Oxford Lane Capital (OXLC) Institutional Ownership

$5.39
-0.04 (-0.74%)
(As of 05/16/2024 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)
53
Total
Institutional Inflows
(last 12 months)
$11.50M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$16.74M
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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
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%
2/12/2024Cape 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%
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%
1/16/2024 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%
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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%
11/16/2023 Penserra Capital Management LLC2,825,664$14.10M0.3%+13.2%1.807%
11/14/2023 Samalin Investment Counsel LLC104,073$519K0.3%+30.5%0.067%
11/14/2023 Thomas J. Herzfeld Advisors Inc.163,890$818K0.3%-88.4%0.105%
11/13/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,116$60K0.0%N/A0.008%
11/13/2023 Kestra Advisory Services LLC84,855$423K0.0%-15.2%0.054%
11/8/2023 D.A. Davidson & CO.24,018$120K0.0%+21.4%0.015%
11/7/2023 Virtus ETF Advisers LLC221,206$1.10M0.7%+100.9%0.141%
11/7/2023 Jump Financial LLC13,038$65K0.0%-81.8%0.008%
11/6/2023 L.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%
11/3/2023 Private Advisor Group LLC103,694$517K0.0%+13.1%0.066%
11/2/2023 Vantage Financial Partners LLC10,299$51K0.0%-27.4%0.007%
11/1/2023 Calton & Associates Inc.20,185$101K0.1%N/A0.013%
10/30/2023 CFO4Life Group LLC30,927$154K0.0%+93.0%0.020%
10/26/2023 Park Avenue Securities LLC19,371$97K0.0%N/A0.012%
10/26/2023 GPS 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%
10/24/2023 J.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%
10/13/2023 Arkadios Wealth Advisors10,815$54K0.0%N/A0.007%
10/12/2023 Sage Capital Advisors llc72,727$363K0.1%+7.3%0.047%
10/11/2023 Atlas Financial Advisors Inc.12,000$60K0.0%N/A0.008%
10/11/2023 Geneos Wealth Management Inc.120,100$599K0.0%+5.7%0.077%
10/11/2023 AE 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%
8/16/2023 Thomas J. Herzfeld Advisors Inc.1,417,117$6.86M2.7%-47.7%0.906%
8/11/2023 Kestra Advisory Services LLC100,062$484K0.0%+71.0%0.064%
8/11/2023 Penserra 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%
8/10/2023 Private Advisor Group LLC91,666$444K0.0%+7.3%0.059%
8/10/2023 Cetera 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%
8/8/2023 Geneos Wealth Management Inc.113,600$550K0.0%+24.8%0.073%
8/8/2023 L.M. Kohn & Company13,910$67K0.0%N/A0.009%
8/8/2023 Vantage Financial Partners LLC14,184$69K0.0%N/A0.009%
8/8/2023Prospera Financial Services Inc37,548$182K0.0%+86.3%0.024%
8/4/2023 Envestnet Asset Management Inc.320,994$1.55M0.0%-46.8%0.205%
8/4/2023 Cullen 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%
8/3/2023 Samalin Investment Counsel LLC79,774$386K0.2%+33.4%0.051%
8/3/2023 BI Asset Management Fondsmaeglerselskab A S45,826$223K0.0%+34.1%0.029%
8/2/2023 Sigma Planning Corp72,905$353K0.0%-2.8%0.047%
8/1/2023 Signaturefd LLC40,000$194K0.0%N/A0.026%
8/1/2023BDO Wealth Advisors LLC125,482$607K0.1%+980.0%0.080%
7/31/2023 LPL Financial LLC491,223$2.38M0.0%+2.0%0.314%
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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%
5/12/2023 BI Asset Management Fondsmaeglerselskab A S34,170$179K0.0%+13.6%0.022%
5/10/2023 Private Advisor Group LLC85,432$447K0.0%N/A0.055%
5/9/2023 Wedbush Securities Inc.293,647$1.54M0.1%-2.9%0.188%
5/9/2023 Samalin Investment Counsel LLC59,801$313K0.2%+121.2%0.038%
5/8/2023 Ground Swell Capital LLC10,480$55K0.1%N/A0.007%
(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, 82 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 ($1.65M), 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 76 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. ($381.74K), Private Advisor Group LLC ($169.02K), Wedbush Securities Inc. ($166.56K), 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 5,103,862 shares in the last 24 months. This purchase volume represents approximately $25.88M 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. ($2.65M), Delphi Financial Group Inc. ($637.34K), Envestnet Asset Management Inc. ($282.23K), BNP Paribas Financial Markets ($116.40K), Jump Financial LLC ($91.25K), Sigma Planning Corp ($56.45K), and Capital Investment Advisors LLC ($54.38K).

How much institutional selling is happening at Oxford Lane Capital?

Institutional investors have sold a total of 4,233,698 shares in the last 24 months. This volume of shares sold represents approximately $21.18M in transactions.


This page (NASDAQ:OXLC) was last updated on 5/17/2024 by MarketBeat.com Staff

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