Oxford Lane Capital Ownership 2024 | Who Owns Oxford Lane Capital Now?
Institutional Ownership
6.04%
Insider Ownership
2.89%
Retail Ownership
91.07%
Institutional Holders
94.00
Oxford Lane Capital Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PENSERRA CAPITAL MANAGEMENT LLC | 1.52% | 0.21% | 3,075,176 | 68,336 | 2.27% | 16,667,000 | Jun 30, 2024 |
WEDBUSH SECURITIES INC | 0.50% | 0.20% | 1,016,222 | 271,369 | 36.43% | 5,508,000 | Jun 30, 2024 |
MORGAN STANLEY | 0.44% | 0.00% | 885,990 | 9,786 | 1.12% | 4,802,066 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.26% | 0.00% | 530,651 | 163,515 | 44.54% | 2,876,128 | Jun 30, 2024 |
GENEOS WEALTH MANAGEMENT INC. | 0.24% | 0.12% | 494,403 | 328,553 | 198.10% | 2,679,664 | Jun 30, 2024 |
JUMP FINANCIAL, LLC | 0.20% | 0.04% | 397,662 | 308,662 | 346.81% | 2,155,328 | Jun 30, 2024 |
DELPHI FINANCIAL GROUP, INC. | 0.17% | 1.07% | 351,037 | 76,063 | 27.66% | 1,902,621 | Jun 30, 2024 |
COMMONWEALTH EQUITY SERVICES, LLC | 0.17% | 0.00% | 350,516 | 26,053 | 8.03% | 1,900,000 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | 0.16% | 0.01% | 315,050 | 315,050 | 100.00% | 1,707,571 | Jun 30, 2024 |
TRUEMARK INVESTMENTS, LLC | 0.15% | 0.56% | 303,196 | 303,196 | 100.00% | 1,643,322 | Jun 30, 2024 |
VIRTUS ETF ADVISERS LLC | 0.14% | 0.73% | 275,406 | 42,319 | 18.16% | 1,492,701 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.14% | 0.00% | 274,715 | -426,658 | -60.83% | 1,488,965 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.13% | 0.06% | 268,366 | 5,055 | 1.92% | 1,454,544 | Jun 30, 2024 |
COASTAL INVESTMENT ADVISORS, INC. | 0.13% | 0.27% | 257,754 | 171,098 | 197.45% | 1,397,027 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.12% | 0.01% | 248,656 | -207,744 | -45.52% | 1,347,000 | Jun 30, 2024 |
INVESCO LTD. | 0.11% | 0.00% | 232,030 | 232,030 | 100.00% | 1,257,603 | Jun 30, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.08% | 0.00% | 160,320 | 15,051 | 10.36% | 868,934 | Jun 30, 2024 |
SAMALIN INVESTMENT COUNSEL, LLC | 0.07% | 0.38% | 149,483 | 1,022 | 0.69% | 810,203 | Jun 30, 2024 |
J.W. COLE ADVISORS, INC. | 0.07% | 0.04% | 145,964 | 92,741 | 174.25% | 791,127 | Jun 30, 2024 |
ARLINGTON CAPITAL MANAGEMENT, INC. | 0.07% | 0.67% | 141,967 | -6,045 | -4.08% | 769,461 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
DELPHI FINANCIAL GROUP, INC. | 0.17% | 1.07% | 351,037 | 76,063 | 27.66% | 1,902,621 | Jun 30, 2024 |
VIRTUS ETF ADVISERS LLC | 0.14% | 0.73% | 275,406 | 42,319 | 18.16% | 1,492,701 | Jun 30, 2024 |
ARLINGTON CAPITAL MANAGEMENT, INC. | 0.07% | 0.67% | 141,967 | -6,045 | -4.08% | 769,461 | Jun 30, 2024 |
TRUEMARK INVESTMENTS, LLC | 0.15% | 0.56% | 303,196 | 303,196 | 100.00% | 1,643,322 | Jun 30, 2024 |
SAMALIN INVESTMENT COUNSEL, LLC | 0.07% | 0.38% | 149,483 | 1,022 | 0.69% | 810,203 | Jun 30, 2024 |
COASTAL INVESTMENT ADVISORS, INC. | 0.13% | 0.27% | 257,754 | 171,098 | 197.45% | 1,397,027 | Jun 30, 2024 |
PENSERRA CAPITAL MANAGEMENT LLC | 1.52% | 0.21% | 3,075,176 | 68,336 | 2.27% | 16,667,000 | Jun 30, 2024 |
WEDBUSH SECURITIES INC | 0.50% | 0.20% | 1,016,222 | 271,369 | 36.43% | 5,508,000 | Jun 30, 2024 |
BARD ASSOCIATES INC | 0.03% | 0.13% | 64,217 | - | - | 348,057 | Jun 30, 2024 |
