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 67 institutions that hold shares in the stock, with a total of 5.68 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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,489
shares
|
$2,858
0.0% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,378
shares
|
$2,645
0.0% of portfolio
|
Q4 2022
Reduced 68.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,320
shares
|
$2,534
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,194
shares
|
$2,292
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
668
shares
|
$1,282
0.0% of portfolio
|
Q3 2025
Reduced 49.93%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
667
shares
|
$1,280
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
614
shares
|
$1,178
0.0% of portfolio
|
Q2 2025
Added 589.89%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
556
shares
|
$1,067
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
433
shares
|
$831
0.0% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
100
shares
|
$192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
83
shares
|
$159
0.0% of portfolio
|
Q3 2025
Reduced 97.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
41
shares
|
$78
0.0% of portfolio
|
Q3 2024
Reduced 96.06%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
16
shares
|
$30
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
5
shares
|
$9
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|