Oxford Lane Cap Corp.
13F holders, Q3 2024 (September 30)123holders +21
31new positions
11sold out
2famous investors
$5.24avg. 13F price*
At the end of Q3 2024, 123 institutions reported holding Oxford Lane Cap Corp. in their 13F filings, up 21 from Q2 2024. 31 opened new positions and 11 sold out. The largest holders were Border to Coast Pensions Partnership Ltd ($7.3M), Wedbush Securities Inc. ($5.7M) and Morgan Stanley ($4.7M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $13.1M |
| Exits | 11 | $18.6M |
All 13F filers, Q2 2024 → Q3 2024: 4,679,185 shares bought and 4,463,761 shares sold, net +215,424 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Border to Coast Pensions Partnership Ltd | 0.15% | New | 1,405,000 | $7.3M |
| Wedbush Securities Inc. | 0.21% | Add +6.7% | 1,083,877 | $5.7M |
| Morgan Stanley | 0.00% | Add +2.1% | 904,511 | $4.7M |
| Realta Investment Advisors | 2.16% | Add +244.8% | 888,696 | $4.7M |
| LPL Financial LLC | 0.00% | Add +18.5% | 628,714 | $3.3M |
| TrueMark Investments, LLC | 0.89% | Add +74.6% | 529,429 | $2.8M |
| Geneos Wealth Management Inc. | 0.10% | Add +1.9% | 503,892 | $2.6M |
| Delphi Financial Group, Inc. | 1.45% | Add +36.8% | 480,221 | $2.5M |
| Independent Financial Group, LLC | 0.08% | Add +1.1% | 414,543 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +39.8% | 384,047 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.8% | 305,727 | $1.6M |
| &partners | 0.03% | Add +3.2% | 277,070 | $1.5M |
| Triumph Capital Management | 0.49% | Add +187.2% | 264,833 | $1.4M |
| Millennium Management | 0.00% | New | 255,925 | $1.3M |
| Invesco Ltd. | 0.00% | Add +5.7% | 245,334 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +56.5% | 228,395 | $1.2M |
| Citadel Advisors | 0.00% | Add +43.4% | 221,765 | $1.2M |
| Founders Financial Alliance, LLC | 0.28% | Add +20.0% | 189,726 | $994K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +437.3% | 183,769 | $963K |
| Raymond James & Associates | 0.00% | Add +6.1% | 170,091 | $891K |
| Samalin Investment Counsel, LLC | 0.38% | Add +11.9% | 167,337 | $877K |
| Arlington Capital Management, Inc. | 0.71% | Add +15.2% | 163,541 | $857K |
| Innova Wealth Partners | 0.71% | New | 163,541 | $857K |
| Private Advisor Group, LLC | 0.01% | Add +16.2% | 153,754 | $806K |
| Rockefeller Capital Management L.P. | 0.00% | New | 148,251 | $777K |
| Oppenheimer & Co. Inc. | 0.01% | New | 119,221 | $625K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -65.2% | 109,665 | $575K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.9% | 102,342 | $536K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 102,124 | $535K |
| Squarepoint Ops LLC | 0.00% | Add +50.0% | 98,638 | $517K |
| CastleKnight Management LP | 0.06% | No change | 97,000 | $508K |
| Sage Capital Advisors,llc | 0.12% | Add +6.3% | 85,082 | $446K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +10.9% | 78,918 | $414K |
| Cetera Investment Advisers | 0.00% | Add +82.0% | 78,529 | $411K |
| UBS Group AG | 0.00% | Add +31.0% | 72,373 | $379K |
| Hohimer Wealth Management, LLC | 0.08% | Add +118.1% | 72,065 | $378K |
| CFO4Life Group, LLC | 0.07% | Add +23.3% | 71,910 | $377K |
| Sigma Planning Corp | 0.01% | Add +10.2% | 69,307 | $363K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +60.0% | 64,874 | $341K |
| Bard Associates Inc. | 0.11% | No change | 64,217 | $336K |
| Lido Advisors, LLC | 0.00% | Add +17.6% | 62,661 | $328K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +0.9% | 62,300 | $326K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +5.1% | 56,785 | $298K |
| NewEdge Advisors, LLC | 0.00% | Add +17.6% | 54,982 | $288K |
| Prospera Financial Services Inc | 0.01% | Add +1.9% | 48,743 | $255K |
