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Oxford Square Capital Corp.

OXSQ
Exchange
Nasdaq
SEC CIK
0001259429

In the last 90 days, Oxford Square Capital Corp. insiders filed 0 open-market purchases and 1 sale; 46 institutions reported holding it in 13F filings for Q2 2026, worth $3.89M in total; no superinvestor holds it.

Other share classesOXSQGOXSQH

13F holders, Q1 2022

Institutional positions in Oxford Square Capital Corp. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
53
+2 vs. Q4 2021
Shares held
2.27M
−163.8K (−6.7%) vs. Q4 2021
Total value
$9.52M
−$407.3K (−4.1%) vs. Q4 2021
New holders
11
20 more added
Sold out
9
10 more reduced

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OXSQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2022: 53 institutions
Q1 2021: 55 institutionsQ2 2021: 48 institutionsQ3 2021: 48 institutionsQ4 2021: 51 institutionsQ1 2022: 53 institutionsQ2 2022: 51 institutionsQ3 2022: 52 institutionsQ4 2022: 52 institutionsQ1 2023: 54 institutionsQ2 2023: 49 institutionsQ3 2023: 51 institutionsQ4 2023: 52 institutionsQ1 2024: 48 institutionsQ2 2024: 45 institutionsQ3 2024: 46 institutionsQ4 2024: 53 institutionsQ1 2025: 52 institutionsQ2 2025: 53 institutionsQ3 2025: 60 institutionsQ4 2025: 53 institutionsQ1 2026: 48 institutionsQ2 2026: 46 institutions
Value heldQ1 2022: $9.52M
Q1 2021: $16.8MQ2 2021: $18.2MQ3 2021: $12.8MQ4 2021: $9.93MQ1 2022: $9.52MQ2 2022: $8.11MQ3 2022: $7.33MQ4 2022: $8.35MQ1 2023: $7.87MQ2 2023: $10.7MQ3 2023: $11.6MQ4 2023: $10.7MQ1 2024: $9.94MQ2 2024: $10.0MQ3 2024: $11.0MQ4 2024: $10.8MQ1 2025: $11.9MQ2 2025: $11.2MQ3 2025: $9.49MQ4 2025: $7.23MQ1 2026: $4.98MQ2 2026: $3.89M
Institutions holding OXSQ and their total value by quarter
QuarterHoldersValue
Q2 202646$3.89M
Q1 202648$4.98M
Q4 202553$7.23M
Q3 202560$9.49M
Q2 202553$11.2M
Q1 202552$11.9M
Q4 202453$10.8M
Q3 202446$11.0M
Q2 202445$10.0M
Q1 202448$9.94M
Q4 202352$10.7M
Q3 202351$11.6M
Q2 202349$10.7M
Q1 202354$7.87M
Q4 202252$8.35M
Q3 202252$7.33M
Q2 202251$8.11M
Q1 202253$9.52M
Q4 202151$9.93M
Q3 202148$12.8M
Q2 202148$18.2M
Q1 202155$16.8M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Oxford Square Capital Corp.; share changes are against Q4 2021.

