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 | 08/14/2026 | 725.17 K | $960.85 K | 23.47% | 0.73% |
| UBS GROUP AG | 08/13/2026 | 302.53 K | $399.34 K | 168.29% | 0.30% |
| BLACKROCK, INC. | 08/07/2026 | 290.04 K | $382.86 K | -2.48% | 0.29% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 239.32 K | $315.90 K | 12.10% | 0.24% |
| HRT FINANCIAL LP | 08/14/2026 | 225.34 K | $297.00 K | 180.91% | 0.23% |
| STRATEGIC WEALTH PARTNERS, LTD. | 08/12/2026 | 126.00 K | $166.32 K | 100.00% | 0.13% |
| BRIAN LOW FINANCIAL GROUP, LLC | 07/28/2026 | 126.00 K | $166.32 K | 100.00% | 0.13% |
| SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | 07/07/2026 | 106.71 K | $140.86 K | 0.00% | 0.11% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/13/2026 | 99.10 K | $130.00 K | 0.00% | 0.10% |
| MORGAN STANLEY | 08/13/2026 | 91.34 K | $120.57 K | 41.00% | 0.09% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 84.87 K | $112.02 K | 0.00% | 0.09% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 68.74 K | $90.74 K | -5.37% | 0.07% |
| LPL FINANCIAL LLC | 08/07/2026 | 58.04 K | $76.62 K | -19.99% | 0.06% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 38.77 K | $51.17 K | -7.63% | 0.04% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 37.47 K | $49.46 K | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 09/02/2026 | 31.40 K | $41.45 K | 100.00% | 0.03% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 31.26 K | $41.26 K | 100.00% | 0.03% |
| BOSTONPREMIER WEALTH LLC | 07/24/2026 | 26.03 K | $34.35 K | 0.00% | 0.03% |
| PARKSIDE FINANCIAL BANK & TRUST | 09/04/2026 | 22.17 K | $29.27 K | 0.00% | 0.03% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 22.75 K | $30.03 K | 0.00% | 0.02% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 22.04 K | $29.09 K | 3.86% | 0.02% |
| SIGMA PLANNING CORP | 08/07/2026 | 21.88 K | $28.88 K | 2.67% | 0.02% |
| STONEX GROUP INC. | 08/12/2026 | 19.60 K | $26.70 K | 100.00% | 0.02% |
| LECLAIR WEALTH PARTNERS LLC | 08/04/2026 | 18.12 K | $23.92 K | 100.00% | 0.02% |
| UNITED BANK | 08/10/2026 | 15.42 K | $20.35 K | 0.00% | 0.02% |
| RELIANT INVESTMENT PARTNERS, LLC | 08/11/2026 | 13.46 K | $17.77 K | 6.87% | 0.01% |
| ACORN WEALTH ADVISORS, LLC | 07/30/2026 | 12.49 K | $16.49 K | 0.36% | 0.01% |
| KENNEDY INVESTMENT GROUP | 07/30/2026 | 12.49 K | $16.49 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2026 | 11.80 K | $16.00 K | 0.00% | 0.01% |
| CWA ASSET MANAGEMENT GROUP, LLC | 07/14/2026 | 11.70 K | $15.44 K | 100.00% | 0.01% |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | 07/14/2026 | 11.58 K | $15.29 K | 7.27% | 0.01% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 10.86 K | $14.00 K | -1.81% | 0.01% |
| ALERUS FINANCIAL NA | 08/14/2026 | 10.00 K | $13.20 K | 0.00% | 0.01% |
| LIFESTEPS FINANCIAL, INC. | 07/17/2026 | 10.00 K | $13.20 K | 0.00% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 9.05 K | $11.95 K | 100.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 5.37 K | $7.09 K | -47.77% | 0.01% |
| COMPASS FINANCIAL MANAGEMENT LLC | 08/12/2026 | 4.46 K | $5.89 K | 100.00% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 3.60 K | $4.75 K | 0.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 2.42 K | $3.20 K | 100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 1.96 K | $2.58 K | 1,084.85% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.81 K | $2.41 K | 37.12% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 1.46 K | $1.93 K | 100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 1.43 K | $1.89 K | 100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 1.20 K | $1.59 K | 7.31% | 0.00% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 1.04 K | $1.37 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 605 | $799 | 2.89% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 542 | $716 | 0.00% | 0.00% |
| COMMUNITY FINANCIAL SERVICES GROUP, LLC | 07/09/2026 | 515 | $680 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 6 | $8 | 200.00% | 0.00% |
| FIFTH THIRD BANCORP | 08/05/2026 | 0 | $0 | -100.00% | 0.00% |
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Oxford Square Capital Corp institutional Ownership - FAQ's
During the previous two years, 79 institutional investors and hedge funds held shares of Oxford Square Capital Corp. The most heavily invested institutionals were:
Legal & General Group Plc: 725,171
UBS Group AG: 302,528
BlackRock, Inc.: 290,041
Virtus Investment Advisers, Inc.: 239,321
HRT FINANCIAL LP: 225,337
Strategic Wealth Partners, Ltd.: 126,000
2.98% of Oxford Square Capital Corp stock is owned by institutional investors.
Institutional investors have bought a total of 4.10 M shares in the last 24 months. This purchase volume represents approximately $7.33 M in transactions.