Institutional Ownership Oxford Lane Capital Corp. (OXLC)
This table provides information about the institutional ownership of Oxford Lane Capital Corp. (OXLC). We have compiled data on the 146 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $67.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
40,000
shares
|
$182,399
0.01% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,000
shares
|
$182,399
0.08% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
36,142
shares
|
$164,807
0.0% of portfolio
|
Q1 2025
Added 31.55%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
34,826
shares
|
$158,806
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
34,513
shares
|
$157,379
0.0% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
32,720
shares
|
$149,203
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
32,585
shares
|
$148,587
0.0% of portfolio
|
Q1 2025
Added 41.59%
|
|
|
Parisi Gray Wealth Management
|
Apr 14, 2025 Q1 2025 |
32,000
shares
|
$145,920
0.05% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
31,849
shares
|
$145,231
0.09% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Marks Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
31,737
shares
|
$144,720
0.05% of portfolio
|
Q1 2025
Added 47.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
31,632
shares
|
$144,241
0.01% of portfolio
|
Q1 2025
Reduced 31.64%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
31,599
shares
|
$144,091
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
31,400
shares
|
$143,184
0.0% of portfolio
|
Q1 2025
Added 71.58%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
31,136
shares
|
$141,980
0.0% of portfolio
|
Q1 2025
Added 70.49%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
30,350
shares
|
$138,396
0.01% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
30,243
shares
|
$137,908
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
29,456
shares
|
$134,319
0.03% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
29,326
shares
|
$133,726
0.0% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
29,089
shares
|
$132,645
0.01% of portfolio
|
Q1 2025
Added 20.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
29,014
shares
|
$132,303
0.0% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
27,450
shares
|
$125,171
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
27,140
shares
|
$123,758
0.0% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
26,794
shares
|
$122,180
0.04% of portfolio
|
Q1 2025
Added 42.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
26,500
shares
|
$120,839
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
26,114
shares
|
$119,079
0.02% of portfolio
|
Q4 2024
Reduced 4.42%
|