SAGE CAPITAL ADVISORS,LLC | 0.04% | 0.12% | 80,052 | 11,926 | 17.51% | 433,882 | Jun 30, 2024 |
GENEOS WEALTH MANAGEMENT INC. | 0.24% | 0.12% | 494,403 | 328,553 | 198.10% | 2,679,664 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.13% | 0.06% | 268,366 | 5,055 | 1.92% | 1,454,544 | Jun 30, 2024 |
CFO4LIFE GROUP, LLC | 0.03% | 0.06% | 58,320 | 19,745 | 51.19% | 316,094 | Jun 30, 2024 |
PASADENA PRIVATE WEALTH, LLC | 0.02% | 0.06% | 47,302 | 47,302 | 100.00% | 256,377 | Jun 30, 2024 |
SILVERLEAFE CAPITAL PARTNERS, LLC | 0.02% | 0.06% | 30,611 | 30,611 | 100.00% | 165,914 | Jun 30, 2024 |
BEACON FINANCIAL ADVISORY LLC | 0.01% | 0.05% | 24,959 | 10,880 | 77.28% | 135,279 | Jun 30, 2024 |
JUMP FINANCIAL, LLC | 0.20% | 0.04% | 397,662 | 308,662 | 346.81% | 2,155,328 | Jun 30, 2024 |
NAVITER WEALTH, LLC | 0.03% | 0.04% | 51,668 | 31,887 | 161.20% | 280,041 | Jun 30, 2024 |
HOHIMER WEALTH MANAGEMENT, LLC | 0.02% | 0.04% | 33,038 | 12,560 | 61.33% | 179,066 | Jun 30, 2024 |
J.W. COLE ADVISORS, INC. | 0.07% | 0.04% | 145,964 | 92,741 | 174.25% | 791,127 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GENEOS WEALTH MANAGEMENT INC. | 0.24% | 0.12% | 494,403 | 328,553 | 198.10% | 2,679,664 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | 0.16% | 0.01% | 315,050 | 315,050 | 100.00% | 1,707,571 | Jun 30, 2024 |
JUMP FINANCIAL, LLC | 0.20% | 0.04% | 397,662 | 308,662 | 346.81% | 2,155,328 | Jun 30, 2024 |
TRUEMARK INVESTMENTS, LLC | 0.15% | 0.56% | 303,196 | 303,196 | 100.00% | 1,643,322 | Jun 30, 2024 |
WEDBUSH SECURITIES INC | 0.50% | 0.20% | 1,016,222 | 271,369 | 36.43% | 5,508,000 | Jun 30, 2024 |
INVESCO LTD. | 0.11% | 0.00% | 232,030 | 232,030 | 100.00% | 1,257,603 | Jun 30, 2024 |
COASTAL INVESTMENT ADVISORS, INC. | 0.13% | 0.27% | 257,754 | 171,098 | 197.45% | 1,397,027 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.26% | 0.00% | 530,651 | 163,515 | 44.54% | 2,876,128 | Jun 30, 2024 |
J.W. COLE ADVISORS, INC. | 0.07% | 0.04% | 145,964 | 92,741 | 174.25% | 791,127 | Jun 30, 2024 |
DELPHI FINANCIAL GROUP, INC. | 0.17% | 1.07% | 351,037 | 76,063 | 27.66% | 1,902,621 | Jun 30, 2024 |
PENSERRA CAPITAL MANAGEMENT LLC | 1.52% | 0.21% | 3,075,176 | 68,336 | 2.27% | 16,667,000 | Jun 30, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.04% | 0.00% | 71,184 | 55,876 | 365.01% | 385,817 | Jun 30, 2024 |
PASADENA PRIVATE WEALTH, LLC | 0.02% | 0.06% | 47,302 | 47,302 | 100.00% | 256,377 | Jun 30, 2024 |
VIRTUS ETF ADVISERS LLC | 0.14% | 0.73% | 275,406 | 42,319 | 18.16% | 1,492,701 | Jun 30, 2024 |
SOLTIS INVESTMENT ADVISORS LLC | 0.02% | 0.02% | 37,257 | 37,257 | 100.00% | 201,933 | Jun 30, 2024 |
NAVITER WEALTH, LLC | 0.03% | 0.04% | 51,668 | 31,887 | 161.20% | 280,041 | Jun 30, 2024 |
SILVERLEAFE CAPITAL PARTNERS, LLC | 0.02% | 0.06% | 30,611 | 30,611 | 100.00% | 165,914 | Jun 30, 2024 |
PFG INVESTMENTS, LLC | 0.02% | 0.02% | 45,066 | 29,954 | 198.21% | 244,255 | Jun 30, 2024 |
COMMONWEALTH EQUITY SERVICES, LLC | 0.17% | 0.00% | 350,516 | 26,053 | 8.03% | 1,900,000 | Jun 30, 2024 |
ATRIA WEALTH SOLUTIONS, INC. | 0.02% | 0.00% | 40,547 | 23,114 | 132.59% | 221,400 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ADVISOR GROUP HOLDINGS, INC. | 0.14% | 0.00% | 274,715 | -426,658 | -60.83% | 1,488,965 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.00% | - | 958 | -301,800 | -99.68% | 5,192 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.12% | 0.01% | 248,656 | -207,744 | -45.52% | 1,347,000 | Jun 30, 2024 |
