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Get Institutions for : 
Oxford Lane Capital Corp. (OXLC)  
$5.16 0.01 (0.19%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 88    3
Total shares held : 
10,598,198  
% of shares held : 
56.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  21  
Amount of shares held : 
279,551  
% of shares held change : 
  1.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$4.95  
Last Quarter's Ending Price : 
$4.94  
Last Quarter's Average Price
$4.93  
Change from last quarter's     
avg. price to the last closing  : 
0.23 (4.67%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 332,249
 3.13%
 
Increased Positions :
41
 1,161,905
 10.96%
 
Unchanged Positions :
18
 466,839
 4.4%
 
Decreased Positions :
17
-964,761
-9.1%
 
Closed Positions :
15
-249,842
-2.36%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Penserra Capital Management LLC 52 - 2023-12-31 3,035,777 $14,996,000 210,113
   MORGAN STANLEY 3881 - 2023-12-31 954,355 $4,715,000 187,279
   CITADEL ADVISORS LLC 1679 - 2023-12-31 869,435 $4,295,000 83,567
   WEDBUSH MORGAN SECURITIES INC 176 - 2023-12-31 371,939 $1,837,000 46,616
   DELPHI FINANCIAL GROUP INC/DE 15 - 2024-03-31 274,974 $1,397,000 864
   WILEY BROS.-AINTREE CAPITAL LLC 109 - 2024-03-31 263,311 $1,338,000 10,120
   J P MORGAN CHASE & CO 3237 - 2023-12-31 237,953 $1,175,000 236,962
   Geneos Wealth Management Inc. - 2024-03-31 165,850 $843,000 33,250
   RAYMOND JAMES & ASSOCIATES 2772 - 2024-03-31 145,269 $738,000 5,390
   Samalin Investment Counsel LLC 82 - 2023-12-31 141,550 $699,000 37,477
   Private Advisor Group LLC - 2024-03-31 122,871 $624,000 9,299
   BDO Wealth Advisors LLC 159 - 2023-06-30 125,482 $607,000 113,863
   Kestra Advisory Services LLC 1570 - 2023-12-31 91,433 $452,000 6,578
   Coastal Investment Advisors Inc. 255 - 2024-03-31 86,656 $440,000 14,307
   AE Wealth Management LLC 1610 - 2023-12-31 67,887 $353,000 2,479
   Sage Capital Advisorsllc 108 - 2024-03-31 68,126 $346,000 2,486
   Sheaff Brock Investment Advisors LLC 333 - 2023-12-31 61,770 $305,000 770
   NATIONAL ASSET MANAGEMENT, INC. 1075 - 2023-12-31 57,689 $285,000 7,469
   J.W. COLE ADVISORS INC. - 2024-03-31 53,223 $270,000 21,272
   BI Asset Management Fondsmaeglerselskab A/S 611 - 2024-03-31 52,333 $266,000 846
   Rockefeller Capital Management L.P. 1482 - 2023-12-31 53,057 $262,000 807
   Jump Financial LLC 1369 - 2023-12-31 52,500 $259,000 39,462
   Goss Wealth Management LLC 1602 - 2023-12-31 50,498 $255,000 5,866
   UBS Group AG 4449 - 2023-12-31 48,336 $239,000 24,913
   Sigma Planning Corp - 2024-03-31 40,496 $206,000 15,016
   PROSPERA FINANCIAL SERVICES 1000 - 2023-12-31 41,299 $204,000 1,981
   PARK AVENUE SECURITIES LLC 1322 - 2024-03-31 37,579 $191,000 17,608
   GOLUB GROUP LLC 85 - 2023-12-31 30,000 $148,000 10,000
   DAVIDSON D A & CO 1287 - 2023-12-31 24,711 $122,000 693
   CoreCap Advisors LLC 578 - 2023-12-31 21,459 $106,000 10,000
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv - 2024-03-31 14,651 $74,000 2,096
   Beacon Financial Advisory LLC 236 - 2024-03-31 14,079 $72,000 636
   Belpointe Asset Management LLC 689 - 2023-12-31 11,822 $58,000 464
   WETHERBY ASSET MANAGEMENT INC 897 - 2023-12-31 11,700 $58,000 1,700
   Vantage Financial Partners LLC - 2024-03-31 10,464 $53,000 83
   HILLTOP HOLDINGS INC. 582 - 2023-12-31 10,600 $52,000 250
   TOWER RESEARCH CAPITAL LLC 3384 - 2023-12-31 6,550 $32,000 5,321
   ALPHAMARK ADVISORS LLC 589 - 2024-03-31 1,025 $5,000 66
   Sunbelt Securities Inc. 1365 - 2024-03-31 1,074 $5,000 52
   Farther Finance Advisors LLC 2637 - 2023-12-31 270 $1,000 12

  40 Records found
  1    
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