SCM Institutional Ownership
Stellus Capital Investment Corporation
1W: -1.3%
1M: -9.3%
3M: -3.9%
YTD: -46.4%
1Y: -43.1%
3Y: -33.8%
5Y: -21.8%
$6.72
+0.00 (+0.00%)
Weekly Expected Move ±3.0%
$6
$6
$7
$7
$7
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SCM
71
Institutional Holders
-9 vs prior quarter
0.0%
Ownership
+0.00pp
$30M
Total Invested
11
New Positions
23
Increased
28
Reduced
11
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (89 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 284,746 | $2M | +29,267 | +11.5% | 10Q | SEC ↗ |
| 2 | LPL Financial LLC | 263,356 | $2M | -51,436 | -16.3% | 28Q | SEC ↗ |
| 3 | Muzinich & Co., Inc. | 255,026 | $2M | +192 | +0.1% | 47Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 252,821 | $2M | +15,222 | +6.4% | 7Q | SEC ↗ |
| 5 | Legal & General Group Plc | 238,329 | $2M | +8,794 | +3.8% | 27Q | SEC ↗ |
| 6 | Advisors Asset Management, Inc. | 220,277 | $1M | +27,584 | +14.3% | 53Q | SEC ↗ |
| 7 | Ethos Financial Group, LLC | 217,193 | $1M | +19,403 | +9.8% | 6Q | SEC ↗ |
| 8 | CONDOR CAPITAL MANAGEMENT | 211,987 | $1M | +5,571 | +2.7% | 16Q | SEC ↗ |
| 9 | Sunbelt Securities, Inc. | 203,190 | $1M | +48,617 | +31.5% | 18Q | SEC ↗ |
| 10 | Sumitomo Mitsui Trust Group, Inc. | 156,151 | $1M | — | +0.0% | 26Q | SEC ↗ |
| 11 | Icon Wealth Advisors, LLC | 135,536 | $911K | +267 | +0.2% | 11Q | SEC ↗ |
| 12 | Samjo Management, LLC NEW | 133,700 | $898K | — | +0.0% | 1Q | SEC ↗ |
| 13 | BlackRock, Inc. | 109,462 | $736K | -2,764 | -2.5% | 8Q | SEC ↗ |
| 14 | MILLENNIUM MANAGEMENT LLC | 96,424 | $648K | -20,243 | -17.4% | 2Q | SEC ↗ |
| 15 | Inspire Advisors, LLC | 86,232 | $579K | -24,925 | -22.4% | 6Q | SEC ↗ |
| 16 | GABLES CAPITAL MANAGEMENT INC. | 67,052 | $451K | +185 | +0.3% | 34Q | SEC ↗ |
| 17 | MORGAN STANLEY | 64,355 | $432K | -83,400 | -56.4% | 55Q | SEC ↗ |
| 18 | Trexquant Investment LP | 63,649 | $428K | -4,671 | -6.8% | 4Q | SEC ↗ |
| 19 | Virtus Investment Advisers, LLC | 62,135 | $418K | +1,463 | +2.4% | 6Q | SEC ↗ |
| 20 | XTX Topco Ltd | 57,978 | $390K | +40,886 | +239.2% | 2Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 57,317 | $385K | +31,506 | +122.1% | 5Q | SEC ↗ |
| 22 | DOLIVER ADVISORS, LP | 55,292 | $372K | +45,292 | +452.9% | 2Q | SEC ↗ |
| 23 | PFG Investments, LLC | 53,260 | $358K | -21,401 | -28.7% | 10Q | SEC ↗ |
| 24 | MARSHALL WACE, LLP | 48,843 | $328K | -104,016 | -68.0% | 2Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC | 46,090 | $310K | -16,264 | -26.1% | 15Q | SEC ↗ |
| 26 | Janney Montgomery Scott LLC | 42,833 | $288K | -500 | -1.2% | 2Q | SEC ↗ |
| 27 | Campbell & CO Investment Adviser LLC | 34,955 | $235K | +19,194 | +121.8% | 2Q | SEC ↗ |
| 28 | CANADA LIFE ASSURANCE Co | 34,747 | $233K | +3,181 | +10.1% | 27Q | SEC ↗ |
