Latest Institutional Purchases of Oxford Lane Capital Corp. (OXLC)
This list provides information on the latest institutional transactions involving Oxford Lane Capital Corp. (OXLC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.23K+ 8.39% |
$6.1K - $6.99K
|
15.9K
$82.1K
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.1K+ 5.05% |
$5.48K - $6.28K
|
23K
$119K
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.02K+ 0.69% |
$5.07K - $5.82K
|
149K
$773K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
604+ 58.93% |
$3K - $3.44K
|
1.63K
$8.42K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
232+ 0.5% |
$1.15K - $1.32K
|
46.8K
$242K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
226+ 1.82% |
$1.12K - $1.29K
|
12.6K
$65.3K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
220New |
$1.09K - $1.25K
|
220
$1.14K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
130New |
$645 - $740
|
130
$672
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
104+ 0.34% |
$516 - $592
|
30.9K
$160K
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
85+ 0.81% |
$422 - $484
|
10.5K
$54.5K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
54+ 5.03% |
$268 - $307
|
1.13K
$5.83K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 7.42% |
$104 - $119
|
304
$1.57K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
127KNew |
$632K - $685K
|
127K
$657K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.7KNew |
$163K - $176K
|
32.7K
$169K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28.1KNew |
$139K - $151K
|
28.1K
$145K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.8KNew |
$98.3K - $107K
|
19.8K
$102K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.5K+ 31.09% |
$82K - $88.9K
|
69.6K
$360K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.7KNew |
$72.8K - $79K
|
14.7K
$75.7K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3KNew |
$56K - $60.7K
|
11.3K
$58.2K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7.99KNew |
$39.7K - $43.1K
|
7.99K
$41.3K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
6.9K+ 14.28% |
$34.3K - $37.2K
|
55.2K
$286K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.06KNew |
$15.2K - $16.5K
|
3.06K
$15.8K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
732New |
$3.64K - $3.95K
|
732
$3.78K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
731New |
$3.63K - $3.94K
|
731
$3.78K
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$1.99K - $2.16K
|
400
$2.07K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
45.4KNew |
$203K - $233K
|
45.4K
$235K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
19.4KNew |
$86.4K - $99.2K
|
19.4K
$100K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.1KNew |
$85.2K - $97.8K
|
19.1K
$98.8K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.2KNew |
$63.5K - $72.9K
|
14.2K
$73.6K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.1KNew |
$58.3K - $66.9K
|
13.1K
$67.6K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$54.6K - $62.7K
|
12.2K
$63.3K
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10K+ 50.0% |
$44.6K - $51.2K
|
30K
$155K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10KNew |
$44.6K - $51.2K
|
10K
$51.7K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.37KNew |
$28.4K - $32.6K
|
6.37K
$32.9K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.48K+ 3.79% |
$11.1K - $12.7K
|
67.9K
$351K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.7K+ 17.0% |
$7.58K - $8.7K
|
11.7K
$60.5K
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.2K+ 6.95% |
$5.35K - $6.14K
|
18.5K
$95.5K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
995+ 19900.0% |
$4.44K - $5.09K
|
1K
$5.17K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
770+ 1.26% |
$3.43K - $3.94K
|
61.8K
$319K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
750New |
$3.35K - $3.84K
|
750
$3.88K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
250+ 2.42% |
$1.12K - $1.28K
|
10.6K
$54.8K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 3.77% |
$8.92 - $10.2
|
55
$284
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
164KNew |
$795K - $926K
|
164K
$847K
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
20.2KNew |
$97.9K - $114K
|
20.2K
$104K
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
12KNew |
$58.2K - $67.8K
|
12K
$62K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3K+ 57.23% |
$14.5K - $17K
|
8.24K
$42.6K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
940New |
$4.56K - $5.31K
|
940
$4.86K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
359+ 2.77% |
$1.74K - $2.03K
|
13.3K
$68.7K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|