SCM

Stellus Capital Investment C

-$10.5M

Net Activity

Institutions Holding

64

Popularity Rank

#5421

Avg Weight

0.04%

Total Value

$39.5M

Ownership Trend

64 institutions currently hold SCM, with 37 net buyers and 33 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

33

Net Buying Institutions

37

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$2.9M
EF
Ethos Financial Group, LLC
$2.5M
CP
Corient Private Wealth LLC
$2.4M
M&
Muzinich & Co., Inc.
$2.3M
RJ
Raymond James Financial INC
$2.2M

Top 5 by Conviction

M&
Muzinich & Co., Inc.
0.82%
GC
Gables Capital Management INC.
0.26%
GC
Gallagher Capital Advisors, LLC
0.21%
EF
Ethos Financial Group, LLC
0.18%
CC
Condor Capital Management
0.16%
View all 64 holding institutions

Quarterly Activity

Recent Activity

+$26.3M

Total Buy Value

$22.7M

Total Sell Value

New buy17
Trim17
Add20
Sold out16

37

Net Buyers

33

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding STELLUS CAPITAL INVESTMENT C (SCM)?
Major stakeholders currently include LPL Financial LLC ($2.9M), Ethos Financial Group, LLC ($2.5M), Corient Private Wealth LLC ($2.4M). Based on the latest 13F filings, there are a total of 64 tracked investment funds and institutions maintaining positions in SCM.
What is the overall institutional sentiment toward SCM recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $10.5M, driven by 37 managers accumulating shares while 33 reduced their exposure.
Which institutions have been selling or reducing their SCM positions?
In the latest period, 17 funds trimmed their holdings, and 16 managers completely exited their positions. The aggregate reported sell value was $22.7M.
Are there any notable investors adding SCM to their portfolios?
Yes, buying activity remains notable. 17 institutions opened new positions in {ticker}, and 20 existing holders added to their shares. The total reported buy value for the quarter amounted to $26.3M.

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