Recent Quarter Total Invested
$41.93 M
Recent Quarter Institutional Ownership Percentage
11.63%
Total Invested of Last Quarter
$48.62 M
Ownership Percentage of Last Quarter
14.67%
Stellus Capital Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 423,300 | $5.79 M | -4.94% | 1.61% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 325,435 | $4.46 M | -11.95% | 1.24% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 228,375 | $3.13 M | 2.17% | 0.87% |
| CONDOR CAPITAL MANAGEMENT | 11/08/2024 | 181,114 | $2.48 M | -32.78% | 0.69% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 172,175 | $2.36 M | -13.95% | 0.65% |
| MORGAN STANLEY | 11/14/2024 | 146,727 | $2.01 M | -16.59% | 0.56% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 133,092 | $1.82 M | -3.29% | 0.51% |
| ICON WEALTH ADVISORS, LLC | 11/14/2024 | 131,465 | $1.80 M | 0.01% | 0.50% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 115,626 | $1.58 M | 71.08% | 0.44% |
| GABLES CAPITAL MANAGEMENT INC. | 10/25/2024 | 101,899 | $1.39 M | 0.00% | 0.39% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 100,572 | $1.38 M | -52.99% | 0.38% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 89,181 | $1.22 M | 46.04% | 0.34% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 86,733 | $1.19 M | 100.00% | 0.33% |
| MARSHALL WACE, LLP | 11/14/2024 | 77,823 | $1.07 M | -17.91% | 0.30% |
| MUZINICH & CO., INC. | 11/06/2024 | 65,765 | $900,322 | 0.00% | 0.25% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 63,407 | $868,042 | 0.00% | 0.24% |
| PFG INVESTMENTS, LLC | 10/24/2024 | 62,954 | $861,847 | 1.27% | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 60,600 | $829,614 | -35.46% | 0.23% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 58,239 | $797,292 | -16.68% | 0.22% |
| LPL FINANCIAL LLC | 11/08/2024 | 57,323 | $784,756 | -27.18% | 0.22% |
| VIRTUS ETF ADVISERS LLC | 11/14/2024 | 55,848 | $764,559 | -16.23% | 0.21% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 10/22/2024 | 48,598 | $665,301 | 0.12% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 43,825 | $600,000 | 0.00% | 0.17% |
| SUNBELT SECURITIES, INC. | 11/18/2024 | 30,984 | $424,171 | -9.44% | 0.12% |
| ROYAL BANK OF CANADA | 11/14/2024 | 24,182 | $331,000 | -9.51% | 0.09% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 21,358 | $293,000 | 4.72% | 0.08% |
| CITADEL ADVISORS LLC | 11/14/2024 | 20,992 | $287,380 | -60.79% | 0.08% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 20,500 | $281,000 | 0.00% | 0.08% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/30/2024 | 18,096 | $247,734 | 17.57% | 0.07% |
| PALOMA PARTNERS MANAGEMENT CO | 11/14/2024 | 16,513 | $226,063 | 100.00% | 0.06% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 11/05/2024 | 16,278 | $222,841 | 100.00% | 0.06% |
| JPMORGAN CHASE & CO | 11/08/2024 | 14,949 | $204,652 | 70.81% | 0.06% |
| FARTHER FINANCE ADVISORS, LLC | 10/29/2024 | 13,106 | $179,421 | 27.94% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 13,000 | $177,970 | 0.00% | 0.05% |
| UBS GROUP AG | 11/14/2024 | 12,606 | $172,576 | 15.10% | 0.05% |
| OPPENHEIMER & CO INC | 11/05/2024 | 12,299 | $168,373 | 0.80% | 0.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 11,283 | $154,467 | -4.23% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 10/22/2024 | 10,000 | $136,900 | 0.00% | 0.04% |
| CHILTON CAPITAL MANAGEMENT LLC | 11/12/2024 | 7,600 | $104,044 | 0.00% | 0.03% |
| CITADEL ADVISORS LLC | 11/14/2024 | 4,300 | $58,867 | -53.76% | 0.02% |
| GROUP ONE TRADING, L.P. | 11/14/2024 | 3,035 | $41,549 | 6.01% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 3,000 | $41,070 | -24.91% | 0.01% |
| CITADEL ADVISORS LLC | 11/14/2024 | 2,700 | $36,963 | 8.00% | 0.01% |
| PSI ADVISORS, LLC | 10/22/2024 | 2,500 | $34,225 | 8.70% | 0.01% |
| CLIFFWATER LLC | 11/13/2024 | 981 | $13,307 | -99.05% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 11/12/2024 | 500 | $6,850 | -68.75% | 0.00% |
| PARKSIDE FINANCIAL BANK & TRUST | 11/07/2024 | 500 | $6,845 | 0.00% | 0.00% |
| KEY FINANCIAL INC | 10/29/2024 | 500 | $6,845 | 0.00% | 0.00% |
| CWM, LLC | 10/08/2024 | 400 | $5,000 | 0.00% | 0.00% |
| LINDBROOK CAPITAL, LLC | 11/01/2024 | 330 | $4,521 | 0.00% | 0.00% |
Stellus Capital Investment Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SCM shares?
During the previous two years, 71 institutional investors and hedge funds held shares of Stellus Capital Investment Corporation. The most heavily invested institutionals were:
TWO SIGMA ADVISERS, LP: 423,300
TWO SIGMA INVESTMENTS, LP: 325,435
RAYMOND JAMES & ASSOCIATES: 228,375
CONDOR CAPITAL MANAGEMENT: 181,114
Legal & General Group Plc: 172,175
MORGAN STANLEY: 146,727
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What percentage of Stellus Capital Investment Corporation stock is owned by institutional investors?
11.63% of Stellus Capital Investment Corporation stock is owned by institutional investors.
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How much institutional buying is happening at SCM ?
Institutional investors have bought a total of 3.91 M shares in the last 24 months. This purchase volume represents approximately $54.05 M in transactions.