Institutional Ownership Oxford Square Capital Corp. (OXSQ)
This table provides information about the institutional ownership of Oxford Square Capital Corp. (OXSQ). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 4.09 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
13,318
shares
|
$36,091
0.01% of portfolio
|
Q4 2023
Added 1.15%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
12,678
shares
|
$34,357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,500
shares
|
$33,875
0.0% of portfolio
|
Q1 2024
Reduced 9.2%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
12,200
shares
|
$33,062
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,735
shares
|
$31,801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,175
shares
|
$30,284
0.0% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
11,060
shares
|
$29,972
0.0% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
10,000
shares
|
$27,100
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$27,100
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$27,100
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
9,401
shares
|
$25,476
0.0% of portfolio
|
Q3 2024
Reduced 83.08%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,114
shares
|
$11,148
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
3,100
shares
|
$8,401
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
2,900
shares
|
$7,859
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
2,750
shares
|
$7,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$6,775
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,316
shares
|
$6,276
0.0% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,057
shares
|
$5,574
0.0% of portfolio
|
Q3 2024
Added 94.61%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,378
shares
|
$3,734
0.0% of portfolio
|
Q4 2022
Reduced 68.52%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
821
shares
|
$2,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
501
shares
|
$1,357
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
364
shares
|
$986
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
59
shares
|
$159
0.0% of portfolio
|
Q3 2024
Reduced 98.3%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
45
shares
|
$121
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
42
shares
|
$113
0.0% of portfolio
|
Q3 2024
Reduced 51.16%
|