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Oxford Lane Capital (OXLC) Institutional Ownership

Oxford Lane Capital logo
$5.22 +0.01 (+0.19%)
(As of 11/22/2024 ET)

Institutional Ownership Changes (13F Filings) for Oxford Lane Capital (NASDAQ:OXLC)

Current
Institutional Ownership
Percentage
6.74%
Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$27.76M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.02M
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OXLC Institutional Buying and Selling by Quarter

Oxford Lane Capital Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024 Virtu Financial LLC29,907$157K0.0%N/A0.009%
11/19/2024 McIlrath & Eck LLC10,588$55K0.0%N/A0.003%
11/19/2024 Hohimer Wealth Management LLC72,065$378K0.1%+118.1%0.021%
11/18/2024 Soltis Investment Advisors LLC31,156$163K0.0%-16.4%0.009%
11/15/2024 Jane Street Group LLC46,651$244K0.0%-22.7%0.015%
11/15/2024 Kovitz Investment Group Partners LLC16,760$88K0.0%N/A0.005%
11/15/2024 HighTower Advisors LLC23,232$121K0.0%+75.9%0.007%
11/14/2024 L.M. Kohn & Company33,430$175K0.0%N/A0.010%
11/14/2024 Captrust Financial Advisors13,628$71K0.0%+31.1%0.004%
11/14/2024 Rockefeller Capital Management L.P.148,251$777K0.0%N/A0.046%
11/14/2024 National Wealth Management Group LLC10,359$54K0.0%N/A0.003%
11/13/2024 D.A. Davidson & CO.27,266$143K0.0%+16.5%0.009%
11/13/2024 Dynamic Technology Lab Private Ltd26,724$140K0.0%+37.2%0.008%
11/8/2024 Moors & Cabot Inc.23,000$121K0.0%N/A0.007%
11/6/2024 Oppenheimer & Co. Inc.119,221$625K0.0%N/A0.037%
11/4/2024 Sigma Planning Corp69,307$363K0.0%+10.2%0.022%
11/1/2024Delphi Financial Group Inc.480,221$2.52M1.4%+36.8%0.150%
10/30/2024 Beacon Financial Advisory LLC16,325$86K0.0%-34.6%0.007%
10/30/2024 Arlington Capital Management Inc.163,541$857K0.7%+15.2%0.068%
10/29/2024 Realta Investment Advisors888,696$4.70M2.2%+244.8%0.371%
10/29/2024 Farther Finance Advisors LLC20,570$108K0.0%+6,666.4%0.009%
10/28/2024 William Howard & Co Financial Advisors Inc16,490$86K0.1%N/A0.007%
10/24/2024 J.W. Cole Advisors Inc.228,395$1.20M0.1%+56.5%0.095%
10/23/2024 Merkkuri Wealth Advisors LLC10,088$53K0.0%N/A0.004%
10/22/2024 Private Advisor Group LLC153,754$806K0.0%+16.2%0.064%
10/21/2024 Calton & Associates Inc.23,776$125K0.0%N/A0.010%
10/21/2024 Foundations Investment Advisors LLC12,156$64K0.0%N/A0.005%
10/21/2024 Precision Wealth Strategies LLC10,000$52K0.0%N/A0.004%
10/21/2024 Border to Coast Pensions Partnership Ltd1,405,000$7.34M0.1%N/A0.587%
10/18/2024Marks Wealth LLC10,035$53K0.0%N/A0.004%
10/18/2024Capital Investment Advisors LLC14,682$77K0.0%+33.5%0.006%
10/17/2024Joule Financial LLC18,773$98K0.0%+53.5%0.008%
10/16/2024 Teamwork Financial Advisors LLC14,927$78K0.0%N/A0.006%
10/16/2024 Naviter Wealth LLC48,668$255K0.0%-5.8%0.020%
10/15/2024 Prairie Sky Financial Group LLC39,212$205K0.1%N/A0.016%
10/11/2024 Creative Planning32,352$170K0.0%N/A0.014%
10/9/2024 Freestate Advisors LLC13,728$72K0.1%N/A0.006%
10/8/2024 Sage Capital Advisors llc85,082$446K0.1%+6.3%0.036%
9/5/2024Sanctuary Advisors LLC32,040$160K0.0%N/A0.013%
8/26/2024 Founders Financial Alliance LLC158,098$857K0.3%+37.6%0.066%
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8/19/2024B. Riley Wealth Advisors Inc.87,426$474K0.0%+74.1%0.037%
8/14/2024 Squarepoint Ops LLC65,757$356K0.0%+11.5%0.027%
8/14/2024 Cubist Systematic Strategies LLC315,050$1.71M0.0%N/A0.132%
