Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Stellus Capital Investment Corporation include Laurel Wealth Advisors LLC, Brevan Howard Capital Management LP, Ameritas Advisory Services, LLC, and Harbor Asset Planning, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 17,056 | 10.47 | 238 | 9.72 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 197,095 | 2.41 | 2,748 | 1.97 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 94,048 | 10.96 | 1,311 | 10.54 | ||||
| 2025-08-04 | 13F | Muzinich & Co., Inc. | 144,005 | 65.29 | 2,007 | 64.64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 17,800 | 408.57 | 248 | 406.12 | |||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,420 | 34 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 250 | 3 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 300 | 4 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16,778 | 2.67 | 234 | 2.19 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 4,321 | 60 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Call | 1,100 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 158,170 | 34.19 | 2,205 | 33.58 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 1,000 | 400.00 | 0 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 7,019 | 0 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 751 | 0.13 | 10 | 0.00 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 62,530 | 155.53 | 872 | 154.68 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,798 | 25 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 48,092 | 17.80 | 670 | 17.34 | ||||
| 2025-08-14 | 13F | UBS Group AG | 18,015 | 17.53 | 251 | 17.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 35,377 | 26.88 | 494 | 26.67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 197,552 | 3.22 | 2,754 | 2.76 | ||||
| 2025-08-12 | 13F | Legal & General Group Plc | 184,006 | 3.03 | 2,565 | 2.68 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 507,526 | 138.88 | 7,075 | 137.86 | ||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 11,041 | 154 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 135,214 | 0.09 | 1,885 | -0.37 | ||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 26,769 | 8.52 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 23,010 | 74.97 | 321 | 73.91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 12,809 | 26.70 | 179 | 26.24 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 11,401 | 90.94 | 159 | 90.36 | ||||
| 2025-06-27 | NP | LBO - WHITEWOLF Publicly Listed Private Equity ETF | 2,960 | 14.24 | 38 | -2.63 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 14 | 7.69 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 29,038 | 2 |
