%
5/20/2024	Virtu Financial LLC	10,945	$143K	0.0%	N/A	0.045%
5/15/2024	Quadrature Capital Ltd	34,627	$453K	0.0%	-31.1%	0.144%
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5/14/2024	Advisors Asset Management Inc.	137,872	$1.80M	0.0%	-0.9%	0.571%
5/14/2024	CANADA LIFE ASSURANCE Co	20,395	$267K	0.0%	+4.2%	0.085%
5/11/2024	Cliffwater LLC	99,960	$1.30M	0.3%	+2.9%	0.414%
5/9/2024	Condor Capital Management	183,093	$2.40M	0.2%	+13.1%	0.759%
5/7/2024	Oppenheimer & Co. Inc.	13,738	$180K	0.0%	-5.2%	0.057%
5/1/2024	Janney Montgomery Scott LLC	43,825	$573K	0.0%	-2.2%	0.182%
4/22/2024	PFG Investments LLC	62,236	$814K	0.0%	N/A	0.258%
4/22/2024	Edge Financial Advisors LLC	12,244	$160K	0.1%	N/A	0.051%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	63,407	$829K	0.0%	-5.0%	0.263%
4/15/2024	Sunbelt Securities Inc.	37,481	$490K	0.1%	-8.4%	0.155%
3/25/2024	Quadrature Capital Ltd	50,271	$646K	0.0%	-6.6%	0.208%
3/22/2024	PNC Financial Services Group Inc.	13,000	$167K	0.0%	-43.5%	0.054%
2/14/2024	Icon Wealth Advisors LLC	131,053	$1.68M	0.2%	N/A	0.543%
2/14/2024	Muzinich & Co. Inc.	69,069	$888K	0.6%	-3.3%	0.286%
2/12/2024	Condor Capital Management	161,872	$2.08M	0.2%	+12.9%	0.671%
2/9/2024	Trexquant Investment LP	29,321	$377K	0.0%	N/A	0.122%
2/8/2024	Gables Capital Management Inc.	99,334	$1.28M	0.8%	+1.2%	0.412%
2/7/2024	Jump Financial LLC	19,600	$252K	0.0%	+5.8%	0.081%
2/6/2024	LSV Asset Management	20,500	$263K	0.0%	-33.2%	0.085%
2/1/2024	Sigma Planning Corp	36,473	$469K	0.0%	-12.1%	0.151%
1/16/2024	Raymond James & Associates	229,829	$2.95M	0.0%	-1.9%	0.952%
12/11/2023	Sunbelt Securities Inc.	41,978	$571K	0.1%	-4.3%	0.174%
11/15/2023	Advisors Asset Management Inc.	119,458	$1.63M	0.0%	+18.5%	0.495%
11/14/2023	Quadrature Capital Ltd	53,838	$732K	0.0%	+64.0%	0.223%
11/14/2023	PEAK6 Investments LLC	19,490	$265K	0.0%	N/A	0.081%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	15,921	$217K	0.0%	N/A	0.066%
11/13/2023	Muzinich & Co. Inc.	71,420	$971K	0.7%	+7.1%	0.296%
11/8/2023	Oppenheimer & Co. Inc.	12,552	$171K	0.0%	N/A	0.056%
11/7/2023	Virtus ETF Advisers LLC	43,058	$586K	0.4%	+129.8%	0.191%
11/7/2023	Jump Financial LLC	18,519	$252K	0.0%	-8.8%	0.082%
11/6/2023	Sigma Planning Corp	41,494	$564K	0.0%	+41.0%	0.184%
11/3/2023	Gables Capital Management Inc.	98,199	$1.34M	0.9%	-4.8%	0.435%
10/27/2023	Astoria Portfolio Advisors LLC.	18,980	$239K	0.1%	N/A	0.084%
10/24/2023	Raymond James Financial Services Advisors Inc.	11,790	$160K	0.0%	N/A	0.052%
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10/24/2023	Raymond James & Associates	234,291	$3.19M	0.0%	+19.0%	1.039%
10/20/2023	U.S. Capital Wealth Advisors LLC	56,500	$768K	0.0%	+35.2%	0.250%
10/10/2023	National Bank of Canada FI	71,642	$941K	0.0%	+1.6%	0.318%
8/14/2023	Chilton Capital Management LLC	17,020	$239K	0.0%	+157.9%	0.075%
