Latest Institutional Transactions on Oxford Lane Capital Corp. (OXLC)
This table provides information on the latest institutional transactions involving Oxford Lane Capital Corp. (OXLC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.2K+ 29.64% |
$97.1K - $105K
|
84.1K
$376K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
57.9K+ 25.34% |
$292K - $315K
|
286K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 0.16% |
$505 - $545
|
62.4K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
29.3KNew |
$148K - $159K
|
29.3K
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.1KNew |
$51K - $55K
|
10.1K
$45.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.1K+ 63.39% |
$35.9K - $38.7K
|
18.3K
$81.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
25KNew |
$126K - $136K
|
25K
$112K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
57.2KNew |
$289K - $312K
|
57.2K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
142K+ 15.93% |
$715K - $771K
|
1.03M
$4.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
550New |
$2.78K - $3K
|
550
$2.46K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.07K+ 7.12% |
$5.42K - $5.85K
|
16.2K
$72.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10KNew |
$50.7K - $54.8K
|
10K
$44.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
863+ 5.29% |
$4.36K - $4.7K
|
17.2K
$76.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
10KNew |
$50.5K - $54.5K
|
10K
$44.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-23.1K- 49.77% |
$117K - $126K
|
23.4K
$104K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.1K+ 20.82% |
$10.6K - $11.4K
|
12.2K
$54.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
170+ 8.32% |
$859 - $927
|
2.21K
$9.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.3K+ 4.63% |
$118K - $127K
|
527K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.1KNew |
$147K - $159K
|
29.1K
$130K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
26.8KNew |
$135K - $146K
|
26.8K
$120K
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
11.5K+ 114.88% |
$58.2K - $62.8K
|
21.6K
$96.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-166- 1.25% |
$838 - $905
|
13.1K
$58.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3K- 20.43% |
$15.2K - $16.4K
|
11.7K
$52.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
8.82K+ 28.74% |
$44.5K - $48.1K
|
39.5K
$177K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
29.9KNew |
$154K - $170K
|
29.9K
$134K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.1K- 16.38% |
$31.4K - $34.6K
|
31.2K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
148KNew |
$763K - $841K
|
148K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
33.4KNew |
$172K - $190K
|
33.4K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-205K- 65.19% |
$1.06M - $1.16M
|
110K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
256KNew |
$1.32M - $1.45M
|
256K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.8KNew |
$86.3K - $95K
|
16.8K
$74.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
943New |
$4.86K - $5.35K
|
943
$4.22K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$53.3K - $58.7K
|
10.4K
$46.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.94K- 22.71% |
$15.1K - $16.7K
|
10K
$44.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
13.6K+ 23.3% |
$70K - $77.1K
|
71.9K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.3K+ 5.73% |
$68.5K - $75.4K
|
245K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.1KNew |
$51.9K - $57.1K
|
10.1K
$45K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
7.25K+ 37.22% |
$37.3K - $41.1K
|
26.7K
$119K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2.09K- 4.43% |
$10.8K - $11.9K
|
45.2K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.66KNew |
$8.56K - $9.43K
|
1.66K
$7.43K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
164KNew |
$842K - $927K
|
164K
$731K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
16.5KNew |
$84.9K - $93.5K
|
16.5K
$73.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.31K- 34.07% |
$6.75K - $7.43K
|
2.54K
$11.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10KNew |
$51.5K - $56.7K
|
10K
$44.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$62.6K - $68.9K
|
12.2K
$54.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
20.2K+ 572.4% |
$104K - $115K
|
23.8K
$106K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.73K+ 10.86% |
$39.8K - $43.9K
|
78.9K
$353K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.77K+ 6.09% |
$50.3K - $55.4K
|
170K
$760K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
39.2KNew |
$202K - $222K
|
39.2K
$175K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
958New |
$4.75K - $5.45K
|
958
$4.28K
|
|