Oxford Lane Capital (OXLC) Institutional Ownership

$4.99
+0.03 (+0.60%)
(As of 10:29 AM 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)
56
Total
Institutional Inflows
(last 12 months)
$12.27M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$17.45M
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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
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%
3/27/2024Nomura Holdings Inc.19,375$96K0.0%N/A0.012%
3/15/2024B. Riley Wealth Advisors Inc.57,689$285K0.0%+14.9%0.037%
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%
2/7/2024 Arlington Capital Management Inc.154,916$765K0.7%+74.3%0.099%
2/6/2024Private Advisor Group LLC113,572$561K0.0%+9.5%0.073%
2/6/2024First 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%
2/5/2024Choreo LLC12,249$61K0.0%N/A0.008%
2/1/2024Sigma Planning Corp25,480$126K0.0%-65.7%0.016%
1/31/2024J.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%
1/26/2024Geneos Wealth Management Inc.132,600$655K0.0%+10.4%0.085%
1/24/2024Allworth Financial LP9,271$46K0.0%N/A0.006%
1/19/2024 Realta Investment Advisors72,349$357K0.1%+17.0%0.046%
1/16/2024 Raymond James Financial Services Advisors Inc.16,419$81K0.0%+53.5%0.010%
1/16/2024 Raymond James & Associates139,879$691K0.0%+2.5%0.089%
1/16/2024CoreCap Advisors LLC21,459$106K0.0%+87.3%0.014%
1/9/2024 Sage Capital Advisors llc65,640$324K0.1%-9.7%0.042%
1/9/2024 &PARTNERS253,191$1.25M0.3%+4.1%0.162%
12/1/2023B. Riley Wealth Advisors Inc.50,220$251K0.0%-23.4%0.032%
11/16/2023Penserra Capital Management LLC2,825,664$14.10M0.3%+13.2%1.807%
11/14/2023Samalin Investment Counsel LLC104,073$519K0.3%+30.5%0.067%
11/14/2023Thomas J. Herzfeld Advisors Inc.163,890$818K0.3%-88.4%0.105%
11/13/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,116$60K0.0%N/A0.008%
11/13/2023Kestra Advisory Services LLC84,855$423K0.0%-15.2%0.054%
11/8/2023D.A. Davidson & CO.24,018$120K0.0%+21.4%0.015%
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11/7/2023Virtus ETF Advisers LLC221,206$1.10M0.7%+100.9%0.141%
11/7/2023Jump Financial LLC13,038$65K0.0%-81.8%0.008%
11/6/2023L.M. Kohn & Company17,270$86K0.0%+24.2%0.011%
11/3/2023Delphi Financial Group Inc.357,205$1.78M0.9%-28.5%0.228%
11/3/2023Private Advisor Group LLC103,694$517K0.0%+13.1%0.066%
11/2/2023Vantage Financial Partners LLC10,299$51K0.0%-27.4%0.007%
11/1/2023 Calton & Associates Inc.20,185$101K0.1%N/A0.013%
10/30/2023CFO4Life Group LLC30,927$154K0.0%+93.0%0.020%
10/26/2023 Park Avenue Securities LLC19,371$97K0.0%N/A0.012%
10/26/2023GPS Wealth Strategies Group LLC8,242$41K0.0%+57.2%0.005%
10/25/2023 Arlington Capital Management Inc.88,884$444K0.5%+22.6%0.057%
10/24/2023J.W. Cole Advisors Inc.23,928$119K0.0%N/A0.015%
10/23/2023Commonwealth Equity Services LLC364,847$1.82M0.0%+3.6%0.233%
10/13/2023Arkadios Wealth Advisors10,815$54K0.0%N/A0.007%
10/12/2023 Sage Capital Advisors llc72,727$363K0.1%+7.3%0.047%
10/11/2023Atlas Financial Advisors Inc.12,000$60K0.0%N/A0.008%
10/11/2023Geneos Wealth Management Inc.120,100$599K0.0%+5.7%0.077%
10/11/2023AE Wealth Management LLC65,408$326K0.0%+9.3%0.042%
10/6/2023 &PARTNERS243,188$1.21M0.5%-4.0%0.155%
8/24/2023 Arlington Capital Management Inc.72,470$351K0.3%N/A0.046%
8/16/2023Thomas J. Herzfeld Advisors Inc.1,417,117$6.86M2.7%-47.7%0.906%
8/11/2023Kestra Advisory Services LLC100,062$484K0.0%+71.0%0.064%
8/11/2023Penserra Capital Management LLC2,496,920$12.09M0.2%+6.6%1.596%
8/10/2023Commonwealth Equity Services LLC352,003$1.70M0.0%+6.3%0.225%
8/10/2023Private Advisor Group LLC91,666$444K0.0%+7.3%0.059%
8/10/2023Cetera Investment Advisers11,840$57K0.0%N/A0.008%
