Oxford Lane Capital Ownership 2024 | Who Owns Oxford Lane Capital Now?


OverviewRevenueFinancialsChartTranscripts

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
PENSERRA CAPITAL MANAGEMENT LLC1.52%0.21%3,075,17668,3362.27%16,667,000Jun 30, 2024
WEDBUSH SECURITIES INC0.50%0.20%1,016,222271,36936.43%5,508,000Jun 30, 2024
MORGAN STANLEY0.44%0.00%885,9909,7861.12%4,802,066Jun 30, 2024
LPL FINANCIAL LLC0.26%0.00%530,651163,51544.54%2,876,128Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.0.24%0.12%494,403328,553198.10%2,679,664Jun 30, 2024
JUMP FINANCIAL, LLC0.20%0.04%397,662308,662346.81%2,155,328Jun 30, 2024
DELPHI FINANCIAL GROUP, INC.0.17%1.07%351,03776,06327.66%1,902,621Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.17%0.00%350,51626,0538.03%1,900,000Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.16%0.01%315,050315,050100.00%1,707,571Jun 30, 2024
TRUEMARK INVESTMENTS, LLC0.15%0.56%303,196303,196100.00%1,643,322Jun 30, 2024
VIRTUS ETF ADVISERS LLC0.14%0.73%275,40642,31918.16%1,492,701Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.14%0.00%274,715-426,658-60.83%1,488,965Jun 30, 2024
WILEY BROS.-AINTREE CAPITAL, LLC0.13%0.06%268,3665,0551.92%1,454,544Jun 30, 2024
COASTAL INVESTMENT ADVISORS, INC.0.13%0.27%257,754171,098197.45%1,397,027Jun 30, 2024
HRT FINANCIAL LP0.12%0.01%248,656-207,744-45.52%1,347,000Jun 30, 2024
INVESCO LTD.0.11%0.00%232,030232,030100.00%1,257,603Jun 30, 2024
RAYMOND JAMES & ASSOCIATES0.08%0.00%160,32015,05110.36%868,934Jun 30, 2024
SAMALIN INVESTMENT COUNSEL, LLC0.07%0.38%149,4831,0220.69%810,203Jun 30, 2024
J.W. COLE ADVISORS, INC.0.07%0.04%145,96492,741174.25%791,127Jun 30, 2024
ARLINGTON CAPITAL MANAGEMENT, INC.0.07%0.67%141,967-6,045-4.08%769,461Jun 30, 2024

Oxford Lane Capital's largest institutional shareholder is PENSERRA CAPITAL MANAGEMENT LLC, holding 1.52% of the company's total share outstanding, currently valued at $16.67M. The top 10 institutional shareholders own together 3.82% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DELPHI FINANCIAL GROUP, INC.0.17%1.07%351,03776,06327.66%1,902,621Jun 30, 2024
VIRTUS ETF ADVISERS LLC0.14%0.73%275,40642,31918.16%1,492,701Jun 30, 2024
ARLINGTON CAPITAL MANAGEMENT, INC.0.07%0.67%141,967-6,045-4.08%769,461Jun 30, 2024
TRUEMARK INVESTMENTS, LLC0.15%0.56%303,196303,196100.00%1,643,322Jun 30, 2024
SAMALIN INVESTMENT COUNSEL, LLC0.07%0.38%149,4831,0220.69%810,203Jun 30, 2024
COASTAL INVESTMENT ADVISORS, INC.0.13%0.27%257,754171,098197.45%1,397,027Jun 30, 2024
PENSERRA CAPITAL MANAGEMENT LLC1.52%0.21%3,075,17668,3362.27%16,667,000Jun 30, 2024
WEDBUSH SECURITIES INC0.50%0.20%1,016,222271,36936.43%5,508,000Jun 30, 2024
BARD ASSOCIATES INC0.03%0.13%64,217--348,057Jun 30, 2024
SAGE CAPITAL ADVISORS,LLC0.04%0.12%80,05211,92617.51%433,882Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.0.24%0.12%494,403328,553198.10%2,679,664Jun 30, 2024
WILEY BROS.-AINTREE CAPITAL, LLC0.13%0.06%268,3665,0551.92%1,454,544Jun 30, 2024
CFO4LIFE GROUP, LLC0.03%0.06%58,32019,74551.19%316,094Jun 30, 2024
PASADENA PRIVATE WEALTH, LLC0.02%0.06%47,30247,302100.00%256,377Jun 30, 2024
SILVERLEAFE CAPITAL PARTNERS, LLC0.02%0.06%30,61130,611100.00%165,914Jun 30, 2024
BEACON FINANCIAL ADVISORY LLC0.01%0.05%24,95910,88077.28%135,279Jun 30, 2024
JUMP FINANCIAL, LLC0.20%0.04%397,662308,662346.81%2,155,328Jun 30, 2024
NAVITER WEALTH, LLC0.03%0.04%51,66831,887161.20%280,041Jun 30, 2024
HOHIMER WEALTH MANAGEMENT, LLC0.02%0.04%33,03812,56061.33%179,066Jun 30, 2024
J.W. COLE ADVISORS, INC.0.07%0.04%145,96492,741174.25%791,127Jun 30, 2024

