Latest Institutional Purchases of Oxford Lane Capital Corp. (OXLC)
This list provides information on the latest institutional transactions involving Oxford Lane Capital Corp. (OXLC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
20.2K+ 572.4% |
$104K - $115K
|
23.8K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.8KNew |
$86.3K - $95K
|
16.8K
$74.9K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
16.5KNew |
$84.9K - $93.5K
|
16.5K
$73.7K
|
|
|
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
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$62.6K - $68.9K
|
12.2K
$54.3K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$53.3K - $58.7K
|
10.4K
$46.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.1KNew |
$51.9K - $57.1K
|
10.1K
$45K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10KNew |
$51.5K - $56.7K
|
10K
$44.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.77K+ 6.09% |
$50.3K - $55.4K
|
170K
$760K
|
|
|
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
|
|
|
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 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.66KNew |
$8.56K - $9.43K
|
1.66K
$7.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
943New |
$4.86K - $5.35K
|
943
$4.22K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
68.3K+ 2.27% |
$339K - $389K
|
3.08M
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
42.3K+ 18.16% |
$210K - $241K
|
275K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20KNew |
$99.1K - $114K
|
20K
$89.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16KNew |
$79.4K - $91K
|
16K
$71.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9KNew |
$64.1K - $73.5K
|
12.9K
$57.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
12KNew |
$59.5K - $68.3K
|
12K
$53.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.5KNew |
$56.9K - $65.3K
|
11.5K
$51.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.09K+ 41.7% |
$35.2K - $40.3K
|
24.1K
$108K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
4.5KNew |
$22.3K - $25.6K
|
4.5K
$20.1K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
958New |
$4.75K - $5.45K
|
958
$4.28K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
220New |
$1.09K - $1.25K
|
220
$983
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
130New |
$645 - $740
|
130
$581
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
127KNew |
$632K - $685K
|
127K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.8KNew |
$98.3K - $107K
|
19.8K
$88.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.7KNew |
$72.8K - $79K
|
14.7K
$65.5K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7.99KNew |
$39.7K - $43.1K
|
7.99K
$35.7K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.06KNew |
$15.2K - $16.5K
|
3.06K
$13.7K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
732New |
$3.64K - $3.95K
|
732
$3.27K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
731New |
$3.63K - $3.94K
|
731
$3.27K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$1.99K - $2.16K
|
400
$1.79K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
45.4KNew |
$203K - $233K
|
45.4K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
19.4KNew |
$86.4K - $99.2K
|
19.4K
$86.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10K+ 50.0% |
$44.6K - $51.2K
|
30K
$134K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10KNew |
$44.6K - $51.2K
|
10K
$44.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.48K+ 3.79% |
$11.1K - $12.7K
|
67.9K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.7K+ 17.0% |
$7.58K - $8.7K
|
11.7K
$52.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
995+ 19900.0% |
$4.44K - $5.09K
|
1K
$4.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
750New |
$3.35K - $3.84K
|
750
$3.35K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
250+ 2.42% |
$1.12K - $1.28K
|
10.6K
$47.4K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
164KNew |
$795K - $926K
|
164K
$733K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
12KNew |
$58.2K - $67.8K
|
12K
$53.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
940New |
$4.56K - $5.31K
|
940
$4.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
359+ 2.77% |
$1.74K - $2.03K
|
13.3K
$59.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
114K+ 979.97% |
$547K - $606K
|
125K
$561K
|
|