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Get Institutions for : 
Stellus Capital Investment Corp (SCM)  
$14.23 0.22 (1.57%) as of 4:30 Wed 7/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 62    3
Total shares held : 
 3,373,404  
% of shares held : 
 17.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 544,551  
% of shares held change : 
   2.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $13.89  
Last Quarter's Ending Price : 
 $14.00  
Last Quarter's Average Price : 
 $14.50  
Change from last quarter's     
avg. price to the last closing  : 
0.27 (1.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 347,329
 10.3%
 
Increased Positions :
28
 410,739
 12.18%
 
Unchanged Positions :
14
 62,002
 1.84%
 
Decreased Positions :
10
-102,941
-3.05%
 
Closed Positions :
7
-110,576
-3.28%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TWO SIGMA ADVISERS, LLC 738 - 2025-03-31 401,700 $5,624,000 24,000
   TWO SIGMA INVESTMENTS LLC 1171 - 2025-03-31 273,070 $3,823,000 7,448
   RAYMOND JAMES FINANCIAL INC 2558 - 2025-03-31 248,953 $3,485,000 7,103
   MORGAN STANLEY 4191 - 2025-03-31 219,640 $3,075,000 61,827
   CI Private Wealth LLC 836 - 2025-03-31 212,458 $2,974,000 40,991
   Ethos Financial Group LLC 91 *New 2025-03-31 192,462 $2,694,000 192,462
   CONDOR CAPITAL MANAGEMENT 86 - 2025-03-31 191,392 $2,679,000 7,614
   LEGAL & GENERAL GROUP PLC 1844 - 2025-03-31 178,589 $2,498,000 4,887
   Icon Wealth Advisors LLC 106 - 2025-03-31 135,089 $1,891,000 3,612
   FIXED INCOME SECURITIES INC 582 - 2025-03-31 131,283 $1,838,000 12,320
   BlackRock Inc. 3739 - 2025-03-31 117,867 $1,650,000 6,244
   CITADEL ADVISORS LLC 2802 - 2025-03-31 103,984 $1,456,000 99,685
   GABLES CAPITAL MANAGEMENT INC. 38 - 2025-03-31 98,228 $1,375,000 72
   Muzinich & Co. Inc. 22 - 2025-03-31 87,120 $1,220,000 21,355
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 847 - 2025-03-31 84,762 $1,187,000 21,355
   PHOENIX INVESTMENT COUNSEL INC 162 *New 2025-03-31 68,006 $952,000 68,006
   PFG Investments LLC 323 - 2025-03-31 65,018 $910,000 679
   JANNEY MONTGOMERY SCOTT LLC 1818 - 2025-03-31 44,158 $618,000 -167
   LPL FINANCIAL CORP 3925 - 2025-03-31 40,824 $572,000 -5,566
   Advisor Group Holdings Inc. 2729 - 2025-03-31 39,867 $558,000 36,867
   HIGHTOWER ADVISORS, LLC 2316 - 2025-03-31 39,305 $550,000 21,097
   Sunbelt Securities Inc. 341 - 2025-03-31 32,803 $459,000 3,022
   Trexquant Investment LP 1303 - 2025-03-31 31,878 $446,000 -31,158
   ROYAL BANK OF CANADA 3699 - 2025-03-31 27,882 $390,000 3,808
   VIRTU FINANCIAL LLC 599 *New 2025-03-31 25,553 $358,000 25,553
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1668 - 2025-03-31 24,668 $346,000 5,177
   Inspire Advisors LLC 324 *New 2025-03-31 24,471 $343,000 24,471
   LSV ASSET MANAGEMENT 735 - 2025-03-31 20,500 $287,000 0
   Concurrent Investment Advisors LLC 1047 - 2025-03-31 16,341 $229,000 -87
   OPPENHEIMER & CO INC 1410 - 2025-03-31 15,440 $216,000 3,352
   UBS Group AG 5187 - 2025-03-31 15,328 $215,000 -10,629
   Qube Research & Technologies Ltd 2198 - 2025-03-31 14,721 $206,000 -31,853
   U.S. Capital Wealth Advisors LLC 791 - 2025-03-31 14,453 $202,000 495
   NORTHERN TRUST CORP 3961 - 2025-03-31 13,151 $184,000 -9,822
   Farther Finance Advisors LLC 1252 - 2025-03-31 13,106 $183,000 0
   PNC FINANCIAL SERVICES GROUP INC 2219 - 2025-03-31 13,000 $182,000 0
   JANE STREET GROUP LLC 4530 *New 2025-03-31 11,205 $157,000 11,205
   QUANTBOT TECHNOLOGIES LLC 1175 *New 2025-03-31 11,088 $155,000 11,088
   XTX Topco Ltd 1762 *New 2025-03-31 10,738 $150,000 10,738
   J P MORGAN CHASE & CO 4280 - 2025-03-31 10,347 $145,000 10,347
   WELLS FARGO & CO/MN 4256 - 2025-03-31 10,110 $142,000 -1,227
   Private Advisor Group LLC 2135 - 2025-03-31 10,000 $140,000 0
   CHILTON CAPITAL MANAGEMENT LLC 258 - 2025-03-31 8,409 $118,000 809
   GROUP ONE TRADING, L.P. 1013 - 2025-03-31 5,971 $84,000 5,971
   Aquatic Capital Management LLC 1099 - 2025-03-31 5,339 $75,000 -12,390
   PSI Advisors LLC 250 - 2025-03-31 3,000 $42,000 500
   ORG Partners LLC 570 - 2025-03-31 2,110 $30,000 0
   CITIGROUP INC 4092 *New 2025-03-31 1,581 $22,000 1,581
   Quarry LP 1126 *New 2025-03-31 1,225 $17,000 1,225
   PRIVATE TRUST CO NA 1658 - 2025-03-31 1,097 $15,000 0
   Federation des caisses Desjardins du Quebec 1839 *New 2025-03-31 1,000 $14,000 1,000
   Crewe Advisors LLC 417 - 2025-03-31 750 $11,000 0
   Key Financial Inc 896 - 2025-03-31 500 $7,000 0
   JONES FINANCIAL COMPANIES LLLP - 2025-03-31 500 $7,000 0
   CWM LLC 4334 - 2025-03-31 400 $6,000 0
   Lindbrook Capital LLC 1944 - 2025-03-31 330 $5,000 0
   Hexagon Capital Partners LLC 1208 - 2025-03-31 316 $4,000 -42
   VALLEY NATIONAL ADVISERS INC 719 - 2025-03-31 200 $2,000 0
   MCCORMACK ADVISORS INTERNATIONAL 3068 - 2025-03-31 1 $0 0
   Virtus ETF Advisers LLC 328 *Closed 2025-03-31 0 $0 -65,584
   PARKSIDE FINANCIAL BANK & TRUST 2637 *Closed 2025-03-31 0 $0 -500
   TOWER RESEARCH CAPITAL LLC 5270 *Closed 2025-03-31 0 $0 -53
   Roble Belko & Company Inc 425 - 2025-03-31 13 $0 6
   MARSHALL WACE LLP 2867 *Closed 2025-03-31 0 $0 -18,561
   PROEQUITIES INC. 7919 - 2025-03-31 0 $0 0
   POM Investment Strategies LLC 330 *Closed 2025-03-31 0 $0 -726
   Parallel Advisors LLC 3575 - 2025-03-31 8 $0 0
   Connor Clark & Lunn Investment Management Ltd. 1655 *Closed 2025-03-31 0 $0 -25,052
   Parvin Asset Management LLC 402 *Closed 2025-03-31 0 $0 -100
  69 Records found
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