The largest Oxford Lane Capital shareholder by % of total assets is DELPHI FINANCIAL GROUP, INC.. The company owns 351.04K shares of Oxford Lane Capital (OXLC), representing 1.07% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GENEOS WEALTH MANAGEMENT INC.0.24%0.12%494,403328,553198.10%2,679,664Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.16%0.01%315,050315,050100.00%1,707,571Jun 30, 2024
JUMP FINANCIAL, LLC0.20%0.04%397,662308,662346.81%2,155,328Jun 30, 2024
TRUEMARK INVESTMENTS, LLC0.15%0.56%303,196303,196100.00%1,643,322Jun 30, 2024
WEDBUSH SECURITIES INC0.50%0.20%1,016,222271,36936.43%5,508,000Jun 30, 2024
INVESCO LTD.0.11%0.00%232,030232,030100.00%1,257,603Jun 30, 2024
COASTAL INVESTMENT ADVISORS, INC.0.13%0.27%257,754171,098197.45%1,397,027Jun 30, 2024
LPL FINANCIAL LLC0.26%0.00%530,651163,51544.54%2,876,128Jun 30, 2024
J.W. COLE ADVISORS, INC.0.07%0.04%145,96492,741174.25%791,127Jun 30, 2024
DELPHI FINANCIAL GROUP, INC.0.17%1.07%351,03776,06327.66%1,902,621Jun 30, 2024
PENSERRA CAPITAL MANAGEMENT LLC1.52%0.21%3,075,17668,3362.27%16,667,000Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.0.04%0.00%71,18455,876365.01%385,817Jun 30, 2024
PASADENA PRIVATE WEALTH, LLC0.02%0.06%47,30247,302100.00%256,377Jun 30, 2024
VIRTUS ETF ADVISERS LLC0.14%0.73%275,40642,31918.16%1,492,701Jun 30, 2024
SOLTIS INVESTMENT ADVISORS LLC0.02%0.02%37,25737,257100.00%201,933Jun 30, 2024
NAVITER WEALTH, LLC0.03%0.04%51,66831,887161.20%280,041Jun 30, 2024
SILVERLEAFE CAPITAL PARTNERS, LLC0.02%0.06%30,61130,611100.00%165,914Jun 30, 2024
PFG INVESTMENTS, LLC0.02%0.02%45,06629,954198.21%244,255Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.17%0.00%350,51626,0538.03%1,900,000Jun 30, 2024
ATRIA WEALTH SOLUTIONS, INC.0.02%0.00%40,54723,114132.59%221,400Jun 30, 2024

As of Jun 30 2024, Oxford Lane Capital's largest institutional buyer is GENEOS WEALTH MANAGEMENT INC.. The company purchased 328.55K stocks of OXLC, valued at $2.68M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ADVISOR GROUP HOLDINGS, INC.0.14%0.00%274,715-426,658-60.83%1,488,965Jun 30, 2024
JPMORGAN CHASE & CO0.00%-958-301,800-99.68%5,192Jun 30, 2024
HRT FINANCIAL LP0.12%0.01%248,656-207,744-45.52%1,347,000Jun 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, LLC0.01%0.03%12,294-41,333-77.08%66,633Jun 30, 2024
BANK OF AMERICA CORP /DE/0.02%-30,951-40,083-56.43%167,754Jun 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 LLC0.01%0.00%15,300-22,279-59.29%83,000Jun 30, 2024
TWO SIGMA SECURITIES, LLC0.01%0.00%11,656-21,947-65.31%63,176Jun 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 CANADA0.00%-953-15,098-94.06%5,000Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC0.01%-19,220-14,653-43.26%104,174Jun 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%31,588Jun 30, 2024
ARLINGTON CAPITAL MANAGEMENT, INC.0.07%0.67%141,967-6,045-4.08%769,461Jun 30, 2024

