Recent Quarter Total Invested
$67.79 M
Recent Quarter Institutional Ownership Percentage
6.2%
Total Invested of Last Quarter
$60.24 M
Ownership Percentage of Last Quarter
5.87%
Oxford Lane Capital Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2024 | 3.08 M | $16.67 M | 2.27% | 1.52% |
| WEDBUSH SECURITIES INC | 08/07/2024 | 1.02 M | $5.51 M | 36.43% | 0.50% |
| MORGAN STANLEY | 08/14/2024 | 885,990 | $4.80 M | 1.12% | 0.44% |
| LPL FINANCIAL LLC | 08/07/2024 | 530,651 | $2.88 M | 44.54% | 0.26% |
| GENEOS WEALTH MANAGEMENT INC. | 07/23/2024 | 494,403 | $2.68 M | 198.10% | 0.24% |
| JUMP FINANCIAL, LLC | 08/14/2024 | 397,662 | $2.16 M | 346.81% | 0.20% |
| DELPHI FINANCIAL GROUP, INC. | 08/06/2024 | 351,037 | $1.90 M | 27.66% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 350,516 | $1.90 M | 8.03% | 0.17% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 09/16/2024 | 315,050 | $1.71 M | 100.00% | 0.16% |
| TRUEMARK INVESTMENTS, LLC | 07/29/2024 | 303,196 | $1.64 M | 100.00% | 0.15% |
| VIRTUS ETF ADVISERS LLC | 08/14/2024 | 275,406 | $1.49 M | 18.16% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 274,715 | $1.49 M | -60.83% | 0.14% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 07/24/2024 | 268,366 | $1.45 M | 1.92% | 0.13% |
| COASTAL INVESTMENT ADVISORS, INC. | 07/15/2024 | 257,754 | $1.40 M | 197.45% | 0.13% |
| HRT FINANCIAL LP | 08/12/2024 | 248,656 | $1.35 M | -45.52% | 0.12% |
| INVESCO LTD. | 08/13/2024 | 232,030 | $1.26 M | 100.00% | 0.11% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 160,320 | $868,934 | 10.36% | 0.08% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/26/2024 | 158,098 | $856,891 | 37.56% | 0.08% |
| CITADEL ADVISORS LLC | 08/14/2024 | 154,632 | $838,106 | -85.51% | 0.08% |
| SAMALIN INVESTMENT COUNSEL, LLC | 08/13/2024 | 149,483 | $810,203 | 0.69% | 0.07% |
| J.W. COLE ADVISORS, INC. | 08/08/2024 | 145,964 | $791,127 | 174.25% | 0.07% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 08/13/2024 | 141,967 | $769,461 | -4.08% | 0.07% |
| PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 132,305 | $717,089 | 7.68% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 08/14/2024 | 113,547 | $502,689 | 17.71% | 0.06% |
| APTUS CAPITAL ADVISORS, LLC | 07/31/2024 | 102,124 | $553,512 | 1.79% | 0.05% |
| CASTLEKNIGHT MANAGEMENT LP | 08/14/2024 | 97,000 | $525,740 | 0.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 88,309 | $478,633 | -3.49% | 0.04% |
| B. RILEY WEALTH ADVISORS, INC. | 08/19/2024 | 87,426 | $474,404 | 74.09% | 0.04% |
| SAGE CAPITAL ADVISORS,LLC | 07/09/2024 | 80,052 | $433,882 | 17.51% | 0.04% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 71,184 | $385,817 | 365.01% | 0.04% |
| SQUAREPOINT OPS LLC | 08/14/2024 | 65,757 | $356,403 | 11.46% | 0.03% |
| BARD ASSOCIATES INC | 08/12/2024 | 64,217 | $348,057 | 0.00% | 0.03% |
| SIGMA PLANNING CORP | 08/06/2024 | 62,917 | $341,009 | 55.37% | 0.03% |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 07/30/2024 | 61,770 | $334,794 | 0.00% | 0.03% |
| JANE STREET GROUP, LLC | 08/15/2024 | 60,361 | $327,157 | 37.58% | 0.03% |
| CFO4LIFE GROUP, LLC | 07/31/2024 | 58,320 | $316,094 | 51.19% | 0.03% |
| UBS GROUP AG | 08/14/2024 | 55,237 | $299,385 | 0.00% | 0.03% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 08/14/2024 | 54,022 | $293,000 | 3.23% | 0.03% |
| LIDO ADVISORS, LLC | 08/15/2024 | 53,277 | $288,766 | 3.71% | 0.03% |
| NAVITER WEALTH, LLC | 08/02/2024 | 51,668 | $280,041 | 161.20% | 0.03% |
| PROSPERA FINANCIAL SERVICES INC | 08/13/2024 | 47,848 | $259,352 | 6.84% | 0.02% |
| PASADENA PRIVATE WEALTH, LLC | 07/19/2024 | 47,302 | $256,377 | 100.00% | 0.02% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 46,762 | $253,452 | 0.50% | 0.02% |
| PFG INVESTMENTS, LLC | 08/07/2024 | 45,066 | $244,255 | 198.21% | 0.02% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 43,152 | $233,884 | 8.82% | 0.02% |
| ATRIA WEALTH SOLUTIONS, INC. | 07/22/2024 | 40,547 | $221,400 | 132.59% | 0.02% |
| SOLTIS INVESTMENT ADVISORS LLC | 08/12/2024 | 37,257 | $201,933 | 100.00% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 34,205 | $185,000 | -6.43% | 0.02% |
| HOHIMER WEALTH MANAGEMENT, LLC | 08/02/2024 | 33,038 | $179,066 | 61.33% | 0.02% |
| 09/05/2024 | 32,040 | $159,559 | 100.00% | 0.02% |
Oxford Lane Capital Corp.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of OXLC shares?
During the previous two years, 136 institutional investors and hedge funds held shares of Oxford Lane Capital Corp.. The most heavily invested institutionals were:
Penserra Capital Management LLC: 3.08 M
WEDBUSH SECURITIES INC: 1.02 M
MORGAN STANLEY: 885,990
LPL Financial LLC: 530,651
Geneos Wealth Management Inc.: 494,403
Jump Financial, LLC: 397,662
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What percentage of Oxford Lane Capital Corp. stock is owned by institutional investors?
6.20% of Oxford Lane Capital Corp. stock is owned by institutional investors.
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How much institutional buying is happening at OXLC ?
Institutional investors have bought a total of 13.22 M shares in the last 24 months. This purchase volume represents approximately $68.88 M in transactions.