| 29 | Gallagher Capital Advisors, LLC | 34,000 | $228K | — | +0.0% | 2Q | SEC ↗ |
| 30 | TWO SIGMA INVESTMENTS, LP | 28,812 | $194K | -168,434 | -85.4% | 25Q | SEC ↗ |
| 31 | Stonebridge Financial Group, LLC/CA NEW | 22,155 | $149K | — | +0.0% | 1Q | SEC ↗ |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 19,531 | $131K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 19,464 | $131K | +3,056 | +18.6% | 2Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 17,817 | $120K | -10 | -0.1% | 46Q | SEC ↗ |
| 35 | OPPENHEIMER & CO INC | 15,329 | $103K | -81 | -0.5% | 12Q | SEC ↗ |
| 36 | SANDERS MORRIS HARRIS LLC NEW | 13,948 | $94K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Concurrent Investment Advisors, LLC | 13,909 | $93K | +798 | +6.1% | 9Q | SEC ↗ |
| 38 | PNC Financial Services Group, Inc. | 13,000 | $87K | — | +0.0% | 15Q | SEC ↗ |
| 39 | WELLS FARGO & COMPANY/MN | 12,681 | $85K | -2,514 | -16.5% | 47Q | SEC ↗ |
| 40 | UBS Group AG | 12,109 | $81K | -88,287 | -87.9% | 47Q | SEC ↗ |
| 41 | Arax Advisory Partners NEW | 11,466 | $77K | — | +0.0% | 1Q | SEC ↗ |
| 42 | U.S. Capital Wealth Advisors, LLC | 11,033 | $74K | — | +0.0% | 19Q | SEC ↗ |
| 43 | Mariner, LLC NEW | 11,000 | $74K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Significant Wealth Partners LLC | 10,131 | $68K | +114 | +1.1% | 2Q | SEC ↗ |
| 45 | CHILTON CAPITAL MANAGEMENT LLC | 9,218 | $62K | +1,618 | +21.3% | 14Q | SEC ↗ |
| 46 | OSAIC HOLDINGS, INC. | 5,367 | $36K | +1,054 | +24.4% | 26Q | SEC ↗ |
| 47 | HIGHLINE WEALTH PARTNERS LLC NEW | 3,538 | $24K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 3,353 | $23K | +119 | +3.7% | 4Q | SEC ↗ |
| 49 | Integrated Wealth Concepts LLC NEW | 3,044 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Aquatic Capital Management LLC | 1,612 | $11K | -4,844 | -75.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Samjo Management, LLC | 133,700 | $898K |
| Stonebridge Financial Group, LLC/CA | 22,155 | $149K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 19,531 | $131K |
| SANDERS MORRIS HARRIS LLC | 13,948 | $94K |
| Arax Advisory Partners | 11,466 | $77K |
| Mariner, LLC | 11,000 | $74K |
| HIGHLINE WEALTH PARTNERS LLC | 3,538 | $24K |
| Integrated Wealth Concepts LLC | 3,044 | $20K |
| NOMURA ASSET MANAGEMENT CO LTD | 881 | $6K |
| JPMORGAN CHASE & CO | 132 | $1K |
| Caitong International Asset Managem | 10 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TrueMark Investments, LLC | 24,827 | $167K |
| OXFORD ASSET MANAGEMENT LLP | 22,152 | $149K |
| IMC-Chicago, LLC | 21,284 | $143K |
| JANE STREET GROUP, LLC | 19,940 | $134K |
| SIMPLEX TRADING, LLC | 17,222 | $116K |
| nVerses Capital, LLC | 12,933 | $87K |