As of Jun 30 2024, Oxford Lane Capital's biggest institutional seller is ADVISOR GROUP HOLDINGS, INC.. The company sold -0.43M shares of OXLC, valued at $1.49M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TRUEMARK INVESTMENTS, LLC0.15%0.56%303,196303,196100.00%1,643,322Jun 30, 2024
INVESCO LTD.0.11%0.00%232,030232,030100.00%1,257,603Jun 30, 2024
PASADENA PRIVATE WEALTH, LLC0.02%0.06%47,30247,302100.00%256,377Jun 30, 2024
SOLTIS INVESTMENT ADVISORS LLC0.02%0.02%37,25737,257100.00%201,933Jun 30, 2024
SILVERLEAFE CAPITAL PARTNERS, LLC0.02%0.06%30,61130,611100.00%165,914Jun 30, 2024
AVIDIAN WEALTH SOLUTIONS, LLC0.01%0.00%19,97619,976100.00%108,270Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.01%0.01%19,47619,476100.00%106,000Jun 30, 2024
MAIA WEALTH LLC0.01%0.03%16,86216,862100.00%95,102Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC0.01%0.01%16,00016,000100.00%88,640Jun 30, 2024
PERIGON WEALTH MANAGEMENT, LLC0.01%0.00%12,92512,925100.00%70,054Jun 30, 2024
MARINER, LLC0.01%0.00%12,11712,117100.00%65,673Jun 30, 2024
GRATUS CAPITAL LLC0.01%0.00%12,00012,000100.00%65,040Jun 30, 2024
FISHER ASSET MANAGEMENT, LLC0.01%-11,47011,470100.00%62,168Jun 30, 2024
CAMELOT PORTFOLIOS, LLC0.00%0.01%4,5004,500100.00%24,390Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC0.00%0.00%130130100.00%705Jun 30, 2024

Oxford Lane Capital's largest new institutional shareholder by number of shares is TRUEMARK INVESTMENTS, LLC, purchased 303.20K shares, valued at $1.64M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
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's largest sold out institutional shareholder by shares sold is SIMPLIFY ASSET MANAGEMENT INC., sold -0.13M shares, valued at -, as of undefined.

Oxford Lane Capital Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Alpha Alternative Assets Fund0.19%77,900--Mar 31, 2024
ETFis Series Trust I0.13%190,72621,50012.70%Jan 31, 2024
Amplify ETF Trust0.11%3,006,840264,5979.65%Mar 31, 2024
Two Roads Shared Trust0.01%326,970-150,604-31.54%Jan 31, 2024
Simplify Exchange Traded Funds0.00%127,068127,068-Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%184,544--Jan 31, 2024
WisdomTree Trust0.00%92,46315,16719.62%Feb 29, 2024

Oxford Lane Capital's largest mutual fund holder by % of total assets is "Alpha Alternative Assets Fund", owning 77.90K shares, compromising 0.19% of its total assets.

