Oxford Lane Capital Corp.
OXLC- 交易所
- Nasdaq
- SEC CIK
- 0001495222
近 90 天,Oxford Lane Capital Corp. 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 94 家機構在 13F 申報持有,市值合計 $1.55 億;沒有大師持有。
2025 年第 2 季 13F 持有人
Oxford Lane Capital Corp. 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 148
- 較 2025 年第 1 季 +11 家
- 持有股數
- 2,145 萬
- 較 2025 年第 1 季 +451.7 萬 (+26.7%)
- 總市值
- $9,006 萬
- 較 2025 年第 1 季 +$1,016 萬 (+12.7%)
- 新進機構
- 32
- 另有 61 家加碼
- 清倉機構
- 21
- 另有 31 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 OXLC 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 94 | $1.55 億 |
| 2026 年第 1 季 | 87 | $1.71 億 |
| 2025 年第 4 季 | 112 | $1.47 億 |
| 2025 年第 3 季 | 94 | $1.17 億 |
| 2025 年第 2 季 | 148 | $9,006 萬 |
| 2025 年第 1 季 | 140 | $8,038 萬 |
| 2024 年第 4 季 | 150 | $8,203 萬 |
| 2024 年第 3 季 | 123 | $6,951 萬 |
| 2024 年第 2 季 | 102 | $7,058 萬 |
| 2024 年第 1 季 | 98 | $6,229 萬 |
| 2023 年第 4 季 | 92 | $5,495 萬 |
| 2023 年第 3 季 | 91 | $5,370 萬 |
| 2023 年第 2 季 | 89 | $5,202 萬 |
| 2023 年第 1 季 | 83 | $5,584 萬 |
| 2022 年第 4 季 | 84 | $5,498 萬 |
| 2022 年第 3 季 | 74 | $3,826 萬 |
| 2022 年第 2 季 | 76 | $4,099 萬 |
| 2022 年第 1 季 | 76 | $5,722 萬 |
| 2021 年第 4 季 | 62 | $6,554 萬 |
| 2021 年第 3 季 | 58 | $5,489 萬 |
| 2021 年第 2 季 | 54 | $3,411 萬 |
| 2021 年第 1 季 | 47 | $3,670 萬 |
2025 年第 2 季持有機構
每家機構持有 Oxford Lane Capital Corp. 的股數、市值與佔組合比重;股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Danske Bank A/S | 5 | $21 | 0.00% | −7−58.3% | 減碼 |
| BlackRock, Inc. | 7 | $28 | 0.00% | 00.0% | 不變 |
| FMR LLC | 223 | $937 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 349 | $1,000 | 0.00% | −249−41.6% | 減碼 |
| Legacy Investment Solutions, LLC | 556 | $2,336 | 0.00% | +556 | 新進 |
| Legacy Wealth Managment, LLC | 556 | $2,336 | 0.00% | +556 | 新進 |
| Glen Eagle Advisors, LLC | 943 | $3,961 | 0.00% | 00.0% | 不變 |
| IMG Wealth Management, Inc. | 955 | $4,011 | 0.00% | 00.0% | 不變 |
| Accredited Wealth Management, LLC | 1,000 | $4,200 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 1,397 | $5,867 | 0.00% | +1,397 | 新進 |
| Sunbelt Securities, Inc. | 1,251 | $6,341 | 0.00% | −71−5.4% | 減碼 |
| Cantor Fitzgerald, L. P. | 3,908 | $1.64 萬 | 0.00% | +3,908 | 新進 |
| Royal Bank of Canada | 4,268 | $1.80 萬 | 0.00% | +4,268 | 新進 |
| Red Tortoise LLC | 5,195 | $2.18 萬 | 0.01% | +5,195 | 新進 |
| SWAN Capital LLC | 5,878 | $2.47 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 6,198 | $2.60 萬 | 0.00% | +2,979+92.5% | 加碼 |
| Ameritas Advisory Services, LLC | 6,736 | $2.83 萬 | 0.00% | +6,736 | 新進 |
| Cary Street Partner Investment Advisory LLC | 7,500 | $3.15 萬 | 0.02% | +7,500 | 新進 |
| Aventura Private Wealth, LLC | 8,000 | $3.36 萬 | 0.01% | +1,000+14.3% | 加碼 |
| Farther Finance Advisors, LLC | 9,733 | $4.09 萬 | 0.00% | −10,599−52.1% | 減碼 |
| Quilter Plc | 10,000 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 10,000 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 10,000 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Cornell Pochily Investment Advisors, Inc. | 10,064 | $4.23 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 10,099 | $4.24 萬 | 0.00% | −1,276−11.2% | 減碼 |
