HighTower Advisors
SCM icon

HighTower Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

HighTower Advisors’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,529
Closed -$177K – 3921
2025
Q3 		$177K Buy
13,529
+439
+3% +$6.33K ﹤0.01% 3412
2025
Q2 		$182K Sell
13,090
-26,215
-67% -$346K ﹤0.01% 3322
2025
Q1 		$550K Buy
39,305
+21,097
+116% +$306K ﹤0.01% 2379
2024
Q4 		$251K Buy
+18,208
New +$252K ﹤0.01% 3021

Other funds holding SCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors's SCM Position: Q4 2025 in Review

HighTower Advisors sold out of Stellus Capital Investment Corp (SCM) in Q4 2025, closing a stake of 13,529 shares — an estimated $177K sold.

HighTower Advisors first reported a position in SCM in Q4 2024 and held it in 4 quarters. The position peaked at $550K in Q1 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q4 2025.

  • HighTower Advisors reported no remaining Stellus Capital Investment Corp position as of Q4 2025 after selling out during the quarter.
  • HighTower Advisors sold 13,529 Stellus Capital Investment Corp shares in Q4 2025, an estimated $177K.
  • HighTower Advisors first reported a position in Stellus Capital Investment Corp in Q4 2024 and held it in 4 quarters.
  • HighTower Advisors's Stellus Capital Investment Corp position peaked at $550K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2025.

Based on HighTower Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.