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Oxford Lane Capital Ownership | Who Owns Oxford Lane Capital?

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Oxford Lane Capital Ownership Summary

Oxford Lane Capital is owned by 4.52% institutional investors, 3.58% insiders, and 91.89% retail investors. Border to coast pensions partnership is the largest institutional shareholder, holding 0.49% of OXLC shares.

OXLC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockOxford Lane Capital4.52%3.58%91.89%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryAsset Management Stocks50.65%9.51%39.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Border to coast pensions partnership2.20M0.49%$9.24M
Wedbush securities1.19M0.47%$6.04M
Morgan stanley885.99K0.44%$4.80M
Coastal investment advisors1.03M0.41%$5.25M
Lpl financial530.65K0.26%$2.88M
Geneos wealth management527.20K0.21%$2.67M
Advisor group406.56K0.16%$2.13M
Delphi financial group560.15K0.12%$2.35M
Triumph capital management299.87K0.12%$1.52M
Commonwealth equity services295.40K0.12%$1.50M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Coastal investment advisors1.03M2.15%$5.25M
Delphi financial group560.15K1.66%$2.35M
Arlington capital management181.20K0.64%$918.68K
Triumph capital management299.87K0.52%$1.52M
Samalin investment counsel195.70K0.31%$821.92K
Capital cs group45.59K0.31%$191.47K
Founders financial alliance201.46K0.28%$1.02M
Eight 31 financial90.16K0.25%$378.69K
Wedbush securities1.19M0.22%$6.04M
Border to coast pensions partnership2.20M0.17%$9.24M

Top Buyers

HolderShares% AssetsChange
Jump financial165.96K0.01%165.96K
Lpl financial530.65K0.00%163.51K
Coastal investment advisors1.03M2.15%141.54K
Wesbanco bank147.41K0.02%137.20K
Susquehanna group, llp124.44K0.00%124.44K

Top Sellers

HolderShares% AssetsChange
Penserra capital management---3.08M
Truemark investments---998.13K
Citadel advisors154.63K0.00%-912.81K
Jane street group36.70K--432.54K
Jpmorgan chase958.00--301.80K

New Positions

HolderShares% AssetsChangeValue
Susquehanna group, llp124.44K0.00%124.44K$630.90K
Eight 31 financial90.16K0.25%90.16K$378.69K
National bank of canada /fi/69.42K0.00%69.42K$290.19K
Apollon wealth management57.21K0.01%57.21K$290.06K
Cary street partners financial56.45K0.01%56.45K$237.11K

Sold Out

HolderChange
Coppell advisory solutions-100.00
Ghp investment advisors-125.00
Triad wealth partners-130.00
Cypress capital-220.00
Fny investment advisers-400.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20251381.47%20,503,95623.58%410.46%84-15.15%2970.59%
Mar 31, 20254-97.24%85,206-99.46%-0.09%2-97.83%2-93.55%
Dec 31, 202470-42.15%6,781,173-46.16%210.79%43-52.22%12-25.00%
Sep 30, 202411818.00%12,524,430-0.13%412.90%8833.33%15-21.05%
Jun 30, 20241003.09%12,540,9875.75%618.03%666.45%1911.76%

Recent Insider Transactions

DateNameRoleActivityValue
Dec 17, 2024ROSENTHAL SAUL B PresidentBuy$15.04M
Dec 17, 2024COHEN JONATHAN H Chief Executive OfficerBuy$15.04M
May 28, 2024ROSENTHAL SAUL B PresidentBuy$12.50M
May 28, 2024ROSENTHAL SAUL B PresidentBuy$12.50M
May 28, 2024COHEN JONATHAN H Chief Executive OfficerBuy$25.00M

Insider Transactions Trends

DateBuySell
2024 Q42-
2024 Q23-
2023 Q11-
2021 Q3-2
2021 Q2-22

OXLC Ownership FAQ

Who Owns Oxford Lane Capital?

Oxford Lane Capital shareholders are primarily institutional investors at 4.52%, followed by 3.58% insiders and 91.90% retail investors. The average institutional ownership in Oxford Lane Capital's industry, Asset Management Stocks, is 50.65%, which Oxford Lane Capital falls below.

Who owns the most shares of Oxford Lane Capital?

Oxford Lane Capital’s largest shareholders are Border to coast pensions partnership (2.2M shares, 0.49%), Wedbush securities (1.19M shares, 0.47%), and Morgan stanley (885.99K shares, 0.44%). Together, they hold 1.40% of Oxford Lane Capital’s total shares outstanding.

Does Blackrock own Oxford Lane Capital?

BlackRock is not among the top 10 institutional shareholders of Oxford Lane Capital.

Who is Oxford Lane Capital’s biggest shareholder by percentage of total assets invested?

Coastal investment advisors is Oxford Lane Capital’s biggest shareholder by percentage of total assets invested, with 2.15% of its assets in 1.03M Oxford Lane Capital shares, valued at 5.25M$.

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