SCM Insider Trading

Insider Ownership Percentage: 3.99%
Insider Buying (Last 12 Months): $766,550.60
Insider Selling (Last 12 Months): $0.00

Stellus Capital Investment Insider Trading History Chart

This chart shows the insider buying and selling history at Stellus Capital Investment by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Stellus Capital Investment Share Price & Price History

Current Price: $9.11
Price Change: Price Decrease of -0.03 (-0.33%)
As of 03/31/2026 12:04 PM ET

This chart shows the closing price history over time for SCM up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Stellus Capital Investment Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/16/2026Robert T LaddCEOBuy1,700$8.45$14,365.00669,635View SEC Filing Icon  
3/13/2026Bruce R BilgerDirectorBuy45,490$8.74$397,582.60228,055View SEC Filing Icon  
3/13/2026Robert T LaddCEOBuy35,000$8.70$304,500.00667,935View SEC Filing Icon  
3/13/2026W. Todd HuskinsonCFOBuy5,700$8.79$50,103.0054,297View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Stellus Capital Investment (NYSE:SCM)

13.22% of Stellus Capital Investment stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at SCM by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Stellus Capital Investment Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/9/2026Corient Private Wealth LLC281,166$3.57M0.0%+2.6%0.971%Search for SEC Filing on Google Icon
2/20/2026Sunbelt Securities Inc.154,573$1.96M0.1%+5.8%0.534%Search for SEC Filing on Google Icon
2/19/2026Corient Private Wealth LLC281,166$3.57M0.0%+2.6%0.971%Search for SEC Filing on Google Icon
2/18/2026Virtus Investment Advisers LLC60,048$0.76M0.2%+3.0%0.207%Search for SEC Filing on Google Icon
2/17/2026Trexquant Investment LP39,340$0.50M0.0%-25.0%0.136%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.31,841$0.40M0.0%-6.5%0.110%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada20,117$0.26M0.0%-13.3%0.069%Search for SEC Filing on Google Icon
2/13/2026Kestra Advisory Services LLC4,851$62K0.0%N/A0.017%Search for SEC Filing on Google Icon
2/13/2026Inspire Advisors LLC107,787$1.37M0.1%+1.4%0.372%Search for SEC Filing on Google Icon
2/12/2026Advisors Asset Management Inc.183,055$2.32M0.0%+26.8%0.632%Search for SEC Filing on Google Icon
2/12/2026Jane Street Group LLC34,929$0.44M0.0%+39.5%0.121%Search for SEC Filing on Google Icon
2/11/2026LPL Financial LLC309,045$3.92M0.0%+695.6%1.068%Search for SEC Filing on Google Icon
2/6/2026Condor Capital Management214,438$2.72M0.2%+5.7%0.741%Search for SEC Filing on Google Icon
2/2/2026Oppenheimer & Co. Inc.16,039$0.20M0.0%-7.1%0.055%Search for SEC Filing on Google Icon
1/30/2026Laurel Wealth Advisors LLC2,083$26K0.0%N/A0.007%Search for SEC Filing on Google Icon
1/29/2026Concurrent Investment Advisors LLC15,459$0.20M0.0%+19.0%0.053%Search for SEC Filing on Google Icon
1/23/2026Farther Finance Advisors LLC10,244$0.13M0.0%-21.8%0.035%Search for SEC Filing on Google Icon
1/21/2026Muzinich & Co. Inc.253,534$3.22M1.0%+22.5%0.876%Search for SEC Filing on Google Icon
1/20/2026Ethos Financial Group LLC197,790$2.51M0.2%-3.6%0.683%Search for SEC Filing on Google Icon
1/14/2026TrueMark Investments LLC24,827$0.32M0.1%N/A0.086%Search for SEC Filing on Google Icon
1/1/2026JPMorgan Chase & Co.2,155$28K0.0%N/A0.007%Search for SEC Filing on Google Icon
11/19/2025Sunbelt Securities Inc.146,133$1.91M0.1%+390.7%0.505%Search for SEC Filing on Google Icon
11/17/2025CANADA LIFE ASSURANCE Co36,056$0.47M0.0%+34.7%0.125%Search for SEC Filing on Google Icon
11/17/2025Brevan Howard Capital Management LP12,663$0.17M0.0%+14.7%0.044%Search for SEC Filing on Google Icon
11/17/2025Aquatic Capital Management LLC18,168$0.24M0.0%+398.7%0.063%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.231,240$3.02M0.0%-1.9%0.799%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP225,264$2.94M0.0%+3.3%0.778%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets3,293$43K0.0%-23.8%0.011%Search for SEC Filing on Google Icon