Oxford Lane Capital Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2494-3.09%
31 Mar, 24978.99%
31 Dec, 2389-
30 Sep, 23892.30%
30 Jun, 23877.41%
31 Mar, 2381-
31 Dec, 228114.08%
30 Sep, 2271-
30 Jun, 2271-
31 Mar, 227124.56%
31 Dec, 21573.64%
30 Sep, 215510.00%
30 Jun, 215013.64%
31 Mar, 2144-10.20%
31 Dec, 204916.67%
30 Sep, 204220.00%
30 Jun, 2035-5.41%
31 Mar, 2037-15.91%
31 Dec, 194433.33%
30 Sep, 1933-13.16%
30 Jun, 193826.67%
31 Mar, 1930-11.76%
31 Dec, 1834-8.11%
30 Sep, 1837-
30 Jun, 183712.12%
31 Mar, 183313.79%
31 Dec, 1729-12.12%
30 Sep, 1733-
30 Jun, 17336.45%
31 Mar, 173129.17%
31 Dec, 16244.35%
30 Sep, 1623-14.81%
30 Jun, 1627-6.90%
31 Mar, 1629-6.45%
31 Dec, 153110.71%
30 Sep, 1528-3.45%
30 Jun, 1529-
31 Mar, 1529-
31 Dec, 14297.41%
30 Sep, 14278.00%
30 Jun, 14254.17%
31 Mar, 142484.62%
31 Dec, 13138.33%
30 Sep, 13129.09%
30 Jun, 1311175.00%
31 Mar, 13433.33%
31 Dec, 123-
30 Sep, 123-
30 Jun, 12350.00%
31 Mar, 122-
31 Dec, 112-

As of 30 Jun 24, 94 institutions are holding Oxford Lane Capital's shares, representing a decrease of -3.09% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2412,207,8202.94%
31 Mar, 2411,858,90914.62%
31 Dec, 2310,346,1793.37%
30 Sep, 2310,009,215-0.10%
30 Jun, 2310,019,4920.42%
31 Mar, 239,977,928-2.61%
31 Dec, 2210,245,70453.33%
30 Sep, 226,682,2012.42%
30 Jun, 226,524,296-9.03%
31 Mar, 227,171,654-7.07%
31 Dec, 217,717,02811.75%
30 Sep, 216,905,89976.00%
30 Jun, 213,923,782-24.37%
31 Mar, 215,188,33963.65%
31 Dec, 203,170,352-4.09%
30 Sep, 203,305,56853.55%
30 Jun, 202,152,720-4.10%
31 Mar, 202,244,778-11.50%
31 Dec, 192,536,59966.89%
30 Sep, 191,519,937-26.63%
30 Jun, 192,071,715103.60%
31 Mar, 191,017,522-32.30%
31 Dec, 181,502,953-31.43%
30 Sep, 182,191,83928.94%
30 Jun, 181,699,93726.41%
31 Mar, 181,344,821-38.02%
31 Dec, 172,169,93730.06%
30 Sep, 171,668,42916.15%
30 Jun, 171,436,38221.14%
31 Mar, 171,185,696-48.91%
31 Dec, 162,320,579-12.00%
30 Sep, 162,637,0791.48%
30 Jun, 162,598,512-4.96%
31 Mar, 162,734,176-2.96%
31 Dec, 152,817,619-0.49%
30 Sep, 152,831,423-23.80%
30 Jun, 153,716,0089.75%
31 Mar, 153,385,78219.85%
31 Dec, 142,825,0864.55%
30 Sep, 142,702,24021.01%
30 Jun, 142,233,102-17.93%
31 Mar, 142,720,904270.88%
31 Dec, 13733,642-19.29%
30 Sep, 13909,003-15.67%
30 Jun, 131,077,941340.43%
31 Mar, 13244,74513.23%
31 Dec, 12216,148-3.53%
30 Sep, 12224,061118.41%
30 Jun, 12102,58935.85%
31 Mar, 1275,5170.66%
31 Dec, 1175,024-

