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 123 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $59.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
17,012
shares
|
$88,802
0.01% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
16,760
shares
|
$87,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,526
shares
|
$86,265
0.0% of portfolio
|
Q3 2024
Reduced 95.84%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
16,490
shares
|
$86,077
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
16,325
shares
|
$85,216
0.03% of portfolio
|
Q3 2024
Reduced 34.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
16,000
shares
|
$83,520
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
15,189
shares
|
$79,286
0.01% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
15,082
shares
|
$78,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,927
shares
|
$77,918
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
14,682
shares
|
$76,640
0.0% of portfolio
|
Q3 2024
Added 33.47%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
13,949
shares
|
$72,813
0.0% of portfolio
|
Q3 2024
Added 53.29%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 09, 2024 Q3 2024 |
13,728
shares
|
$71,660
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
13,628
shares
|
$71,138
0.0% of portfolio
|
Q3 2024
Added 31.05%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
13,250
shares
|
$69,165
0.0% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,156
shares
|
$63,454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
12,000
shares
|
$62,640
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,200
shares
|
$58,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,876
shares
|
$56,772
0.0% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,735
shares
|
$56,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
10,641
shares
|
$55,546
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
10,588
shares
|
$55,269
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
10,359
shares
|
$54,073
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
10,209
shares
|
$53,290
0.0% of portfolio
|
Q4 2022
Added 1.48%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
10,088
shares
|
$52,659
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
10,078
shares
|
$52,607
0.0% of portfolio
|
Q3 2024
New holding
|