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 | 05/15/2025 | 401.70 K | $5.62 M | 6.35% | 1.46% |
TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 273.07 K | $3.82 M | 2.80% | 0.99% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 248.95 K | $3.49 M | 2.94% | 0.90% |
MORGAN STANLEY | 05/15/2025 | 219.64 K | $3.07 M | 39.18% | 0.80% |
CI PRIVATE WEALTH, LLC | 05/14/2025 | 212.46 K | $2.97 M | 23.91% | 0.77% |
ETHOS FINANCIAL GROUP, LLC | 05/13/2025 | 192.46 K | $2.69 M | 100.00% | 0.70% |
CONDOR CAPITAL MANAGEMENT | 05/12/2025 | 191.39 K | $2.68 M | 4.14% | 0.69% |
LEGAL & GENERAL GROUP PLC | 05/15/2025 | 178.59 K | $2.50 M | 2.81% | 0.65% |
ICON WEALTH ADVISORS, LLC | 05/15/2025 | 135.09 K | $1.89 M | 2.75% | 0.49% |
ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 131.28 K | $1.84 M | 10.36% | 0.48% |
BLACKROCK, INC. | 05/02/2025 | 117.87 K | $1.65 M | 5.59% | 0.43% |
CITADEL ADVISORS LLC | 05/15/2025 | 103.98 K | $1.46 M | 2,318.80% | 0.38% |
GABLES CAPITAL MANAGEMENT INC. | 05/08/2025 | 98.23 K | $1.38 M | 0.07% | 0.36% |
MUZINICH & CO., INC. | 05/05/2025 | 87.12 K | $1.22 M | 32.47% | 0.32% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/25/2025 | 84.76 K | $1.19 M | 33.68% | 0.31% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 80.40 K | $1.13 M | 232.23% | 0.29% |
VIRTUS INVESTMENT ADVISERS, INC. | 05/15/2025 | 68.01 K | $952.08 K | 100.00% | 0.25% |
PFG INVESTMENTS, LLC | 04/22/2025 | 65.02 K | $910.26 K | 1.06% | 0.24% |
JANNEY MONTGOMERY SCOTT LLC | 04/17/2025 | 44.16 K | $618.00 K | -0.38% | 0.16% |
LPL FINANCIAL LLC | 05/07/2025 | 40.82 K | $571.54 K | -12.00% | 0.15% |
ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 39.87 K | $558.14 K | 284.00% | 0.14% |
HIGHTOWER ADVISORS, LLC | 05/13/2025 | 39.31 K | $550.28 K | 115.87% | 0.14% |
SUNBELT SECURITIES, INC. | 04/24/2025 | 32.80 K | $459.24 K | 10.15% | 0.12% |
TREXQUANT INVESTMENT LP | 05/14/2025 | 31.88 K | $446.29 K | -49.43% | 0.12% |
ROYAL BANK OF CANADA | 05/15/2025 | 27.88 K | $390.00 K | 15.82% | 0.10% |
VIRTU FINANCIAL LLC | 05/12/2025 | 25.55 K | $358.00 K | 100.00% | 0.09% |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/15/2025 | 24.67 K | $346.00 K | 26.56% | 0.09% |
INSPIRE ADVISORS, LLC | 05/07/2025 | 24.47 K | $342.60 K | 100.00% | 0.09% |
LSV ASSET MANAGEMENT | 05/09/2025 | 20.50 K | $287.00 K | 0.00% | 0.07% |
CONCURRENT INVESTMENT ADVISORS, LLC | 04/29/2025 | 16.34 K | $228.77 K | -0.53% | 0.06% |
OPPENHEIMER & CO INC | 04/23/2025 | 15.44 K | $216.16 K | 27.73% | 0.06% |
UBS GROUP AG | 05/13/2025 | 15.33 K | $214.59 K | -40.95% | 0.06% |
QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 14.72 K | $206.09 K | -68.39% | 0.05% |
U.S. CAPITAL WEALTH ADVISORS, LLC | 04/29/2025 | 14.45 K | $202.34 K | 3.55% | 0.05% |
NORTHERN TRUST CORP | 05/13/2025 | 13.15 K | $184.11 K | -42.75% | 0.05% |
FARTHER FINANCE ADVISORS, LLC | 04/14/2025 | 13.11 K | $183.48 K | 0.00% | 0.05% |
PNC FINANCIAL SERVICES GROUP, INC. | 05/09/2025 | 13.00 K | $182.00 K | 0.00% | 0.05% |
JANE STREET GROUP, LLC | 05/19/2025 | 11.21 K | $156.87 K | 100.00% | 0.04% |
QUANTBOT TECHNOLOGIES LP | 05/13/2025 | 11.09 K | $155.23 K | 100.00% | 0.04% |
XTX TOPCO LTD | 05/08/2025 | 10.74 K | $150.33 K | 100.00% | 0.04% |
JPMORGAN CHASE & CO | 05/12/2025 | 10.35 K | $144.86 K | 100.00% | 0.04% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 10.11 K | $141.54 K | -10.82% | 0.04% |
PRIVATE ADVISOR GROUP, LLC | 05/05/2025 | 10.00 K | $140.00 K | 0.00% | 0.04% |
CHILTON CAPITAL MANAGEMENT LLC | 04/29/2025 | 8.41 K | $117.73 K | 10.64% | 0.03% |
GROUP ONE TRADING, L.P. | 05/14/2025 | 5.97 K | $83.59 K | 100.00% | 0.02% |
AQUATIC CAPITAL MANAGEMENT LLC | 05/15/2025 | 5.34 K | $74.75 K | -69.89% | 0.02% |
CITADEL ADVISORS LLC | 05/15/2025 | 3.50 K | $49.00 K | -35.19% | 0.01% |
PSI ADVISORS, LLC | 04/21/2025 | 3.00 K | $42.00 K | 20.00% | 0.01% |
ORG PARTNERS LLC | 04/21/2025 | 2.11 K | $29.54 K | 0.00% | 0.01% |
CITIGROUP INC | 05/12/2025 | 1.58 K | $22.13 K | 100.00% | 0.01% |
Stellus Capital Investment Corporation institutional Ownership - FAQ's
During the previous two years, 79 institutional investors and hedge funds held shares of Stellus Capital Investment Corporation. The most heavily invested institutionals were:
TWO SIGMA ADVISERS, LP: 401,700
TWO SIGMA INVESTMENTS, LP: 273,070
RAYMOND JAMES FINANCIAL INC: 248,953
MORGAN STANLEY: 219,640
CI Private Wealth, LLC: 212,458
Ethos Financial Group, LLC: 192,462
12.22% of Stellus Capital Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 4.33 M shares in the last 24 months. This purchase volume represents approximately $64.58 M in transactions.