Stellus Capital Investment Corporation

NYSE:SCM Stock Report

Market Cap: US$373.7m

Stellus Capital Investment Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of SCM?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,132,4203.99%
Institutions2,962,64810.4%
General Public24,321,08085.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 17.8%.


Top Shareholders

Top 25 shareholders own 13.03% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
2.23%
Robert Ladd
632,823US$8.3m0.01%no data
1.33%
Two Sigma Advisers, LP
377,700US$5.0m-10.8%0.01%
0.93%
Two Sigma Investments, LP
265,622US$3.5m-18.4%0.01%
0.85%
Raymond James Financial Inc., Asset Management Arm
241,850US$3.2m5.9%no data
0.78%
Dean D'Angelo
222,252US$2.9m0%no data
0.65%
Condor Capital Management
183,778US$2.4m1.47%0.22%
0.64%
Bruce Bilger
182,565US$2.4m0%no data
0.61%
Legal & General Investment Management Limited
173,702US$2.3m0.89%no data
0.6%
Corient Private Wealth LLC
171,467US$2.3m48.3%no data
0.56%
Morgan Stanley, Investment Banking and Brokerage Investments
157,799US$2.1m7.55%no data
0.46%
Icon Wealth Advisors, LLC
131,477US$1.7m0.01%0.14%
0.42%
Advisors Asset Management, Inc.
118,963US$1.6m-10.6%0.03%
0.41%
BlackRock, Inc.
117,867US$1.5m5.59%no data
0.35%
Gables Capital Management Inc
98,228US$1.3m0.07%0.62%
0.31%
Muzinich & Co., Inc.
87,120US$1.1m32.5%0.66%
0.3%
Nikko Asset Management Co., Ltd.
84,762US$1.1m33.7%no data
0.23%
Virtus ETF Advisers LLC
65,584US$862.4k17.4%0.32%
0.23%
PFG Investments, LLC
65,018US$855.0k1.06%0.05%
0.22%
Trexquant Investment LP
63,036US$828.9k-29.3%0.01%
0.16%
Qube Research & Technologies Ltd
46,574US$612.4k-20%no data
0.16%
An Zhong (AZ) Investment Management Hong Kong, LTD
45,000US$591.7k0%7.1%
0.16%
Janney Montgomery Scott LLC, Asset Management Arm
44,158US$580.7k-0.38%no data
0.15%
William Huskinson
43,911US$577.4k16.3%no data
0.14%
J. Arnoult
40,869US$537.4k0%no data
0.14%
LPL Financial Corporation, Asset Management Arm
40,824US$536.8k-12%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/11 01:23
End of Day Share Price 2025/05/09 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Stellus Capital Investment Corporation is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Bryce RoweBaird
Bryce RoweB. Riley Securities, Inc.
John RowanJanney Montgomery Scott LLC