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 |
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
25,075
shares
|
$83,249
0.0% of portfolio
|
Q1 2025
Added 835733.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
24,500
shares
|
$81,340
0.0% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,722
shares
|
$78,757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
23,506
shares
|
$78,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
22,861
shares
|
$75,898
0.0% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
22,675
shares
|
$75,281
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
22,529
shares
|
$74,796
0.03% of portfolio
|
Q1 2025
Added 1175.71%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
22,020
shares
|
$73,106
0.04% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
21,327
shares
|
$70,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
20,501
shares
|
$68,063
0.0% of portfolio
|
Q1 2025
Reduced 46.13%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
20,000
shares
|
$66,400
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
19,976
shares
|
$66,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
19,687
shares
|
$65,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
19,392
shares
|
$64,381
0.02% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
19,001
shares
|
$63,083
0.0% of portfolio
|
Q1 2025
Added 731.55%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
19,000
shares
|
$63,080
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
17,621
shares
|
$58,501
0.0% of portfolio
|
Q2 2025
Reduced 39.27%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
17,047
shares
|
$56,596
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
17,042
shares
|
$56,579
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
16,876
shares
|
$56,028
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
16,264
shares
|
$53,996
0.06% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,000
shares
|
$53,120
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,938
shares
|
$52,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
15,560
shares
|
$51,659
0.0% of portfolio
|
Q2 2025
Added 38.9%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
15,323
shares
|
$50,872
0.05% of portfolio
|
Q2 2025
New holding
|