8/11/2023	Trexquant Investment LP	21,299	$300K	0.0%	+67.3%	0.102%
8/10/2023	Cetera Advisors LLC	19,004	$267K	0.0%	+5.5%	0.091%
8/7/2023	Acadian Asset Management LLC	225,652	$3.17M	0.0%	+155.7%	1.083%
8/3/2023	Gables Capital Management Inc.	103,149	$1.45M	0.9%	-1.0%	0.495%
8/2/2023	LSV Asset Management	30,700	$432K	0.0%	-19.2%	0.147%
8/2/2023	Sigma Planning Corp	29,428	$414K	0.0%	+20.5%	0.141%
8/1/2023	Origin Asset Management LLP	13,000	$183K	0.1%	N/A	0.062%
7/31/2023	Sumitomo Mitsui Trust Holdings Inc.	66,711	$939K	0.0%	-16.9%	0.320%
7/26/2023	National Bank of Canada FI	70,496	$1.01M	0.0%	N/A	0.338%
7/25/2023	Raymond James & Associates	196,864	$2.77M	0.0%	+4.8%	0.945%
7/10/2023	SG Americas Securities LLC	66,547	$936K	0.0%	N/A	0.319%
5/12/2023	Cliffwater LLC	267,152	$3.76M	1.2%	+2.0%	1.282%
5/11/2023	Acadian Asset Management LLC	88,244	$1.24M	0.0%	+63.5%	0.424%
5/10/2023	Condor Capital Management	114,424	$1.61M	0.2%	+12.7%	0.549%
5/8/2023	Sigma Planning Corp	24,422	$344K	0.0%	N/A	0.117%
5/4/2023	Gables Capital Management Inc.	104,149	$1.47M	1.0%	-7.1%	0.500%
5/3/2023	Jump Financial LLC	12,045	$170K	0.0%	N/A	0.058%
4/14/2023	Raymond James Financial Services Advisors Inc.	10,625	$150K	0.0%	-14.2%	0.054%
4/14/2023	Raymond James & Associates	187,822	$2.65M	0.0%	+2.7%	0.961%
2/15/2023	Ares Management LLC	345,536	$4.58M	0.2%	-15.5%	1.768%
2/10/2023	Cliffwater LLC	261,953	$3.47M	1.0%	+3.3%	1.340%
2/9/2023	Muzinich & Co. Inc.	80,271	$1.06M	0.8%	-39.2%	0.411%
2/8/2023	Sunbelt Securities Inc.	32,624	$433K	0.1%	+8.0%	0.167%
2/8/2023	Raymond James & Associates	182,833	$2.42M	0.0%	+3.3%	0.935%
2/7/2023	Condor Capital Management	101,542	$1.35M	0.2%	+17.7%	0.519%
1/30/2023	Sumitomo Mitsui Trust Holdings Inc.	80,271	$1.06M	0.0%	-39.2%	0.411%
11/21/2022	Sunbelt Securities Inc.	30,203	$360K	0.1%	-4.7%	0.154%
11/14/2022	Virtus ETF Advisers LLC	32,193	$384K	0.2%	+37.6%	0.165%
11/10/2022	Cliffwater LLC	253,584	$3.03M	1.0%	+3.4%	1.297%
11/10/2022	Condor Capital Management	86,255	$1.03M	0.1%	N/A	0.441%
11/8/2022	Advisors Asset Management Inc.	190,535	$2.27M	0.0%	-1.4%	0.975%
11/7/2022	Spire Wealth Management	6,400	$76K	0.0%	-19.2%	0.033%
11/2/2022	Avantax Advisory Services Inc.	17,561	$209K	0.0%	-7.5%	0.090%
10/25/2022	Raymond James & Associates	177,071	$2.11M	0.0%	-5.6%	0.906%
8/17/2022	Advisory Research Inc.	45,977	$512K	0.0%	-5.8%	0.235%
8/12/2022	Virtus ETF Advisers LLC	23,403	$260K	0.1%	-49.4%	0.120%
8/12/2022	U.S. Capital Wealth Advisors LLC	41,800	$465K	0.0%	+3.0%	0.214%
8/12/2022	Muzinich & Co. Inc.	131,924	$1.47M	1.0%	-4.1%	0.675%
8/8/2022	Advisors Asset Management Inc.	193,323	$2.15M	0.0%	-23.1%	0.989%
8/8/2022	Merit Financial Group LLC	10,000	$111K	0.0%	N/A	0.051%
8/3/2022	Janney Montgomery Scott LLC	44,825	$521K	0.0%	N/A	0.229%