8/14/2024 EverSource Wealth Advisors LLC16,000$89K0.0%N/A0.007%
8/14/2024 Bridgewealth Advisory Group LLC12,294$67K0.0%-77.1%0.005%
8/8/2024 J.W. Cole Advisors Inc.145,964$791K0.0%+174.2%0.061%
8/7/2024 Wedbush Securities Inc.1,016,222$5.51M0.2%+36.4%0.424%
8/7/2024 PFG Investments LLC45,066$244K0.0%+198.2%0.019%
8/5/2024 Private Advisor Group LLC132,305$717K0.0%+7.7%0.055%
8/3/2024 Hohimer Wealth Management LLC33,038$179K0.0%+61.3%0.014%
8/2/2024 Naviter Wealth LLC51,668$280K0.0%+161.2%0.022%
7/31/2024 Essex Financial Services Inc.24,089$131K0.0%+41.7%0.010%
7/31/2024Commonwealth Equity Services LLC350,516$1.90M0.0%+8.0%0.146%
7/29/2024 TrueMark Investments LLC303,196$1.64M0.6%N/A0.127%
7/24/2024 Silverleafe Capital Partners LLC30,611$166K0.1%N/A0.013%
7/24/2024 &PARTNERS268,366$1.46M0.1%+1.9%0.112%
7/23/2024 Geneos Wealth Management Inc.494,403$2.68M0.1%+198.1%0.207%
7/19/2024 Pasadena Private Wealth LLC47,302$256K0.1%N/A0.020%
7/16/2024 Maia Wealth LLC16,862$95K0.0%N/A0.007%
7/9/2024 Sage Capital Advisors llc80,052$434K0.1%+17.5%0.033%
5/16/2024B. Riley Wealth Advisors Inc.50,220$251K0.0%-12.9%0.032%
5/8/2024 Hohimer Wealth Management LLC20,478$104K0.0%-27.4%0.013%
5/6/2024 CFO4Life Group LLC38,575$196K0.0%N/A0.025%
5/4/2024 Geneos Wealth Management Inc.165,850$843K0.0%+25.1%0.106%
5/1/2024 BNP Paribas Financial Markets26,300$134K0.0%-81.6%0.017%
4/30/2024 Private Advisor Group LLC122,871$624K0.0%+8.2%0.079%
4/30/2024 J.W. Cole Advisors Inc.53,223$270K0.0%+66.6%0.034%
4/30/2024 Hartline Investment Corp14,651$74K0.0%N/A0.009%
4/29/2024Commonwealth Equity Services LLC324,463$1.65M0.0%-1.3%0.207%
4/24/2024 Arlington Capital Management Inc.148,012$752K0.6%-4.5%0.095%
4/22/2024 PFG Investments LLC15,112$77K0.0%N/A0.010%
4/18/2024 Naviter Wealth LLC19,781$100K0.0%-23.3%0.013%
4/11/2024 &PARTNERS263,311$1.34M0.2%+4.0%0.168%
4/10/2024 Park Avenue Securities LLC37,579$191K0.0%+88.2%0.024%
3/27/2024 Nomura Holdings Inc.19,375$96K0.0%N/A0.012%
3/15/2024B. Riley Wealth Advisors Inc.57,689$285K0.0%+14.9%0.037%
2/13/2024 Tower Research Capital LLC TRC 6,550$32K0.0%+433.0%0.004%
2/13/2024 Bard Associates Inc.64,969$321K0.1%-4.0%0.042%
2/12/2024 Cape Investment Advisory Inc.19,873$98K0.0%N/A0.013%
2/9/2024 Hohimer Wealth Management LLC28,216$139K0.0%N/A0.018%
2/9/2024 BI Asset Management Fondsmaeglerselskab A S51,487$254K0.0%+5.3%0.033%
2/8/2024 Foundations Investment Advisors LLC14,243$75K0.0%N/A0.009%
2/7/2024 Summitry LLC30,000$148K0.0%+50.0%0.019%
2/7/2024 Jump Financial LLC52,500$259K0.0%+302.7%0.034%
2/7/2024 BNP Paribas Financial Markets142,700$705K0.0%+315.2%0.091%
2/7/2024 Arlington Capital Management Inc.154,916$765K0.7%+74.3%0.099%
2/6/2024 Private Advisor Group LLC113,572$561K0.0%+9.5%0.073%
2/6/2024 First Horizon Advisors Inc.10,000$49K0.0%N/A0.006%
2/5/2024 Andina Capital Management LLC45,426$224K0.2%N/A0.029%
2/5/2024 Naviter Wealth LLC25,781$127K0.0%-43.9%0.016%
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Let me be blunt with you for just a second… You may think you know when and why stocks move, but you’re wrong… Most traders have no idea about the biggest secret Wall Street keeps — even though it’s hiding in plain sight. But once you’ve cracked this code… It could be the breakthrough you need to start targeting $100-$150 a day in the stock market (starting with just $1,000)!

