Stellus Capital Investment Corp (SCM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

28,480,472Shares Outstanding
4,080,617Shares held by institutions
$36,807,165Value of institutional holdings
14.33%Institutional ownership %
12.58%Shares Changed QoQ
63No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Stellus Capital Investment Corp (NYSE:SCM) is held by 62 institutional investors per 13F filings through December 2025.

115 Institutional Holders

4,080,617 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
Corient Private Wealth LLC 31 Dec, 2025 562,332 288,232 105.16% $7,130,374.00
LPL Financial LLC 31 Dec, 2025 314,792 5,747 1.86% $2,899,232.00
LPL Financial LLC 31 Dec, 2025 309,045 270,199 695.56% $3,918,686.00
TWO SIGMA INVESTMENTS, LP 31 Dec, 2025 284,104 58,840 26.12% $3,602,439.00
TWO SIGMA ADVISERS, LP 31 Dec, 2025 265,200 -20,572 -7.20% $3,362,736.00
Corient Private Wealth LLC 31 Dec, 2025 255,479 -306,853 -54.57% $2,352,959.00
Muzinich & Co., Inc. 31 Dec, 2025 253,534 46,641 22.54% $3,214,821.00
Raymond James Financial Inc 31 Dec, 2025 237,599 11,434 5.06% $2,188,292.00
Legal & General Group Plc 31 Dec, 2025 229,535 25,250 12.36% $2,116,313.00
Raymond James Financial Inc 31 Dec, 2025 226,165 -5,075 -2.19% $2,867,776.00
CONDOR CAPITAL MANAGEMENT 31 Dec, 2025 214,438 11,592 5.71% $2,719,081.00
CONDOR CAPITAL MANAGEMENT 31 Dec, 2025 206,416 -8,022 -3.74% $1,901,094.00
Legal & General Group Plc 31 Dec, 2025 204,285 32,653 19.03% $2,593,398.00
Sunbelt Securities, Inc. 31 Dec, 2025 203,190 48,617 31.45% $1,871,382.00
Ethos Financial Group, LLC 31 Dec, 2025 197,790 0 0.00% $2,507,976.00
Ethos Financial Group, LLC 31 Dec, 2025 197,790 -7,376 -3.60% $2,507,976.00
TWO SIGMA INVESTMENTS, LP 31 Dec, 2025 197,246 -86,858 -30.57% $1,816,636.00
BlackRock, Inc. 31 Dec, 2025 195,545 -6,916 -3.42% $2,479,511.00
Advisors Asset Management, Inc. 31 Dec, 2025 192,693 192,693 0.00% $1,774,703.00
Sumitomo Mitsui Trust Group, Inc. 31 Dec, 2025 156,151 101 0.06% $1,438,151.00