Purchases and Sales Made in Q1 2025 in Oxford Lane Capital Corp. (OXLC)
This table provides information about the institutional ownership of Oxford Lane Capital Corp. (OXLC) during Q1 2025. The information is specifically focused on institutions that hold shares of Oxford Lane Capital Corp..
| 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
$41.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
10KNew |
$43K - $51.7K
|
10K
$41.6K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10K+ 33.33% |
$43K - $51.7K
|
40K
$166K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
10KNew |
$43K - $51.7K
|
10K
$41.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10KNew |
$43K - $51.7K
|
10K
$41.6K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.57K+ 41.59% |
$41.2K - $49.5K
|
32.6K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.8K+ 3.12% |
$37.9K - $45.5K
|
291K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.67K+ 31.55% |
$37.3K - $44.8K
|
36.1K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8.11KNew |
$34.9K - $41.9K
|
8.11K
$33.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
8.02K+ 42.73% |
$34.5K - $41.5K
|
26.8K
$111K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.57K+ 43.94% |
$28.3K - $34K
|
21.5K
$89.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
6K+ 14.74% |
$25.8K - $31K
|
46.7K
$194K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.85K+ 23.88% |
$25.2K - $30.2K
|
30.4K
$126K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5K+ 20.76% |
$21.5K - $25.9K
|
29.1K
$121K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4.75K+ 7.43% |
$20.4K - $24.6K
|
68.7K
$286K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.46K+ 17.95% |
$19.2K - $23.1K
|
29.3K
$122K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
4KNew |
$17.2K - $20.7K
|
4K
$16.6K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.41K+ 1.6% |
$14.6K - $17.6K
|
216K
$899K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.28K+ 26.9% |
$14.1K - $16.9K
|
15.5K
$64.3K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.24K+ 106.08% |
$13.9K - $16.8K
|
6.3K
$26.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.22KNew |
$13.8K - $16.6K
|
3.22K
$13.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.2K+ 38.83% |
$13.8K - $16.5K
|
11.4K
$47.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.05K+ 16.79% |
$13.1K - $15.7K
|
21.2K
$88.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.6K+ 8.89% |
$11.2K - $13.4K
|
31.8K
$132K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.6K+ 1.98% |
$11.2K - $13.4K
|
134K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.25K+ 3.76% |
$9.69K - $11.7K
|
62.2K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.22K+ 8.29% |
$9.55K - $11.5K
|
29K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.01K+ 6.17% |
$8.63K - $10.4K
|
34.5K
$144K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2K+ 20.0% |
$8.6K - $10.3K
|
12K
$49.9K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.77KNew |
$7.59K - $9.13K
|
1.77K
$7.35K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.5K+ 2.09% |
$6.45K - $7.76K
|
73.4K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.22KNew |
$5.23K - $6.29K
|
1.22K
$5.06K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.16K+ 4.63% |
$4.97K - $5.97K
|
26.1K
$109K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.09K+ 5.57% |
$4.7K - $5.65K
|
20.7K
$86.2K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 8.91% |
$4.59K - $5.52K
|
13K
$54.3K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02K+ 6.87% |
$4.37K - $5.25K
|
15.8K
$65.7K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1KNew |
$4.3K - $5.17K
|
1K
$4.16K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
969+ 7.41% |
$4.17K - $5.01K
|
14.1K
$58.5K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
950+ 8.91% |
$4.09K - $4.91K
|
11.6K
$48.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
814+ 5.63% |
$3.5K - $4.21K
|
15.3K
$63.5K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
619+ 2.0% |
$2.66K - $3.2K
|
31.6K
$131K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
385+ 51.33% |
$1.66K - $1.99K
|
1.14K
$4.72K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
341+ 1.98% |
$1.47K - $1.76K
|
17.5K
$72.9K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
288+ 1.72% |
$1.24K - $1.49K
|
17K
$70.9K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
116+ 0.69% |
$499 - $600
|
16.9K
$70.2K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
106+ 1.01% |
$456 - $548
|
10.6K
$44.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
71+ 5.68% |
$305 - $367
|
1.32K
$5.5K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
36+ 0.24% |
$155 - $186
|
14.8K
$61.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
27+ 4.73% |
$116 - $140
|
598
$2.49K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.02% |
$4.3 - $5.17
|
6.1K
$25.4K
|