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Oxford Square Capital (OXSQ) Institutional Ownership

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$2.22 -0.01 (-0.23%)
As of 03:26 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Oxford Square Capital (NASDAQ:OXSQ)

Current
Institutional Ownership
Percentage
6.44%
Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$2.74M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$835.70K
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OXSQ Institutional Buying and Selling by Quarter

Oxford Square Capital Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 Jane Street Group LLC130,609$291K0.0%+68.0%0.172%
8/14/2025 Transce3nd LLC81,166$181K0.1%N/A0.107%
8/13/2025 Marshall Wace LLP148,871$332K0.0%N/A0.196%
8/13/2025 Virtus Investment Advisers LLC220,488$492K0.2%-4.8%0.290%
8/12/2025 Legal & General Group Plc468,312$1.04M0.0%+4.5%0.616%
8/7/2025 Parkside Financial Bank & Trust22,170$49K0.0%N/A0.029%
7/9/2025 Silverberg Bernstein Capital Management LLC71,516$159K0.1%+27.9%0.100%
5/16/2025 Dynamic Technology Lab Private Ltd10,614$28K0.0%N/A0.015%
5/13/2025 Ethos Financial Group LLC47,091$123K0.0%N/A0.066%
5/2/2025 Kingsview Wealth Management LLC84,425$220K0.0%+23.4%0.121%
4/22/2025 Cambridge Investment Research Advisors Inc.18,782$49K0.0%+42.8%0.027%
4/22/2025 Kennedy Investment Group10,091$26K0.0%N/A0.014%
4/21/2025 BostonPremier Wealth LLC61,526$161K0.1%-6.4%0.088%
4/10/2025 Silverberg Bernstein Capital Management LLC55,919$146K0.1%+20.0%0.080%
2/17/2025 Two Sigma Advisers LP1,414,613$3.45M0.0%+10.8%2.084%
2/17/2025 Millennium Management LLC142,335$347K0.0%+23.9%0.210%
2/14/2025 Mercer Global Advisors Inc. ADV19,968$49K0.0%N/A0.029%
2/14/2025 Jane Street Group LLC81,382$199K0.0%N/A0.120%
2/14/2025 Oxford Asset Management LLP60,412$147K0.1%N/A0.089%
2/14/2025 Virtus ETF Advisers LLC190,194$464K0.2%+26.2%0.280%
2/14/2025 Two Sigma Securities LLC33,964$83K0.0%-48.0%0.050%
2/13/2025 CANADA LIFE ASSURANCE Co40,669$99K0.0%-19.5%0.060%
2/13/2025 Legal & General Group Plc435,521$1.05M0.0%-2.3%0.642%
2/12/2025 United Bank17,518$43K0.0%N/A0.026%
2/11/2025 LPL Financial LLC107,096$261K0.0%+74.3%0.158%
2/7/2025 Founders Financial Alliance LLC84,865$207K0.1%+124.1%0.125%
1/30/2025 Strategic Financial Concepts LLC12,200$30K0.0%N/A0.018%
1/29/2025 BostonPremier Wealth LLC65,726$160K0.1%N/A0.097%
1/28/2025 Moloney Securities Asset Management LLC154,800$378K0.1%+3.6%0.228%
1/28/2025 Kingsview Wealth Management LLC68,425$167K0.0%+23.5%0.101%
1/28/2025 Strategic Financial Concepts LLC12,200$30K0.0%N/A0.018%
1/14/2025 Silverberg Bernstein Capital Management LLC46,582$114K0.1%-16.9%0.069%
1/8/2025 International Assets Investment Management LLC44,770$112K0.0%-67.4%0.066%
11/14/2024National Wealth Management Group LLC10,000$28K0.0%N/A0.015%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.15,053$43K0.0%-89.3%0.024%
10/30/2024 Moloney Securities Asset Management LLC149,481$423K0.1%+2.7%0.250%
10/22/2024 International Assets Investment Management LLC137,312$389K0.0%+166.5%0.215%
10/11/2024 Creative Planning40,840$116K0.0%+17.6%0.064%
10/5/2024 Silverberg Bernstein Capital Management LLC56,048$159K0.1%-22.3%0.094%
8/26/2024 Founders Financial Alliance LLC37,640$111K0.0%-18.9%0.063%
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7/30/2024 International Assets Investment Management LLC51,520$151K0.0%-16.3%0.082%
7/23/2024 First Bancorp Inc ME 18,058$53K0.0%N/A0.029%
7/17/2024 LifeSteps Financial Inc.10,000$29K0.0%N/A0.016%
7/12/2024 Silverberg Bernstein Capital Management LLC72,173$212K0.2%-15.2%0.121%
5/15/2024 Quadrature Capital Ltd133,168$422K0.0%+57.7%0.223%
5/14/2024 CANADA LIFE ASSURANCE Co57,288$182K0.0%+22.1%0.096%