11/13/2025Legal & General Group Plc171,632$2.24M0.0%-6.7%0.593%Search for SEC Filing on Google Icon
11/7/2025Condor Capital Management202,846$2.65M0.2%+2.7%0.714%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.2,155$28K0.0%N/A0.008%Search for SEC Filing on Google Icon
11/6/2025Advisors Asset Management Inc.144,322$1.89M0.0%+15.5%0.508%Search for SEC Filing on Google Icon
11/6/2025Gallagher Capital Advisors LLC34,000$0.41M0.2%N/A0.120%Search for SEC Filing on Google Icon
10/31/2025PFG Investments LLC69,241$0.90M0.0%+7.1%0.244%Search for SEC Filing on Google Icon
10/29/2025Inspire Advisors LLC106,262$1.39M0.1%+69.9%0.374%Search for SEC Filing on Google Icon
10/27/2025Concurrent Investment Advisors LLC12,989$0.17M0.0%-22.6%0.046%Search for SEC Filing on Google Icon
10/27/2025Sumitomo Mitsui Trust Group Inc.156,050$2.04M0.0%+65.9%0.549%Search for SEC Filing on Google Icon
10/23/2025Ethos Financial Group LLC205,166$2.68M0.2%+4.1%0.722%Search for SEC Filing on Google Icon
10/20/2025Muzinich & Co. Inc.206,893$2.70M1.0%+43.7%0.728%Search for SEC Filing on Google Icon
9/26/2025Corient Private Wealth LLC253,763$3.54M0.0%+19.4%0.893%Search for SEC Filing on Google Icon
9/4/2025Osaic Holdings Inc.33,331$0.47M0.0%-16.4%0.117%Search for SEC Filing on Google Icon
8/18/2025Geneos Wealth Management Inc.1,798$25K0.0%N/A0.006%Search for SEC Filing on Google Icon
8/15/2025CANADA LIFE ASSURANCE Co26,769$0.37M0.0%+8.5%0.094%Search for SEC Filing on Google Icon
8/15/2025Corient Private Wealth LLC507,526$7.08M0.0%+138.9%1.786%Search for SEC Filing on Google Icon
8/15/2025Group One Trading LLC11,401$0.16M0.0%+112.3%0.040%Search for SEC Filing on Google Icon
8/15/2025BNP Paribas Financial Markets4,321$60K0.0%N/A0.015%Search for SEC Filing on Google Icon
8/15/2025Brevan Howard Capital Management LP11,041$0.15M0.0%N/A0.039%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.235,733$3.29M0.0%-5.3%0.829%Search for SEC Filing on Google Icon
8/13/2025Virtus Investment Advisers LLC64,654$0.90M0.3%-4.9%0.228%Search for SEC Filing on Google Icon
8/12/2025Advisors Asset Management Inc.124,985$1.74M0.0%-4.8%0.440%Search for SEC Filing on Google Icon
8/12/2025Laurel Wealth Advisors LLC29,038$0.41M0.0%N/A0.102%Search for SEC Filing on Google Icon
8/12/2025Legal & General Group Plc184,006$2.57M0.0%+3.0%0.647%Search for SEC Filing on Google Icon
8/11/2025Inspire Advisors LLC62,530$0.87M0.1%+155.5%0.220%Search for SEC Filing on Google Icon
8/8/2025Condor Capital Management197,552$2.75M0.2%+3.2%0.695%Search for SEC Filing on Google Icon
8/6/2025Ethos Financial Group LLC197,095$2.75M0.2%+2.4%0.694%Search for SEC Filing on Google Icon
8/4/2025Muzinich & Co. Inc.144,005$2.01M0.9%+65.3%0.507%Search for SEC Filing on Google Icon
8/1/2025Chilton Capital Management LLC7,600$0.11M0.0%-9.6%0.027%Search for SEC Filing on Google Icon
7/31/2025Sumitomo Mitsui Trust Group Inc.94,048$1.31M0.0%+11.0%0.331%Search for SEC Filing on Google Icon
7/30/2025Gables Capital Management Inc.67,618$0.94M0.4%-31.2%0.238%Search for SEC Filing on Google Icon
7/21/2025Ameritas Advisory Services LLC2,420$34K0.0%N/A0.009%Search for SEC Filing on Google Icon
7/14/2025U.S. Capital Wealth Advisors LLC11,033$0.15M0.0%-23.7%0.039%Search for SEC Filing on Google Icon
5/19/2025Jane Street Group LLC11,205$0.16M0.0%N/A0.039%Search for SEC Filing on Google Icon
5/16/2025Advisors Asset Management Inc.131,283$1.84M0.0%+10.4%0.462%Search for SEC Filing on Google Icon
5/15/2025Royal Bank of Canada27,882$0.39M0.0%+15.8%0.098%Search for SEC Filing on Google Icon
5/15/2025Trexquant Investment LP31,878$0.45M0.0%-49.4%0.112%Search for SEC Filing on Google Icon
