Stellus Capital Investment (SCM) Institutional Ownership

$14.15
-0.07 (-0.49%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Stellus Capital Investment (NYSE:SCM)

Current
Institutional Ownership
Percentage
13.22%
Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$11.05M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$1.22M
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SCM Institutional Buying and Selling by Quarter

Stellus Capital Investment Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Quadrature Capital Ltd34,627$453K0.0%-31.1%0.144%
5/14/2024 Advisors Asset Management Inc.137,872$1.80M0.0%-0.9%0.571%
5/14/2024 CANADA LIFE ASSURANCE Co20,395$267K0.0%+4.2%0.085%
5/11/2024 Cliffwater LLC99,960$1.30M0.3%+2.9%0.414%
5/9/2024 Condor Capital Management183,093$2.40M0.2%+13.1%0.759%
5/7/2024 Oppenheimer & Co. Inc.13,738$180K0.0%-5.2%0.057%
5/1/2024 Janney Montgomery Scott LLC43,825$573K0.0%-2.2%0.182%
4/22/2024 PFG Investments LLC62,236$814K0.0%N/A0.258%
4/22/2024 Edge Financial Advisors LLC12,244$160K0.1%N/A0.051%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.63,407$829K0.0%-5.0%0.263%
4/15/2024 Sunbelt Securities Inc.37,481$490K0.1%-8.4%0.155%
3/25/2024 Quadrature Capital Ltd50,271$646K0.0%-6.6%0.208%
3/22/2024 PNC Financial Services Group Inc.13,000$167K0.0%-43.5%0.054%
2/14/2024 Icon Wealth Advisors LLC131,053$1.68M0.2%N/A0.543%
2/14/2024 Muzinich & Co. Inc.69,069$888K0.6%-3.3%0.286%
2/12/2024 Condor Capital Management161,872$2.08M0.2%+12.9%0.671%
2/9/2024 Trexquant Investment LP29,321$377K0.0%N/A0.122%
2/8/2024 Gables Capital Management Inc.99,334$1.28M0.8%+1.2%0.412%
2/7/2024 Jump Financial LLC19,600$252K0.0%+5.8%0.081%
2/6/2024 LSV Asset Management20,500$263K0.0%-33.2%0.085%
2/1/2024 Sigma Planning Corp36,473$469K0.0%-12.1%0.151%
1/16/2024 Raymond James & Associates229,829$2.95M0.0%-1.9%0.952%
12/11/2023 Sunbelt Securities Inc.41,978$571K0.1%-4.3%0.174%
11/15/2023 Advisors Asset Management Inc.119,458$1.63M0.0%+18.5%0.495%
11/14/2023 Quadrature Capital Ltd53,838$732K0.0%+64.0%0.223%
11/14/2023 PEAK6 Investments LLC19,490$265K0.0%N/A0.081%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.15,921$217K0.0%N/A0.066%
11/13/2023 Muzinich & Co. Inc.71,420$971K0.7%+7.1%0.296%
11/8/2023 Oppenheimer & Co. Inc.12,552$171K0.0%N/A0.056%
11/7/2023 Virtus ETF Advisers LLC43,058$586K0.4%+129.8%0.191%
11/7/2023 Jump Financial LLC18,519$252K0.0%-8.8%0.082%
11/6/2023 Sigma Planning Corp41,494$564K0.0%+41.0%0.184%
11/3/2023 Gables Capital Management Inc.98,199$1.34M0.9%-4.8%0.435%
10/27/2023 Astoria Portfolio Advisors LLC.18,980$239K0.1%N/A0.084%
10/24/2023 Raymond James Financial Services Advisors Inc.11,790$160K0.0%N/A0.052%
10/24/2023 Raymond James & Associates234,291$3.19M0.0%+19.0%1.039%
10/20/2023 U.S. Capital Wealth Advisors LLC56,500$768K0.0%+35.2%0.250%
10/10/2023 National Bank of Canada FI71,642$941K0.0%+1.6%0.318%
8/14/2023 Chilton Capital Management LLC17,020$239K0.0%+157.9%0.075%
8/11/2023 Trexquant Investment LP21,299$300K0.0%+67.3%0.102%
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8/10/2023 Cetera Advisors LLC19,004$267K0.0%+5.5%0.091%
8/7/2023 Acadian Asset Management LLC225,652$3.17M0.0%+155.7%1.083%
8/3/2023 Gables Capital Management Inc.103,149$1.45M0.9%-1.0%0.495%
8/2/2023 LSV Asset Management30,700$432K0.0%-19.2%0.147%
8/2/2023 Sigma Planning Corp29,428$414K0.0%+20.5%0.141%
8/1/2023 Origin Asset Management LLP13,000$183K0.1%N/A0.062%
7/31/2023 Sumitomo Mitsui Trust Holdings Inc.66,711$939K0.0%-16.9%0.320%
