Purchases and Sales Made in Q4 2024 in Oxford Lane Capital Corp. (OXLC)
This table provides information about the institutional ownership of Oxford Lane Capital Corp. (OXLC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
142K+ 15.93% |
$715K - $771K
|
1.03M
$5.25M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
57.9K+ 25.34% |
$292K - $315K
|
286K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
57.2KNew |
$289K - $312K
|
57.2K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
30.7KNew |
$155K - $167K
|
30.7K
$157K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
29.3KNew |
$148K - $159K
|
29.3K
$149K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.1KNew |
$147K - $159K
|
29.1K
$149K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
26.8KNew |
$135K - $146K
|
26.8K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
25KNew |
$126K - $136K
|
25K
$127K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.3K+ 4.63% |
$118K - $127K
|
527K
$2.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
20KNew |
$101K - $109K
|
20K
$102K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19.6KNew |
$99.2K - $107K
|
19.6K
$100K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.2K+ 29.64% |
$97.1K - $105K
|
84.1K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
11.5K+ 114.88% |
$58.2K - $62.8K
|
21.6K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.1KNew |
$51K - $55K
|
10.1K
$51.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10KNew |
$50.7K - $54.8K
|
10K
$51.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
10KNew |
$50.5K - $54.5K
|
10K
$51K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
8.82K+ 28.74% |
$44.5K - $48.1K
|
39.5K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.1K+ 63.39% |
$35.9K - $38.7K
|
18.3K
$93.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.1K+ 20.82% |
$10.6K - $11.4K
|
12.2K
$62.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.07K+ 7.12% |
$5.42K - $5.85K
|
16.2K
$82.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
863+ 5.29% |
$4.36K - $4.7K
|
17.2K
$87.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
726+ 5.29% |
$3.67K - $3.96K
|
14.5K
$73.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
550New |
$2.78K - $3K
|
550
$2.81K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
208+ 0.76% |
$1.05K - $1.13K
|
27.5K
$140K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
170+ 8.32% |
$859 - $927
|
2.21K
$11.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 0.16% |
$505 - $545
|
62.4K
$318K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-166- 1.25% |
$838 - $905
|
13.1K
$66.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.35K- 9.05% |
$6.82K - $7.36K
|
13.6K
$69.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3K- 20.43% |
$15.2K - $16.4K
|
11.7K
$59.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6K- 18.11% |
$30.3K - $32.7K
|
27.1K
$138K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-21.2K- 24.88% |
$107K - $115K
|
63.9K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-23.1K- 49.77% |
$117K - $126K
|
23.4K
$119K
|