Oxford Lane Capital (OXLC) has 12.21M shares outstanding as of 30 Jun 24, up 2.94% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 246.04%17.55%
31 Mar, 245.87%22.40%
31 Dec, 235.12%5.62%
30 Sep, 239.54%10.46%
30 Jun, 239.55%10.56%
31 Mar, 239.51%9.97%
31 Dec, 229.77%24.07%
30 Sep, 226.37%16.47%
30 Jun, 226.22%13.31%
31 Mar, 226.84%12.63%
31 Dec, 217.36%16.97%
30 Sep, 216.58%36.46%
30 Jun, 214.25%13.46%
31 Mar, 215.62%47.66%
31 Dec, 203.43%26.79%
30 Sep, 203.58%38.20%
30 Jun, 203.06%30.04%
31 Mar, 203.19%24.53%
31 Dec, 193.61%54.70%
30 Sep, 192.57%10.13%
30 Jun, 195.04%82.32%
31 Mar, 192.47%18.53%
31 Dec, 183.65%10.05%
30 Sep, 186.03%13.57%
30 Jun, 186.66%23.98%
31 Mar, 185.27%7.29%
31 Dec, 178.51%19.43%
30 Sep, 176.62%12.13%
30 Jun, 177.39%19.87%
31 Mar, 176.10%4.28%
31 Dec, 1611.93%6.70%
30 Sep, 1613.35%6.76%
30 Jun, 1614.06%6.43%
31 Mar, 1614.79%6.37%
31 Dec, 1515.24%6.05%
30 Sep, 1515.87%2.41%
30 Jun, 1525.66%4.70%
31 Mar, 1523.38%6.14%
31 Dec, 1419.50%6.58%
30 Sep, 1417.21%8.51%
30 Jun, 1414.22%4.74%
31 Mar, 1417.33%79.37%
31 Dec, 134.67%13.94%
30 Sep, 135.79%12.28%
30 Jun, 136.87%282.53%
31 Mar, 131.56%82.25%
31 Dec, 121.38%67.60%
30 Sep, 121.43%334.27%
30 Jun, 120.65%282.43%
31 Mar, 120.48%210.63%
31 Dec, 110.48%-

As of 30 Jun 24, Oxford Lane Capital is held by 6.04% institutional shareholders, representing a 17.55% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2460-3.23%
31 Mar, 24628.77%
31 Dec, 23573.64%
30 Sep, 235510.00%
30 Jun, 23508.70%
31 Mar, 2346-9.80%
31 Dec, 225124.39%
30 Sep, 2241-2.38%
30 Jun, 2242-10.64%
31 Mar, 224730.56%
31 Dec, 21362.86%
30 Sep, 213516.67%
30 Jun, 213011.11%
31 Mar, 2127-
31 Dec, 202717.39%
30 Sep, 202321.05%
30 Jun, 2019-17.39%
31 Mar, 2023-23.33%
31 Dec, 193076.47%
30 Sep, 1917-37.04%
30 Jun, 1927125.00%
31 Mar, 1912-7.69%
31 Dec, 1813-35.00%
30 Sep, 1820-
30 Jun, 1820-
31 Mar, 182066.67%
31 Dec, 1712-42.86%
30 Sep, 172110.53%
30 Jun, 1719-5.00%
31 Mar, 1720150.00%
31 Dec, 168-
30 Sep, 168-20.00%
30 Jun, 1610-16.67%
31 Mar, 1612-25.00%
31 Dec, 151623.08%
30 Sep, 1513-
30 Jun, 1513-13.33%
31 Mar, 1515-21.05%
31 Dec, 141918.75%
30 Sep, 14166.67%
30 Jun, 1415-25.00%
31 Mar, 1420233.33%
31 Dec, 136-14.29%
30 Sep, 137-36.36%
30 Jun, 1311266.67%
31 Mar, 133200.00%
31 Dec, 121-66.67%
30 Sep, 12350.00%
30 Jun, 122100.00%
31 Mar, 121-50.00%
31 Dec, 112-

60 institutional shareholders have increased their position in OXLC stock as of 30 Jun 24 compared to 62 in the previous quarter (a -3.23% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 241911.76%
31 Mar, 24176.25%
31 Dec, 2316-
30 Sep, 2316-15.79%
30 Jun, 231911.76%
31 Mar, 231730.77%
31 Dec, 2213-18.75%
30 Sep, 2216-5.88%
30 Jun, 221713.33%
31 Mar, 221566.67%
31 Dec, 219-18.18%
30 Sep, 2111-15.38%
30 Jun, 211362.50%
31 Mar, 218-46.67%
31 Dec, 201525.00%
30 Sep, 201250.00%
30 Jun, 208-20.00%
31 Mar, 201025.00%
31 Dec, 198-27.27%
30 Sep, 1911120.00%
30 Jun, 195-54.55%
31 Mar, 1911-15.38%
31 Dec, 1813116.67%
30 Sep, 186-14.29%
30 Jun, 187-12.50%
31 Mar, 188-33.33%
31 Dec, 171271.43%
30 Sep, 177-12.50%
30 Jun, 178-
31 Mar, 178-27.27%
31 Dec, 161137.50%
30 Sep, 168-20.00%
30 Jun, 1610-9.09%
31 Mar, 1611-
31 Dec, 151137.50%
30 Sep, 15860.00%
30 Jun, 155-28.57%
31 Mar, 15716.67%
31 Dec, 146-14.29%
30 Sep, 14740.00%
30 Jun, 14525.00%
31 Mar, 144-20.00%
31 Dec, 13525.00%
30 Sep, 134-
30 Jun, 13--100.00%
31 Mar, 131-50.00%
31 Dec, 122-
30 Sep, 12--100.00%
30 Jun, 121-
31 Mar, 12--
31 Dec, 11--

