Skip to content
Disclosery

SCM STELLUS CAP INVT CORP

Follow

COM (common), issuer CIK 1551901

58 managers (59 13F filers) reported a position in SCM shares at 2024-12-31, 2,836,717 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
58
13F filers
59
New
10
Added
14
Reduced
15
Sold out
7
Shares held by filers
2,836,717

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding643,322$8.85M-105,413Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC241,850$3.33M<0.01%13F-HR/ATimelineGroup
CONDOR CAPITAL MANAGEMENT183,778$2.53M0.22%+2,66413F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc173,702$2.39M<0.01%+1,52713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP171,467$2.36M<0.01%+55,84113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY157,813$2.17M<0.01%+11,08613F-HR/ATimelineGroup
Icon Wealth Advisors, LLC131,477$1.81M0.15%+1213F-HRTimeline
Advisors Asset Management, Inc.118,963$1.64M0.03%-14,12913F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.111,623$1.54M<0.01%+24,89013F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.98,156$1.35M0.65%-3,74313F-HRTimeline
Muzinich & Co., Inc.65,765$905K0.64%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…65,584$902K0.37%+9,73613F-HRTimelineGroup
PFG Investments, LLC64,339$885K0.06%+1,38513F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …63,407$872K<0.01%013F-HRTimelineGroup
Trexquant Investment LP63,036$867K0.01%-26,14513F-HRTimeline
Qube Research & Technologies Ltd46,574$641K<0.01%-11,66513F-HRTimeline
LPL Financial LLC46,390$638K<0.01%-10,93313F-HRTimeline
Janney Montgomery Scott LLC44,325$610K<0.01%+50013F-HRTimeline
Sunbelt Securities, Inc.29,781$410K0.04%-1,20313F-HRTimeline
UBS Group AGin group UBS Group AG25,957$357K<0.01%+13,35113F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…25,052$345K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,074$331K<0.01%-10813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,973$316K<0.01%+5,31413F-HRTimelineGroup
LSV ASSET MANAGEMENT20,500$282K<0.01%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co19,491$268K<0.01%-1,86713F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP18,561$255K<0.01%-59,26213F-HRTimelineGroup
HighTower Advisors, LLC18,208$251K<0.01%new13F-HRTimeline
Aquatic Capital Management LLC17,729$244K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,428$226K0.01%-1,66813F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC13,958$192K0.01%-34,64013F-HRTimeline
Farther Finance Advisors, LLC13,106$180K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,000$179K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,088$166K<0.01%-21113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,337$156K<0.01%+5413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,382$143K<0.01%+7,38213F-HR/ATimelineGroup
Private Advisor Group, LLC10,000$138K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC7,600$105K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,299$59.2K<0.01%-16,69313F-HRTimelineGroup
PSI Advisors, LLC2,500$34.4K0.01%013F-HRTimeline
ORG Partners LLC2,110$29K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,097$15.1K<0.01%new13F-HRTimeline
Crewe Advisors LLC750$10.3K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC726$9.99K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP500$6.88K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust500$6.88K<0.01%013F-HRTimeline
Key Financial Inc500$6.88K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC472$6.5K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC400$6K<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC358$4.93K<0.01%+27313F-HRTimeline
Lindbrook Capital, LLC330$4.54K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC200$2K<0.01%013F-HRTimeline
Parvin Asset Management, LLC100$1.38K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…53$729<0.01%new13F-HRTimelineGroup
Robinswood Financial LLC10$147<0.01%013F-HRTimeline
Parallel Advisors, LLC8$110<0.01%new13F-HRTimeline
MAI Capital Management1$14<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc7$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.