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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$43.3K - $52K
|
10.1K
$179K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10K+ 33.33% |
$43K - $51.7K
|
40K
$710K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
10KNew |
$43K - $51.7K
|
10K
$178K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10KNew |
$43K - $51.7K
|
10K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8.11KNew |
$34.9K - $41.9K
|
8.11K
$144K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
8.02K+ 42.73% |
$34.5K - $41.5K
|
26.8K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
6K+ 14.74% |
$25.8K - $31K
|
46.7K
$829K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
4KNew |
$17.2K - $20.7K
|
4K
$71K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.2K+ 38.83% |
$13.8K - $16.5K
|
11.4K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.25K+ 3.76% |
$9.69K - $11.7K
|
62.2K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2K+ 20.0% |
$8.6K - $10.3K
|
12K
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.5K+ 2.09% |
$6.45K - $7.76K
|
73.4K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.22KNew |
$5.23K - $6.29K
|
1.22K
$21.6K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1KNew |
$4.3K - $5.17K
|
1K
$17.8K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
385+ 51.33% |
$1.66K - $1.99K
|
1.14K
$20.1K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
288+ 1.72% |
$1.24K - $1.49K
|
17K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
106+ 1.01% |
$456 - $548
|
10.6K
$189K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.02% |
$4.3 - $5.17
|
6.1K
$108K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
469K+ 88.53% |
$2.37M - $2.55M
|
998K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
300KNew |
$1.51M - $1.63M
|
300K
$5.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
96.6KNew |
$488K - $527K
|
96.6K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31.2KNew |
$158K - $170K
|
31.2K
$554K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.1KNew |
$147K - $159K
|
29.1K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
25KNew |
$126K - $136K
|
25K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
25KNew |
$126K - $136K
|
25K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19.7KNew |
$99.4K - $107K
|
19.7K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17.8KNew |
$90.1K - $97.3K
|
17.8K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.9KNew |
$70K - $75.5K
|
13.9K
$246K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
11.5KNew |
$58.2K - $62.8K
|
11.5K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.1KNew |
$51K - $55K
|
10.1K
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10KNew |
$50.6K - $54.6K
|
10K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10KNew |
$50.5K - $54.5K
|
10K
$178K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
10KNew |
$50.5K - $54.5K
|
10K
$178K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
8.82K+ 28.74% |
$44.5K - $48.1K
|
39.5K
$701K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5.88KNew |
$29.7K - $32K
|
5.88K
$104K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
3.84KNew |
$19.4K - $20.9K
|
3.84K
$68.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.67KNew |
$13.5K - $14.6K
|
2.67K
$47.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.57K+ 14.62% |
$7.92K - $8.55K
|
12.3K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.07K+ 7.12% |
$5.42K - $5.85K
|
16.2K
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.02KNew |
$5.14K - $5.55K
|
1.02K
$18.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
955New |
$4.82K - $5.2K
|
955
$17K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
550New |
$2.78K - $3K
|
550
$9.76K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
170+ 8.32% |
$859 - $927
|
2.21K
$39.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
35New |
$177 - $191
|
35
$621
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
164KNew |
$842K - $927K
|
164K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
148KNew |
$763K - $841K
|
148K
$2.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
39.2KNew |
$202K - $222K
|
39.2K
$696K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
16.5KNew |
$84.9K - $93.5K
|
16.5K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.3K+ 5.73% |
$68.5K - $75.4K
|
245K
$4.35M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$53.3K - $58.7K
|
10.4K
$184K
|
|