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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
25,075
shares
|
$114,341
0.0% of portfolio
|
Q1 2025
Added 835733.31%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,722
shares
|
$108,172
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
23,506
shares
|
$107,187
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
22,675
shares
|
$103,397
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
22,529
shares
|
$102,732
0.03% of portfolio
|
Q1 2025
Added 1175.71%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
21,521
shares
|
$98,135
0.01% of portfolio
|
Q1 2025
Added 43.94%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
21,327
shares
|
$97,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
21,184
shares
|
$96,599
0.02% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
20,733
shares
|
$94,542
0.05% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
20,501
shares
|
$93,484
0.0% of portfolio
|
Q1 2025
Reduced 46.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
20,332
shares
|
$92,713
0.0% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
19,976
shares
|
$91,090
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
19,687
shares
|
$89,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
19,001
shares
|
$86,644
0.0% of portfolio
|
Q1 2025
Added 731.55%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
19,000
shares
|
$86,639
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
17,529
shares
|
$79,932
0.03% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
17,042
shares
|
$77,711
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
16,876
shares
|
$76,954
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
16,549
shares
|
$75,463
0.01% of portfolio
|
Q1 2025
Reduced 29.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,000
shares
|
$72,960
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,938
shares
|
$72,677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,804
shares
|
$72,066
0.0% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
15,466
shares
|
$70,524
0.06% of portfolio
|
Q1 2025
Added 26.9%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Apr 09, 2025 Q1 2025 |
15,268
shares
|
$69,622
0.07% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
15,225
shares
|
$69,426
0.0% of portfolio
|
Q1 2025
New holding
|