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 | 05/08/2026 | 587.35 K | $1.04 M | 4.22% | 0.77% |
| BLACKROCK, INC. | 05/13/2026 | 297.43 K | $526.46 K | -40.58% | 0.39% |
| CITADEL ADVISORS LLC | 05/15/2026 | 245.50 K | $434.54 K | 100.00% | 0.32% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 213.49 K | $377.87 K | -4.15% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 202.58 K | $358.57 K | -1.10% | 0.27% |
| XTX TOPCO LTD | 05/15/2026 | 162.20 K | $287.09 K | 100.00% | 0.21% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 119.76 K | $212.00 K | 162.94% | 0.16% |
| UBS GROUP AG | 05/05/2026 | 112.76 K | $199.59 K | -51.32% | 0.15% |
| SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | 04/16/2026 | 106.71 K | $188.88 K | 42.57% | 0.14% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/14/2026 | 99.10 K | $176.00 K | 9.17% | 0.13% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 84.87 K | $150.21 K | 0.00% | 0.11% |
| HRT FINANCIAL LP | 05/14/2026 | 80.22 K | $141.00 K | 100.00% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 72.64 K | $128.58 K | -86.95% | 0.10% |
| LPL FINANCIAL LLC | 05/06/2026 | 72.54 K | $128.40 K | 35.39% | 0.09% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 65.43 K | $115.80 K | 0.00% | 0.09% |
| MCILRATH & ECK, LLC | 05/19/2026 | 65.38 K | $115.71 K | 166.84% | 0.09% |
| MORGAN STANLEY | 05/15/2026 | 64.78 K | $114.66 K | 10.21% | 0.08% |
| CITIGROUP INC | 05/11/2026 | 50.23 K | $88.91 K | 100.00% | 0.07% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 41.97 K | $73.86 K | 0.00% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 37.47 K | $66.32 K | 0.00% | 0.05% |
| BOSTONPREMIER WEALTH LLC | 04/10/2026 | 26.03 K | $46.07 K | -26.12% | 0.03% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 22.75 K | $40.26 K | -5.38% | 0.03% |
| PARKSIDE FINANCIAL BANK & TRUST | 05/13/2026 | 22.17 K | $39.24 K | 0.00% | 0.03% |
| SIGMA PLANNING CORP | 05/04/2026 | 21.31 K | $37.72 K | 1.42% | 0.03% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 21.22 K | $37.55 K | 3.03% | 0.03% |
| FIRST AFFIRMATIVE FINANCIAL NETWORK | 05/11/2026 | 19.04 K | $33.70 K | 100.00% | 0.02% |
| UNITED BANK | 05/01/2026 | 15.42 K | $27.29 K | 0.00% | 0.02% |
| SIH PARTNERS, LLLP | 05/15/2026 | 14.11 K | $24.97 K | 100.00% | 0.02% |
| RELIANT INVESTMENT PARTNERS, LLC | 05/11/2026 | 12.60 K | $22.30 K | 6.29% | 0.02% |
| KENNEDY INVESTMENT GROUP | 04/22/2026 | 12.49 K | $22.11 K | 6.29% | 0.02% |
| ACORN WEALTH ADVISORS, LLC | 04/30/2026 | 12.45 K | $22.03 K | 3.23% | 0.02% |
| ROYAL BANK OF CANADA | 05/15/2026 | 11.80 K | $21.00 K | -0.02% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 11.06 K | $20.00 K | -42.74% | 0.01% |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | 05/11/2026 | 10.80 K | $19.12 K | 5.85% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 10.28 K | $18.19 K | 100.00% | 0.01% |
| ALERUS FINANCIAL NA | 05/12/2026 | 10.00 K | $17.70 K | 0.00% | 0.01% |
| LIFESTEPS FINANCIAL, INC. | 04/22/2026 | 10.00 K | $17.70 K | 0.00% | 0.01% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 3.60 K | $6.37 K | 0.00% | 0.00% |
| FIFTH THIRD BANCORP | 05/01/2026 | 2.00 K | $3.54 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.32 K | $2.28 K | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 1.12 K | $1.99 K | 100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 1.04 K | $1.84 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 588 | $1.04 K | 5.76% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 542 | $959 | -52.99% | 0.00% |
| COMMUNITY FINANCIAL SERVICES GROUP, LLC | 04/08/2026 | 515 | $912 | 100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 165 | $292 | -80.17% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 150 | $252 | -90.69% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 22 | $39 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 2 | $4 | 100.00% | 0.00% |
| NORTHERN TRUST CORP | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Oxford Square Capital Corp institutional Ownership - FAQ's
During the previous two years, 80 institutional investors and hedge funds held shares of Oxford Square Capital Corp. The most heavily invested institutionals were:
Legal & General Group Plc: 587,348
BlackRock, Inc.: 297,432
Virtus Investment Advisers, Inc.: 213,488
BANK OF AMERICA CORP /DE/: 202,580
XTX Topco Ltd: 162,199
Virtu Financial LLC: 119,757
3.68% of Oxford Square Capital Corp stock is owned by institutional investors.
Institutional investors have bought a total of 3.86 M shares in the last 24 months. This purchase volume represents approximately $6.92 M in transactions.