Free Trial

Oxford Lane Capital (OXLC) Institutional Ownership

Oxford Lane Capital logo
$5.06 -0.01 (-0.20%)
As of 01/22/2025 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
6.74%
Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$30.70M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$2.48M
Get OXLC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Oxford Lane Capital stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
1/22/2025PFG Investments LLC23,361$118K0.0%-49.8%0.007%
1/21/2025 Merkkuri Wealth Advisors LLC12,188$62K0.0%+20.8%0.004%
1/21/2025 Geneos Wealth Management Inc.527,200$2.67M0.1%+4.6%0.152%
1/21/2025 Firethorn Wealth Partners LLC19,640$100K0.0%N/A0.006%
1/17/2025 Marks Wealth LLC21,563$109K0.1%+114.9%0.006%
1/17/2025 Mutual Advisors LLC26,793$138K0.0%N/A0.008%
1/17/2025 Janney Montgomery Scott LLC29,123$148K0.0%N/A0.008%
1/15/2025 Border to Coast Pensions Partnership Ltd1,850,000$9.37M0.2%+31.7%0.535%
1/14/2025 Capital CS Group LLC30,730$156K0.2%N/A0.009%
1/13/2025 Parisi Gray Wealth Management20,000$101K0.0%N/A0.006%
1/13/2025 Capital Investment Advisors LLC11,682$59K0.0%-20.4%0.003%
1/10/2025 Sage Capital Advisors llc63,913$324K0.1%-24.9%0.018%
1/6/2025 Silverleafe Capital Partners LLC39,513$200K0.1%+28.7%0.011%
12/13/2024B. Riley Wealth Advisors Inc.24,356$128K0.0%-72.1%0.007%
11/20/2024Virtu Financial LLC29,907$157K0.0%N/A0.009%
11/19/2024McIlrath & Eck LLC10,588$55K0.0%N/A0.003%
11/19/2024Hohimer Wealth Management LLC72,065$378K0.1%+118.1%0.021%
11/18/2024Soltis Investment Advisors LLC31,156$163K0.0%-16.4%0.009%
11/15/2024Jane Street Group LLC46,651$244K0.0%-22.7%0.015%
11/15/2024Kovitz Investment Group Partners LLC16,760$88K0.0%N/A0.005%
11/15/2024HighTower Advisors LLC23,232$121K0.0%+75.9%0.007%
11/14/2024L.M. Kohn & Company33,430$175K0.0%N/A0.010%
11/14/2024Captrust Financial Advisors13,628$71K0.0%+31.1%0.004%
11/14/2024Rockefeller Capital Management L.P.148,251$777K0.0%N/A0.046%
11/14/2024National Wealth Management Group LLC10,359$54K0.0%N/A0.003%
11/13/2024D.A. Davidson & CO.27,266$143K0.0%+16.5%0.009%
11/13/2024Dynamic Technology Lab Private Ltd26,724$140K0.0%+37.2%0.008%
11/8/2024Moors & Cabot Inc.23,000$121K0.0%N/A0.007%
11/6/2024Oppenheimer & Co. Inc.119,221$625K0.0%N/A0.037%
11/4/2024Sigma Planning Corp69,307$363K0.0%+10.2%0.022%
11/1/2024Delphi Financial Group Inc.480,221$2.52M1.4%+36.8%0.150%
10/30/2024Beacon Financial Advisory LLC16,325$86K0.0%-34.6%0.007%
10/30/2024Arlington Capital Management Inc.163,541$857K0.7%+15.2%0.068%
10/29/2024Realta Investment Advisors888,696$4.70M2.2%+244.8%0.371%
10/29/2024Farther Finance Advisors LLC20,570$108K0.0%+6,666.4%0.009%
10/28/2024William Howard & Co Financial Advisors Inc16,490$86K0.1%N/A0.007%
10/24/2024J.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%
10/22/2024Private Advisor Group LLC153,754$806K0.0%+16.2%0.064%
10/21/2024Calton & Associates Inc.23,776$125K0.0%N/A0.010%
This Crypto Is Set to Explode in January (Ad)

