Oxford Square Capital Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 563.58 K | $994.71 K | 29.47% | 0.71% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 556.57 K | $979.56 K | 32.17% | 0.70% |
| BLACKROCK, INC. | 02/12/2026 | 500.59 K | $881.04 K | -7.88% | 0.63% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 455.14 K | $801.04 K | -11.13% | 0.57% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 319.91 K | $563.05 K | -56.45% | 0.40% |
| UBS GROUP AG | 01/29/2026 | 231.64 K | $407.69 K | 134.97% | 0.29% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 222.74 K | $392.02 K | -10.88% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 204.83 K | $360.50 K | 100.00% | 0.26% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 90.78 K | $160.00 K | -7.31% | 0.11% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 84.87 K | $149.36 K | 0.00% | 0.11% |
| SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | 01/12/2026 | 74.85 K | $131.73 K | -6.97% | 0.09% |
| MARSHALL WACE, LLP | 02/13/2026 | 73.82 K | $129.93 K | -86.52% | 0.09% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 65.43 K | $115.15 K | 0.00% | 0.08% |
| MORGAN STANLEY | 02/13/2026 | 58.78 K | $103.45 K | -18.95% | 0.07% |
| LPL FINANCIAL LLC | 02/11/2026 | 53.58 K | $94.30 K | -24.48% | 0.07% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 45.55 K | $80.00 K | -39.19% | 0.06% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 41.97 K | $73.86 K | -10.88% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 37.47 K | $65.95 K | -9.65% | 0.05% |
| BOSTONPREMIER WEALTH LLC | 01/13/2026 | 35.23 K | $62.00 K | 0.00% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 29.26 K | $51.50 K | -25.91% | 0.04% |
| NORTHERN TRUST CORP | 02/17/2026 | 27.87 K | $49.06 K | -11.89% | 0.04% |
| MCILRATH & ECK, LLC | 02/03/2026 | 24.50 K | $43.12 K | 100.00% | 0.03% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 24.04 K | $42.31 K | 2.32% | 0.03% |
| JANE STREET GROUP, LLC | 02/12/2026 | 23.87 K | $42.00 K | -91.99% | 0.03% |
| PARKSIDE FINANCIAL BANK & TRUST | 02/13/2026 | 22.17 K | $39.02 K | 0.00% | 0.03% |
| SIGMA PLANNING CORP | 01/30/2026 | 21.01 K | $36.98 K | 0.00% | 0.03% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 20.59 K | $36.24 K | 2.97% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 19.32 K | $34.00 K | 0.00% | 0.02% |
| LECLAIR WEALTH PARTNERS LLC | 02/11/2026 | 18.12 K | $31.90 K | 0.00% | 0.02% |
| STONEX GROUP INC. | 02/12/2026 | 16.36 K | $28.79 K | 100.00% | 0.02% |
| UNITED BANK | 02/05/2026 | 15.42 K | $27.14 K | -11.98% | 0.02% |
| ACORN WEALTH ADVISORS, LLC | 02/10/2026 | 12.06 K | $21.22 K | 100.00% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 11.86 K | $20.87 K | 100.00% | 0.01% |
| RELIANT INVESTMENT PARTNERS, LLC | 02/06/2026 | 11.85 K | $20.86 K | 6.03% | 0.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 11.80 K | $21.00 K | -4.82% | 0.01% |
| KENNEDY INVESTMENT GROUP | 02/06/2026 | 11.75 K | $20.69 K | 6.14% | 0.01% |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | 01/12/2026 | 10.20 K | $17.96 K | 2.02% | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 10.06 K | $17.70 K | 100.00% | 0.01% |
| ALERUS FINANCIAL NA | 02/13/2026 | 10.00 K | $17.60 K | 0.00% | 0.01% |
| LIFESTEPS FINANCIAL, INC. | 01/28/2026 | 10.00 K | $17.60 K | 0.00% | 0.01% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 8.00 K | $14.08 K | 0.00% | 0.01% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 3.60 K | $6.34 K | -35.71% | 0.00% |
| EASTERN BANK | 01/14/2026 | 2.40 K | $4.22 K | 0.00% | 0.00% |
| FIFTH THIRD BANCORP | 02/02/2026 | 2.00 K | $3.52 K | 100.00% | 0.00% |
| 02/18/2026 | 1.76 K | $3.10 K | 100.00% | 0.00% | |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 1.61 K | $2.84 K | 8.19% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.32 K | $2.32 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.15 K | $2.03 K | -3.43% | 0.00% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 1.04 K | $1.83 K | 2,439.02% | 0.00% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 832 | $1.46 K | 100.00% | 0.00% |
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Oxford Square Capital Corp institutional Ownership - FAQ's
During the previous two years, 89 institutional investors and hedge funds held shares of Oxford Square Capital Corp. The most heavily invested institutionals were:
UBS Group AG: 112,761
Silverberg Bernstein Capital Management LLC: 106,710
Ethos Financial Group, LLC: 41,967
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 37,470
BostonPremier Wealth LLC: 26,026
Sigma Planning Corp: 21,310
5.17% of Oxford Square Capital Corp stock is owned by institutional investors.
Institutional investors have bought a total of 4.77 M shares in the last 24 months. This purchase volume represents approximately $8.54 M in transactions.