Oxford Lane Capital Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 1.39 M | $23.46 M | 100.00% | 1.53% |
| ELLIOTT INVESTMENT MANAGEMENT L.P. | 11/14/2025 | 1.02 M | $17.26 M | 100.00% | 1.12% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 528.26 K | $1.98 M | -10.08% | 0.58% |
| BULLDOG INVESTORS, LLP | 11/14/2025 | 447.29 K | $7.57 M | 100.00% | 0.49% |
| BORDER TO COAST PENSIONS PARTNERSHIP LTD | 11/05/2025 | 440.00 K | $7.45 M | 100.00% | 0.49% |
| NORTH GROUND CAPITAL | 10/29/2025 | 422.22 K | $6.77 M | 100.00% | 0.47% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 275.84 K | $4.67 M | 100.00% | 0.30% |
| COASTAL INVESTMENT ADVISORS, INC. | 10/23/2025 | 245.43 K | $4.16 M | 100.00% | 0.27% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 227.87 K | $3.86 M | 100.00% | 0.25% |
| ALPINE GLOBAL MANAGEMENT, LLC | 11/14/2025 | 222.22 K | $3.76 M | 100.00% | 0.25% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 210.52 K | $3.56 M | 100.00% | 0.23% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 146.36 K | $2.48 M | 100.00% | 0.16% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 129.21 K | $2.19 M | 100.00% | 0.14% |
| ALMITAS CAPITAL LLC | 11/17/2025 | 120.00 K | $2.03 M | 100.00% | 0.13% |
| LPL FINANCIAL LLC | 11/12/2025 | 112.98 K | $1.91 M | 100.00% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 105.87 K | $1.79 M | 100.00% | 0.12% |
| FREESTONE CAPITAL HOLDINGS, LLC | 11/12/2025 | 94.88 K | $1.61 M | 100.00% | 0.10% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 11/14/2025 | 78.08 K | $1.32 M | 100.00% | 0.09% |
| MAREX GROUP PLC | 11/14/2025 | 59.69 K | $1.01 M | 100.00% | 0.07% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 11/07/2025 | 52.41 K | $887.25 K | 100.00% | 0.06% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 51.05 K | $864.25 K | 100.00% | 0.06% |
| SAMALIN INVESTMENT COUNSEL, LLC | 10/30/2025 | 49.79 K | $842.87 K | 100.00% | 0.05% |
| 10/29/2025 | 47.40 K | $802.48 K | 100.00% | 0.05% | |
| CHOREO, LLC | 11/12/2025 | 45.38 K | $768.27 K | 100.00% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 40.57 K | $686.89 K | 100.00% | 0.04% |
| APTUS CAPITAL ADVISORS, LLC | 11/12/2025 | 40.14 K | $679.49 K | 100.00% | 0.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 34.23 K | $580.00 K | 100.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 33.96 K | $575.02 K | 100.00% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 32.95 K | $558.00 K | 100.00% | 0.04% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 32.71 K | $553.85 K | 100.00% | 0.04% |
| M&T BANK CORP | 11/14/2025 | 30.93 K | $523.59 K | 100.00% | 0.03% |
| APOLLON WEALTH MANAGEMENT, LLC | 10/17/2025 | 28.21 K | $477.58 K | 100.00% | 0.03% |
| CITADEL ADVISORS LLC | 11/14/2025 | 27.47 K | $465.10 K | 100.00% | 0.03% |
| NICOLET ADVISORY SERVICES, LLC | 11/13/2025 | 20.38 K | $341.62 K | 100.00% | 0.02% |
| EIGHT 31 FINANCIAL LLC | 11/13/2025 | 19.48 K | $329.82 K | 100.00% | 0.02% |
| CASTLEKNIGHT MANAGEMENT LP | 11/14/2025 | 19.40 K | $328.44 K | 100.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 19.07 K | $322.83 K | 100.00% | 0.02% |
| CARY STREET PARTNERS FINANCIAL LLC | 11/10/2025 | 18.26 K | $309.19 K | 100.00% | 0.02% |
| CURA WEALTH ADVISORS, LLC | 11/14/2025 | 18.25 K | $308.92 K | 100.00% | 0.02% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 15.95 K | $270.00 K | 100.00% | 0.02% |
| CAPITAL CS GROUP, LLC | 11/07/2025 | 15.30 K | $259.00 K | 100.00% | 0.02% |
| MARINER, LLC | 11/14/2025 | 15.27 K | $258.58 K | 100.00% | 0.02% |
| CFO4LIFE GROUP, LLC | 11/07/2025 | 14.68 K | $248.57 K | 100.00% | 0.02% |
| SAGE CAPITAL ADVISORS,LLC | 10/07/2025 | 13.95 K | $236.15 K | -78.85% | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 12.91 K | $218.16 K | 100.00% | 0.01% |
| K2 PRINCIPAL FUND, L.P. | 11/13/2025 | 12.87 K | $217.86 K | 100.00% | 0.01% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/05/2025 | 12.76 K | $216.00 K | 100.00% | 0.01% |
| HIGHPOINT ADVISOR GROUP LLC | 11/05/2025 | 12.60 K | $213.27 K | 100.00% | 0.01% |
| FERGUSON SHAPIRO LLC | 11/10/2025 | 11.86 K | $200.72 K | 100.00% | 0.01% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 11.24 K | $190.23 K | 100.00% | 0.01% |
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Oxford Lane Capital Corp. institutional Ownership - FAQ's
During the previous two years, 200 institutional investors and hedge funds held shares of Oxford Lane Capital Corp.. The most heavily invested institutionals were:
MORGAN STANLEY: 1.39 M
Elliott Investment Management L.P.: 1.02 M
ADVISOR GROUP HOLDINGS, INC.: 532,469
Bulldog Investors, LLP: 447,288
Border to Coast Pensions Partnership Ltd: 440,000
North Ground Capital: 422,222
7.91% of Oxford Lane Capital Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 8.38 M shares in the last 24 months. This purchase volume represents approximately $128.06 M in transactions.