| Walkner Condon Financial Advisors LLC | 10,099 | $4.24 萬 | 0.01% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 10,634 | $4.47 萬 | 0.00% | +10,634 | 新進 |
| US Bancorp | 10,685 | $4.49 萬 | 0.00% | +4,385+69.6% | 加碼 |
| Buckingham Strategic Partners | 11,250 | $4.72 萬 | 0.00% | +11,250 | 新進 |
| GPS Wealth Strategies Group, LLC | 11,442 | $4.81 萬 | 0.01% | 00.0% | 不變 |
| Precision Wealth Strategies, LLC | 12,000 | $5.04 萬 | 0.02% | 00.0% | 不變 |
| Barnes Wealth Management Group, Inc | 12,200 | $5.12 萬 | 0.03% | +12,200 | 新進 |
| National Wealth Management Group, LLC | 12,514 | $5.26 萬 | 0.03% | +12,514 | 新進 |
| Valtinson Bruner Financial Planning LLC | 12,622 | $5.30 萬 | 0.02% | +889+7.6% | 加碼 |
| Fingerlakes Wealth Management, Inc. | 12,874 | $5.41 萬 | 0.04% | +12,874 | 新進 |
| MML Investors Services, LLC | 13,071 | $5.50 萬 | 0.00% | +24+0.2% | 加碼 |
| Foundations Investment Advisors, LLC | 13,156 | $5.53 萬 | 0.00% | +1,000+8.2% | 加碼 |
| Creative Planning | 13,687 | $5.75 萬 | 0.00% | −2,117−13.4% | 減碼 |
| PFG Investments, LLC | 13,827 | $5.81 萬 | 0.00% | −2,722−16.4% | 減碼 |
| Bank of America Corp | 14,063 | $5.91 萬 | 0.00% | −20,450−59.3% | 減碼 |
| Basepoint Wealth LLC | 14,546 | $6.11 萬 | 0.05% | +14,546 | 新進 |
| Warren Averett Asset Management, LLC | 14,765 | $6.20 萬 | 0.00% | +30.0% | 加碼 |
| Arkadios Wealth Advisors | 14,924 | $6.27 萬 | 0.00% | +871+6.2% | 加碼 |
| Mutual Advisors, LLC | 17,621 | $6.38 萬 | 0.00% | −11,393−39.3% | 減碼 |
| Semmax Financial Advisors Inc. | 19,336 | $6.42 萬 | 0.02% | +19,336 | 新進 |
| Merkkuri Wealth Advisors LLC | 15,323 | $6.44 萬 | 0.05% | −143−0.9% | 減碼 |
| Tradewinds, LLC. | 15,323 | $6.44 萬 | 0.05% | +15,323 | 新進 |
| One Capital Management, LLC | 15,360 | $6.45 萬 | 0.00% | +2,350+18.1% | 加碼 |
| Brookstone Capital Management | 15,560 | $6.54 萬 | 0.00% | +4,358+38.9% | 加碼 |
| GWM Advisors LLC | 15,843 | $6.65 萬 | 0.00% | −13,483−46.0% | 減碼 |
| Freestate Advisors LLC | 16,264 | $6.83 萬 | 0.06% | +996+6.5% | 加碼 |
| XTX Topco Ltd | 16,518 | $6.94 萬 | 0.00% | +16,518 | 新進 |
| Kovitz Investment Group Partners, LLC | 16,761 | $7.04 萬 | 0.00% | −115−0.7% | 減碼 |
| Merit Financial Group, LLC | 17,047 | $7.16 萬 | 0.00% | +17,047 | 新進 |
| Calton & Associates, Inc. | 17,606 | $7.39 萬 | 0.01% | −4,923−21.9% | 減碼 |
| Beacon Financial Advisory LLC | 19,392 | $8.14 萬 | 0.02% | +1,863+10.6% | 加碼 |
| Evoke Wealth, LLC | 19,687 | $8.27 萬 | 0.00% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 19,976 | $8.39 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 20,000 | $8.40 萬 | 0.00% | +4,000+25.0% | 加碼 |
| K2 Principal Fund, L.P. | 20,000 | $8.40 萬 | 0.02% | +10,000+100.0% | 加碼 |
| Abel Hall, LLC | 20,000 | $8.40 萬 | 0.04% | +20,000 | 新進 |
| MAI Capital Management | 20,240 | $8.50 萬 | 0.00% | +1,239+6.5% | 加碼 |
