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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
14,829
shares
|
$67,620
0.01% of portfolio
|
Q4 2024
Reduced 69.53%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,762
shares
|
$67,314
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
14,053
shares
|
$64,081
0.0% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,047
shares
|
$59,494
0.0% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
13,010
shares
|
$59,325
0.0% of portfolio
|
Q1 2025
Reduced 34.57%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
12,483
shares
|
$56,922
0.01% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,156
shares
|
$55,431
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
12,000
shares
|
$54,719
0.06% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
12,000
shares
|
$54,719
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
11,733
shares
|
$53,502
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
11,618
shares
|
$52,978
0.0% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
11,529
shares
|
$52,572
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
11,442
shares
|
$52,175
0.01% of portfolio
|
Q1 2025
Added 38.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
11,375
shares
|
$51,869
0.0% of portfolio
|
Q1 2025
Reduced 48.47%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
11,202
shares
|
$51,081
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
10,660
shares
|
$48,609
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
10,639
shares
|
$48,513
0.01% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
10,209
shares
|
$46,553
0.0% of portfolio
|
Q4 2022
Added 1.48%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
10,099
shares
|
$46,051
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
10,064
shares
|
$45,891
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
10,000
shares
|
$45,599
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
10,000
shares
|
$45,599
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
10,000
shares
|
$45,599
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
10,000
shares
|
$45,599
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
10,000
shares
|
$45,599
0.01% of portfolio
|
Q4 2024
New holding
|