19 institutional shareholders have reduced their position in OXLC stock as of 30 Jun 24 compared to 17 in the previous quarter (a 11.76% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2494-3.09%12,207,8202.94%6.04%17.55%60-3.23%1911.76%
31 Mar, 24978.99%11,858,90914.62%5.87%22.40%628.77%176.25%
31 Dec, 2389-10,346,1793.37%5.12%5.62%573.64%16-
30 Sep, 23892.30%10,009,215-0.10%9.54%10.46%5510.00%16-15.79%
30 Jun, 23877.41%10,019,4920.42%9.55%10.56%508.70%1911.76%
31 Mar, 2381-9,977,928-2.61%9.51%9.97%46-9.80%1730.77%
31 Dec, 228114.08%10,245,70453.33%9.77%24.07%5124.39%13-18.75%
30 Sep, 2271-6,682,2012.42%6.37%16.47%41-2.38%16-5.88%
30 Jun, 2271-6,524,296-9.03%6.22%13.31%42-10.64%1713.33%
31 Mar, 227124.56%7,171,654-7.07%6.84%12.63%4730.56%1566.67%
31 Dec, 21573.64%7,717,02811.75%7.36%16.97%362.86%9-18.18%
30 Sep, 215510.00%6,905,89976.00%6.58%36.46%3516.67%11-15.38%
30 Jun, 215013.64%3,923,782-24.37%4.25%13.46%3011.11%1362.50%
31 Mar, 2144-10.20%5,188,33963.65%5.62%47.66%27-8-46.67%
31 Dec, 204916.67%3,170,352-4.09%3.43%26.79%2717.39%1525.00%
30 Sep, 204220.00%3,305,56853.55%3.58%38.20%2321.05%1250.00%
30 Jun, 2035-5.41%2,152,720-4.10%3.06%30.04%19-17.39%8-20.00%
31 Mar, 2037-15.91%2,244,778-11.50%3.19%24.53%23-23.33%1025.00%
31 Dec, 194433.33%2,536,59966.89%3.61%54.70%3076.47%8-27.27%
30 Sep, 1933-13.16%1,519,937-26.63%2.57%10.13%17-37.04%11120.00%
30 Jun, 193826.67%2,071,715103.60%5.04%82.32%27125.00%5-54.55%
31 Mar, 1930-11.76%1,017,522-32.30%2.47%18.53%12-7.69%11-15.38%
31 Dec, 1834-8.11%1,502,953-31.43%3.65%10.05%13-35.00%13116.67%
30 Sep, 1837-2,191,83928.94%6.03%13.57%20-6-14.29%
30 Jun, 183712.12%1,699,93726.41%6.66%23.98%20-7-12.50%
31 Mar, 183313.79%1,344,821-38.02%5.27%7.29%2066.67%8-33.33%
31 Dec, 1729-12.12%2,169,93730.06%8.51%19.43%12-42.86%1271.43%
30 Sep, 1733-1,668,42916.15%6.62%12.13%2110.53%7-12.50%
30 Jun, 17336.45%1,436,38221.14%7.39%19.87%19-5.00%8-
31 Mar, 173129.17%1,185,696-48.91%6.10%4.28%20150.00%8-27.27%
31 Dec, 16244.35%2,320,579-12.00%11.93%6.70%8-1137.50%
30 Sep, 1623-14.81%2,637,0791.48%13.35%6.76%8-20.00%8-20.00%
30 Jun, 1627-6.90%2,598,512-4.96%14.06%6.43%10-16.67%10-9.09%
31 Mar, 1629-6.45%2,734,176-2.96%14.79%6.37%12-25.00%11-
31 Dec, 153110.71%2,817,619-0.49%15.24%6.05%1623.08%1137.50%
30 Sep, 1528-3.45%2,831,423-23.80%15.87%2.41%13-860.00%
30 Jun, 1529-3,716,0089.75%25.66%4.70%13-13.33%5-28.57%
31 Mar, 1529-3,385,78219.85%23.38%6.14%15-21.05%716.67%
31 Dec, 14297.41%2,825,0864.55%19.50%6.58%1918.75%6-14.29%
30 Sep, 14278.00%2,702,24021.01%17.21%8.51%166.67%740.00%
30 Jun, 14254.17%2,233,102-17.93%14.22%4.74%15-25.00%525.00%
31 Mar, 142484.62%2,720,904270.88%17.33%79.37%20233.33%4-20.00%
31 Dec, 13138.33%733,642-19.29%4.67%13.94%6-14.29%525.00%
30 Sep, 13129.09%909,003-15.67%5.79%12.28%7-36.36%4-
30 Jun, 1311175.00%1,077,941340.43%6.87%282.53%11266.67%--100.00%
31 Mar, 13433.33%244,74513.23%1.56%82.25%3200.00%1-50.00%
31 Dec, 123-216,148-3.53%1.38%67.60%1-66.67%2-
30 Sep, 123-224,061118.41%1.43%334.27%350.00%--100.00%
30 Jun, 12350.00%102,58935.85%0.65%282.43%2100.00%1-
31 Mar, 122-75,5170.66%0.48%210.63%1-50.00%--
31 Dec, 112-75,024-0.48%-2---