SIMPLIFY ASSET MANAGEMENT INC. | - | - | - | -127,068 | -100.00% | - | Jun 30, 2024 |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | - | - | - | -69,554 | -100.00% | - | Jun 30, 2024 |
BRIDGEWEALTH ADVISORY GROUP, LLC | 0.01% | 0.03% | 12,294 | -41,333 | -77.08% | 66,633 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.02% | - | 30,951 | -40,083 | -56.43% | 167,754 | Jun 30, 2024 |
MERCER GLOBAL ADVISORS INC /ADV | - | - | - | -32,716 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -28,059 | -100.00% | - | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | - | - | - | -26,300 | -100.00% | - | Jun 30, 2024 |
PARK AVENUE SECURITIES LLC | 0.01% | 0.00% | 15,300 | -22,279 | -59.29% | 83,000 | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | 0.01% | 0.00% | 11,656 | -21,947 | -65.31% | 63,176 | Jun 30, 2024 |
L.M. KOHN & COMPANY | - | - | - | -18,470 | -100.00% | - | Jun 30, 2024 |
TOMPKINS FINANCIAL CORP | - | - | - | -16,000 | -100.00% | - | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 953 | -15,098 | -94.06% | 5,000 | Jun 30, 2024 |
ENVESTNET ASSET MANAGEMENT INC | 0.01% | - | 19,220 | -14,653 | -43.26% | 104,174 | Jun 30, 2024 |
HARTLINE INVESTMENT CORP/ | - | - | - | -14,651 | -100.00% | - | Jun 30, 2024 |
PLANTE MORAN FINANCIAL ADVISORS, LLC | - | - | - | -7,990 | -100.00% | - | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | 0.00% | 5,828 | -6,079 | -51.05% | 31,588 | Jun 30, 2024 |
ARLINGTON CAPITAL MANAGEMENT, INC. | 0.07% | 0.67% | 141,967 | -6,045 | -4.08% | 769,461 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TRUEMARK INVESTMENTS, LLC | 0.15% | 0.56% | 303,196 | 303,196 | 100.00% | 1,643,322 | Jun 30, 2024 |
INVESCO LTD. | 0.11% | 0.00% | 232,030 | 232,030 | 100.00% | 1,257,603 | Jun 30, 2024 |
PASADENA PRIVATE WEALTH, LLC | 0.02% | 0.06% | 47,302 | 47,302 | 100.00% | 256,377 | Jun 30, 2024 |
SOLTIS INVESTMENT ADVISORS LLC | 0.02% | 0.02% | 37,257 | 37,257 | 100.00% | 201,933 | Jun 30, 2024 |
SILVERLEAFE CAPITAL PARTNERS, LLC | 0.02% | 0.06% | 30,611 | 30,611 | 100.00% | 165,914 | Jun 30, 2024 |
AVIDIAN WEALTH SOLUTIONS, LLC | 0.01% | 0.00% | 19,976 | 19,976 | 100.00% | 108,270 | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.01% | 0.01% | 19,476 | 19,476 | 100.00% | 106,000 | Jun 30, 2024 |
MAIA WEALTH LLC | 0.01% | 0.03% | 16,862 | 16,862 | 100.00% | 95,102 | Jun 30, 2024 |
EVERSOURCE WEALTH ADVISORS, LLC | 0.01% | 0.01% | 16,000 | 16,000 | 100.00% | 88,640 | Jun 30, 2024 |
PERIGON WEALTH MANAGEMENT, LLC | 0.01% | 0.00% | 12,925 | 12,925 | 100.00% | 70,054 | Jun 30, 2024 |
MARINER, LLC | 0.01% | 0.00% | 12,117 | 12,117 | 100.00% | 65,673 | Jun 30, 2024 |
GRATUS CAPITAL LLC | 0.01% | 0.00% | 12,000 | 12,000 | 100.00% | 65,040 | Jun 30, 2024 |
FISHER ASSET MANAGEMENT, LLC | 0.01% | - | 11,470 | 11,470 | 100.00% | 62,168 | Jun 30, 2024 |
CAMELOT PORTFOLIOS, LLC | 0.00% | 0.01% | 4,500 | 4,500 | 100.00% | 24,390 | Jun 30, 2024 |
TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.00% | 130 | 130 | 100.00% | 705 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SIMPLIFY ASSET MANAGEMENT INC. | - | - | - | -127,068 | -100.00% | - | Jun 30, 2024 |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | - | - | - | -69,554 | -100.00% | - | Jun 30, 2024 |
MERCER GLOBAL ADVISORS INC /ADV | - | - | - | -32,716 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -28,059 | -100.00% | - | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | - | - | - | -26,300 | -100.00% | - | Jun 30, 2024 |
L.M. KOHN & COMPANY | - | - | - | -18,470 | -100.00% | - | Jun 30, 2024 |
TOMPKINS FINANCIAL CORP | - | - | - | -16,000 | -100.00% | - | Jun 30, 2024 |
HARTLINE INVESTMENT CORP/ | - | - | - | -14,651 | -100.00% | - | Jun 30, 2024 |
PLANTE MORAN FINANCIAL ADVISORS, LLC | - | - | - | -7,990 | -100.00% | - | Jun 30, 2024 |
CAPE INVESTMENT ADVISORY, INC. | - | - | - | -1,200 | -100.00% | - | Jun 30, 2024 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
BEACON CAPITAL MANAGEMENT, LLC | - | - | - | -732 | -100.00% | - | Jun 30, 2024 |
FNY INVESTMENT ADVISERS, LLC | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
GHP INVESTMENT ADVISORS, INC. | - | - | - | -125 | -100.00% | - | Jun 30, 2024 |
Oxford Lane Capital Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Alpha Alternative Assets Fund | 0.19% | 77,900 | - | - | Mar 31, 2024 |
ETFis Series Trust I | 0.13% | 190,726 | 21,500 | 12.70% | Jan 31, 2024 |
Amplify ETF Trust | 0.11% | 3,006,840 | 264,597 | 9.65% | Mar 31, 2024 |
Two Roads Shared Trust | 0.01% | 326,970 | -150,604 | -31.54% | Jan 31, 2024 |
Simplify Exchange Traded Funds | 0.00% | 127,068 | 127,068 | - | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 184,544 | - | - | Jan 31, 2024 |
WisdomTree Trust | 0.00% | 92,463 | 15,167 | 19.62% | Feb 29, 2024 |
Oxford Lane Capital Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 94 | -3.09% |
31 Mar, 24 | 97 | 8.99% |
31 Dec, 23 | 89 | - |
30 Sep, 23 | 89 | 2.30% |
30 Jun, 23 | 87 | 7.41% |
31 Mar, 23 | 81 | - |
31 Dec, 22 | 81 | 14.08% |
30 Sep, 22 | 71 | - |
30 Jun, 22 | 71 | - |
31 Mar, 22 | 71 | 24.56% |
31 Dec, 21 | 57 | 3.64% |
30 Sep, 21 | 55 | 10.00% |
30 Jun, 21 | 50 | 13.64% |
31 Mar, 21 | 44 | -10.20% |
31 Dec, 20 | 49 | 16.67% |
30 Sep, 20 | 42 | 20.00% |
30 Jun, 20 | 35 | -5.41% |
31 Mar, 20 | 37 | -15.91% |
31 Dec, 19 | 44 | 33.33% |
30 Sep, 19 | 33 | -13.16% |
30 Jun, 19 | 38 | 26.67% |
31 Mar, 19 | 30 | -11.76% |
31 Dec, 18 | 34 | -8.11% |
30 Sep, 18 | 37 | - |
30 Jun, 18 | 37 | 12.12% |
31 Mar, 18 | 33 | 13.79% |
31 Dec, 17 | 29 | -12.12% |
30 Sep, 17 | 33 | - |
30 Jun, 17 | 33 | 6.45% |
31 Mar, 17 | 31 | 29.17% |
31 Dec, 16 | 24 | 4.35% |
30 Sep, 16 | 23 | -14.81% |
30 Jun, 16 | 27 | -6.90% |
31 Mar, 16 | 29 | -6.45% |
31 Dec, 15 | 31 | 10.71% |
30 Sep, 15 | 28 | -3.45% |
30 Jun, 15 | 29 | - |
31 Mar, 15 | 29 | - |
31 Dec, 14 | 29 | 7.41% |
30 Sep, 14 | 27 | 8.00% |
30 Jun, 14 | 25 | 4.17% |
31 Mar, 14 | 24 | 84.62% |
31 Dec, 13 | 13 | 8.33% |
30 Sep, 13 | 12 | 9.09% |
30 Jun, 13 | 11 | 175.00% |
31 Mar, 13 | 4 | 33.33% |
31 Dec, 12 | 3 | - |
30 Sep, 12 | 3 | - |
30 Jun, 12 | 3 | 50.00% |
31 Mar, 12 | 2 | - |
31 Dec, 11 | 2 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 12,207,820 | 2.94% |
31 Mar, 24 | 11,858,909 | 14.62% |
31 Dec, 23 | 10,346,179 | 3.37% |
30 Sep, 23 | 10,009,215 | -0.10% |
30 Jun, 23 | 10,019,492 | 0.42% |
