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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 2023

Institutional positions in Oxford Square Capital Corp. as of Mar 31, 2023. 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
54
+3 vs. Q4 2022
Shares held
2.49M
−183.8K (−6.9%) vs. Q4 2022
Total value
$7.87M
−$481.5K (−5.8%) vs. Q4 2022
New holders
8
16 more added
Sold out
5
20 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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 2023: 54 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 2023: $7.87M
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 2023

Shares, value and share of portfolio for each institution holding Oxford Square Capital Corp.; share changes are against Q4 2022.

Institutions holding OXSQ in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Legal & General Group Plc336,098$1.07M0.00%+10,673+3.3%Added
Two Sigma Advisers, LP262,973$831.0K0.00%−3,400−1.3%Reduced
BlackRock Inc.240,155$758.9K0.00%−62,940−20.8%Reduced
Two Sigma Investments, LP207,770$656.6K0.00%+32,297+18.4%Added
Millennium Management LLC156,310$494.0K0.00%−292,696−65.2%Reduced
Moloney Securities Asset Management, LLC149,715$473.1K0.09%−5,985−3.8%Reduced
International Assets Investment Management, LLC120,653$381.3K0.06%+120,653New
Commonwealth Equity Services, LLC97,080$306.0K0.00%−4,415−4.3%Reduced
Citadel Advisors LLC83,551$264.0K0.00%−51,095−37.9%Reduced
Virtu Financial LLC67,374$213.0K0.02%+67,374New
Rockefeller Capital Management L.P.61,626$194.0K0.00%00.0%Unchanged
Kingsview Wealth Management, LLC58,368$184.4K0.01%+1,171+2.0%Added
Morgan Stanley57,228$180.8K0.00%+8,781+18.1%Added
Virtus ETF Advisers LLC56,821$179.6K0.10%−9,584−14.4%Reduced
Cowen Prime Advisors LLC56,212$173.0K0.07%00.0%Unchanged
Great West Life Assurance Co41,541$131.0K0.00%−5,085−10.9%Reduced
Creative Planning36,980$116.9K0.00%−100−0.3%Reduced
Jane Street Group, LLC35,255$111.4K0.00%+23,972+212.5%Added
LPL Financial LLC31,206$98.6K0.00%−1,266−3.9%Reduced
UBS Group AG28,649$90.5K0.00%−3,521−10.9%Reduced
Cetera Advisor Networks LLC23,526$74.3K0.00%00.0%Unchanged
Raymond James & Associates23,122$73.1K0.00%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.21,955$69.4K0.00%−1,067−4.6%Reduced
United Asset Strategies, Inc.20,198$63.8K0.01%+20,198New
Jump Financial, LLC19,700$62.3K0.00%+19,700New
Sigma Planning Corp19,697$62.2K0.00%+77+0.4%Added
Quadrature Capital Ltd16,487$52.3K0.00%−39,618−70.6%Reduced
Stratos Wealth Partners, LTD.14,378$45.4K0.00%+378+2.7%Added
Schonfeld Strategic Advisors LLC13,800$43.6K0.00%−600−4.2%Reduced
Belpointe Asset Management LLC12,332$39.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC12,277$38.8K0.01%+370+3.1%Added
Northern Trust Corp11,511$36.4K0.00%+192+1.7%Added
Susquehanna International Group, LLP11,166$35.3K0.00%+11,166New
Cetera Advisors LLC10,930$34.5K0.00%+29+0.3%Added
AE Wealth Management LLC10,741$33.9K0.00%−400−3.6%Reduced
Alerus Financial NA10,000$31.6K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)8,863$28.0K0.00%+7,041+386.4%Added
Wells Fargo & Company8,003$25.3K0.00%+850+11.9%Added
Ameritas Advisory Services, LLC6,504$20.6K0.00%−3,952−37.8%Reduced
Advisor Group Holdings, Inc.5,729$18.1K0.00%−325−5.4%Reduced
The PNC Financial Services Group, Inc.4,000$12.6K0.00%−4,400−52.4%Reduced
FNY Investment Advisers, LLC4,100$12.0K0.01%+4,100New
Hexagon Capital Partners LLC3,100$9.80K0.00%00.0%Unchanged
Royal Bank of Canada3,000$9.00K0.00%+3,000New
Bank of America Corp1,857$5.87K0.00%00.0%Unchanged
Sound Income Strategies, LLC1,748$5.53K0.00%−1,888−51.9%Reduced
BDO Wealth Advisors, LLC1,378$4.36K0.00%00.0%Unchanged
Focused Wealth Management, Inc1,217$3.85K0.00%+36+3.0%Added
Godsey & Gibb Associates1,100$3.48K0.00%00.0%Unchanged
Advisory Services Network, LLC1,085$3.43K0.00%−940−46.4%Reduced
JPMorgan Chase & Co579$2.00K0.00%+346+148.5%Added
Assetmark, Inc300$9480.00%+300New
Farther Finance Advisors, LLC292$9220.00%+9+3.2%Added
AdvisorNet Financial, Inc93$2940.00%+3+3.3%Added
Janney Montgomery Scott LLC0$00.00%−12,450−100.0%Sold out
IFP Advisors, Inc0$00.00%−2,528−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−5,700−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,867−100.0%Sold out
Money Concepts Capital Corp0$00.00%−662−100.0%Sold out
CoreCap Advisors, LLC––––Not filed