Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Stellus Capital Investment Corporation comprennent Laurel Wealth Advisors LLC, Brevan Howard Capital Management LP, Ameritas Advisory Services, LLC, et Harbor Asset Planning, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