| Naviter Wealth, LLC | 0.04% | Reduce -5.8% | 48,668 | $255K |
| Jane Street Group, LLC | 0.00% | Reduce -22.7% | 46,651 | $244K |
| PFG Investments, LLC | 0.02% | Add +3.2% | 46,510 | $244K |
| Pasadena Private Wealth, LLC | 0.05% | Reduce -4.4% | 45,208 | $237K |
| HRT Financial LP | 0.00% | Reduce -81.8% | 45,124 | $236K |
| Prairie Sky Financial Group LLC | 0.12% | New | 39,212 | $205K |
| Mercer Global Advisors Inc. | 0.00% | New | 34,019 | $178K |
| L.M. Kohn & Company | 0.04% | New | 33,430 | $175K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.4% | 33,140 | $173K |
| Bank of America Corp. | 0.00% | Add +5.2% | 32,554 | $171K |
| Creative Planning | 0.00% | New | 32,352 | $170K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -16.4% | 31,156 | $163K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.3% | 30,968 | $162K |
| Silverleafe Capital Partners, LLC | 0.06% | Add +0.3% | 30,693 | $161K |
| Summitry LLC | 0.01% | No change | 30,000 | $157K |
| Virtu Financial LLC | 0.01% | New | 29,907 | $157K |
| D.A. Davidson & Co. | 0.00% | Add +16.5% | 27,266 | $143K |
| Dynamic Technology Lab Private Ltd | 0.01% | Add +37.2% | 26,724 | $140K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -72.1% | 24,356 | $128K |
| CoreCap Advisors, LLC | 0.01% | New | 24,182 | $127K |
| Essex Financial Services, Inc. | 0.01% | No change | 24,089 | $126K |
| Waddell & Associates, LLC | 0.02% | Add +4.2% | 23,916 | $125K |
| Calton & Associates, Inc. | 0.05% | New | 23,776 | $125K |
| HighTower Advisors, LLC | 0.00% | Add +75.9% | 23,232 | $121K |
| Moors & Cabot, Inc. | 0.01% | New | 23,000 | $121K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.5% | 21,235 | $111K |
| Farther Finance Advisors, LLC | 0.00% | Add +6666.4% | 20,570 | $108K |
| Avidian Wealth Enterprises, LLC | 0.00% | No change | 19,976 | $105K |
| One Capital Management, LLC | 0.00% | Add +70.5% | 19,270 | $101K |
| Joule Financial, LLC | 0.04% | Add +53.5% | 18,773 | $98K |
| Two Sigma Securities, LLC | 0.01% | Add +46.3% | 17,050 | $89K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | Add +7.1% | 17,012 | $89K |
| NorthCoast Asset Management LLC | 0.00% | New | 16,760 | $88K |
| Jump Financial, LLC | 0.00% | Reduce -95.8% | 16,526 | $87K |
| William Howard & Co Financial Advisors Inc | 0.07% | New | 16,490 | $86K |
| Beacon Financial Advisory LLC | 0.03% | Reduce -34.6% | 16,325 | $86K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 16,000 | $84K |
| Belpointe Asset Management LLC | 0.00% | Add +7.6% | 15,189 | $80K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 15,082 | $79K |
| Teamwork Financial Advisors, LLC | 0.01% | New | 14,927 | $78K |
| Capital Investment Advisors, LLC | 0.00% | Add +33.5% | 14,682 | $77K |
| CIBC Private Wealth Group LLC | 0.00% | Add +53.3% | 13,949 | $73K |
| Freestate Advisors LLC | 0.07% | — | 13,728 | $72K |
| Captrust Financial Advisors | 0.00% | Add +31.1% | 13,628 | $71K |
| Arkadios Wealth Advisors | 0.00% | Add +4.8% | 13,250 | $69K |
| Foundations Investment Advisors, LLC | 0.00% | New | 12,156 | $64K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 11,200 | $59K |
| Mariner, LLC | 0.00% | Reduce -10.2% | 10,876 | $57K |
| Western Wealth Management, LLC | 0.00% | New | 10,735 | $56K |
| Vantage Financial Partners, LLC | 0.01% | Add +0.9% | 10,641 | $56K |
| McIlrath & Eck, LLC | 0.01% | New | 10,588 | $55K |
| National Wealth Management Group, LLC | 0.04% | New | 10,359 | $54K |
| Wesbanco Bank Inc. | 0.00% | No change | 10,209 | $53K |
| Merkkuri Wealth Advisors LLC | 0.04% | New | 10,088 | $53K |
| Kingsview Wealth Management, LLC | 0.00% | New | 10,078 | $53K |
"% 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.