Also trades as: OXLCM (NASDAQ) · $vol 0M · OXLCI (NASDAQ) · $vol 0M · OXLCP (NASDAQ) · $vol 0M · OXLCO (NASDAQ) · $vol 0M · OXLCN (NASDAQ) · $vol 0M
OXLC Institutional Ownership
Oxford Lane Capital Corp.
1W: -8.5%
1M: -25.1%
3M: -24.5%
YTD: -52.7%
1Y: -54.4%
3Y: -55.2%
5Y: -61.4%
$6.67
+0.04 (+0.60%)
After Hours: $6.74 (+0.07, +1.12%)
Weekly Expected Move ±4.0%
$6
$7
$7
$7
$7
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — OXLC
112
Institutional Holders
-14 vs prior quarter
0.0%
Ownership
+0.00pp
$155M
Total Invested
28
New Positions
34
Increased
35
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (36 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC NEW | 1,703,401 | $11M | +1,703,401 | — | 1Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC NEW | 1,452,349 | $10M | +1,452,349 | — | 1Q | SEC ↗ |
| 3 | Founders Financial Alliance, LLC NEW | 88,808 | $592K | +88,808 | — | 1Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC NEW | 83,655 | $558K | +83,655 | — | 1Q | SEC ↗ |
| 5 | Advisory Solutions Group, LLC NEW | 62,942 | $420K | +62,942 | — | 1Q | SEC ↗ |
| 6 | WEDBUSH SECURITIES INC | 57,181 | $381K | -39,053 | -40.6% | 2Q | SEC ↗ |
| 7 | OneAscent Family Office, LLC NEW | 46,457 | $310K | +46,457 | — | 1Q | SEC ↗ |
| 8 | Cordoba Advisory Partners LLC | 36,803 | $245K | -6,078 | -14.2% | 2Q | SEC ↗ |
| 9 | M&T BANK CORP NEW | 30,927 | $206K | +30,927 | — | 1Q | SEC ↗ |
| 10 | Mariner, LLC | 29,754 | $198K | +4,121 | +16.1% | 2Q | SEC ↗ |
| 11 | Global Retirement Partners, LLC NEW | 25,487 | $170K | +25,487 | — | 1Q | SEC ↗ |
| 12 | Gibbs Wealth Management NEW | 23,315 | $156K | +23,315 | — | 1Q | SEC ↗ |
| 13 | Prospera Financial Services Inc | 22,192 | $148K | +772 | +3.6% | 2Q | SEC ↗ |
| 14 | Samalin Investment Counsel, LLC | 22,150 | $148K | -24,379 | -52.4% | 2Q | SEC ↗ |
| 15 | B. Riley Wealth Advisors, Inc. NEW | 22,125 | $148K | +22,125 | — | 1Q | SEC ↗ |
| 16 | Abel Hall, LLC NEW | 20,000 | $133K | +20,000 | — | 1Q | SEC ↗ |
| 17 | Fermata Advisors, LLC | 17,297 | $115K | +760 | +4.6% | 2Q | SEC ↗ |
| 18 | PARK AVENUE SECURITIES LLC NEW | 13,644 | $91K | +13,644 | — | 1Q | SEC ↗ |
| 19 | CURA WEALTH ADVISORS, LLC NEW | 10,247 | $68K | +10,247 | — | 1Q | SEC ↗ |
| 20 | Parisi Gray Wealth Management NEW | 10,000 | $67K | +10,000 | — | 1Q | SEC ↗ |
| 21 | Allworth Financial LP NEW | 9,994 | $67K | +9,994 | — | 1Q | SEC ↗ |
| 22 | Strategic Wealth Partners, Ltd. NEW | 8,640 | $58K | +8,640 | — | 1Q | SEC ↗ |
| 23 | Pinnacle Wealth Planning Services, Inc NEW | 8,597 | $57K | +8,597 | — | 1Q | SEC ↗ |
| 24 | WPG Advisers, LLC NEW | 5,348 | $36K | +5,348 | — | 1Q | SEC ↗ |
| 25 | Triumph Capital Management NEW | 4,336 | $29K | +4,336 | — | 1Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN NEW | 4,170 | $28K | +4,170 | — | 1Q | SEC ↗ |
| 27 | Security National Bank | 4,000 | $27K | — | +0.0% | 2Q | SEC ↗ |
| 28 | CoreCap Advisors, LLC | 967 | $6K | -1,395 | -59.1% | 3Q | SEC ↗ |
| 29 | HIGHLINE WEALTH PARTNERS LLC | 600 | $4K | — | +0.0% | 2Q | SEC ↗ |
| 30 | IFP Advisors, Inc | 400 | $3K | — | +0.0% | 3Q | SEC ↗ |
| 31 | Avion Wealth | 379 | $3K | +23 | +6.5% | 2Q | SEC ↗ |
| 32 | Bangor Savings Bank NEW | 150 | $1K | +150 | — | 1Q | SEC ↗ |
| 33 | Continuum Advisory, LLC NEW | 146 | $1K | +146 | — | 1Q | SEC ↗ |
| 34 | Farther Finance Advisors, LLC | 111 | $1K | +7 | +6.7% | 3Q | SEC ↗ |
| 35 | JFS WEALTH ADVISORS, LLC NEW | 26 | $0K | +26 | — | 1Q | SEC ↗ |
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 1 | $0K | +1 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 1,703,401 | $11M |
| GOLDMAN SACHS GROUP INC | 1,452,349 | $10M |
| Founders Financial Alliance, LLC | 88,808 | $592K |
| ENVESTNET ASSET MANAGEMENT INC | 83,655 | $558K |
| Advisory Solutions Group, LLC | 62,942 | $420K |
| OneAscent Family Office, LLC | 46,457 | $310K |
| M&T BANK CORP | 30,927 | $206K |
| Global Retirement Partners, LLC | 25,487 | $170K |
| Gibbs Wealth Management | 23,315 | $156K |
| B. Riley Wealth Advisors, Inc. | 22,125 | $148K |
| Abel Hall, LLC | 20,000 | $133K |
| PARK AVENUE SECURITIES LLC | 13,644 | $91K |
| CURA WEALTH ADVISORS, LLC | 10,247 | $68K |
| Parisi Gray Wealth Management | 10,000 | $67K |
| Allworth Financial LP | 9,994 | $67K |
| Strategic Wealth Partners, Ltd. | 8,640 | $58K |
| Pinnacle Wealth Planning Services, | 8,597 | $57K |
| WPG Advisers, LLC | 5,348 | $36K |
| Triumph Capital Management | 4,336 | $29K |
| WELLS FARGO & COMPANY/MN | 4,170 | $28K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | +4,121 | +16.1% | 29,754 |
| Prospera Financial Services Inc | +772 | +3.6% | 22,192 |
| Fermata Advisors, LLC | +760 | +4.6% | 17,297 |
| Avion Wealth | +23 | +6.5% | 379 |
| Farther Finance Advisors, LLC | +7 | +6.7% | 111 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WEDBUSH SECURITIES INC | -39,053 | -40.6% | 57,181 |
| Samalin Investment Counsel, LLC | -24,379 | -52.4% | 22,150 |
| Cordoba Advisory Partners LLC | -6,078 | -14.2% | 36,803 |
| CoreCap Advisors, LLC | -1,395 | -59.1% | 967 |