Cura Wealth Advisors, LLC Oxford Lane Capital Corp. Transaction History

Cura Wealth Advisors, LLC

$262 Billion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$4.01 - $4.96 $205,464 - $254,140	51,238 Added 128.1%	91,238 $383 Million
Q1 2025 May 15, 2025	BUY	$4.3 - $5.17 $86,000 - $103,400	20,000 Added 100.0%	40,000 $189 Million
Q4 2024 Feb 14, 2025	BUY	$5.05 - $5.45 $101,000 - $109,000	20,000 New	20,000 $101 Million

Others Institutions Holding OXLC

# of Institutions

24

Shares Held

1.22M

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

528K
Shares

$7.48 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

170K
Shares

$2.41 Million
0.0% of portfolio
Bdo Wealth Advisors, LLC Jacksonville, FL

125K
Shares

$1.78 Million
0.07% of portfolio
Sheaff Brock Investment Advisors, LLC

92.6K
Shares

$1.31 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

78.9K
Shares

$1.12 Million
0.0% of portfolio

About Oxford Lane Capital Corp.

Ticker OXLC
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Oxford Lane Capital Corp. is a close ended fund launched and managed by Oxford Lane Management LLC. It invests in fixed income securities. The fund primarily invests in securitization vehicles which in turn invest in senior secured loans made to companies whose debt is rated below investment grade or is unrated. Oxford Lane Capital Corp was form...

More about OXLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cura Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cura Wealth Advisors, LLC with notifications on news.