| Brevan Howard Capital Management LP | 12,388 | $83K |
| Virtu Financial LLC | 12,091 | $81K |
| Farther Finance Advisors, LLC | 10,244 | $69K |
| NORTHERN TRUST CORP | 10,173 | $68K |
| Private Advisor Group, LLC | 10,000 | $67K |
| Kestra Advisory Services, LLC | 4,851 | $33K |
| Keating Financial Advisory Services | 2,970 | $20K |
| Laurel Wealth Advisors LLC | 2,083 | $14K |
| Garton & Associates Financial Advis | 1,670 | $11K |
| BNP PARIBAS FINANCIAL MARKETS | 1,310 | $9K |
| ASSETMARK, INC | 1,200 | $8K |
| GROUP ONE TRADING LLC | 902 | $6K |
| Empowered Funds, LLC | 619 | $4K |
| Harbor Asset Planning, Inc. | 300 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sunbelt Securities, Inc. | +48,617 | +31.5% | 203,190 |
| DOLIVER ADVISORS, LP | +45,292 | +452.9% | 55,292 |
| XTX Topco Ltd | +40,886 | +239.2% | 57,978 |
| BANK OF AMERICA CORP /DE | +31,506 | +122.1% | 57,317 |
| Corient Private Wealth LP | +29,267 | +11.5% | 284,746 |
| Advisors Asset Management, Inc. | +27,584 | +14.3% | 220,277 |
| Ethos Financial Group, LLC | +19,403 | +9.8% | 217,193 |
| Campbell & CO Investment Adviser LL | +19,194 | +121.8% | 34,955 |
| RAYMOND JAMES FINANCIAL INC | +15,222 | +6.4% | 252,821 |
| Legal & General Group Plc | +8,794 | +3.8% | 238,329 |
| CONDOR CAPITAL MANAGEMENT | +5,571 | +2.7% | 211,987 |
| CANADA LIFE ASSURANCE Co | +3,181 | +10.1% | 34,747 |
| Qube Research & Technologies Ltd | +3,056 | +18.6% | 19,464 |
| CHILTON CAPITAL MANAGEMENT LLC | +1,618 | +21.3% | 9,218 |
| Virtus Investment Advisers, LLC | +1,463 | +2.4% | 62,135 |
| OSAIC HOLDINGS, INC. | +1,054 | +24.4% | 5,367 |
| Concurrent Investment Advisors, LLC | +798 | +6.1% | 13,909 |
| Tower Research Capital LLC (TRC) | +583 | +101.4% | 1,158 |
| Icon Wealth Advisors, LLC | +267 | +0.2% | 135,536 |
| Muzinich & Co., Inc. | +192 | +0.1% | 255,026 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -168,434 | -85.4% | 28,812 |
| MARSHALL WACE, LLP | -104,016 | -68.0% | 48,843 |
| UBS Group AG | -88,287 | -87.9% | 12,109 |
| MORGAN STANLEY | -83,400 | -56.4% | 64,355 |
| LPL Financial LLC | -51,436 | -16.3% | 263,356 |
| Inspire Advisors, LLC | -24,925 | -22.4% | 86,232 |
| PFG Investments, LLC | -21,401 | -28.7% | 53,260 |
| MILLENNIUM MANAGEMENT LLC | -20,243 | -17.4% | 96,424 |
| CITADEL ADVISORS LLC | -16,264 | -26.1% | 46,090 |
| Aquatic Capital Management LLC | -4,844 | -75.0% | 1,612 |
| Trexquant Investment LP | -4,671 | -6.8% | 63,649 |
| BlackRock, Inc. | -2,764 | -2.5% | 109,462 |
| WELLS FARGO & COMPANY/MN | -2,514 | -16.5% | 12,681 |
| Janney Montgomery Scott LLC | -500 | -1.2% | 42,833 |
| OPPENHEIMER & CO INC | -81 | -0.5% | 15,329 |
| ROYAL BANK OF CANADA | -10 | -0.1% | 17,817 |
| DANSKE BANK A/S | -5 | -83.3% | 1 |