Stellus Capital Investment Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/06/2026 | 314.79 K | $2.90 M | 1.86% | 1.11% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 255.48 K | $2.35 M | -9.14% | 0.90% |
| MUZINICH & CO., INC. | 04/24/2026 | 254.83 K | $2.35 M | 0.51% | 0.90% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 237.60 K | $2.19 M | 5.06% | 0.84% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 229.54 K | $2.12 M | 12.36% | 0.81% |
| CONDOR CAPITAL MANAGEMENT | 05/11/2026 | 206.42 K | $1.90 M | -3.74% | 0.73% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 203.19 K | $1.87 M | 31.45% | 0.72% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 197.79 K | $2.51 M | 0.00% | 0.70% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 197.25 K | $1.82 M | -30.57% | 0.70% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 192.69 K | $1.77 M | 5.27% | 0.68% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 156.15 K | $1.44 M | 0.06% | 0.55% |
| MARSHALL WACE, LLP | 05/15/2026 | 152.86 K | $1.41 M | 100.00% | 0.54% |
| MORGAN STANLEY | 05/15/2026 | 147.76 K | $1.36 M | 721.04% | 0.52% |
| ICON WEALTH ADVISORS, LLC | 05/12/2026 | 135.27 K | $1.29 M | -0.15% | 0.48% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 116.67 K | $1.07 M | 100.00% | 0.41% |
| BLACKROCK, INC. | 05/13/2026 | 112.23 K | $1.03 M | -42.61% | 0.40% |
| INSPIRE ADVISORS, LLC | 05/15/2026 | 111.16 K | $1.02 M | 3.13% | 0.39% |
| UBS GROUP AG | 05/05/2026 | 100.40 K | $924.65 K | 296.87% | 0.35% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 74.66 K | $687.63 K | 7.20% | 0.26% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 68.32 K | $629.23 K | 73.67% | 0.24% |
| GABLES CAPITAL MANAGEMENT INC. | 05/01/2026 | 66.87 K | $615.85 K | -0.37% | 0.24% |
| CITADEL ADVISORS LLC | 05/15/2026 | 62.35 K | $574.28 K | 161.54% | 0.22% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 60.67 K | $558.79 K | 1.04% | 0.21% |
| CITADEL ADVISORS LLC | 05/15/2026 | 51.70 K | $476.16 K | 140.47% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 50.30 K | $463.26 K | 1.00% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 43.33 K | $399.00 K | 100.00% | 0.15% |
| GALLAGHER CAPITAL ADVISORS, LLC | 05/05/2026 | 34.00 K | $313.14 K | 100.00% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/14/2026 | 31.57 K | $292.00 K | -12.62% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 25.81 K | $237.72 K | -7.76% | 0.09% |
| OXFORD ASSET MANAGEMENT LLP | 05/15/2026 | 22.15 K | $204.02 K | 100.00% | 0.08% |
| IMC-CHICAGO, LLC | 05/05/2026 | 21.28 K | $196.03 K | 100.00% | 0.08% |
| JANE STREET GROUP, LLC | 05/12/2026 | 19.94 K | $183.65 K | -42.91% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 18.70 K | $172.23 K | 100.00% | 0.07% |
| ROYAL BANK OF CANADA | 05/15/2026 | 17.83 K | $164.00 K | -11.38% | 0.06% |
| XTX TOPCO LTD | 05/15/2026 | 17.09 K | $157.42 K | 100.00% | 0.06% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 16.41 K | $151.12 K | 100.00% | 0.06% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 05/15/2026 | 15.76 K | $145.16 K | 100.00% | 0.06% |
| OPPENHEIMER & CO INC | 04/24/2026 | 15.41 K | $141.93 K | -3.92% | 0.05% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 15.20 K | $139.95 K | 13.56% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 13.11 K | $120.75 K | -15.19% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 13.00 K | $119.73 K | 0.00% | 0.05% |
| NVERSES CAPITAL, LLC | 05/13/2026 | 12.93 K | $119.11 K | 100.00% | 0.05% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 12.39 K | $114.09 K | -62.52% | 0.04% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 12.09 K | $111.00 K | 100.00% | 0.04% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 04/07/2026 | 11.03 K | $101.61 K | 0.00% | 0.04% |
| NORTHERN TRUST CORP | 05/14/2026 | 10.17 K | $93.69 K | -53.62% | 0.04% |
| SIGNIFICANT WEALTH PARTNERS LLC | 04/08/2026 | 10.02 K | $92.26 K | 100.00% | 0.04% |
| DOLIVER ADVISORS, LP | 04/08/2026 | 10.00 K | $92.10 K | 100.00% | 0.04% |
| CHILTON CAPITAL MANAGEMENT LLC | 05/11/2026 | 7.60 K | $70.00 K | 0.00% | 0.03% |
| AQUATIC CAPITAL MANAGEMENT LLC | 05/15/2026 | 6.46 K | $59.46 K | -45.70% | 0.02% |
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Stellus Capital Investment Corp institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of Stellus Capital Investment Corp. The most heavily invested institutionals were:
LPL Financial LLC: 314,792
CI Private Wealth, LLC: 255,479
Muzinich & Co., Inc.: 254,834
RAYMOND JAMES FINANCIAL INC: 237,599
Legal & General Group Plc: 229,535
CONDOR CAPITAL MANAGEMENT: 206,416
14.40% of Stellus Capital Investment Corp stock is owned by institutional investors.
Institutional investors have bought a total of 5.45 M shares in the last 24 months. This purchase volume represents approximately $51.38 M in transactions.