8/2/2022	Avantax Advisory Services Inc.	18,992	$211K	0.0%	N/A	0.097%
7/26/2022	Sumitomo Mitsui Trust Holdings Inc.	131,924	$1.47M	0.0%	-4.1%	0.675%
7/6/2022	Farmer Steven Patrick	212,727	$2.37M	0.0%	N/A	1.088%
5/13/2022	Cliffwater LLC	219,388	$3.05M	0.8%	+2.3%	1.098%
5/12/2022	Acadian Asset Management LLC	97,995	$1.36M	0.0%	+69.0%	0.490%
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5/10/2022	Buckingham Strategic Partners	19,802	$275K	0.0%	N/A	0.099%
4/27/2022	Sumitomo Mitsui Trust Holdings Inc.	137,546	$1.91M	0.0%	-1.6%	0.705%
4/4/2022	Confluence Investment Management LLC	212,472	$2.95M	0.0%	-39.4%	1.089%
2/14/2022	Virtus ETF Advisers LLC	40,771	$531K	0.2%	-21.0%	0.209%
2/14/2022	Rockefeller Capital Management L.P.	49,212	$640K	0.0%	+2.8%	0.253%
2/10/2022	Acadian Asset Management LLC	57,993	$753K	0.0%	+142.5%	0.298%
2/8/2022	Raymond James Financial Services Advisors Inc.	18,495	$241K	0.0%	-14.9%	0.095%
2/8/2022	Raymond James & Associates	231,246	$3.01M	0.0%	+11.5%	1.187%
2/2/2022	Sumitomo Mitsui Trust Holdings Inc.	139,846	$1.82M	0.0%	-13.2%	0.718%
2/1/2022	Eagle Global Advisors LLC	18,550	$242K	0.0%	+68.5%	0.095%

(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, 40 institutional investors and hedge funds held shares of Stellus Capital Investment. The most heavily invested institutionals were Ares Management LLC ($4.58M), Acadian Asset Management LLC ($3.17M), Raymond James & Associates ($3.07M), Condor Capital Management ($2.40M), Advisors Asset Management Inc. ($1.80M), Icon Wealth Advisors LLC ($1.68M), and Cliffwater LLC ($1.30M).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 34 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: Acadian Asset Management LLC ($171.67K), Condor Capital Management ($154.15K), Icon Wealth Advisors LLC ($131.05K), National Bank of Canada FI ($71.64K), SG Americas Securities LLC ($66.55K), Raymond James & Associates ($63.06K), and PFG Investments LLC ($62.24K).

How much institutional buying is happening at Stellus Capital Investment?: Institutional investors have bought a total of 1,163,282 shares in the last 24 months. This purchase volume represents approximately $15.47M in transactions.
Which Stellus Capital Investment major shareholders have been selling company stock?: Of the 20 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. ($68.52K), Ares Management LLC ($63.40K), Advisors Asset Management Inc. ($62.29K), Muzinich & Co. Inc. ($59.63K), Virtus ETF Advisers LLC ($22.87K), Quadrature Capital Ltd ($19.21K), and LSV Asset Management ($17.50K).
How much institutional selling is happening at Stellus Capital Investment?: Institutional investors have sold a total of 383,108 shares in the last 24 months. This volume of shares sold represents approximately $4.88M in transactions.