8/9/2023 Coastal Investment Advisors Inc.61,835$299K0.1%N/A0.040%
8/9/2023 Essex Financial Services Inc.15,000$73K0.0%+25.0%0.010%
8/8/2023Geneos Wealth Management Inc.113,600$550K0.0%+24.8%0.073%
8/8/2023L.M. Kohn & Company13,910$67K0.0%N/A0.009%
8/8/2023Vantage Financial Partners LLC14,184$69K0.0%N/A0.009%
8/8/2023Prospera Financial Services Inc37,548$182K0.0%+86.3%0.024%
8/4/2023Envestnet Asset Management Inc.320,994$1.55M0.0%-46.8%0.205%
8/4/2023Cullen Frost Bankers Inc.10,000$48K0.0%N/A0.006%
8/4/2023Delphi Financial Group Inc.499,421$2.42M1.2%+324.4%0.319%
8/3/2023Samalin Investment Counsel LLC79,774$386K0.2%+33.4%0.051%
8/3/2023BI Asset Management Fondsmaeglerselskab A S45,826$223K0.0%+34.1%0.029%
8/2/2023Sigma Planning Corp72,905$353K0.0%-2.8%0.047%
8/1/2023Signaturefd LLC40,000$194K0.0%N/A0.026%
8/1/2023BDO Wealth Advisors LLC125,482$607K0.1%+980.0%0.080%
7/31/2023LPL Financial LLC491,223$2.38M0.0%+2.0%0.314%
7/27/2023B. Riley Wealth Advisors Inc.65,571$318K0.0%-2.9%0.042%
7/25/2023 Raymond James & Associates138,325$669K0.0%-8.3%0.088%
7/24/2023 Fermata Advisors LLC25,647$124K0.1%N/A0.016%
7/21/2023 Kovack Advisors Inc.12,938$63K0.0%-13.4%0.008%
7/13/2023 Prairie Sky Financial Group LLC10,000$48K0.0%N/A0.006%
5/12/2023BI Asset Management Fondsmaeglerselskab A S34,170$179K0.0%+13.6%0.022%
5/10/2023Private Advisor Group LLC85,432$447K0.0%N/A0.055%
5/9/2023Wedbush Securities Inc.293,647$1.54M0.1%-2.9%0.188%
5/9/2023Samalin Investment Counsel LLC59,801$313K0.2%+121.2%0.038%
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5/8/2023Ground Swell Capital LLC10,480$55K0.1%N/A0.007%
5/8/2023Sigma Planning Corp74,967$392K0.0%+93.6%0.048%
5/5/2023Delphi Financial Group Inc.117,678$615K0.3%-68.7%0.075%
5/3/2023CFO4Life Group LLC16,027$84K0.0%N/A0.010%
5/1/2023Sheaff Brock Investment Advisors LLC61,000$319K0.0%N/A0.039%
5/1/2023Arete Wealth Advisors LLC14,925$78.06B0.0%N/A0.010%
4/25/2023Geneos Wealth Management Inc.91,000$476K0.0%+28.2%0.058%
4/25/2023D.A. Davidson & CO.21,263$111K0.0%+15.5%0.014%
4/24/2023Penserra Capital Management LLC2,341,274$12.24M0.3%+22.5%1.497%
4/21/2023 Kovack Advisors Inc.14,938$78K0.0%N/A0.010%
(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, 86 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), LPL Financial LLC ($2.38M), Advisor Group Holdings Inc. ($1.92M), Commonwealth Equity Services LLC ($1.82M), Envestnet Asset Management Inc. ($1.55M), and Wedbush Securities Inc. ($1.54M).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 82 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: Penserra Capital Management LLC ($1.27M), Envestnet Asset Management Inc. ($632.04K), Delphi Financial Group Inc. ($476.82K), Wedbush Securities Inc. ($166.56K), Private Advisor Group LLC ($159.72K), Arlington Capital Management Inc. ($154.92K), and Virtus ETF Advisers LLC ($133.00K).

How much institutional buying is happening at Oxford Lane Capital?

Institutional investors have bought a total of 5,387,060 shares in the last 24 months. This purchase volume represents approximately $28.18M in transactions.

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

Of the 27 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. ($2.65M), Delphi Financial Group Inc. ($637.34K), Envestnet Asset Management Inc. ($314.21K), Jump Financial LLC ($91.25K), Sigma Planning Corp ($56.45K), 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 4,134,373 shares in the last 24 months. This volume of shares sold represents approximately $20.76M in transactions.


This page (NASDAQ:OXLC) was last updated on 4/26/2024 by MarketBeat.com Staff

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