31 Mar, 23 | 9,977,928 | -2.61% |
31 Dec, 22 | 10,245,704 | 53.33% |
30 Sep, 22 | 6,682,201 | 2.42% |
30 Jun, 22 | 6,524,296 | -9.03% |
31 Mar, 22 | 7,171,654 | -7.07% |
31 Dec, 21 | 7,717,028 | 11.75% |
30 Sep, 21 | 6,905,899 | 76.00% |
30 Jun, 21 | 3,923,782 | -24.37% |
31 Mar, 21 | 5,188,339 | 63.65% |
31 Dec, 20 | 3,170,352 | -4.09% |
30 Sep, 20 | 3,305,568 | 53.55% |
30 Jun, 20 | 2,152,720 | -4.10% |
31 Mar, 20 | 2,244,778 | -11.50% |
31 Dec, 19 | 2,536,599 | 66.89% |
30 Sep, 19 | 1,519,937 | -26.63% |
30 Jun, 19 | 2,071,715 | 103.60% |
31 Mar, 19 | 1,017,522 | -32.30% |
31 Dec, 18 | 1,502,953 | -31.43% |
30 Sep, 18 | 2,191,839 | 28.94% |
30 Jun, 18 | 1,699,937 | 26.41% |
31 Mar, 18 | 1,344,821 | -38.02% |
31 Dec, 17 | 2,169,937 | 30.06% |
30 Sep, 17 | 1,668,429 | 16.15% |
30 Jun, 17 | 1,436,382 | 21.14% |
31 Mar, 17 | 1,185,696 | -48.91% |
31 Dec, 16 | 2,320,579 | -12.00% |
30 Sep, 16 | 2,637,079 | 1.48% |
30 Jun, 16 | 2,598,512 | -4.96% |
31 Mar, 16 | 2,734,176 | -2.96% |
31 Dec, 15 | 2,817,619 | -0.49% |
30 Sep, 15 | 2,831,423 | -23.80% |
30 Jun, 15 | 3,716,008 | 9.75% |
31 Mar, 15 | 3,385,782 | 19.85% |
31 Dec, 14 | 2,825,086 | 4.55% |
30 Sep, 14 | 2,702,240 | 21.01% |
30 Jun, 14 | 2,233,102 | -17.93% |
31 Mar, 14 | 2,720,904 | 270.88% |
31 Dec, 13 | 733,642 | -19.29% |
30 Sep, 13 | 909,003 | -15.67% |
30 Jun, 13 | 1,077,941 | 340.43% |
31 Mar, 13 | 244,745 | 13.23% |
31 Dec, 12 | 216,148 | -3.53% |
30 Sep, 12 | 224,061 | 118.41% |
30 Jun, 12 | 102,589 | 35.85% |
31 Mar, 12 | 75,517 | 0.66% |
31 Dec, 11 | 75,024 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 6.04% | 17.55% |
31 Mar, 24 | 5.87% | 22.40% |
31 Dec, 23 | 5.12% | 5.62% |
30 Sep, 23 | 9.54% | 10.46% |
30 Jun, 23 | 9.55% | 10.56% |
31 Mar, 23 | 9.51% | 9.97% |
31 Dec, 22 | 9.77% | 24.07% |
30 Sep, 22 | 6.37% | 16.47% |
30 Jun, 22 | 6.22% | 13.31% |
31 Mar, 22 | 6.84% | 12.63% |
31 Dec, 21 | 7.36% | 16.97% |
30 Sep, 21 | 6.58% | 36.46% |
30 Jun, 21 | 4.25% | 13.46% |
31 Mar, 21 | 5.62% | 47.66% |
31 Dec, 20 | 3.43% | 26.79% |
30 Sep, 20 | 3.58% | 38.20% |
30 Jun, 20 | 3.06% | 30.04% |
31 Mar, 20 | 3.19% | 24.53% |
31 Dec, 19 | 3.61% | 54.70% |
30 Sep, 19 | 2.57% | 10.13% |
30 Jun, 19 | 5.04% | 82.32% |
31 Mar, 19 | 2.47% | 18.53% |
31 Dec, 18 | 3.65% | 10.05% |
30 Sep, 18 | 6.03% | 13.57% |
30 Jun, 18 | 6.66% | 23.98% |
31 Mar, 18 | 5.27% | 7.29% |
31 Dec, 17 | 8.51% | 19.43% |
30 Sep, 17 | 6.62% | 12.13% |
30 Jun, 17 | 7.39% | 19.87% |
31 Mar, 17 | 6.10% | 4.28% |
31 Dec, 16 | 11.93% | 6.70% |
30 Sep, 16 | 13.35% | 6.76% |
30 Jun, 16 | 14.06% | 6.43% |
31 Mar, 16 | 14.79% | 6.37% |
31 Dec, 15 | 15.24% | 6.05% |
30 Sep, 15 | 15.87% | 2.41% |
30 Jun, 15 | 25.66% | 4.70% |
31 Mar, 15 | 23.38% | 6.14% |
31 Dec, 14 | 19.50% | 6.58% |
30 Sep, 14 | 17.21% | 8.51% |
30 Jun, 14 | 14.22% | 4.74% |
31 Mar, 14 | 17.33% | 79.37% |
31 Dec, 13 | 4.67% | 13.94% |
30 Sep, 13 | 5.79% | 12.28% |
30 Jun, 13 | 6.87% | 282.53% |
31 Mar, 13 | 1.56% | 82.25% |
31 Dec, 12 | 1.38% | 67.60% |
30 Sep, 12 | 1.43% | 334.27% |
30 Jun, 12 | 0.65% | 282.43% |
31 Mar, 12 | 0.48% | 210.63% |
31 Dec, 11 | 0.48% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 60 | -3.23% |
31 Mar, 24 | 62 | 8.77% |
31 Dec, 23 | 57 | 3.64% |
30 Sep, 23 | 55 | 10.00% |
30 Jun, 23 | 50 | 8.70% |
