Recent Quarter Total Invested
$48.62 M
Recent Quarter Institutional Ownership Percentage
14.67%
Total Invested of Last Quarter
$35.91 M
Ownership Percentage of Last Quarter
12.49%
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 | 08/14/2024 | 445,300 | $6.11 M | 122.21% | 1.85% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 369,604 | $5.07 M | 66.33% | 1.53% |
| CONDOR CAPITAL MANAGEMENT | 08/08/2024 | 269,416 | $3.70 M | 47.15% | 1.12% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 223,516 | $3.07 M | 2.68% | 0.93% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 213,958 | $2.94 M | 285.21% | 0.89% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 200,078 | $2.75 M | 2.92% | 0.83% |
| MORGAN STANLEY | 08/14/2024 | 175,900 | $2.42 M | -8.66% | 0.73% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 137,617 | $1.89 M | -0.19% | 0.57% |
| ICON WEALTH ADVISORS, LLC | 08/14/2024 | 131,457 | $1.84 M | 0.01% | 0.54% |
| CLIFFWATER LLC | 08/14/2024 | 102,889 | $1.40 M | 2.93% | 0.43% |
| GABLES CAPITAL MANAGEMENT INC. | 08/08/2024 | 101,899 | $1.40 M | 0.79% | 0.42% |
| MARSHALL WACE, LLP | 08/14/2024 | 94,804 | $1.30 M | 100.00% | 0.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 93,900 | $1.29 M | 101.94% | 0.39% |
| BLACKROCK INC. | 08/13/2024 | 80,961 | $1.11 M | -2.42% | 0.34% |
| LPL FINANCIAL LLC | 08/07/2024 | 78,715 | $1.08 M | 2.53% | 0.33% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 69,900 | $959,727 | 114.69% | 0.29% |
| CI PRIVATE WEALTH, LLC | 08/13/2024 | 67,584 | $927,933 | 22.33% | 0.28% |
| VIRTUS ETF ADVISERS LLC | 08/14/2024 | 66,671 | $915,393 | 22.97% | 0.28% |
| MUZINICH & CO., INC. | 08/07/2024 | 65,765 | $902,953 | -4.78% | 0.27% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 07/19/2024 | 63,407 | $870,578 | 0.00% | 0.26% |
| PFG INVESTMENTS, LLC | 08/07/2024 | 62,162 | $853,478 | -0.12% | 0.26% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 61,065 | $838,422 | 147.84% | 0.25% |
| CITADEL ADVISORS LLC | 08/14/2024 | 53,537 | $735,063 | -50.00% | 0.22% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 07/11/2024 | 48,538 | $666,426 | -14.09% | 0.20% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 43,825 | $602,000 | 0.00% | 0.18% |
| MAGNETAR FINANCIAL LLC | 08/14/2024 | 39,615 | $543,914 | 100.00% | 0.16% |
| SUNBELT SECURITIES, INC. | 08/16/2024 | 34,215 | $469,774 | -8.71% | 0.14% |
| BCR WEALTH STRATEGIES, LLC | 07/26/2024 | 26,824 | $368,000 | 100.00% | 0.11% |
| ROYAL BANK OF CANADA | 08/14/2024 | 26,722 | $367,000 | 0.55% | 0.11% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 08/15/2024 | 22,204 | $305,000 | 100.00% | 0.09% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 20,500 | $281,000 | 0.00% | 0.09% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/12/2024 | 20,395 | $281,000 | 0.00% | 0.08% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/30/2024 | 15,392 | $211,332 | 100.00% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 13,000 | $178,490 | 0.00% | 0.05% |
| OPPENHEIMER & CO INC | 08/08/2024 | 12,202 | $167,533 | -11.18% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 11,781 | $161,750 | -0.20% | 0.05% |
| UBS GROUP AG | 08/14/2024 | 10,952 | $150,371 | 27.82% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 07/31/2024 | 10,244 | $141,367 | 100.00% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 10,000 | $137,300 | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 08/14/2024 | 9,300 | $127,689 | 72.22% | 0.04% |
| JPMORGAN CHASE & CO | 08/12/2024 | 8,752 | $120,165 | 148.00% | 0.04% |
| CHILTON CAPITAL MANAGEMENT LLC | 08/01/2024 | 7,600 | $104,348 | 15.15% | 0.03% |
| AQUATIC CAPITAL MANAGEMENT LLC | 08/14/2024 | 7,400 | $101,602 | 100.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 3,995 | $54,850 | -54.05% | 0.02% |
| GROUP ONE TRADING, L.P. | 08/14/2024 | 2,863 | $39,309 | 100.91% | 0.01% |
| CITADEL ADVISORS LLC | 08/14/2024 | 2,500 | $34,325 | 150.00% | 0.01% |
| PSI ADVISORS, LLC | 07/23/2024 | 2,300 | $31,579 | 91.67% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2024 | 1,600 | $21,968 | 100.00% | 0.01% |
| PARKSIDE FINANCIAL BANK & TRUST | 08/05/2024 | 500 | $6,865 | 0.00% | 0.00% |
| KEY FINANCIAL INC | 07/30/2024 | 500 | $6,865 | 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, 77 institutional investors and hedge funds held shares of Stellus Capital Investment Corporation. The most heavily invested institutionals were:
TWO SIGMA ADVISERS, LP: 445,300
TWO SIGMA INVESTMENTS, LP: 369,604
CONDOR CAPITAL MANAGEMENT: 269,416
RAYMOND JAMES & ASSOCIATES: 223,516
MILLENNIUM MANAGEMENT LLC: 213,958
Legal & General Group Plc: 200,078
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What percentage of Stellus Capital Investment Corporation stock is owned by institutional investors?
14.67% 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 4.34 M shares in the last 24 months. This purchase volume represents approximately $59.70 M in transactions.