Oxford Lane Capital Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 29, 2024ROSENTHAL SAUL Bdirector, officer PresidentP-PurchaseBuy2,315,000$5.40$12.50M2,514,887
May 29, 2024ROSENTHAL SAUL Bdirector, officer PresidentP-PurchaseBuy2,315,000$5.40$12.50M2,315,000
May 29, 2024COHEN JONATHAN Hdirector, officer Chief Executive OfficerP-PurchaseBuy4,630,000$5.40$25.00M4,864,728
Mar 13, 2023Ashenfelter Mark Jeffreydirector-P-PurchaseBuy6,000$5.18$31.07K30,000
Jul 23, 2021Wilton Reassurance Co10 percent owner-S-SaleSell431,225$26.20$11.30M-
Jul 23, 2021Wilton Reassurance Co10 percent owner-S-SaleSell9,675$26.30$254.45K-
Jun 29, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell10,778$24.91$268.48K380,145
Jun 29, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell3,543$25.15$89.11K213,543
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell47,834$25.02$1.20M430,204
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell13,624$25.01$340.74K416,580
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell14,657$24.94$365.55K401,923
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell9,635$25.17$242.51K253,384
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell16,931$25.15$425.81K236,453
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell9,917$25.14$249.31K226,536
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell2,800$25.11$70.31K630,006
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell13,441$25.00$336.02K616,565
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell13,800$24.95$344.31K602,765
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell4,521$25.21$113.97K362,145
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell7,392$25.12$185.69K354,753
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell21,994$25.04$550.73K332,759

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 29, 2024ROSENTHAL SAUL Bdirector, officer PresidentP-PurchaseBuy2,315,000$5.40$12.50M2,514,887
May 29, 2024ROSENTHAL SAUL Bdirector, officer PresidentP-PurchaseBuy2,315,000$5.40$12.50M2,315,000
May 29, 2024COHEN JONATHAN Hdirector, officer Chief Executive OfficerP-PurchaseBuy4,630,000$5.40$25.00M4,864,728
Mar 13, 2023Ashenfelter Mark Jeffreydirector-P-PurchaseBuy6,000$5.18$31.07K30,000