Institutions holding OXSQ in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorNet Financial, Inc82$00.00%+82New
Wells Fargo & Company803$3.00K0.00%+2+0.2%Added
Cullen/Frost Bankers, Inc.971$4.00K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.1,000$4.19K0.00%00.0%Unchanged
Focused Wealth Management, Inc1,079$5.00K0.00%+27+2.6%Added
Citigroup Inc1,200$5.00K0.00%+1,200New
Cowen Prime Advisors LLC1,600$7.00K0.00%00.0%Unchanged
Money Concepts Capital Corp1,600$7.00K0.00%+1,600New
Bank of America Corp1,857$8.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,664$11.0K0.00%+2,664New
FNY Investment Advisers, LLC2,800$11.0K0.01%+2,800New
Lake Point Wealth Management2,900$12.0K0.01%00.0%Unchanged
Hexagon Capital Partners LLC3,100$13.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC3,319$14.0K0.00%+84+2.6%Added
The PNC Financial Services Group, Inc.4,000$16.0K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC4,378$18.0K0.00%00.0%Unchanged
IFP Advisors, Inc2,528$18.0K0.00%+2,528New
Commons Capital, LLC4,648$19.0K0.02%+119+2.6%Added
Thomas J. Herzfeld Advisors, Inc.6,039$25.0K0.01%−14,455−70.5%Reduced
Davenport & Co LLC10,000$42.0K0.00%00.0%Unchanged
First Foundation Advisors10,126$42.0K0.00%00.0%Unchanged
Alerus Financial NA10,000$42.0K0.00%+10,000New
Schonfeld Strategic Advisors LLC10,300$43.0K0.00%+200+2.0%Added
Banco BTG Pactual S.A.11,420$48.0K0.03%+11,420New
AE Wealth Management LLC11,658$49.0K0.00%+413+3.7%Added
Raymond James Financial Services Advisors, Inc.13,868$58.0K0.00%+437+3.3%Added
Stratos Wealth Partners, LTD.14,000$59.0K0.00%00.0%Unchanged
Sigma Planning Corp17,920$75.0K0.00%−5,109−22.2%Reduced
Janney Montgomery Scott LLC18,301$77.0K0.00%−21,990−54.6%Reduced
Citadel Advisors LLC18,361$77.0K0.00%−2,392−11.5%Reduced
Great West Life Assurance Co17,613$79.0K0.00%+645+3.8%Added
Virtu Financial LLC20,632$86.0K0.01%+20,632New
Cetera Advisor Networks LLC23,526$99.0K0.00%+1,407+6.4%Added
D. E. Shaw & Co., Inc.24,599$103.0K0.00%+724+3.0%Added
Raymond James & Associates25,094$105.0K0.00%−1,000−3.8%Reduced
Caxton Associates LP25,474$107.0K0.01%+11,307+79.8%Added
Doyle Wealth Management25,817$108.0K0.01%+25,817New
Susquehanna International Group, LLP27,150$114.0K0.00%−5,853−17.7%Reduced
Advisor Group Holdings, Inc.32,073$134.0K0.00%+4,173+15.0%Added
Cubist Systematic Strategies, LLC34,269$144.0K0.00%+17,365+102.7%Added
Creative Planning36,980$155.0K0.00%+36,980New
LPL Financial LLC37,648$158.0K0.00%00.0%Unchanged
Morgan Stanley46,467$194.0K0.00%−4,255−8.4%Reduced
UBS Group AG48,033$201.0K0.00%+406+0.9%Added
Kingsview Wealth Management, LLC52,491$219.9K0.01%+1,276+2.5%Added
Virtus ETF Advisers LLC79,321$332.0K0.15%+10,159+14.7%Added
Commonwealth Equity Services, LLC110,268$462.0K0.00%−6,222−5.3%Reduced
International Assets Investment Management, LLC120,653$506.0K0.09%+10,000+9.0%Added
Moloney Securities Asset Management, LLC151,972$637.0K0.12%+3,163+2.1%Added
Two Sigma Investments, LP240,929$1.01M0.00%−3,711−1.5%Reduced
BlackRock Inc.296,291$1.24M0.00%−78,003−20.8%Reduced
Legal & General Group Plc296,657$1.24M0.00%+7,704+2.7%Added
Two Sigma Advisers, LP303,373$1.27M0.00%+5,800+1.9%Added
Marshall Wace, LLP0$00.00%−107,123−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−54,492−100.0%Sold out
Jump Financial, LLC0$00.00%−27,134−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−10,644−100.0%Sold out
Winton Group Ltd0$00.00%−10,055−100.0%Sold out
Wagner Wealth Management, LLC0$00.00%−923−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−1,000−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−500−100.0%Sold out
Simplex Trading, LLC0$00.00%−26−100.0%Sold out