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 58 institutions that hold shares in the stock, with a total of 4.46 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
17,099
shares
|
$44,457
0.0% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
13,156
shares
|
$34,205
0.0% of portfolio
|
Q4 2024
Added 17.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,500
shares
|
$32,500
0.0% of portfolio
|
Q1 2024
Reduced 9.2%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
12,200
shares
|
$31,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
11,800
shares
|
$30,680
0.0% of portfolio
|
Q4 2024
Reduced 68.62%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,085
shares
|
$28,821
0.0% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
10,520
shares
|
$27,352
0.0% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
10,187
shares
|
$26,486
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,010
shares
|
$26,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$26,000
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$26,000
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
10,000
shares
|
$26,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,302
shares
|
$11,185
0.0% of portfolio
|
Q4 2024
Added 758.68%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
3,818
shares
|
$9,926
0.0% of portfolio
|
Q4 2024
Reduced 71.33%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
3,100
shares
|
$8,060
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
2,900
shares
|
$7,540
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
2,750
shares
|
$7,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,500
shares
|
$6,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,329
shares
|
$6,055
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,300
shares
|
$5,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,378
shares
|
$3,582
0.0% of portfolio
|
Q4 2022
Reduced 68.52%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
821
shares
|
$2,134
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
794
shares
|
$2,064
0.0% of portfolio
|
Q4 2024
Added 1664.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
378
shares
|
$982
0.0% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
325
shares
|
$845
0.0% of portfolio
|
Q4 2024
New holding
|