Oxford Lane Cap Corp.
13F holders, Q4 2024 (December 31)149holders +26
34new positions
15sold out
1famous investor
$5.07avg. 13F price*
At the end of Q4 2024, 149 institutions reported holding Oxford Lane Cap Corp. in their 13F filings, up 26 from Q3 2024. 34 opened new positions and 15 sold out. The largest holders were Border to Coast Pensions Partnership Ltd ($9.4M), Wedbush Securities Inc. ($6.0M) and Realta Investment Advisors ($5.3M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $5.2M |
| Exits | 15 | $6.1M |
All 13F filers, Q3 2024 → Q4 2024: 4,690,683 shares bought and 1,923,837 shares sold, net +2,766,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Border to Coast Pensions Partnership Ltd | 0.18% | Add +31.7% | 1,850,000 | $9.4M |
| Wedbush Securities Inc. | 0.22% | Add +10.0% | 1,191,828 | $6.0M |
| Realta Investment Advisors | 2.15% | Add +15.9% | 1,030,232 | $5.3M |
| TrueMark Investments, LLC | 1.62% | Add +88.5% | 998,125 | $5.1M |
| Citadel Advisors | 0.00% | Add +333.5% | 961,271 | $4.9M |
| LPL Financial LLC | 0.00% | Add +42.7% | 897,345 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Add +37.7% | 528,793 | $2.7M |
| Geneos Wealth Management Inc. | 0.09% | Add +4.6% | 527,200 | $2.7M |
| Morgan Stanley | 0.00% | Reduce -45.3% | 495,157 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +905.9% | 469,244 | $2.4M |
| Delphi Financial Group, Inc. | 1.22% | Reduce -7.1% | 446,134 | $2.3M |
| Independent Financial Group, LLC | 0.07% | Add +2.7% | 425,800 | $2.2M |
| Triumph Capital Management | 0.52% | Add +13.2% | 299,870 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.4% | 295,403 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +25.3% | 286,260 | $1.5M |
| &partners | 0.02% | Add +1.7% | 281,739 | $1.4M |
| Jump Financial, LLC | 0.03% | Add +1460.0% | 257,801 | $1.3M |
| Marex Group Ltd | 0.02% | New | 238,071 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.2% | 224,609 | $1.1M |
| Raymond James Financial Inc. | 0.00% | — | 212,776 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +103.2% | 207,975 | $1.1M |
| Founders Financial Alliance, LLC | 0.28% | Add +6.2% | 201,464 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Add +23.8% | 190,281 | $965K |
| Samalin Investment Counsel, LLC | 0.40% | Add +9.7% | 183,518 | $930K |
| Arlington Capital Management, Inc. | 0.64% | Add +10.8% | 181,199 | $919K |
| Oppenheimer & Co. Inc. | 0.01% | Add +33.1% | 158,658 | $804K |
| Aptus Capital Advisors, LLC | 0.01% | Add +28.6% | 131,374 | $666K |
| Susquehanna International Group, LLP | 0.00% | New | 124,437 | $631K |
| Two Sigma Securities, LLC | 0.10% | Add +545.2% | 110,007 | $558K |
| Maia Wealth LLC | 0.11% | New | 96,612 | $494K |
| CastleKnight Management LP | 0.06% | No change | 97,000 | $492K |
| Transce3nd, LLC | 0.15% | — | 84,587 | $429K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +29.6% | 84,101 | $428K |
| Cetera Investment Advisers | 0.00% | Add +2.1% | 80,216 | $407K |
| Squarepoint Ops LLC | 0.00% | Reduce -26.3% | 72,740 | $369K |
| CFO4Life Group, LLC | 0.06% | No change | 71,910 | $365K |
| Sigma Planning Corp | 0.01% | Reduce -5.0% | 65,858 | $334K |
| Sage Capital Advisors,llc | 0.08% | Reduce -24.9% | 63,913 | $324K |
| Bard Associates Inc. | 0.11% | Reduce -1.0% | 63,567 | $322K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +0.2% | 62,400 | $316K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Add +5.5% | 59,910 | $304K |
| Apollon Wealth Management, LLC | 0.01% | New | 57,212 | $290K |
| Lido Advisors, LLC | 0.00% | Reduce -13.1% | 54,428 | $276K |
