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Stellus Capital Investment shares owned by Key FInancial

Quarter-by-quarter ownership of Stellus Capital Investment (SCM) shares owned by Key FInancial from 13F filings

Historical chart of Key FInancial investment in Stellus Capital Investment

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All positions including Stellus Capital Investment held by Key FInancial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stellus Capital Investment by Key FInancial

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.4k 500 12.85
2023-09-30 $6.8k 500 13.60
2023-06-30 $7.0k 500 14.07
2023-03-31 $7.0k 500 14.09
2022-12-31 $6.0k 500 11.93
2022-09-30 $6.0k 500 12.00
2022-06-30 $6.0k 500 12.00

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Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Eafe Grwth Etf (EFG)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Exxon Mobil Corporation (XOM)

View all positions for Key FInancial

Top funds holding Stellus Capital Investment

Two Sigma Investments
Two Sigma Advisers
Raymond James & Associates
Legal & General Group
Condor Capital Management
Millennium Management
Advisors Asset Management
Icon Wealth Advisors
Squarepoint Ops
Gables Capital Management
Sumitomo Mitsui Trust Holdings
PFG Investments
Rockefeller Capital Management
U.S. Capital Wealth Advisors
Citadel Advisors

View all funds holding Stellus Capital Investment