Oxford Lane Capital Corp.

OXLC

Exchange: Nasdaq
SEC CIK: 0001495222

SEC filings (opens in a new tab)

No open-market purchases or sales by Oxford Lane Capital Corp. insiders were filed in the last 90 days; 94 institutions reported holding it in 13F filings for Q2 2026, worth $154.6M in total; no superinvestor holds it.

Other share classesOXLCG OXLCI OXLCL OXLCM OXLCN OXLCO OXLCZ

Q3 2024 vs. Q2 2024

How the institutions holding Oxford Lane Capital Corp. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of OXLC: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	102	1	123	+22
Shares	13.0M	12.0K	13.3M	+230.2K (+1.8%)
Value	$70.6M	$65.0K	$69.5M	−$1.00M (−1.4%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Oxford Lane Capital Corp. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to OXLC in Q3 2024
Institution	Shares	Value	% of portfolio
Border to Coast Pensions Partnership Ltd	1,405,000	$7.34M	0.15%
Millennium Management LLC	255,925	$1.34M	0.00%
Innova Wealth Partners	163,541	$857.0K	0.71%
Rockefeller Capital Management L.P.	148,251	$776.8K	0.00%
Oppenheimer & Co Inc	119,221	$624.7K	0.01%
Prairie Sky Financial Group LLC	39,212	$205.5K	0.12%
Mercer Global Advisors Inc	34,019	$177.6K	0.00%
L.M. Kohn & Company	33,430	$175.2K	0.04%
Creative Planning	32,352	$169.5K	0.00%
Virtu Financial LLC	29,907	$157.0K	0.01%
CoreCap Advisors, LLC	24,182	$126.7K	0.01%
Calton & Associates, Inc.	23,776	$124.6K	0.05%
Moors & Cabot, Inc.	23,000	$120.5K	0.01%
Kovitz Investment Group Partners, LLC	16,760	$87.8K	0.00%
William Howard & Co Financial Advisors Inc	16,490	$86.0K	0.07%
Stratos Wealth Partners, LTD.	15,082	$79.0K	0.00%
Teamwork Financial Advisors, LLC	14,927	$78.2K	0.01%
Freestate Advisors LLC	13,728	$71.9K	0.07%
Foundations Investment Advisors, LLC	12,156	$63.7K	0.00%
Kestra Private Wealth Services, LLC	11,200	$58.7K	0.00%
Western Wealth Management, LLC	10,735	$56.3K	0.00%
McIlrath & Eck, LLC	10,588	$55.5K	0.01%
National Wealth Management Group, LLC	10,359	$54.3K	0.04%
Merkkuri Wealth Advisors LLC	10,088	$52.9K	0.04%
Kingsview Wealth Management, LLC	10,078	$52.8K	0.00%
Marks Wealth, LLC	10,035	$52.6K	0.02%
Precision Wealth Strategies, LLC	10,000	$52.4K	0.05%
CWM, LLC	6,227	$33.0K	0.00%
Coppell Advisory Solutions LLC	2,203	$11.4K	0.00%
Jaffetilchin Investment Partners, LLC	1,663	$8.71K	0.00%
BlackRock, Inc.	1,046	$5.48K	0.00%
Glen Eagle Advisors, LLC	943	$4.94K	0.00%
Danske Bank A/S	5	$26	0.00%

Sold out (11)

Institutions that held Oxford Lane Capital Corp. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of OXLC in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Penserra Capital Management LLC	3,075,176	$16.7M
Virtus ETF Advisers LLC	275,406	$1.49M
Maia Wealth LLC	16,862	$95.1K
Park Avenue Securities LLC	15,300	$83.0K
Perigon Wealth Management, LLC	12,925	$70.1K
Bridgewealth Advisory Group, LLC	12,294	$66.6K
Fisher Asset Management, LLC	11,470	$62.2K
Camelot Portfolios, LLC	4,500	$24.4K
JPMorgan Chase & Co	958	$5.19K
Cypress Capital, LLC	220	$1.19K
Triad Wealth Partners, LLC	130	$705

Not filed for Q3 2024 yet (1)

Institutions that held Oxford Lane Capital Corp. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OXLC in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Gratus Capital LLC	12,000	$65.0K