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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. Morgan stanley is the largest institutional shareholder, holding 0.44% 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 Stocks51.84%9.46%38.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Morgan stanley885.99K0.44%$4.80M
Lpl financial530.65K0.26%$2.88M
Advisor group406.56K0.16%$2.13M
Delphi financial group560.15K0.12%$2.35M
Triumph capital management299.87K0.12%$1.52M
Cambridge investment research advisors224.61K0.09%$1.14M
Kestra advisory services207.97K0.08%$1.05M
Founders financial alliance201.46K0.08%$1.02M
Raymond james & associates160.32K0.08%$868.93K
Freestone capital355.61K0.08%$1.49M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Delphi financial group560.15K1.66%$2.35M
Arlington capital management181.20K0.64%$918.68K
Triumph capital management299.87K0.52%$1.52M
Founders financial alliance201.46K0.28%$1.02M
Eight 31 financial90.16K0.25%$378.69K
Buska wealth management136.45K0.16%$573.09K
Sage capital advisors13.95K0.06%$236.15K
Freestone capital355.61K0.05%$1.49M
Firethorn wealth partners19.64K0.05%$99.58K
Cfo4life group73.41K0.05%$308.32K

Top Buyers

HolderShares% AssetsChange
Jump financial165.96K0.01%165.96K
Lpl financial530.65K0.00%163.51K
Susquehanna group, llp124.44K0.00%124.44K
Kestra advisory services207.97K0.01%105.63K
Allworth financial lp95.21K0.00%92.67K

Top Sellers

HolderShares% AssetsChange
Penserra capital management---3.08M
Border to coast pensions partnership---2.20M
Wedbush securities---1.52M
Coastal investment advisors---1.24M
Truemark investments---998.13K

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
Cary street partners financial56.45K0.01%56.45K$237.11K
Abel hall20.00K0.04%20.00K$84.00K

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 51.84%, which Oxford Lane Capital falls below.

Who owns the most shares of Oxford Lane Capital?

Oxford Lane Capital’s largest shareholders are Morgan stanley (885.99K shares, 0.44%), Lpl financial (530.65K shares, 0.26%), and Advisor group (406.56K shares, 0.16%). Together, they hold 0.86% 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?

Delphi financial group is Oxford Lane Capital’s biggest shareholder by percentage of total assets invested, with 1.66% of its assets in 560.15K Oxford Lane Capital shares, valued at 2.35M$.

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