7/26/2023 National Bank of Canada FI70,496$1.01M0.0%N/A0.338%
7/25/2023 Raymond James & Associates196,864$2.77M0.0%+4.8%0.945%
7/10/2023 SG Americas Securities LLC66,547$936K0.0%N/A0.319%
5/12/2023 Cliffwater LLC267,152$3.76M1.2%+2.0%1.282%
5/11/2023 Acadian Asset Management LLC88,244$1.24M0.0%+63.5%0.424%
5/10/2023 Condor Capital Management114,424$1.61M0.2%+12.7%0.549%
5/8/2023 Sigma Planning Corp24,422$344K0.0%N/A0.117%
5/4/2023 Gables Capital Management Inc.104,149$1.47M1.0%-7.1%0.500%
5/3/2023 Jump Financial LLC12,045$170K0.0%N/A0.058%
4/14/2023 Raymond James Financial Services Advisors Inc.10,625$150K0.0%-14.2%0.054%
4/14/2023 Raymond James & Associates187,822$2.65M0.0%+2.7%0.961%
2/15/2023 Ares Management LLC345,536$4.58M0.2%-15.5%1.768%
2/10/2023 Cliffwater LLC261,953$3.47M1.0%+3.3%1.340%
2/9/2023 Muzinich & Co. Inc.80,271$1.06M0.8%-39.2%0.411%
2/8/2023 Sunbelt Securities Inc.32,624$433K0.1%+8.0%0.167%
2/8/2023 Raymond James & Associates182,833$2.42M0.0%+3.3%0.935%
2/7/2023 Condor Capital Management101,542$1.35M0.2%+17.7%0.519%
1/30/2023 Sumitomo Mitsui Trust Holdings Inc.80,271$1.06M0.0%-39.2%0.411%
11/21/2022 Sunbelt Securities Inc.30,203$360K0.1%-4.7%0.154%
11/14/2022 Virtus ETF Advisers LLC32,193$384K0.2%+37.6%0.165%
11/10/2022 Cliffwater LLC253,584$3.03M1.0%+3.4%1.297%
11/10/2022 Condor Capital Management86,255$1.03M0.1%N/A0.441%
11/8/2022 Advisors Asset Management Inc.190,535$2.27M0.0%-1.4%0.975%
11/7/2022 Spire Wealth Management6,400$76K0.0%-19.2%0.033%
11/2/2022 Avantax Advisory Services Inc.17,561$209K0.0%-7.5%0.090%
10/25/2022 Raymond James & Associates177,071$2.11M0.0%-5.6%0.906%
8/17/2022 Advisory Research Inc.45,977$512K0.0%-5.8%0.235%
8/12/2022 Virtus ETF Advisers LLC23,403$260K0.1%-49.4%0.120%
8/12/2022 U.S. Capital Wealth Advisors LLC41,800$465K0.0%+3.0%0.214%
8/12/2022 Muzinich & Co. Inc.131,924$1.47M1.0%-4.1%0.675%
8/8/2022 Advisors Asset Management Inc.193,323$2.15M0.0%-23.1%0.989%
8/8/2022 Merit Financial Group LLC10,000$111K0.0%N/A0.051%
8/3/2022 Janney Montgomery Scott LLC44,825$521K0.0%N/A0.229%
8/2/2022 Avantax Advisory Services Inc.18,992$211K0.0%N/A0.097%
7/26/2022 Sumitomo Mitsui Trust Holdings Inc.131,924$1.47M0.0%-4.1%0.675%
7/6/2022Farmer Steven Patrick212,727$2.37M0.0%N/A1.088%
5/13/2022 Cliffwater LLC219,388$3.05M0.8%+2.3%1.098%
5/12/2022 Acadian Asset Management LLC97,995$1.36M0.0%+69.0%0.490%
5/10/2022 Buckingham Strategic Partners19,802$275K0.0%N/A0.099%
4/27/2022 Sumitomo Mitsui Trust Holdings Inc.137,546$1.91M0.0%-1.6%0.705%
4/4/2022 Confluence Investment Management LLC212,472$2.95M0.0%-39.4%1.089%
2/14/2022 Virtus ETF Advisers LLC40,771$531K0.2%-21.0%0.209%
2/14/2022 Rockefeller Capital Management L.P.49,212$640K0.0%+2.8%0.253%
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2/10/2022 Acadian Asset Management LLC57,993$753K0.0%+142.5%0.298%
2/8/2022 Raymond James Financial Services Advisors Inc.18,495$241K0.0%-14.9%0.095%
2/8/2022 Raymond James & Associates231,246$3.01M0.0%+11.5%1.187%
2/2/2022 Sumitomo Mitsui Trust Holdings Inc.139,846$1.82M0.0%-13.2%0.718%
2/1/2022 Eagle Global Advisors LLC18,550$242K0.0%+68.5%0.095%
1/28/2022 LSV Asset Management38,000$495K0.0%-8.0%0.195%
1/21/2022 U.S. Capital Wealth Advisors LLC40,600$529K0.0%+58.6%0.208%
1/4/2022 Confluence Investment Management LLC350,420$4.56M0.1%+0.6%1.798%
11/16/2021 Two Sigma Advisers LP64,000$836K0.0%+41.9%0.328%
11/16/2021 Two Sigma Investments LP68,040$889K0.0%+8.3%0.349%
(Data available from 1/1/2016 forward)