31 Mar, 23 | 46 | -9.80% |
31 Dec, 22 | 51 | 24.39% |
30 Sep, 22 | 41 | -2.38% |
30 Jun, 22 | 42 | -10.64% |
31 Mar, 22 | 47 | 30.56% |
31 Dec, 21 | 36 | 2.86% |
30 Sep, 21 | 35 | 16.67% |
30 Jun, 21 | 30 | 11.11% |
31 Mar, 21 | 27 | - |
31 Dec, 20 | 27 | 17.39% |
30 Sep, 20 | 23 | 21.05% |
30 Jun, 20 | 19 | -17.39% |
31 Mar, 20 | 23 | -23.33% |
31 Dec, 19 | 30 | 76.47% |
30 Sep, 19 | 17 | -37.04% |
30 Jun, 19 | 27 | 125.00% |
31 Mar, 19 | 12 | -7.69% |
31 Dec, 18 | 13 | -35.00% |
30 Sep, 18 | 20 | - |
30 Jun, 18 | 20 | - |
31 Mar, 18 | 20 | 66.67% |
31 Dec, 17 | 12 | -42.86% |
30 Sep, 17 | 21 | 10.53% |
30 Jun, 17 | 19 | -5.00% |
31 Mar, 17 | 20 | 150.00% |
31 Dec, 16 | 8 | - |
30 Sep, 16 | 8 | -20.00% |
30 Jun, 16 | 10 | -16.67% |
31 Mar, 16 | 12 | -25.00% |
31 Dec, 15 | 16 | 23.08% |
30 Sep, 15 | 13 | - |
30 Jun, 15 | 13 | -13.33% |
31 Mar, 15 | 15 | -21.05% |
31 Dec, 14 | 19 | 18.75% |
30 Sep, 14 | 16 | 6.67% |
30 Jun, 14 | 15 | -25.00% |
31 Mar, 14 | 20 | 233.33% |
31 Dec, 13 | 6 | -14.29% |
30 Sep, 13 | 7 | -36.36% |
30 Jun, 13 | 11 | 266.67% |
31 Mar, 13 | 3 | 200.00% |
31 Dec, 12 | 1 | -66.67% |
30 Sep, 12 | 3 | 50.00% |
30 Jun, 12 | 2 | 100.00% |
31 Mar, 12 | 1 | -50.00% |
31 Dec, 11 | 2 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 19 | 11.76% |
31 Mar, 24 | 17 | 6.25% |
31 Dec, 23 | 16 | - |
30 Sep, 23 | 16 | -15.79% |
30 Jun, 23 | 19 | 11.76% |
31 Mar, 23 | 17 | 30.77% |
31 Dec, 22 | 13 | -18.75% |
30 Sep, 22 | 16 | -5.88% |
30 Jun, 22 | 17 | 13.33% |
31 Mar, 22 | 15 | 66.67% |
31 Dec, 21 | 9 | -18.18% |
30 Sep, 21 | 11 | -15.38% |
30 Jun, 21 | 13 | 62.50% |
31 Mar, 21 | 8 | -46.67% |
31 Dec, 20 | 15 | 25.00% |
30 Sep, 20 | 12 | 50.00% |
30 Jun, 20 | 8 | -20.00% |
31 Mar, 20 | 10 | 25.00% |
31 Dec, 19 | 8 | -27.27% |
30 Sep, 19 | 11 | 120.00% |
30 Jun, 19 | 5 | -54.55% |
31 Mar, 19 | 11 | -15.38% |
31 Dec, 18 | 13 | 116.67% |
30 Sep, 18 | 6 | -14.29% |
30 Jun, 18 | 7 | -12.50% |
31 Mar, 18 | 8 | -33.33% |
31 Dec, 17 | 12 | 71.43% |
30 Sep, 17 | 7 | -12.50% |
30 Jun, 17 | 8 | - |
31 Mar, 17 | 8 | -27.27% |
31 Dec, 16 | 11 | 37.50% |
30 Sep, 16 | 8 | -20.00% |
30 Jun, 16 | 10 | -9.09% |
31 Mar, 16 | 11 | - |
31 Dec, 15 | 11 | 37.50% |
30 Sep, 15 | 8 | 60.00% |
30 Jun, 15 | 5 | -28.57% |
31 Mar, 15 | 7 | 16.67% |
31 Dec, 14 | 6 | -14.29% |
30 Sep, 14 | 7 | 40.00% |
30 Jun, 14 | 5 | 25.00% |
31 Mar, 14 | 4 | -20.00% |
31 Dec, 13 | 5 | 25.00% |
30 Sep, 13 | 4 | - |
30 Jun, 13 | - | -100.00% |
31 Mar, 13 | 1 | -50.00% |
31 Dec, 12 | 2 | - |
30 Sep, 12 | - | -100.00% |
30 Jun, 12 | 1 | - |
31 Mar, 12 | - | - |
31 Dec, 11 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 94 | -3.09% | 12,207,820 | 2.94% | 6.04% | 17.55% | 60 | -3.23% | 19 | 11.76% |
31 Mar, 24 | 97 | 8.99% | 11,858,909 | 14.62% | 5.87% | 22.40% | 62 | 8.77% | 17 | 6.25% |
31 Dec, 23 | 89 | - | 10,346,179 | 3.37% | 5.12% | 5.62% | 57 | 3.64% | 16 | - |
30 Sep, 23 | 89 | 2.30% | 10,009,215 | -0.10% | 9.54% | 10.46% | 55 | 10.00% | 16 | -15.79% |
30 Jun, 23 | 87 | 7.41% | 10,019,492 | 0.42% | 9.55% | 10.56% | 50 | 8.70% | 19 | 11.76% |
31 Mar, 23 | 81 | - | 9,977,928 | -2.61% | 9.51% | 9.97% | 46 | -9.80% | 17 | 30.77% |
31 Dec, 22 | 81 | 14.08% | 10,245,704 | 53.33% | 9.77% | 24.07% | 51 | 24.39% | 13 | -18.75% |