2/5/2024 Choreo LLC12,249$61K0.0%N/A0.008%
2/1/2024 Sigma Planning Corp25,480$126K0.0%-65.7%0.016%
1/31/2024 J.W. Cole Advisors Inc.31,951$158K0.0%+33.5%0.020%
1/30/2024Delphi Financial Group Inc.274,110$1.35M0.8%-23.3%0.175%
1/26/2024 Geneos Wealth Management Inc.132,600$655K0.0%+10.4%0.085%
1/24/2024 Allworth Financial LP9,271$46K0.0%N/A0.006%
1/19/2024 Realta Investment Advisors72,349$357K0.1%+17.0%0.046%
1/16/2024Raymond James Financial Services Advisors Inc.16,419$81K0.0%+53.5%0.010%
1/16/2024Raymond James & Associates139,879$691K0.0%+2.5%0.089%
1/16/2024 CoreCap Advisors LLC21,459$106K0.0%+87.3%0.014%
(Data available from 1/1/2016 forward)

OXLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OXLC shares?

During the previous two years, 102 institutional investors and hedge funds held shares of Oxford Lane Capital. The most heavily invested institutionals were Arete Wealth Advisors LLC ($78.06B), Penserra Capital Management LLC ($14.10M), Border to Coast Pensions Partnership Ltd ($7.34M), Wedbush Securities Inc. ($5.51M), Realta Investment Advisors ($4.70M), Geneos Wealth Management Inc. ($2.68M), and Delphi Financial Group Inc. ($2.52M).Learn more on OXLC's institutional investors.

What percentage of Oxford Lane Capital stock is owned by institutional investors?

6.74% of Oxford Lane Capital stock is owned by institutional investors. Learn more on OXLC's institutional investor holdings.

Which institutional investors have been buying Oxford Lane Capital stock?

Of the 95 institutional investors that purchased Oxford Lane Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Border to Coast Pensions Partnership Ltd ($1.41M), Penserra Capital Management LLC ($1.09M), Realta Investment Advisors ($641.46K), Envestnet Asset Management Inc. ($632.04K), Delphi Financial Group Inc. ($510.93K), Geneos Wealth Management Inc. ($442.40K), and Cubist Systematic Strategies LLC ($315.05K).

How much institutional buying is happening at Oxford Lane Capital?

Institutional investors have bought a total of 8,893,103 shares in the last 24 months. This purchase volume represents approximately $45.96M in transactions.

Which Oxford Lane Capital major shareholders have been selling company stock?

Of the 28 institutional investors that sold Oxford Lane Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Thomas J. Herzfeld Advisors Inc. ($2.55M), Delphi Financial Group Inc. ($484.06K), Envestnet Asset Management Inc. ($282.23K), BNP Paribas Financial Markets ($116.40K), Jump Financial LLC ($58.65K), Capital Investment Advisors LLC ($54.38K), and Wiley BROS. Aintree Capital LLC ($52.77K).

How much institutional selling is happening at Oxford Lane Capital?

Institutional investors have sold a total of 3,921,724 shares in the last 24 months. This volume of shares sold represents approximately $19.45M in transactions.



This page (NASDAQ:OXLC) was last updated on 11/23/2024 by MarketBeat.com Staff
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