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Oxford Lane Capital (OXLC) Institutional Ownership

Oxford Lane Capital logo
$4.65 +0.01 (+0.22%)
As of 04/30/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Oxford Lane Capital (NASDAQ:OXLC)

Current
Institutional Ownership
Percentage
6.74%
Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$52.87M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$2.56M
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OXLC Institutional Buying and Selling by Quarter

Oxford Lane Capital Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025M&T Bank Corp306,884$1.45M0.0%+540.8%0.089%
4/29/2025 Envestnet Asset Management Inc.89,025$420K0.0%+195.1%0.026%
4/29/2025 Marks Wealth LLC31,737$150K0.1%+47.2%0.009%
4/28/2025 D.A. Davidson & CO.36,142$171K0.0%+31.5%0.010%
4/28/2025 Mutual Advisors LLC29,014$133K0.0%+8.3%0.008%
4/25/2025 Essex Financial Services Inc.29,089$137K0.0%+20.8%0.008%
4/24/2025 Money Concepts Capital Corp75,457$356K0.0%N/A0.022%
4/24/2025 Quilter Plc10,000$47K0.0%N/A0.003%
4/24/2025 Border to Coast Pensions Partnership Ltd2,200,000$10.38M0.2%+18.9%0.636%
4/23/2025 Oppenheimer & Co. Inc.187,966$887K0.0%+18.5%0.054%
4/22/2025 Cambridge Investment Research Advisors Inc.256,656$1.21M0.0%+14.3%0.074%
4/22/2025 Merkkuri Wealth Advisors LLC15,466$73K0.1%+26.9%0.004%
4/22/2025 PFG Investments LLC16,549$78K0.0%-29.2%0.005%
4/21/2025 L.M. Kohn & Company32,720$154K0.0%N/A0.009%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors21,184$99K0.0%+16.8%0.006%
4/18/2025 Insigneo Advisory Services LLC10,000$47K0.0%N/A0.003%
4/17/2025 Cornell Pochily Investment Advisors Inc.10,064$48K0.0%N/A0.003%
4/17/2025 Partners Wealth Management LLC46,702$220K0.2%+14.7%0.014%
4/15/2025 GPS Wealth Strategies Group LLC11,442$54K0.0%+38.8%0.003%
4/14/2025 Parisi Gray Wealth Management32,000$151K0.0%+60.0%0.009%
4/11/2025 Joule Financial LLC26,794$126K0.0%+42.7%0.008%
4/10/2025 Fermata Advisors LLC40,383$191K0.0%N/A0.012%
4/9/2025 Buska Wealth Management LLC97,900$462K0.1%N/A0.028%
4/9/2025 Capital CS Group LLC42,802$202K0.3%+39.3%0.012%
4/4/2025 Sage Capital Advisors llc68,663$324K0.1%+7.4%0.020%
2/25/2025SWAN Capital LLC5,878$30K0.0%N/A0.002%
2/17/2025Waverly Advisors LLC14,726$75K0.0%N/A0.004%
2/17/2025Squarepoint Ops LLC72,740$369K0.0%-26.3%0.021%
2/17/2025CoreCap Advisors LLC46,272$235K0.0%+91.3%0.013%
2/17/2025Captrust Financial Advisors22,074$112K0.0%+62.0%0.006%
2/17/2025Citadel Advisors LLC961,271$4.87M0.0%+333.5%0.278%
2/17/2025Aptus Capital Advisors LLC131,374$666K0.0%+28.6%0.038%
2/14/2025Mercer Global Advisors Inc. ADV16,754$85K0.0%-50.8%0.005%
2/14/2025Jane Street Group LLC469,244$2.38M0.0%+905.9%0.136%
2/14/2025Triumph Capital Management299,870$1.52M0.5%+13.2%0.087%
2/14/2025Lido Advisors LLC54,428$276K0.0%-13.1%0.016%
2/14/2025Two Sigma Securities LLC110,007$558K0.1%+545.2%0.032%
2/14/2025Integrated Wealth Concepts LLC18,263$93K0.0%N/A0.005%
2/14/2025Stifel Financial Corp10,668$54K0.0%N/A0.003%
2/14/2025Tower Research Capital LLC TRC 32,090$163K0.0%+37,214.0%0.009%
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2/14/2025Transce3nd LLC84,587$429K0.1%N/A0.024%
2/14/2025BI Asset Management Fondsmaeglerselskab A S59,910$304K0.0%+5.5%0.017%
2/13/2025NewEdge Advisors LLC24,864$126K0.0%-54.8%0.007%
2/13/2025Main Street Financial Solutions LLC31,192$158K0.0%N/A0.009%
2/13/2025Jump Financial LLC257,801$1.31M0.0%+1,460.0%0.075%
2/13/2025Mariner LLC38,053$193K0.0%+249.9%0.011%
2/13/2025 TT Capital Management LLC16,700$85K0.1%N/A0.005%
2/13/2025Raymond James Financial Inc.212,776$1.08M0.0%N/A0.062%
2/13/2025Titleist Asset Management LLC10,000$51K0.0%N/A0.003%
2/13/2025 Envestnet Asset Management Inc.30,163$153K0.0%+42.0%0.009%
