Institutional Ownership Oxford Lane Capital Corp. (OXLC)
This table provides information about the institutional ownership of Oxford Lane Capital Corp. (OXLC). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $50 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
41,977
shares
|
$139,363
0.0% of portfolio
|
Q2 2025
Added 33.68%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
40,400
shares
|
$134,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
40,012
shares
|
$132,839
0.05% of portfolio
|
Q2 2025
Added 26.07%
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,000
shares
|
$132,800
0.08% of portfolio
|
Q1 2025
Added 100.0%
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
40,000
shares
|
$132,800
0.01% of portfolio
|
Q1 2025
Added 33.33%
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
36,904
shares
|
$122,521
0.02% of portfolio
|
Q2 2025
Added 74.21%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
36,900
shares
|
$122,508
0.01% of portfolio
|
Q2 2025
New holding
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
34,826
shares
|
$115,622
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
34,513
shares
|
$114,583
0.0% of portfolio
|
Q1 2025
Added 6.17%
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
34,089
shares
|
$113,175
0.01% of portfolio
|
Q2 2025
Added 17.19%
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
33,924
shares
|
$112,627
0.08% of portfolio
|
Q2 2025
Added 6.52%
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
32,700
shares
|
$108,564
0.04% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
32,585
shares
|
$108,182
0.0% of portfolio
|
Q1 2025
Added 41.59%
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
32,000
shares
|
$106,240
0.04% of portfolio
|
Q1 2025
Added 60.0%
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
31,632
shares
|
$105,018
0.01% of portfolio
|
Q1 2025
Reduced 31.64%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
31,136
shares
|
$103,371
0.0% of portfolio
|
Q1 2025
Added 70.49%
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
30,500
shares
|
$101,260
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
30,243
shares
|
$100,406
0.0% of portfolio
|
Q1 2025
New holding
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
29,456
shares
|
$97,793
0.03% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
29,326
shares
|
$97,362
0.0% of portfolio
|
Q1 2025
Added 17.95%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
29,139
shares
|
$96,741
0.0% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
27,140
shares
|
$90,104
0.0% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
26,794
shares
|
$88,956
0.04% of portfolio
|
Q1 2025
Added 42.73%
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
26,114
shares
|
$86,698
0.02% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
25,500
shares
|
$84,660
0.0% of portfolio
|
Q2 2025
New holding
|