SCM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCM shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Stellus Capital Investment. The most heavily invested institutionals were Ares Management LLC ($4.58M), Acadian Asset Management LLC ($3.17M), Raymond James & Associates ($2.95M), Condor Capital Management ($2.40M), Farmer Steven Patrick ($2.37M), Advisors Asset Management Inc. ($1.80M), and Icon Wealth Advisors LLC ($1.68M).Learn more on SCM's institutional investors.

What percentage of Stellus Capital Investment stock is owned by institutional investors?

13.22% of Stellus Capital Investment stock is owned by institutional investors. Learn more on SCM's institutional investor holdings.

Which institutional investors have been buying Stellus Capital Investment stock?

Of the 32 institutional investors that purchased Stellus Capital Investment stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Farmer Steven Patrick ($212.73K), Acadian Asset Management LLC ($171.67K), Condor Capital Management ($154.15K), Icon Wealth Advisors LLC ($131.05K), National Bank of Canada FI ($71.64K), SG Americas Securities LLC ($66.55K), and PFG Investments LLC ($62.24K).

How much institutional buying is happening at Stellus Capital Investment?

Institutional investors have bought a total of 1,331,298 shares in the last 24 months. This purchase volume represents approximately $17.23M in transactions.

Which Stellus Capital Investment major shareholders have been selling company stock?

Of the 19 institutional investors that sold Stellus Capital Investment stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sumitomo Mitsui Trust Holdings Inc. ($74.14K), Ares Management LLC ($63.40K), Advisors Asset Management Inc. ($62.29K), Muzinich & Co. Inc. ($59.63K), Virtus ETF Advisers LLC ($22.87K), Quadrature Capital Ltd ($19.21K), and LSV Asset Management ($17.50K).

How much institutional selling is happening at Stellus Capital Investment?

Institutional investors have sold a total of 380,768 shares in the last 24 months. This volume of shares sold represents approximately $4.83M in transactions.


This page (NYSE:SCM) was last updated on 5/17/2024 by MarketBeat.com Staff

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