2/13/2025Wedbush Securities Inc.1,191,828$6.04M0.2%+10.0%0.345%
2/12/2025 World Investment Advisors26,504$134K0.0%N/A0.008%
2/12/2025CIBC Private Wealth Group LLC6,100$31K0.0%-56.3%0.002%
2/12/2025Brown Brothers Harriman & Co.17,846$90K0.0%N/A0.005%
2/12/2025Arlington Capital Management Inc.181,199$919K0.6%+10.8%0.052%
2/12/2025 TrueMark Investments LLC998,125$5.06M1.6%+88.5%0.289%
2/11/2025LPL Financial LLC897,345$4.55M0.0%+42.7%0.259%
2/11/2025Samalin Investment Counsel LLC183,518$930K0.4%+9.7%0.053%
2/10/2025Evoke Wealth LLC19,687$100K0.0%N/A0.006%
2/10/2025Commonwealth Equity Services LLC295,403$1.50M0.0%-3.4%0.085%
2/7/2025Founders Financial Alliance LLC201,464$1.02M0.3%+6.2%0.058%
2/7/2025Independent Advisor Alliance13,855$70K0.0%N/A0.004%
2/7/2025 Naviter Wealth LLC14,829$75K0.0%-69.5%0.004%
2/6/2025Raymond James Financial Inc.212,776$1.08M0.0%N/A0.062%
2/6/2025M&T Bank Corp47,892$243K0.0%N/A0.014%
2/6/2025Delphi Financial Group Inc.446,134$2.26M1.2%-7.1%0.129%
2/5/2025Maia Wealth LLC96,612$494K0.1%N/A0.028%
2/5/2025 Oppenheimer & Co. Inc.158,658$804K0.0%+33.1%0.046%
2/4/2025 Partners Wealth Management LLC40,702$206K0.2%N/A0.012%
2/3/2025Sigma Planning Corp65,858$334K0.0%-5.0%0.019%
2/3/2025Private Advisor Group LLC190,281$965K0.0%+23.8%0.055%
1/31/2025Atria Wealth Solutions Inc.84,101$428K0.0%+29.6%0.024%
1/31/2025Sanctuary Advisors LLC27,140$138K0.0%-18.1%0.008%
1/31/2025J.W. Cole Advisors Inc.286,260$1.45M0.1%+25.3%0.083%
1/30/2025 Walkner Condon Financial Advisors LLC10,099$51K0.0%N/A0.003%
1/30/2025 Financial Guidance Group Inc.29,250$148K0.1%N/A0.008%
1/28/2025Empowered Funds LLC24,995$127K0.0%N/A0.007%
1/28/2025Apollon Wealth Management LLC57,212$290K0.0%N/A0.017%
1/28/2025Realta Investment Advisors1,030,232$5.25M2.2%+15.9%0.298%
1/27/2025Choreo LLC10,049$51K0.0%N/A0.003%
1/23/2025Lewis Asset Management LLC10,000$51K0.0%N/A0.003%
1/22/2025 PFG Investments LLC23,361$118K0.0%-49.8%0.007%
1/21/2025 Merkkuri Wealth Advisors LLC12,188$62K0.0%+20.8%0.004%
1/21/2025Geneos 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%
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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%
(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, 138 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 ($10.38M), Wedbush Securities Inc. ($6.04M), Realta Investment Advisors ($5.25M), TrueMark Investments LLC ($5.06M), and Citadel Advisors LLC ($4.87M).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 128 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 ($2.20M), Realta Investment Advisors ($782.99K), TrueMark Investments LLC ($771.89K), Citadel Advisors LLC ($739.51K), Delphi Financial Group Inc. ($510.93K), Penserra Capital Management LLC ($484.39K), and Geneos Wealth Management Inc. ($426.71K).

How much institutional buying is happening at Oxford Lane Capital?

Institutional investors have bought a total of 12,815,334 shares in the last 24 months. This purchase volume represents approximately $65.37M in transactions.

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

Of the 31 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. ($518.14K), Envestnet Asset Management Inc. ($282.23K), BNP Paribas Financial Markets ($116.40K), B. Riley Wealth Advisors Inc. ($87.87K), Naviter Wealth LLC ($62.99K), and Jump Financial LLC ($58.65K).

How much institutional selling is happening at Oxford Lane Capital?

Institutional investors have sold a total of 4,036,803 shares in the last 24 months. This volume of shares sold represents approximately $20.03M in transactions.


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This page (NASDAQ:OXLC) was last updated on 5/1/2025 by MarketBeat.com Staff
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