30 Sep, 22 | 71 | - | 6,682,201 | 2.42% | 6.37% | 16.47% | 41 | -2.38% | 16 | -5.88% |
30 Jun, 22 | 71 | - | 6,524,296 | -9.03% | 6.22% | 13.31% | 42 | -10.64% | 17 | 13.33% |
31 Mar, 22 | 71 | 24.56% | 7,171,654 | -7.07% | 6.84% | 12.63% | 47 | 30.56% | 15 | 66.67% |
31 Dec, 21 | 57 | 3.64% | 7,717,028 | 11.75% | 7.36% | 16.97% | 36 | 2.86% | 9 | -18.18% |
30 Sep, 21 | 55 | 10.00% | 6,905,899 | 76.00% | 6.58% | 36.46% | 35 | 16.67% | 11 | -15.38% |
30 Jun, 21 | 50 | 13.64% | 3,923,782 | -24.37% | 4.25% | 13.46% | 30 | 11.11% | 13 | 62.50% |
31 Mar, 21 | 44 | -10.20% | 5,188,339 | 63.65% | 5.62% | 47.66% | 27 | - | 8 | -46.67% |
31 Dec, 20 | 49 | 16.67% | 3,170,352 | -4.09% | 3.43% | 26.79% | 27 | 17.39% | 15 | 25.00% |
30 Sep, 20 | 42 | 20.00% | 3,305,568 | 53.55% | 3.58% | 38.20% | 23 | 21.05% | 12 | 50.00% |
30 Jun, 20 | 35 | -5.41% | 2,152,720 | -4.10% | 3.06% | 30.04% | 19 | -17.39% | 8 | -20.00% |
31 Mar, 20 | 37 | -15.91% | 2,244,778 | -11.50% | 3.19% | 24.53% | 23 | -23.33% | 10 | 25.00% |
31 Dec, 19 | 44 | 33.33% | 2,536,599 | 66.89% | 3.61% | 54.70% | 30 | 76.47% | 8 | -27.27% |
30 Sep, 19 | 33 | -13.16% | 1,519,937 | -26.63% | 2.57% | 10.13% | 17 | -37.04% | 11 | 120.00% |
30 Jun, 19 | 38 | 26.67% | 2,071,715 | 103.60% | 5.04% | 82.32% | 27 | 125.00% | 5 | -54.55% |
31 Mar, 19 | 30 | -11.76% | 1,017,522 | -32.30% | 2.47% | 18.53% | 12 | -7.69% | 11 | -15.38% |
31 Dec, 18 | 34 | -8.11% | 1,502,953 | -31.43% | 3.65% | 10.05% | 13 | -35.00% | 13 | 116.67% |
30 Sep, 18 | 37 | - | 2,191,839 | 28.94% | 6.03% | 13.57% | 20 | - | 6 | -14.29% |
30 Jun, 18 | 37 | 12.12% | 1,699,937 | 26.41% | 6.66% | 23.98% | 20 | - | 7 | -12.50% |
31 Mar, 18 | 33 | 13.79% | 1,344,821 | -38.02% | 5.27% | 7.29% | 20 | 66.67% | 8 | -33.33% |
31 Dec, 17 | 29 | -12.12% | 2,169,937 | 30.06% | 8.51% | 19.43% | 12 | -42.86% | 12 | 71.43% |
30 Sep, 17 | 33 | - | 1,668,429 | 16.15% | 6.62% | 12.13% | 21 | 10.53% | 7 | -12.50% |
30 Jun, 17 | 33 | 6.45% | 1,436,382 | 21.14% | 7.39% | 19.87% | 19 | -5.00% | 8 | - |
31 Mar, 17 | 31 | 29.17% | 1,185,696 | -48.91% | 6.10% | 4.28% | 20 | 150.00% | 8 | -27.27% |
31 Dec, 16 | 24 | 4.35% | 2,320,579 | -12.00% | 11.93% | 6.70% | 8 | - | 11 | 37.50% |
30 Sep, 16 | 23 | -14.81% | 2,637,079 | 1.48% | 13.35% | 6.76% | 8 | -20.00% | 8 | -20.00% |
30 Jun, 16 | 27 | -6.90% | 2,598,512 | -4.96% | 14.06% | 6.43% | 10 | -16.67% | 10 | -9.09% |
31 Mar, 16 | 29 | -6.45% | 2,734,176 | -2.96% | 14.79% | 6.37% | 12 | -25.00% | 11 | - |
31 Dec, 15 | 31 | 10.71% | 2,817,619 | -0.49% | 15.24% | 6.05% | 16 | 23.08% | 11 | 37.50% |
30 Sep, 15 | 28 | -3.45% | 2,831,423 | -23.80% | 15.87% | 2.41% | 13 | - | 8 | 60.00% |
30 Jun, 15 | 29 | - | 3,716,008 | 9.75% | 25.66% | 4.70% | 13 | -13.33% | 5 | -28.57% |
31 Mar, 15 | 29 | - | 3,385,782 | 19.85% | 23.38% | 6.14% | 15 | -21.05% | 7 | 16.67% |
31 Dec, 14 | 29 | 7.41% | 2,825,086 | 4.55% | 19.50% | 6.58% | 19 | 18.75% | 6 | -14.29% |
30 Sep, 14 | 27 | 8.00% | 2,702,240 | 21.01% | 17.21% | 8.51% | 16 | 6.67% | 7 | 40.00% |
30 Jun, 14 | 25 | 4.17% | 2,233,102 | -17.93% | 14.22% | 4.74% | 15 | -25.00% | 5 | 25.00% |
31 Mar, 14 | 24 | 84.62% | 2,720,904 | 270.88% | 17.33% | 79.37% | 20 | 233.33% | 4 | -20.00% |
31 Dec, 13 | 13 | 8.33% | 733,642 | -19.29% | 4.67% | 13.94% | 6 | -14.29% | 5 | 25.00% |
30 Sep, 13 | 12 | 9.09% | 909,003 | -15.67% | 5.79% | 12.28% | 7 | -36.36% | 4 | - |
30 Jun, 13 | 11 | 175.00% | 1,077,941 | 340.43% | 6.87% | 282.53% | 11 | 266.67% | - | -100.00% |
31 Mar, 13 | 4 | 33.33% | 244,745 | 13.23% | 1.56% | 82.25% | 3 | 200.00% | 1 | -50.00% |
31 Dec, 12 | 3 | - | 216,148 | -3.53% | 1.38% | 67.60% | 1 | -66.67% | 2 | - |
30 Sep, 12 | 3 | - | 224,061 | 118.41% | 1.43% | 334.27% | 3 | 50.00% | - | -100.00% |
30 Jun, 12 | 3 | 50.00% | 102,589 | 35.85% | 0.65% | 282.43% | 2 | 100.00% | 1 | - |
31 Mar, 12 | 2 | - | 75,517 | 0.66% | 0.48% | 210.63% | 1 | -50.00% | - | - |
31 Dec, 11 | 2 | - | 75,024 | - | 0.48% | - | 2 | - | - | - |
Oxford Lane Capital Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
Oxford Lane Capital Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 3 | - | - |
Q1 2023 | 1 | - | - |
Q3 2021 | - | 2 | - |
Q2 2021 | - | 24 | - |
Q1 2021 | - | 2 | - |
Q1 2020 | 8 | 4 | 200.00% |
Q4 2019 | 2 | - | - |
Q3 2019 | 1 | - | - |
Q4 2018 | 1 | - | - |
Q1 2018 | 1 | - | - |
Q3 2017 | - | 2 | - |
Q2 2017 | 2 | - | - |
Q3 2015 | 1 | 2 | 50.00% |
Q2 2015 | - | 1 | - |
Q3 2014 | - | 2 | - |
Q1 2014 | 4 | 3 | 133.33% |
Q4 2013 | 10 | - | - |
Q1 2013 | 4 | 4 | 100.00% |
Q2 2012 | 4 | 4 | 100.00% |
Q3 2011 | 6 | 6 | 100.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 3 | - | - |
Q1 2023 | 1 | - | - |
Q3 2021 | - | 2 | - |
Q2 2021 | - | 22 | - |
Q1 2021 | - | - | - |
Q1 2020 | 8 | - | - |
Q4 2019 | 2 | - | - |
Q3 2019 | 1 | - | - |
Q4 2018 | 1 | - | - |
Q1 2018 | 1 | - | - |
Q3 2017 | 1 | - | - |
Q2 2017 | 2 | - | - |
Q3 2015 | 1 | - | - |
Q2 2015 | - | - | - |
Q3 2014 | - | - | - |
Q1 2014 | 1 | - | - |
Q4 2013 | 10 | - | - |
Q1 2013 | - | - | - |
Q2 2012 | - | - | - |
Q3 2011 | - | - | - |
OXLC Ownership FAQ
Who Owns Oxford Lane Capital?
Oxford Lane Capital is owned by institutional shareholders (6.04%), insiders (2.89%), and public (91.07%). The largest institutional shareholder of Oxford Lane Capital is PENSERRA CAPITAL MANAGEMENT LLC (1.52% of total shares) and the top mutual fund owner is Alpha Alternative Assets Fund (0.19% of total shares).
Who are the major institutional shareholders of Oxford Lane Capital?
Oxford Lane Capital's major institutional shareholders are PENSERRA CAPITAL MANAGEMENT LLC, WEDBUSH SECURITIES INC, MORGAN STANLEY, LPL FINANCIAL LLC, and GENEOS WEALTH MANAGEMENT INC.. The top five shareholders own together 2.97% of the company's share outstanding.
How many Oxford Lane Capital shareholders are there?
As of Jun 2024, there are 94 institutional shareholders of Oxford Lane Capital.
What percentage of Oxford Lane Capital is owned by PENSERRA CAPITAL MANAGEMENT LLC?
PENSERRA CAPITAL MANAGEMENT LLC owns 3.08M shares of Oxford Lane Capital, representing 1.52% of the company's total shares outstanding, valued at $16.67M (as of Jun 2024).
What percentage of Oxford Lane Capital is owned by WEDBUSH SECURITIES INC?
As of Jun 2024, WEDBUSH SECURITIES INC holds 1.02M shares of Oxford Lane Capital (OXLC), compromising 0.50% of the company, valued at $5.51M.
What percentage of Oxford Lane Capital is owned by MORGAN STANLEY?
MORGAN STANLEY is the third largest holder of Oxford Lane Capital. The company owns 885.99K of the company's shares outstanding (worth $4.8M).