Oxford Lane Capital Corp. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BORDER TO COAST PENSIONS PARTNERSHIP LTD | 01/15/2025 | 1.85 M | $9.37 M | 31.67% | 0.73% |
WEDBUSH SECURITIES INC | 02/13/2025 | 1.19 M | $6.04 M | 9.96% | 0.47% |
COASTAL INVESTMENT ADVISORS, INC. | 01/28/2025 | 1.03 M | $5.25 M | 15.93% | 0.41% |
TRUEMARK INVESTMENTS, LLC | 02/12/2025 | 998,125 | $5.06 M | 88.53% | 0.40% |
GENEOS WEALTH MANAGEMENT INC. | 01/21/2025 | 527,200 | $2.67 M | 4.63% | 0.21% |
JANE STREET GROUP, LLC | 02/14/2025 | 469,244 | $2.38 M | 905.86% | 0.19% |
DELPHI FINANCIAL GROUP, INC. | 02/06/2025 | 446,134 | $2.26 M | -7.10% | 0.18% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 406,556 | $2.13 M | 5.86% | 0.16% |
TRIUMPH CAPITAL MANAGEMENT | 02/14/2025 | 299,870 | $1.52 M | 13.23% | 0.12% |
02/14/2025 | 299,870 | $1.52 M | 100.00% | 0.12% | |
COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 295,403 | $1.50 M | -3.38% | 0.12% |
J.W. COLE ADVISORS, INC. | 01/31/2025 | 286,260 | $1.45 M | 25.34% | 0.11% |
WILEY BROS.-AINTREE CAPITAL, LLC | 02/14/2025 | 281,739 | $1.43 M | 1.69% | 0.11% |
JUMP FINANCIAL, LLC | 02/13/2025 | 257,801 | $1.31 M | 1,459.97% | 0.10% |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 224,609 | $1.14 M | 22.22% | 0.09% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 212,776 | $1.08 M | 100.00% | 0.08% |
KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 207,975 | $1.05 M | 103.22% | 0.08% |
FOUNDERS FINANCIAL ALLIANCE, LLC | 02/07/2025 | 201,464 | $1.02 M | 6.19% | 0.08% |
PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 190,281 | $964,725 | 23.76% | 0.08% |
SAMALIN INVESTMENT COUNSEL, LLC | 02/11/2025 | 183,518 | $930,440 | 9.67% | 0.07% |
ARLINGTON CAPITAL MANAGEMENT, INC. | 02/12/2025 | 181,199 | $918,679 | 10.80% | 0.07% |
OPPENHEIMER & CO INC | 02/05/2025 | 158,658 | $804,396 | 33.08% | 0.06% |
APTUS CAPITAL ADVISORS, LLC | 02/14/2025 | 131,374 | $666,066 | 28.64% | 0.05% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 124,437 | $630,896 | 100.00% | 0.05% |
TWO SIGMA SECURITIES, LLC | 02/14/2025 | 110,007 | $557,735 | 545.20% | 0.04% |
CASTLEKNIGHT MANAGEMENT LP | 02/14/2025 | 97,000 | $491,790 | 0.00% | 0.04% |
MAIA WEALTH LLC | 02/05/2025 | 96,612 | $493,687 | 100.00% | 0.04% |
02/13/2025 | 84,587 | $428,856 | 100.00% | 0.03% | |
ATRIA WEALTH SOLUTIONS, INC. | 01/31/2025 | 84,101 | $427,665 | 29.64% | 0.03% |
CETERA INVESTMENT ADVISERS | 02/14/2025 | 80,216 | $406,695 | 2.15% | 0.03% |
SQUAREPOINT OPS LLC | 02/14/2025 | 72,740 | $368,792 | -26.26% | 0.03% |
CFO4LIFE GROUP, LLC | 02/10/2025 | 71,910 | $364,584 | 0.00% | 0.03% |
SIGMA PLANNING CORP | 02/03/2025 | 65,858 | $333,901 | -4.98% | 0.03% |
SAGE CAPITAL ADVISORS,LLC | 01/10/2025 | 63,913 | $324,040 | -24.88% | 0.03% |
BARD ASSOCIATES INC | 02/06/2025 | 63,567 | $322,285 | -1.01% | 0.03% |
SHEAFF BROCK INVESTMENT ADVISORS, LLC | 01/30/2025 | 62,400 | $316,368 | 0.16% | 0.02% |
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/13/2025 | 59,910 | $304,000 | 5.50% | 0.02% |
APOLLON WEALTH MANAGEMENT, LLC | 01/28/2025 | 57,212 | $290,065 | 100.00% | 0.02% |
LIDO ADVISORS, LLC | 02/14/2025 | 54,428 | $275,950 | -13.14% | 0.02% |
PROSPERA FINANCIAL SERVICES INC | 02/13/2025 | 51,269 | $259,945 | 5.18% | 0.02% |
M&T BANK CORP | 02/06/2025 | 47,892 | $242,812 | 100.00% | 0.02% |
CORECAP ADVISORS, LLC | 02/14/2025 | 46,272 | $234,601 | 91.35% | 0.02% |
UBS GROUP AG | 02/14/2025 | 42,631 | $216,139 | -41.10% | 0.02% |
02/04/2025 | 40,702 | $206,359 | 100.00% | 0.02% | |
SILVERLEAFE CAPITAL PARTNERS, LLC | 01/06/2025 | 39,513 | $200,330 | 28.74% | 0.02% |
MARINER, LLC | 02/13/2025 | 38,053 | $192,931 | 249.88% | 0.02% |
HOHIMER WEALTH MANAGEMENT, LLC | 02/14/2025 | 35,794 | $181,476 | -50.33% | 0.01% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 32,090 | $162,696 | 37,213.95% | 0.01% |
MAIN STREET FINANCIAL SOLUTIONS, LLC | 02/13/2025 | 31,192 | $158,145 | 100.00% | 0.01% |
SOLTIS INVESTMENT ADVISORS LLC | 01/29/2025 | 31,156 | $157,961 | 0.00% | 0.01% |
Oxford Lane Capital Corp. institutional Ownership - FAQ's
During the previous two years, 173 institutional investors and hedge funds held shares of Oxford Lane Capital Corp.. The most heavily invested institutionals were:
Border to Coast Pensions Partnership Ltd: 1.85 M
WEDBUSH SECURITIES INC: 1.19 M
Coastal Investment Advisors, Inc.: 1.03 M
TrueMark Investments, LLC: 998,125
Geneos Wealth Management Inc.: 527,200
JANE STREET GROUP, LLC: 469,244
6.20% of Oxford Lane Capital Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 14.91 M shares in the last 24 months. This purchase volume represents approximately $76.35 M in transactions.