| Prospera Financial Services Inc | 0.01% | Add +5.2% | 51,269 | $260K |
| M&T Bank Corp | 0.00% | New | 47,892 | $243K |
| CoreCap Advisors, LLC | 0.01% | Add +91.3% | 46,272 | $235K |
| UBS Group AG | 0.00% | Reduce -41.1% | 42,631 | $216K |
| Partners Wealth Management, LLC | 0.23% | — | 40,702 | $206K |
| Silverleafe Capital Partners, LLC | 0.06% | Add +28.7% | 39,513 | $200K |
| Mariner, LLC | 0.00% | Add +249.9% | 38,053 | $193K |
| Hohimer Wealth Management, LLC | 0.03% | Reduce -50.3% | 35,794 | $181K |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 32,507 | $165K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +37213.9% | 32,090 | $163K |
| Main Street Financial Solutions, LLC | 0.02% | New | 31,192 | $158K |
| Soltis Investment Advisors LLC | 0.01% | No change | 31,156 | $158K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 30,980 | $157K |
| Capital CS Group, LLC | 0.21% | New | 30,730 | $156K |
| Envestnet Asset Management Inc. | 0.00% | Add +42.0% | 30,163 | $153K |
| Summitry LLC | 0.01% | No change | 30,000 | $152K |
| Financial Guidance Group, Inc. | 0.08% | New | 29,250 | $148K |
| Janney Montgomery Scott LLC | 0.00% | New | 29,123 | $148K |
| D.A. Davidson & Co. | 0.00% | Add +0.8% | 27,474 | $139K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -18.1% | 27,140 | $138K |
| Mutual Advisors, LLC | 0.00% | New | 26,793 | $138K |
| World Investment Advisors | 0.00% | New | 26,504 | $134K |
| Cambria Investment Management, L.P. | 0.01% | New | 24,995 | $127K |
| Empowered Funds, LLC | 0.00% | New | 24,995 | $127K |
| Waddell & Associates, LLC | 0.01% | Add +4.4% | 24,959 | $127K |
| NewEdge Advisors, LLC | 0.00% | Reduce -54.8% | 24,864 | $126K |
| Moors & Cabot, Inc. | 0.01% | Add +6.5% | 24,500 | $124K |
| Essex Financial Services, Inc. | 0.01% | No change | 24,089 | $122K |
| PFG Investments, LLC | 0.01% | Reduce -49.8% | 23,361 | $118K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 23,013 | $117K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -6.9% | 22,675 | $115K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.8% | 22,369 | $113K |
| Captrust Financial Advisors | 0.00% | Add +62.0% | 22,074 | $112K |
| Marks Wealth, LLC | 0.05% | Add +114.9% | 21,563 | $109K |
| Cura Wealth Advisors, LLC | 0.04% | — | 20,000 | $101K |
| Parisi Gray Wealth Management | 0.03% | New | 20,000 | $101K |
| Avidian Wealth Enterprises, LLC | 0.00% | No change | 19,976 | $101K |
| One Capital Management, LLC | 0.00% | Add +3.2% | 19,885 | $101K |
| Evoke Wealth, LLC | 0.00% | New | 19,687 | $100K |
| Firethorn Wealth Partners, LLC | 0.05% | New | 19,640 | $100K |
| Joule Financial, LLC | 0.03% | No change | 18,773 | $95K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +63.4% | 18,300 | $93K |
| Integrated Wealth Concepts LLC | 0.00% | New | 18,263 | $93K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | Add +6.6% | 18,139 | $92K |
| Brown Brothers Harriman & Co. | 0.00% | New | 17,846 | $90K |
| Beacon Financial Advisory LLC | 0.03% | Add +5.3% | 17,188 | $87K |
| TT Capital Management LLC | 0.07% | — | 16,700 | $85K |
| NorthCoast Asset Management LLC | 0.00% | No change | 16,760 | $85K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -50.8% | 16,754 | $85K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +7.1% | 16,156 | $82K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 16,000 | $81K |
| Belpointe Asset Management LLC | 0.00% | Reduce -1.6% | 14,951 | $80K |
| HRT Financial LP | 0.00% | Reduce -66.0% | 15,354 | $77K |
| Naviter Wealth, LLC | 0.01% | Reduce -69.5% | 14,829 | $75K |
| Creative Planning | 0.00% | