Oxford Lane Cap Corp.

13F holders, Q1 2024 (March 31)
97holders
1famous investor
$5.08avg. 13F price*

At the end of Q1 2024, 97 institutions reported holding Oxford Lane Cap Corp. in their 13F filings. The largest holders were Penserra Capital Management LLC ($15.3M), Citadel Advisors ($5.4M) and Morgan Stanley ($4.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Oxford Lane Cap Corp.
CUSIP
691543102
Latest filing quarter
Q3 2025

History

Number of 13F holders

050100150 Q1 2024: 97Q1 2024Q2 2024: 102Q2 2024Q3 2024: 123Q3 2024Q4 2024: 149Q4 2024Q1 2025: 140Q1 2025Q2 2025: 149Q2 2025Q3 2025: 8Q3 2025

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions23$3.0M
Exits15$2.5M

Ownership 97 holders

Penserra Capital Management LLC 0.19% Reduce -0.9% 3,006,840 $15.3M
Citadel Advisors 0.01% Add +22.8% 1,067,438 $5.4M
Morgan Stanley 0.00% Reduce -8.2% 876,204 $4.5M
Wedbush Securities Inc. 0.14% Add +100.3% 744,853 $3.8M
Osaic Holdings, Inc. 0.01% Add +20.5% 701,373 $3.6M
HRT Financial LP 0.01% Add +354.2% 456,400 $2.3M
Independent Financial Group, LLC 0.10% Add +1.3% 424,348 $2.2M
LPL Financial LLC 0.00% Reduce -4.8% 367,136 $1.9M
Commonwealth Equity Services, LLC 0.00% Reduce -1.3% 324,463 $1.6M
JPMorgan Chase & Co. 0.00% Add +27.2% 302,758 $1.5M
Delphi Financial Group, Inc. 0.92% Add +0.3% 274,974 $1.4M
&partners 0.18% Add +4.0% 263,311 $1.3M
Virtus Advisers, LLC 0.63% Add +37.2% 233,087 $1.2M
Geneos Wealth Management Inc. 0.04% Add +25.1% 165,850 $843K
Samalin Investment Counsel, LLC 0.36% Add +4.9% 148,461 $754K
Arlington Capital Management, Inc. 0.63% Reduce -4.5% 148,012 $752K
Raymond James & Associates 0.00% Add +3.9% 145,269 $738K
Simplify Asset Management Inc. 0.06% New 127,068 $646K
Private Advisor Group, LLC 0.00% Add +8.2% 122,871 $624K
Founders Financial Alliance, LLC 0.18% New 114,928 $584K
Aptus Capital Advisors, LLC 0.01% Add +16.3% 100,324 $510K
CastleKnight Management LP 0.07% No change 97,000 $493K
Kestra Advisory Services, LLC 0.00% Add +5.5% 96,460 $490K
Wells Fargo & Company 0.00% Reduce -1.1% 91,501 $465K
Jump Financial, LLC 0.01% Add +69.5% 89,000 $452K
Realta Investment Advisors 0.09% Add +19.8% 86,656 $440K
Bank of America Corp. 0.00% Add +3.0% 71,034 $361K
Rockefeller Capital Management L.P. 0.00% Add +31.1% 69,554 $353K
Sage Capital Advisors,llc 0.10% Add +3.8% 68,126 $346K
Bard Associates Inc. 0.12% Reduce -1.2% 64,217 $326K
Sheaff Brock Investment Advisors, LLC 0.03% No change 61,770 $314K
Squarepoint Ops LLC 0.00% Add +83.6% 58,995 $300K
UBS Group AG 0.00% Add +14.3% 55,237 $281K
Bridgewealth Advisory Group, LLC 0.13% No change 53,627 $272K
J.W. Cole Advisors, Inc. 0.01% Add +66.6% 53,223 $270K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +1.6% 52,333 $266K
Lido Advisors, LLC 0.00% No change 51,372 $261K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -12.9% 50,220 $251K
NewEdge Advisors, LLC 0.00% Reduce -7.9% 46,530 $236K
Prospera Financial Services Inc 0.01% Add +8.4% 44,786 $228K
Jane Street Group, LLC 0.00% New 43,874 $223K
Sigma Planning Corp 0.01% Add +58.9% 40,496 $206K
