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 |
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
15,323
shares
|
$50,872
0.05% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
15,225
shares
|
$50,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
14,924
shares
|
$49,547
0.0% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,762
shares
|
$49,009
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,827
shares
|
$45,905
0.0% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
13,687
shares
|
$45,440
0.0% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
13,156
shares
|
$43,677
0.0% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,047
shares
|
$43,316
0.0% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
13,010
shares
|
$43,193
0.0% of portfolio
|
Q1 2025
Reduced 34.57%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
12,874
shares
|
$42,741
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
12,622
shares
|
$41,905
0.02% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
12,000
shares
|
$39,840
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
12,000
shares
|
$39,840
0.02% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
11,618
shares
|
$38,571
0.0% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
11,529
shares
|
$38,276
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,442
shares
|
$37,987
0.01% of portfolio
|
Q1 2025
Added 38.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
11,375
shares
|
$37,765
0.0% of portfolio
|
Q1 2025
Reduced 48.47%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
11,250
shares
|
$37,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
10,685
shares
|
$35,474
0.0% of portfolio
|
Q2 2025
Added 69.6%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
10,660
shares
|
$35,391
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,634
shares
|
$35,304
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
10,099
shares
|
$33,528
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
10,064
shares
|
$33,412
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
10,000
shares
|
$33,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
10,000
shares
|
$33,200
0.02% of portfolio
|
Q1 2025
New holding
|