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Get Institutions for : 
Stellus Capital Investment Corp (SCM)  
$14.25 0.05 (0.35%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    6
Total shares held : 
3,193,536  
% of shares held : 
16.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -6  
Amount of shares held : 
-753,913  
% of shares held change : 
  -3.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$13.53  
Last Quarter's Ending Price : 
$12.85  
Last Quarter's Average Price
$12.92  
Change from last quarter's     
avg. price to the last closing  : 
1.33 (10.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 152,230
 4.77%
 
Increased Positions :
19
 198,264
 6.21%
 
Unchanged Positions :
15
 205,327
 6.43%
 
Decreased Positions :
19
-564,813
-17.69%
 
Closed Positions :
13
-539,594
-16.9%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Icon Wealth Advisors LLC 100 *New 2023-12-31 131,053 $1,684,000 131,053
   Icon Wealth Partners LLC 125 *New 2023-09-30 66,696 $907,000 66,696
   PFG Investments LLC 375 *New 2024-03-31 62,236 $814,000 62,236
   CI Private Wealth LLC 1438 *New 2024-03-31 55,246 $725,000 55,246
   Schonfeld Strategic Advisors LLC 1459 *New 2023-12-31 14,100 $181,000 14,100
   Private Advisor Group LLC 2159 *New 2024-03-31 10,000 $131,000 10,000
   Cape Investment Advisory Inc. 569 *New 2023-12-31 1,349 $17,000 1,349
   FMR LLC 4735 *New 2023-12-31 1 $0 1

  8 Records found
  1    
  Page 1 of 1
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