| Firethorn Wealth Partners, LLC | 22,020 | $9.25 萬 | 0.04% | +1,287+6.2% | 加碼 |
| Stifel Financial Corp | 22,118 | $9.29 萬 | 0.00% | +10,500+90.4% | 加碼 |
| National Asset Management, Inc. | 22,725 | $9.54 萬 | 0.00% | +600+2.7% | 加碼 |
| Belpointe Asset Management LLC | 22,861 | $9.60 萬 | 0.00% | +1,340+6.2% | 加碼 |
| McIlrath & Eck, LLC | 23,464 | $9.85 萬 | 0.01% | +12,804+120.1% | 加碼 |
| Pensionmark Financial Group, LLC | 24,500 | $10.3 萬 | 0.00% | −2,000−7.5% | 減碼 |
| Keybank National Association | 25,500 | $10.7 萬 | 0.00% | +25,500 | 新進 |
| Sanctuary Advisors, LLC | 26,790 | $11.3 萬 | 0.00% | −300−1.1% | 減碼 |
| Joule Financial, LLC | 26,794 | $11.3 萬 | 0.04% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 27,313 | $11.5 萬 | 0.01% | +27,313 | 新進 |
| Waddell & Associates, LLC | 27,474 | $11.5 萬 | 0.01% | +1,360+5.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 29,139 | $12.2 萬 | 0.00% | −2,460−7.8% | 減碼 |
| Integrated Wealth Concepts LLC | 30,000 | $12.6 萬 | 0.00% | −1,136−3.6% | 減碼 |
| Moors & Cabot, Inc. | 30,500 | $12.8 萬 | 0.01% | +150+0.5% | 加碼 |
| International Assets Investment Management, LLC | 36,900 | $13.4 萬 | 0.01% | +36,900 | 新進 |
| Parisi Gray Wealth Management | 32,000 | $13.4 萬 | 0.04% | 00.0% | 不變 |
| L.M. Kohn & Company | 32,700 | $13.7 萬 | 0.04% | −20−0.1% | 減碼 |
| Financial Guidance Group, Inc. | 33,924 | $14.2 萬 | 0.07% | +2,075+6.5% | 加碼 |
| Essex Financial Services, Inc. | 34,089 | $14.3 萬 | 0.01% | +5,000+17.2% | 加碼 |
| HighTower Advisors, LLC | 35,249 | $14.8 萬 | 0.00% | +2,664+8.2% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,904 | $15.5 萬 | 0.02% | +15,720+74.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 39,400 | $16.5 萬 | 0.00% | −1,000−2.5% | 減碼 |
| Summitry LLC | 40,000 | $16.8 萬 | 0.01% | 00.0% | 不變 |
| Marks Wealth, LLC | 40,012 | $16.8 萬 | 0.05% | +8,275+26.1% | 加碼 |
| CoreCap Advisors, LLC | 40,485 | $17.0 萬 | 0.01% | +8,853+28.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 41,977 | $17.6 萬 | 0.00% | +10,577+33.7% | 加碼 |
| Mariner, LLC | 42,057 | $17.7 萬 | 0.00% | +21,556+105.1% | 加碼 |
| Fermata Advisors, LLC | 43,295 | $18.2 萬 | 0.05% | +2,912+7.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 44,552 | $18.7 萬 | 0.01% | +44,552 | 新進 |
| We Are One Seven, LLC | 44,889 | $18.9 萬 | 0.01% | +17,439+63.5% | 加碼 |
| Wells Fargo & Company | 45,557 | $19.1 萬 | 0.00% | +20,482+81.7% | 加碼 |
| Capital CS Group, LLC | 45,587 | $19.1 萬 | 0.31% | +2,785+6.5% | 加碼 |
| TT Capital Management LLC | 47,050 | $19.8 萬 | 0.16% | +47,050 | 新進 |
| Lido Advisors, LLC | 51,433 | $21.6 萬 | 0.00% | +40.0% | 加碼 |
| Partners Wealth Management, LLC | 46,702 | $22.5 萬 | 0.26% | 00.0% | 不變 |
| Cary Street Partners Financial LLC | 56,455 | $23.7 萬 | 0.01% | +56,455 | 新進 |
| UBS Group AG | 57,007 | $23.9 萬 | 0.00% | −135,771−70.4% | 減碼 |
| D.A. Davidson & Co. | 57,696 | $24.2 萬 | 0.00% | +21,554+59.6% | 加碼 |