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 23, 2021Wilton Reassurance Co10 percent owner-S-SaleSell431,225$26.20$11.30M-
Jul 23, 2021Wilton Reassurance Co10 percent owner-S-SaleSell9,675$26.30$254.45K-
Jun 29, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell10,778$24.91$268.48K380,145
Jun 29, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell3,543$25.15$89.11K213,543
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell47,834$25.02$1.20M430,204
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell13,624$25.01$340.74K416,580
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell14,657$24.94$365.55K401,923
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell9,635$25.17$242.51K253,384
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell16,931$25.15$425.81K236,453
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell9,917$25.14$249.31K226,536
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell2,800$25.11$70.31K630,006
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell13,441$25.00$336.02K616,565
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell13,800$24.95$344.31K602,765
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell4,521$25.21$113.97K362,145
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell7,392$25.12$185.69K354,753
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell21,994$25.04$550.73K332,759

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 29, 2024ROSENTHAL SAUL Bdirector, officer PresidentP-PurchaseBuy2,315,000$5.40$12.50M2,514,887
May 29, 2024ROSENTHAL SAUL Bdirector, officer PresidentP-PurchaseBuy2,315,000$5.40$12.50M2,315,000
May 29, 2024COHEN JONATHAN Hdirector, officer Chief Executive OfficerP-PurchaseBuy4,630,000$5.40$25.00M4,864,728
Mar 13, 2023Ashenfelter Mark Jeffreydirector-P-PurchaseBuy6,000$5.18$31.07K30,000
Jul 23, 2021Wilton Reassurance Co10 percent owner-S-SaleSell431,225$26.20$11.30M-
Jul 23, 2021Wilton Reassurance Co10 percent owner-S-SaleSell9,675$26.30$254.45K-
Jun 29, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell10,778$24.91$268.48K380,145
Jun 29, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell3,543$25.15$89.11K213,543
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell47,834$25.02$1.20M430,204
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell13,624$25.01$340.74K416,580
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell14,657$24.94$365.55K401,923
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell9,635$25.17$242.51K253,384
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell16,931$25.15$425.81K236,453
Jun 28, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell9,917$25.14$249.31K226,536
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell2,800$25.11$70.31K630,006
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell13,441$25.00$336.02K616,565
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell13,800$24.95$344.31K602,765
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell4,521$25.21$113.97K362,145
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell7,392$25.12$185.69K354,753
Jun 17, 2021Eagle Point Credit Management LLC10 percent owner-S-SaleSell21,994$25.04$550.73K332,759

The last insider sell of Oxford Lane Capital's stock was made by Wilton Reassurance Co on Jul 23 2021, selling 431,225 shares at $26.20 per share (valued at $11.30M). The last insider buy of OXLC was made by ROSENTHAL SAUL B on May 29 2024, buying 2,315,000 shares at $5.40 per share (worth $12.50M).

Oxford Lane Capital Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20243--
Q1 20231--
Q3 2021-2-
Q2 2021-24-
Q1 2021-2-
Q1 202084200.00%
Q4 20192--
Q3 20191--
Q4 20181--
Q1 20181--
Q3 2017-2-
Q2 20172--
Q3 20151250.00%
Q2 2015-1-
Q3 2014-2-
Q1 201443133.33%
Q4 201310--
Q1 201344100.00%
Q2 201244100.00%
Q3 201166100.00%

3 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Oxford Lane Capital's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20243--
Q1 20231--
Q3 2021-2-
Q2 2021-22-
Q1 2021---
Q1 20208--
Q4 20192--
Q3 20191--
Q4 20181--
Q1 20181--
Q3 20171--
Q2 20172--
Q3 20151--
Q2 2015---
Q3 2014---
Q1 20141--
Q4 201310--
Q1 2013---
Q2 2012---
Q3 2011---

As of Q2 2024, Insider owners conducted 3 open market buy trades and 0 open market sell trades of Oxford Lane Capital's stocks.

Oxford Lane Capital Peer Ownership


TickerCompany
GLADGladstone Capital Corporation
ECCEagle Point Credit Company Inc.
PSECProspect Capital Corporation
SCMStellus Capital Investment Corporation
CSWCCapital Southwest Corporation
HRZNHorizon Technology Finance Corporation

OXLC Ownership FAQ


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).

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.

As of Jun 2024, there are 94 institutional shareholders of Oxford Lane Capital.

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).

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.

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).