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 | 11/14/2025 | 285.77 K | $3.73 M | -22.22% | 1.01% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 274.10 K | $3.58 M | 8.01% | 0.96% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 231.24 K | $3.02 M | -1.91% | 0.81% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 225.26 K | $2.94 M | 3.27% | 0.79% |
| MUZINICH & CO., INC. | 10/20/2025 | 206.89 K | $2.70 M | 43.67% | 0.73% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 205.17 K | $2.68 M | 4.10% | 0.72% |
| CONDOR CAPITAL MANAGEMENT | 11/07/2025 | 202.85 K | $2.65 M | 2.68% | 0.71% |
| BLACKROCK, INC. | 11/12/2025 | 202.46 K | $2.64 M | 28.00% | 0.71% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 171.63 K | $2.24 M | -6.72% | 0.60% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 156.05 K | $2.04 M | 65.93% | 0.55% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 146.13 K | $1.91 M | 390.69% | 0.51% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 144.32 K | $1.88 M | 15.47% | 0.51% |
| ICON WEALTH ADVISORS, LLC | 11/14/2025 | 135.33 K | $1.77 M | 0.08% | 0.48% |
| INSPIRE ADVISORS, LLC | 10/29/2025 | 106.26 K | $1.39 M | 69.94% | 0.37% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 69.24 K | $904.28 K | 7.09% | 0.24% |
| GABLES CAPITAL MANAGEMENT INC. | 11/06/2025 | 67.62 K | $883.09 K | 0.00% | 0.24% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 58.29 K | $761.32 K | -9.84% | 0.21% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 52.45 K | $684.98 K | 100.00% | 0.18% |
| CITADEL ADVISORS LLC | 11/14/2025 | 49.98 K | $652.75 K | 180.59% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 44.16 K | $577.00 K | 0.00% | 0.16% |
| LPL FINANCIAL LLC | 11/12/2025 | 38.85 K | $507.33 K | -19.23% | 0.14% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/17/2025 | 36.06 K | $470.00 K | 34.69% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 34.07 K | $451.33 K | 2.22% | 0.12% |
| GALLAGHER CAPITAL ADVISORS, LLC | 11/06/2025 | 34.00 K | $405.79 K | 100.00% | 0.12% |
| MORGAN STANLEY | 11/14/2025 | 25.76 K | $336.47 K | -82.67% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 25.37 K | $331.27 K | 100.00% | 0.09% |
| JANE STREET GROUP, LLC | 11/14/2025 | 25.03 K | $326.93 K | 100.00% | 0.09% |
| NORTHERN TRUST CORP | 11/14/2025 | 23.49 K | $306.77 K | 2.08% | 0.08% |
| ROYAL BANK OF CANADA | 11/14/2025 | 23.21 K | $303.00 K | -34.40% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 19.90 K | $259.89 K | -37.22% | 0.07% |
| AQUATIC CAPITAL MANAGEMENT LLC | 11/14/2025 | 18.17 K | $237.27 K | 398.71% | 0.06% |
| OPPENHEIMER & CO INC | 11/06/2025 | 17.26 K | $225.46 K | 1.21% | 0.06% |
| UBS GROUP AG | 11/13/2025 | 14.82 K | $193.52 K | -17.75% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 13.53 K | $176.70 K | 3.35% | 0.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 13.48 K | $176.06 K | 5.24% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 13.11 K | $171.16 K | 0.00% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 13.00 K | $169.78 K | 0.00% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 12.99 K | $169.64 K | -22.58% | 0.05% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 11/14/2025 | 12.66 K | $165.38 K | 14.69% | 0.04% |
| QUADRATURE CAPITAL LTD | 11/13/2025 | 11.38 K | $148.66 K | 100.00% | 0.04% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 11.34 K | $148.00 K | 61.49% | 0.04% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 10/09/2025 | 11.03 K | $144.09 K | 0.00% | 0.04% |
| HRT FINANCIAL LP | 11/14/2025 | 10.91 K | $142.00 K | 100.00% | 0.04% |
| CITADEL ADVISORS LLC | 11/14/2025 | 10.00 K | $130.60 K | -43.82% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 10.00 K | $130.60 K | 0.00% | 0.04% |
| CHILTON CAPITAL MANAGEMENT LLC | 10/31/2025 | 7.60 K | $99.26 K | 0.00% | 0.03% |
| GROUP ONE TRADING, L.P. | 11/12/2025 | 4.20 K | $54.79 K | -63.21% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 3.29 K | $43.01 K | -23.79% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 3.03 K | $39.60 K | 100.00% | 0.01% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 2.44 K | $31.84 K | 0.74% | 0.01% |
Stellus Capital Investment Corporation institutional Ownership - FAQ's
During the previous two years, 89 institutional investors and hedge funds held shares of Stellus Capital Investment Corporation. The most heavily invested institutionals were:
TWO SIGMA ADVISERS, LP: 285,772
CI Private Wealth, LLC: 274,100
RAYMOND JAMES FINANCIAL INC: 231,240
TWO SIGMA INVESTMENTS, LP: 225,264
Muzinich & Co., Inc.: 206,893
Ethos Financial Group, LLC: 205,166
12.39% of Stellus Capital Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 4.62 M shares in the last 24 months. This purchase volume represents approximately $57.72 M in transactions.