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

10/21/2024Foundations Investment Advisors LLC12,156$64K0.0%N/A0.005%
10/21/2024Precision 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%
10/18/2024 Marks Wealth LLC10,035$53K0.0%N/A0.004%
10/18/2024 Capital Investment Advisors LLC14,682$77K0.0%+33.5%0.006%
10/17/2024 Joule Financial LLC18,773$98K0.0%+53.5%0.008%
10/16/2024 Teamwork Financial Advisors LLC14,927$78K0.0%N/A0.006%
10/16/2024Naviter Wealth LLC48,668$255K0.0%-5.8%0.020%
10/15/2024 Prairie Sky Financial Group LLC39,212$205K0.1%N/A0.016%
10/11/2024Creative 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%
8/26/2024Founders Financial Alliance LLC158,098$857K0.3%+37.6%0.066%
8/19/2024B. Riley Wealth Advisors Inc.87,426$474K0.0%+74.1%0.037%
8/14/2024Squarepoint Ops LLC65,757$356K0.0%+11.5%0.027%
8/14/2024Cubist Systematic Strategies LLC315,050$1.71M0.0%N/A0.132%
8/14/2024EverSource Wealth Advisors LLC16,000$89K0.0%N/A0.007%
8/14/2024Bridgewealth Advisory Group LLC12,294$67K0.0%-77.1%0.005%
8/8/2024J.W. Cole Advisors Inc.145,964$791K0.0%+174.2%0.061%
8/7/2024Wedbush Securities Inc.1,016,222$5.51M0.2%+36.4%0.424%
8/7/2024PFG Investments LLC45,066$244K0.0%+198.2%0.019%
8/5/2024Private Advisor Group LLC132,305$717K0.0%+7.7%0.055%
8/3/2024Hohimer Wealth Management LLC33,038$179K0.0%+61.3%0.014%
8/2/2024Naviter Wealth LLC51,668$280K0.0%+161.2%0.022%
7/31/2024Essex 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%
7/29/2024TrueMark 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%
7/19/2024Pasadena Private Wealth LLC47,302$256K0.1%N/A0.020%
7/16/2024Maia 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%
5/8/2024Hohimer Wealth Management LLC20,478$104K0.0%-27.4%0.013%
5/6/2024CFO4Life Group LLC38,575$196K0.0%N/A0.025%
5/4/2024 Geneos Wealth Management Inc.165,850$843K0.0%+25.1%0.106%
5/1/2024BNP Paribas Financial Markets26,300$134K0.0%-81.6%0.017%
4/30/2024Private Advisor Group LLC122,871$624K0.0%+8.2%0.079%
4/30/2024J.W. Cole Advisors Inc.53,223$270K0.0%+66.6%0.034%
4/30/2024Hartline Investment Corp14,651$74K0.0%N/A0.009%
4/29/2024Commonwealth Equity Services LLC324,463$1.65M0.0%-1.3%0.207%
4/24/2024Arlington Capital Management Inc.148,012$752K0.6%-4.5%0.095%
4/22/2024PFG Investments LLC15,112$77K0.0%N/A0.010%
4/18/2024Naviter 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%
3/27/2024Nomura Holdings Inc.19,375$96K0.0%N/A0.012%
3/15/2024B. Riley Wealth Advisors Inc.57,689$285K0.0%+14.9%0.037%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

2/13/2024Tower Research Capital LLC TRC 6,550$32K0.0%+433.0%0.004%
2/13/2024Bard Associates Inc.64,969$321K0.1%-4.0%0.042%
2/12/2024Cape Investment Advisory Inc.19,873$98K0.0%N/A0.013%
2/9/2024Hohimer Wealth Management LLC28,216$139K0.0%N/A0.018%
2/9/2024BI Asset Management Fondsmaeglerselskab A S51,487$254K0.0%+5.3%0.033%
2/8/2024Foundations Investment Advisors LLC14,243$75K0.0%N/A0.009%
2/7/2024Summitry LLC30,000$148K0.0%+50.0%0.019%
2/7/2024Jump Financial LLC52,500$259K0.0%+302.7%0.034%
2/7/2024BNP Paribas Financial Markets142,700$705K0.0%+315.2%0.091%
2/7/2024Arlington Capital Management Inc.154,916$765K0.7%+74.3%0.099%
(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, 107 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 ($9.37M), Wedbush Securities Inc. ($5.51M), Realta Investment Advisors ($4.70M), Geneos Wealth Management Inc. ($2.67M), 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 100 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 ($1.85M), 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. ($465.71K), and Cubist Systematic Strategies LLC ($315.05K).

How much institutional buying is happening at Oxford Lane Capital?

Institutional investors have bought a total of 9,510,145 shares in the last 24 months. This purchase volume represents approximately $49.09M in transactions.

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

Of the 29 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), B. Riley Wealth Advisors Inc. ($87.87K), Jump Financial LLC ($58.65K), 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 3,977,733 shares in the last 24 months. This volume of shares sold represents approximately $19.74M in transactions.



This page (NASDAQ:OXLC) was last updated on 1/23/2025 by MarketBeat.com Staff
From Our Partners