Cetera Investment Advisers 0.00% Add +236.6% 39,655 $201K
CFO4Life Group, LLC 0.04% New 38,575 $196K
Park Avenue Securities LLC 0.00% Add +88.2% 37,579 $191K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -14.2% 36,555 $186K
Envestnet Asset Management Inc. 0.00% New 33,873 $172K
Two Sigma Securities, LLC 0.01% New 33,603 $171K
Mercer Global Advisors Inc. 0.00% New 32,716 $166K
Prime Capital Investment Advisors, LLC 0.00% New 30,771 $156K
Summitry LLC 0.01% No change 30,000 $152K
CoreCap Advisors, LLC 0.01% Add +30.8% 28,059 $143K
D.A. Davidson & Co. 0.00% Add +12.9% 27,907 $142K
BNP Paribas Financial Markets 0.00% Reduce -81.6% 26,300 $134K
Waddell & Associates, LLC 0.01% New 21,856 $111K
Hohimer Wealth Management, LLC 0.02% Reduce -27.4% 20,478 $104K
Naviter Wealth, LLC 0.02% Reduce -23.3% 19,781 $100K
L.M. Kohn & Company 0.03% No change 18,470 $94K
Northern Trust Corp. 0.00% New 17,811 $90K
Atria Wealth Solutions, Inc. 0.00% Add +13.9% 17,433 $90K
Essex Financial Services, Inc. 0.01% No change 17,000 $86K
Tompkins Financial Corp. 0.01% No change 16,000 $81K
Royal Bank of Canada 0.00% Reduce -70.0% 16,051 $81K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -6.8% 15,308 $78K
PFG Investments, LLC 0.00% New 15,112 $77K
Hartline Investment Corp./ 0.01% New 14,651 $74K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.01% Add +16.7% 14,651 $74K
Beacon Financial Advisory LLC 0.03% Add +4.7% 14,079 $72K
Captrust Financial Advisors 0.00% New 13,629 $69K
HighTower Advisors, LLC 0.00% New 13,213 $67K
Belpointe Asset Management LLC 0.00% Add +6.4% 12,577 $64K
Arkadios Wealth Advisors 0.00% Reduce -0.1% 12,414 $63K
Tower Research Capital LLC (TRC) 0.00% Add +81.8% 11,907 $60K
Susquehanna International Group, LLP 0.00% New 11,265 $57K
Capital Investment Advisors, LLC 0.00% No change 11,000 $56K
Vantage Financial Partners, LLC 0.01% Add +0.8% 10,464 $53K
Wesbanco Bank Inc. 0.00% No change 10,209 $52K
One Capital Management, LLC 0.00% No change 10,000 $51K
Cullen/Frost Bankers, Inc. 0.00% No change 10,000 $51K
GPS Wealth Strategies Group, LLC 0.01% No change 8,242 $42K
Plante Moran Financial Advisors, LLC 0.00% New 7,990 $41K
CIBC Private Wealth Group LLC 0.00% New 6,100 $31K
Allworth Financial LP 0.00% Reduce -58.5% 3,845 $20K
US Bancorp \de 0.00% New 3,057 $16K
Concourse Financial Group Securities, Inc. 0.00% No change 3,000 $15K
Cape Investment Advisory, Inc. 0.00% Reduce -94.0% 1,200 $6K
Sunbelt Securities, Inc. 0.00% Add +5.1% 1,074 $5K
Eagle Bay Advisors LLC 0.00% No change 1,000 $5K
AlphaMark Advisors, LLC 0.00% Add +6.9% 1,025 $5K
Resources Management Corp. /CT/ 0.00% No change 1,000 $5K
Continuum Advisory, LLC 0.00% New 731 $4K
Spectrum Wealth Counsel, LLC 0.00% No change 750 $4K
Beacon Capital Management, LLC 0.00% New 732 $4K
FNY Investment Advisers, LLC 0.00% New 400 $2K
Farther Finance Advisors, LLC 0.00% Add +4.8% 283 $1K
GHP Investment Advisors, Inc. 0.00% No change 125 $635
FMR LLC 0.00% New 3 $15

"% of holder's portfolio" is OXFORD LANE CAP CORP's weight in each manager's 13F, not the share of Oxford Lane Cap Corp. the manager owns.