Stellus Capital Investment Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 284.75 K | $2.40 M | 11.46% | 0.99% |
| LPL FINANCIAL LLC | 08/07/2026 | 263.36 K | $2.22 M | -16.34% | 0.91% |
| MUZINICH & CO., INC. | 07/27/2026 | 255.03 K | $2.15 M | 0.08% | 0.88% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 252.82 K | $2.13 M | 6.41% | 0.88% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 238.33 K | $2.01 M | 3.83% | 0.83% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 220.28 K | $1.85 M | 14.32% | 0.76% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 217.19 K | $1.83 M | 9.81% | 0.75% |
| CONDOR CAPITAL MANAGEMENT | 08/12/2026 | 211.99 K | $1.78 M | 2.70% | 0.73% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 156.15 K | $1.31 M | 0.00% | 0.54% |
| ICON WEALTH ADVISORS, LLC | 08/05/2026 | 135.54 K | $1.14 M | 0.20% | 0.47% |
| SAMJO MANAGEMENT, LLC | 08/14/2026 | 133.70 K | $1.13 M | 100.00% | 0.46% |
| BLACKROCK, INC. | 08/07/2026 | 109.46 K | $921.67 K | -2.46% | 0.38% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 96.42 K | $811.89 K | -17.35% | 0.33% |
| INSPIRE ADVISORS, LLC | 08/13/2026 | 86.23 K | $726.07 K | -22.42% | 0.30% |
| GABLES CAPITAL MANAGEMENT INC. | 08/10/2026 | 67.05 K | $564.58 K | 0.28% | 0.23% |
| MORGAN STANLEY | 08/13/2026 | 64.36 K | $541.87 K | -56.44% | 0.22% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 63.65 K | $535.93 K | -6.84% | 0.22% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 62.14 K | $523.18 K | 2.41% | 0.22% |
| XTX TOPCO LTD | 08/14/2026 | 57.98 K | $488.18 K | 239.21% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 57.32 K | $482.61 K | 122.06% | 0.20% |
| DOLIVER ADVISORS, LP | 07/10/2026 | 55.29 K | $465.56 K | 452.92% | 0.19% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 53.26 K | $448.45 K | -28.66% | 0.18% |
| MARSHALL WACE, LLP | 08/13/2026 | 48.84 K | $411.26 K | -68.05% | 0.17% |
| CITADEL ADVISORS LLC | 09/02/2026 | 46.09 K | $388.08 K | -26.08% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 42.83 K | $361.00 K | -1.15% | 0.15% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 08/03/2026 | 34.96 K | $294.32 K | 121.78% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/13/2026 | 34.75 K | $292.00 K | 10.08% | 0.12% |
| GALLAGHER CAPITAL ADVISORS, LLC | 08/05/2026 | 34.00 K | $286.28 K | 0.00% | 0.12% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 28.81 K | $242.60 K | -85.39% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 23.00 K | $193.66 K | 22.99% | 0.08% |
| STONEBRIDGE FINANCIAL GROUP, LLC/CA | 08/13/2026 | 22.16 K | $189.00 K | 100.00% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 19.53 K | $164.45 K | 100.00% | 0.07% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 19.46 K | $163.89 K | 18.63% | 0.07% |
| ROYAL BANK OF CANADA | 08/14/2026 | 17.82 K | $150.00 K | -0.06% | 0.06% |
| OPPENHEIMER & CO INC | 08/03/2026 | 15.33 K | $129.07 K | -0.53% | 0.05% |
| SANDERS MORRIS HARRIS LLC | 07/07/2026 | 13.95 K | $117.44 K | 100.00% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 13.91 K | $117.11 K | 6.09% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 13.00 K | $109.46 K | 0.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 12.68 K | $106.77 K | -16.54% | 0.04% |
| UBS GROUP AG | 08/13/2026 | 12.11 K | $101.96 K | -87.94% | 0.04% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 11.47 K | $96.54 K | 100.00% | 0.04% |
| CITADEL ADVISORS LLC | 09/02/2026 | 11.40 K | $95.99 K | -77.95% | 0.04% |
| MARINER, LLC | 08/13/2026 | 11.00 K | $92.62 K | 100.00% | 0.04% |
| JANE STREET GROUP, LLC | 08/14/2026 | 10.90 K | $91.78 K | 100.00% | 0.04% |
| SIGNIFICANT WEALTH PARTNERS LLC | 07/14/2026 | 10.13 K | $85.30 K | 1.14% | 0.04% |
| CHILTON CAPITAL MANAGEMENT LLC | 08/04/2026 | 9.22 K | $77.62 K | 21.29% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 5.37 K | $45.19 K | 24.44% | 0.02% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 3.54 K | $29.79 K | 100.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 3.35 K | $28.24 K | 3.68% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 3.04 K | $25.63 K | 100.00% | 0.01% |
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Stellus Capital Investment Corp institutional Ownership - FAQ's
During the previous two years, 96 institutional investors and hedge funds held shares of Stellus Capital Investment Corp. The most heavily invested institutionals were:
CI Private Wealth, LLC: 284,746
LPL Financial LLC: 263,356
Muzinich & Co., Inc.: 255,026
RAYMOND JAMES FINANCIAL INC: 252,821
Legal & General Group Plc: 238,329
Advisors Asset Management, Inc.: 220,277
12.60% of Stellus Capital Investment Corp stock is owned by institutional investors.
Institutional investors have bought a total of 5.22 M shares in the last 24 months. This purchase volume represents approximately $49.20 M in transactions.