Purchases and Sales Made in Q2 2025 in Oxford Lane Capital Corp. (OXLC)
This table provides information about the institutional ownership of Oxford Lane Capital Corp. (OXLC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.5K+ 90.38% |
$42.1K - $52.1K
|
22.1K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
10K+ 100.0% |
$40.1K - $49.6K
|
20K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.85K+ 27.99% |
$35.5K - $43.9K
|
40.5K
$688K
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
8.28K+ 26.07% |
$33.2K - $41K
|
40K
$680K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.5KNew |
$30.1K - $37.2K
|
7.5K
$127K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.74KNew |
$27K - $33.4K
|
6.74K
$114K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5.2KNew |
$20.8K - $25.8K
|
5.2K
$88.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5K+ 17.19% |
$20.1K - $24.8K
|
34.1K
$579K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.39K+ 69.6% |
$17.6K - $21.7K
|
10.7K
$182K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.36K+ 38.9% |
$17.5K - $21.6K
|
15.6K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.27KNew |
$17.1K - $21.2K
|
4.27K
$72.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4K+ 25.0% |
$16K - $19.8K
|
20K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.91KNew |
$15.7K - $19.4K
|
3.91K
$66.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.98K+ 92.54% |
$11.9K - $14.8K
|
6.2K
$105K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.91K+ 7.21% |
$11.7K - $14.4K
|
43.3K
$736K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
2.79K+ 6.51% |
$11.2K - $13.8K
|
45.6K
$775K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.66K+ 8.18% |
$10.7K - $13.2K
|
35.2K
$599K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.35K+ 18.06% |
$9.42K - $11.7K
|
15.4K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.3K+ 0.84% |
$9.21K - $11.4K
|
277K
$4.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.08K+ 1.55% |
$8.32K - $10.3K
|
136K
$2.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.08K+ 6.52% |
$8.32K - $10.3K
|
33.9K
$576K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.86K+ 10.63% |
$7.47K - $9.24K
|
19.4K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.4KNew |
$5.6K - $6.93K
|
1.4K
$23.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.36K+ 5.21% |
$5.45K - $6.75K
|
27.5K
$467K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.34K+ 6.23% |
$5.37K - $6.65K
|
22.9K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.29K+ 6.21% |
$5.16K - $6.38K
|
22K
$374K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1K+ 8.23% |
$4.01K - $4.96K
|
13.2K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
996+ 6.52% |
$3.99K - $4.94K
|
16.3K
$276K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
889+ 7.58% |
$3.56K - $4.41K
|
12.6K
$214K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
871+ 6.2% |
$3.49K - $4.32K
|
14.9K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
818+ 0.56% |
$3.28K - $4.06K
|
146K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
784+ 0.36% |
$3.14K - $3.89K
|
217K
$3.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
556New |
$2.23K - $2.76K
|
556
$9.45K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
556New |
$2.23K - $2.76K
|
556
$9.45K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
150+ 0.49% |
$602 - $744
|
30.5K
$518K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 0.22% |
$201 - $248
|
22.7K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24+ 0.18% |
$96.2 - $119
|
13.1K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.01% |
$16 - $19.8
|
51.4K
$874K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.02% |
$12 - $14.9
|
14.8K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-20- 0.06% |
$80.2 - $99.2
|
32.7K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-71- 5.37% |
$285 - $352
|
1.25K
$21.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-115- 0.68% |
$461 - $570
|
16.8K
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-143- 0.92% |
$573 - $709
|
15.3K
$260K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-249- 41.64% |
$998 - $1.24K
|
349
$5.93K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1K- 2.48% |
$4.01K - $4.96K
|
39.4K
$669K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.14K- 3.65% |
$4.56K - $5.63K
|
30K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.28K- 11.22% |
$5.12K - $6.33K
|
10.1K
$172K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2K- 7.55% |
$8.02K - $9.92K
|
24.5K
$416K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.12K- 13.4% |
$8.49K - $10.5K
|
13.7K
$233K
|