SCM — STELLUS CAP INVT CORP

Ownership history in HighTower Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which HighTower Advisors, LLC reported a position in STELLUS CAP INVT CORP (SCM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 13,529 +439 +3.4% 0.00% $177K $12.39
2025 Q2 REDUCED 13,090 -26,215 -66.7% 0.00% $182K $12.85
2025 Q1 ADDED 39,305 +21,097 +115.9% 0.00% $550K $12.53
2024 Q4 INITIATED 18,208 — — 0.00% $251K $11.99
% of Fund (quarterly)    SCM price (monthly, adj. close)

Other funds also holding SCM

As of 2025 Q4 — sorted by position size

Muzinich & Co., Inc. 3Y 7Y 1.01% GABLES CAPITAL MANAGEMENT INC. 3Y 7Y 0.36% CONDOR CAPITAL MANAGEMENT 3Y 7Y 0.22% Virtus Investment Advisers, LLC 3Y 7Y 0.21% Ethos Financial Group, LLC 3Y 0.19% Sunbelt Securities, Inc. 3Y 7Y 0.13% Inspire Advisors, LLC 3Y 0.13% Icon Wealth Advisors, LLC 3Y 0.11% TrueMark Investments, LLC 0.06% PFG Investments, LLC 0.04%
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