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Stellus Capital Investment (SCM) Institutional Ownership

Stellus Capital Investment logo
$9.33 +0.14 (+1.52%)
As of 11:04 AM 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)
30
Total
Institutional Inflows
(last 12 months)
$19.00M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$2.00M
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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
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%
3/9/2026Corient 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%
2/13/2026 Kestra 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%
2/12/2026 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%
1/30/2026Laurel 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%
1/1/2026JPMorgan 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%
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%
11/13/2025 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%
11/7/2025JPMorgan Chase & Co.2,155$28K0.0%N/A0.008%
11/6/2025Advisors Asset Management Inc.144,322$1.89M0.0%+15.5%0.508%
11/6/2025 Gallagher Capital Advisors LLC34,000$406K0.2%N/A0.120%
10/31/2025 PFG Investments LLC69,241$904K0.0%+7.1%0.244%
10/29/2025Inspire 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%
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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%
9/26/2025Corient Private Wealth LLC253,763$3.54M0.0%+19.4%0.893%
9/4/2025Osaic Holdings Inc.33,331$465K0.0%-16.4%0.117%
8/18/2025 Geneos 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%
8/15/2025 BNP 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%
8/12/2025 Legal & General Group Plc184,006$2.57M0.0%+3.0%0.647%
8/11/2025Inspire Advisors LLC62,530$872K0.1%+155.5%0.220%
8/8/2025 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%
5/16/2025Advisors 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%
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%
2/13/2025Raymond James Financial Inc.241,849$3.33M0.0%N/A0.894%
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2/13/2025Legal & General Group Plc173,702$2.39M0.0%+0.9%0.642%
2/12/2025Trexquant Investment LP63,036$867K0.0%-29.3%0.233%
2/11/2025LPL Financial LLC46,390$638K0.0%-19.1%0.171%
2/11/2025Condor Capital Management183,778$2.53M0.2%+1.5%0.679%
2/10/2025Corient Private Wealth LLC171,467$2.36M0.0%+48.3%0.634%
2/10/2025Connor Clark & Lunn Investment Management Ltd.25,052$345K0.0%N/A0.093%
2/7/2025HighTower Advisors LLC18,208$251K0.0%N/A0.067%
2/7/2025Gables 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%
2/3/2025Concurrent Investment Advisors LLC16,428$226K0.0%-9.2%0.061%


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 49 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), LPL Financial LLC ($270.20K), Ethos Financial Group LLC ($205.17K), Muzinich & Co. Inc. ($187.77K), Millennium Management LLC ($158.42K), and Sunbelt Securities Inc. ($127.81K).

Institutional investors have bought a total of 1,453,525 shares in the last 24 months. This purchase volume represents approximately $19.00M in transactions.

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: Trexquant Investment LP ($44.27K), Gables Capital Management Inc. ($30.61K), Raymond James Financial Inc. ($17.71K), Legal & General Group Plc ($12.37K), Osaic Holdings Inc. ($8.77K), Ethos Financial Group LLC ($7.38K), and Advisors Asset Management Inc. ($6.30K).

Institutional investors have sold a total of 146,979 shares in the last 24 months. This volume of shares sold represents approximately $2.00M in transactions.


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This page (NYSE:SCM) was last updated on 5/14/2026 by MarketBeat.com Staff.
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