5/14/2025Quantbot Technologies LP11,088$0.16M0.0%N/A0.039%Search for SEC Filing on Google Icon
5/13/2025Ethos Financial Group LLC192,462$2.69M0.3%N/A0.677%Search for SEC Filing on Google Icon
5/13/2025Raymond James Financial Inc.248,953$3.49M0.0%+2.9%0.876%Search for SEC Filing on Google Icon
5/13/2025HighTower Advisors LLC39,305$0.55M0.0%+115.9%0.138%Search for SEC Filing on Google Icon
5/12/2025Virtu Financial LLC25,553$0.36M0.0%N/A0.090%Search for SEC Filing on Google Icon
5/12/2025Condor Capital Management191,392$2.68M0.2%+4.1%0.674%Search for SEC Filing on Google Icon
5/8/2025XTX Topco Ltd10,738$0.15M0.0%N/A0.038%Search for SEC Filing on Google Icon
5/7/2025Inspire Advisors LLC24,471$0.34M0.0%N/A0.086%Search for SEC Filing on Google Icon
5/5/2025Muzinich & Co. Inc.87,120$1.22M0.7%+32.5%0.307%Search for SEC Filing on Google Icon
4/29/2025Chilton Capital Management LLC8,409$0.12M0.0%+10.6%0.030%Search for SEC Filing on Google Icon
4/25/2025Sumitomo Mitsui Trust Group Inc.84,762$1.19M0.0%+33.7%0.308%Search for SEC Filing on Google Icon
4/24/2025Sunbelt Securities Inc.32,803$0.46M0.0%+10.1%0.119%Search for SEC Filing on Google Icon
4/23/2025Oppenheimer & Co. Inc.15,440$0.22M0.0%+27.7%0.056%Search for SEC Filing on Google Icon
2/18/2025Sunbelt Securities Inc.29,781$0.41M0.0%-3.9%0.110%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Advisers LP377,700$5.20M0.0%-10.8%1.396%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Investments LP265,622$3.66M0.0%-18.4%0.982%Search for SEC Filing on Google Icon
2/14/2025Northern Trust Corp22,973$0.32M0.0%+30.1%0.085%Search for SEC Filing on Google Icon
2/14/2025Aquatic Capital Management LLC17,729$0.24M0.0%N/A0.066%Search for SEC Filing on Google Icon
2/14/2025Virtus ETF Advisers LLC65,584$0.90M0.4%+17.4%0.242%Search for SEC Filing on Google Icon
2/13/2025CANADA LIFE ASSURANCE Co19,491$0.27M0.0%-8.7%0.072%Search for SEC Filing on Google Icon
2/13/2025Marshall Wace LLP18,561$0.26M0.0%-76.1%0.069%Search for SEC Filing on Google Icon
2/13/2025Raymond James Financial Inc.241,849$3.33M0.0%N/A0.894%Search for SEC Filing on Google Icon
2/13/2025Legal & General Group Plc173,702$2.39M0.0%+0.9%0.642%Search for SEC Filing on Google Icon
2/12/2025Trexquant Investment LP63,036$0.87M0.0%-29.3%0.233%Search for SEC Filing on Google Icon
2/11/2025LPL Financial LLC46,390$0.64M0.0%-19.1%0.171%Search for SEC Filing on Google Icon
2/11/2025Condor Capital Management183,778$2.53M0.2%+1.5%0.679%Search for SEC Filing on Google Icon
2/10/2025Corient Private Wealth LLC171,467$2.36M0.0%+48.3%0.634%Search for SEC Filing on Google Icon
2/10/2025Connor Clark & Lunn Investment Management Ltd.25,052$0.35M0.0%N/A0.093%Search for SEC Filing on Google Icon
2/7/2025HighTower Advisors LLC18,208$0.25M0.0%N/A0.067%Search for SEC Filing on Google Icon
2/7/2025Gables Capital Management Inc.98,156$1.35M0.7%-3.7%0.363%Search for SEC Filing on Google Icon
2/6/2025Raymond James Financial Inc.241,849$3.33M0.0%N/A0.894%Search for SEC Filing on Google Icon
2/3/2025Concurrent Investment Advisors LLC16,428$0.23M0.0%-9.2%0.061%Search for SEC Filing on Google Icon
1/24/2025U.S. Capital Wealth Advisors LLC13,958$0.19M0.0%-71.3%0.052%Search for SEC Filing on Google Icon
1/22/2025PFG Investments LLC64,339$0.89M0.1%+2.2%0.238%Search for SEC Filing on Google Icon
1/10/2025ORG Partners LLC2,110$29K0.0%N/A0.008%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Stellus Capital Investment logo
Stellus Capital Investment Corporation is a business development company specializing in investments in private middle-market companies. It invests through first lien, second lien, unitranche, and mezzanine debt financing, often with a corresponding equity investment. The fund prefers to invest in US and Canada. The fund seeks to invest in companies with an EBITDA between $5 million and $50 million.
Read More on Stellus Capital Investment