4/11/2024 International Assets Investment Management LLC61,520$193K0.0%-48.5%0.103%
3/25/2024 Quadrature Capital Ltd84,451$242K0.0%+48.5%0.142%
2/12/2024 Cape Investment Advisory Inc.23,967$69K0.0%N/A0.041%
1/24/2024 Stratos Wealth Partners LTD.13,766$39K0.0%-44.0%0.024%
1/24/2024 International Assets Investment Management LLC341,922$978K0.0%+186.0%0.588%
1/17/2024 Silverberg Bernstein Capital Management LLC85,659$245K0.2%N/A0.147%
11/14/2023 Quadrature Capital Ltd56,862$171K0.0%-43.2%0.098%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.169,339$510K0.0%+16.9%0.291%
11/7/2023 Virtus ETF Advisers LLC116,717$351K0.2%+89.0%0.207%
11/1/2023 Csenge Advisory Group19,089$57K0.0%N/A0.034%
10/30/2023 Eagle Global Advisors LLC44,815$135K0.0%N/A0.079%
10/24/2023 Stratos Wealth Partners LTD.24,594$74K0.0%+43.2%0.044%
10/24/2023 Cambridge Investment Research Advisors Inc.12,584$38K0.0%N/A0.022%
8/14/2023 Hunting Hill Global Capital LLC228,751$606K0.2%N/A0.406%
8/2/2023 Sigma Planning Corp14,929$40K0.0%-24.2%0.026%
7/31/2023Cowen Prime Advisors LLC74,940$199K0.1%+33.3%0.133%
7/31/2023 Moloney Securities Asset Management LLC154,630$410K0.1%+3.3%0.274%
7/25/2023Raymond James & Associates18,422$49K0.0%-20.3%0.033%
7/20/2023 International Assets Investment Management LLC116,553$309K0.0%-3.4%0.207%
5/12/2023 Moloney Securities Asset Management LLC149,715$473K0.1%-3.8%0.300%
5/3/2023 Jump Financial LLC19,700$62K0.0%N/A0.040%
5/1/2023 Virtu Financial LLC67,374$213K0.0%N/A0.135%
4/25/2023 United Asset Strategies Inc.20,198$64K0.0%N/A0.041%
4/19/2023 International Assets Investment Management LLC120,653$381K0.1%N/A0.242%
3/6/2023 Rockefeller Capital Management L.P.61,626$192K0.0%N/A0.124%
2/10/2023 Ameritas Advisory Services LLC10,456$33K0.0%N/A0.021%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.23,022$72K0.0%N/A0.046%
2/8/2023 Belpointe Asset Management LLC12,332$38K0.0%N/A0.025%
2/7/2023 Commonwealth Equity Services LLC101,495$316K0.0%-7.3%0.204%
2/1/2023Cowen Prime Advisors LLC56,212$175K0.1%+3,413.3%0.113%
11/14/2022 Virtus ETF Advisers LLC65,045$196K0.1%-12.0%0.131%
11/1/2022 Great West Life Assurance Co. Can47,197$142K0.0%N/A0.095%
10/31/2022 Moloney Securities Asset Management LLC154,787$466K0.1%+2.4%0.311%
10/19/2022 CFO4Life Group LLC30,000$90K0.0%N/A0.060%
10/5/2022 Capital Investment Advisors LLC66,100$199K0.0%N/A0.133%
8/12/2022 Virtus ETF Advisers LLC73,914$269K0.1%-6.8%0.149%
8/3/2022 Janney Montgomery Scott LLC14,308$52K0.0%-21.8%0.029%
8/1/2022 Moisand Fitzgerald Tamayo LLC11,196$41K0.0%N/A0.022%
5/13/2022 Alerus Financial NA10,000$42K0.0%N/A0.020%
5/12/2022 Banco BTG Pactual S.A.11,420$48K0.0%N/A0.023%
5/10/2022 Moloney Securities Asset Management LLC151,972$637K0.1%+2.1%0.306%
5/4/2022 Commonwealth Equity Services LLC110,268$462K0.0%-5.3%0.222%
5/3/2022 International Assets Investment Management LLC120,653$506K0.1%+9.0%0.243%
4/20/2022 Sigma Planning Corp17,920$75K0.0%-22.2%0.036%
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2/14/2022 Virtus ETF Advisers LLC69,162$282K0.1%-11.4%0.139%
2/10/2022 International Assets Investment Management LLC110,653$451K0.1%-6.7%0.223%
2/10/2022 WINTON GROUP Ltd10,055$41K0.0%N/A0.020%
2/8/2022Raymond James & Associates26,094$106K0.0%-31.5%0.053%
2/3/2022 Advisor Group Holdings Inc.27,900$114K0.0%-51.7%0.056%
2/3/2022 Moisand Fitzgerald Tamayo LLC10,644$43K0.0%N/A0.021%
1/31/2022 Commonwealth Equity Services LLC116,490$475K0.0%-33.8%0.235%
1/27/2022 Janney Montgomery Scott LLC40,291$164K0.0%-13.1%0.081%
1/21/2022 International Assets Investment Management LLC110,653$451K0.1%-6.7%0.223%
12/8/2021 Moors & Cabot Inc.25,000$25K0.0%N/A0.050%
(Data available from 1/1/2016 forward)

OXSQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OXSQ shares?

During the previous two years, 36 institutional investors and hedge funds held shares of Oxford Square Capital. The most heavily invested institutionals were Two Sigma Advisers LP ($3.45M), Legal & General Group Plc ($1.04M), Virtus Investment Advisers LLC ($492K), Virtus ETF Advisers LLC ($464K), Quadrature Capital Ltd ($422K), Moloney Securities Asset Management LLC ($378K), and Millennium Management LLC ($347K).Learn more on Oxford Square Capital's institutional investors.

What percentage of Oxford Square Capital's stock is owned by institutional investors?

6.44% of Oxford Square Capital's stock is owned by institutional investors. Learn more on OXSQ's institutional investor holdings.

Which institutional investors have been buying Oxford Square Capital's stock?

Of the 34 institutional investors that purchased Oxford Square Capital's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($308.16K), Marshall Wace LLP ($148.87K), Two Sigma Advisers LP ($137.40K), Jane Street Group LLC ($134.24K), Silverberg Bernstein Capital Management LLC ($110.59K), Virtus ETF Advisers LLC ($94.42K), and Transce3nd LLC ($81.17K).

How much institutional buying is happening at Oxford Square Capital?

Institutional investors have bought a total of 1,130,124 shares in the last 24 months. This purchase volume represents approximately $2.74M in transactions.

Which of Oxford Square Capital's major shareholders have been selling company stock?

Of the 9 institutional investors that sold Oxford Square Capital's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Connor Clark & Lunn Investment Management Ltd. ($125.26K), International Assets Investment Management LLC ($92.54K), Two Sigma Securities LLC ($31.37K), Silverberg Bernstein Capital Management LLC ($25.59K), Virtus Investment Advisers LLC ($11.10K), Legal & General Group Plc ($10.13K), and CANADA LIFE ASSURANCE Co ($9.82K).

How much institutional selling is happening at Oxford Square Capital?

Institutional investors have sold a total of 318,770 shares in the last 24 months. This volume of shares sold represents approximately $835.70K in transactions.



This page (NASDAQ:OXSQ) was last updated on 8/22/2025 by MarketBeat.com Staff
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