Oxford Lane Capital Corp. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BORDER TO COAST PENSIONS PARTNERSHIP LTD | 04/24/2025 | 2.20 M | $10.38 M | 18.92% | 0.87% |
WEDBUSH SECURITIES INC | 05/06/2025 | 1.36 M | $6.44 M | 14.46% | 0.54% |
LPL FINANCIAL LLC | 05/07/2025 | 1.26 M | $5.97 M | 40.97% | 0.50% |
COASTAL INVESTMENT ADVISORS, INC. | 05/01/2025 | 1.25 M | $5.90 M | 21.40% | 0.50% |
MORGAN STANLEY | 05/15/2025 | 971.36 K | $4.58 M | 96.17% | 0.39% |
J.W. COLE ADVISORS, INC. | 05/05/2025 | 659.97 K | $3.12 M | 130.55% | 0.26% |
ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 614.18 K | $2.90 M | 16.15% | 0.24% |
DELPHI FINANCIAL GROUP, INC. | 05/12/2025 | 596.69 K | $2.82 M | 33.75% | 0.24% |
GENEOS WEALTH MANAGEMENT INC. | 05/21/2025 | 536.02 K | $2.53 M | 1.67% | 0.21% |
TRIUMPH CAPITAL MANAGEMENT | 05/06/2025 | 324.97 K | $1.53 M | 8.37% | 0.13% |
M&T BANK CORP | 04/30/2025 | 306.88 K | $1.45 M | 540.78% | 0.12% |
WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2025 | 290.54 K | $1.35 M | 3.12% | 0.12% |
COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 289.38 K | $1.37 M | -2.04% | 0.11% |
KESTRA ADVISORY SERVICES, LLC | 05/14/2025 | 283.02 K | $1.34 M | 36.08% | 0.11% |
FREESTONE CAPITAL HOLDINGS, LLC | 05/13/2025 | 277.17 K | $1.31 M | 100.00% | 0.11% |
PRIVATE ADVISOR GROUP, LLC | 05/05/2025 | 274.22 K | $1.29 M | 44.11% | 0.11% |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/22/2025 | 256.66 K | $1.21 M | 14.27% | 0.10% |
05/05/2025 | 254.33 K | $1.20 M | 200.68% | 0.10% | |
FOUNDERS FINANCIAL ALLIANCE, LLC | 05/12/2025 | 229.81 K | $1.08 M | 14.07% | 0.09% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 216.18 K | $1.02 M | 1.60% | 0.09% |
SAMALIN INVESTMENT COUNSEL, LLC | 05/14/2025 | 198.49 K | $936.87 K | 8.16% | 0.08% |
UBS GROUP AG | 05/13/2025 | 192.78 K | $909.91 K | 352.20% | 0.08% |
OPPENHEIMER & CO INC | 04/23/2025 | 187.97 K | $887.20 K | 18.47% | 0.07% |
ARLINGTON CAPITAL MANAGEMENT, INC. | 05/06/2025 | 151.36 K | $714.41 K | -16.47% | 0.06% |
CHOREO, LLC | 05/06/2025 | 145.59 K | $687.19 K | 1,348.80% | 0.06% |
APTUS CAPITAL ADVISORS, LLC | 05/13/2025 | 133.97 K | $632.35 K | 1.98% | 0.05% |
SQUAREPOINT OPS LLC | 05/15/2025 | 122.38 K | $577.62 K | 68.24% | 0.05% |
CITADEL ADVISORS LLC | 05/15/2025 | 116.52 K | $549.97 K | -87.88% | 0.05% |
CETERA INVESTMENT ADVISERS | 05/06/2025 | 111.66 K | $527.05 K | 39.20% | 0.04% |
BUSKA WEALTH MANAGEMENT, LLC | 04/09/2025 | 97.90 K | $462.09 K | 100.00% | 0.04% |
CASTLEKNIGHT MANAGEMENT LP | 05/15/2025 | 97.00 K | $457.84 K | 0.00% | 0.04% |
SHEAFF BROCK INVESTMENT ADVISORS, LLC | 05/07/2025 | 92.62 K | $437.17 K | 48.43% | 0.04% |
ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 89.03 K | $420.20 K | 195.15% | 0.04% |
ATRIA WEALTH SOLUTIONS, INC. | 05/09/2025 | 83.06 K | $393.64 K | -1.23% | 0.03% |
MONEY CONCEPTS CAPITAL CORP | 04/24/2025 | 75.46 K | $356.16 K | 100.00% | 0.03% |
CFO4LIFE GROUP, LLC | 04/30/2025 | 73.41 K | $346.50 K | 2.09% | 0.03% |
SAGE CAPITAL ADVISORS,LLC | 04/04/2025 | 68.66 K | $324.09 K | 7.43% | 0.03% |
PROSPERA FINANCIAL SERVICES INC | 05/15/2025 | 67.18 K | $317.10 K | 31.03% | 0.03% |
BARD ASSOCIATES INC | 05/12/2025 | 63.57 K | $300.04 K | 0.00% | 0.03% |
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 05/14/2025 | 62.16 K | $293.00 K | 3.76% | 0.02% |
SIGMA PLANNING CORP | 05/02/2025 | 57.50 K | $271.38 K | -12.70% | 0.02% |
APOLLON WEALTH MANAGEMENT, LLC | 05/02/2025 | 57.21 K | $270.04 K | 0.00% | 0.02% |
LIDO ADVISORS, LLC | 05/15/2025 | 51.43 K | $242.75 K | -5.51% | 0.02% |
04/17/2025 | 46.70 K | $220.43 K | 14.74% | 0.02% | |
CAPITAL CS GROUP, LLC | 04/09/2025 | 42.80 K | $202.02 K | 39.28% | 0.02% |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/15/2025 | 40.40 K | $190.69 K | 100.00% | 0.02% |
FERMATA ADVISORS, LLC | 04/10/2025 | 40.38 K | $190.61 K | 100.00% | 0.02% |
SUMMITRY LLC | 05/13/2025 | 40.00 K | $188.80 K | 33.33% | 0.02% |
05/15/2025 | 40.00 K | $188.80 K | 100.00% | 0.02% | |
JANE STREET GROUP, LLC | 05/14/2025 | 36.70 K | $173.22 K | -92.18% | 0.01% |
Oxford Lane Capital Corp. institutional Ownership - FAQ's
During the previous two years, 182 institutional investors and hedge funds held shares of Oxford Lane Capital Corp.. The most heavily invested institutionals were:
Border to Coast Pensions Partnership Ltd: 2.2 M
WEDBUSH SECURITIES INC: 1.36 M
LPL Financial LLC: 1.26 M
Coastal Investment Advisors, Inc.: 1.25 M
MORGAN STANLEY: 971,364
J.W. COLE ADVISORS, INC.: 659,970
6.58% of Oxford Lane Capital Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 17.19 M shares in the last 24 months. This purchase volume represents approximately $72.38 M in transactions.