Today's Range

Now: $9.11
Low: $9.08
High: $9.29

50 Day Range

MA: $10.78
Low: $8.72
High: $13.05

52 Week Range

Now: $9.11
Low: $8.43
High: $15.39

Volume

25,104 shs

Average Volume

252,156 shs

Market Capitalization

$263.73 million

P/E Ratio

9.69

Dividend Yield

15.43%

Beta

0.68

Who are the company insiders with the largest holdings of Stellus Capital Investment?

Stellus Capital Investment's top insider investors include:
  1. Robert T Ladd (CEO)
  2. Bruce R Bilger (Director)
  3. Dean D'angelo (Director)
  4. J Tim Arnoult (Director)
  5. Robert T Ladd (CEO)
  6. Joshua T Davis (Director)
  7. Robert Ladd (CEO)
  8. Joshua Davis (Director)
  9. Bruce R Bilger (Director)
  10. W Todd Huskinson (CFO)
Learn More about top insider investors at Stellus Capital Investment.

Who are the major institutional investors of Stellus Capital Investment?

Stellus Capital Investment's top institutional investors include:
  1. LPL Financial LLC — 1.07%
  2. Corient Private Wealth LLC — 0.97%
  3. Corient Private Wealth LLC — 0.97%
  4. Muzinich & Co. Inc. — 0.88%
  5. Condor Capital Management — 0.74%
  6. Ethos Financial Group LLC — 0.68%
Learn More about top institutional investors of Stellus Capital Investment stock.

Which institutional investors are selling Stellus Capital Investment stock?

During the previous quarter, SCM stock was sold by these institutional investors:
  1. Trexquant Investment LP
  2. Ethos Financial Group LLC
  3. Royal Bank of Canada
  4. Farther Finance Advisors LLC
  5. Osaic Holdings Inc.
  6. Oppenheimer & Co. Inc.

Which institutional investors are buying Stellus Capital Investment stock?

During the previous quarter, SCM stock was acquired by institutional investors including:
  1. LPL Financial LLC
  2. Muzinich & Co. Inc.
  3. Advisors Asset Management Inc.
  4. TrueMark Investments LLC
  5. Condor Capital Management
  6. Jane Street Group LLC
  7. Sunbelt Securities Inc.
  8. Corient Private Wealth LLC
During the previous year, these company insiders have bought Stellus Capital Investment stock:
  1. Robert T Ladd (CEO)
  2. Bruce R Bilger (Director)
  3. Dean D'angelo (Director)
Learn More investors buying Stellus Capital Investment stock.

Stellus Capital Investment Active Insiders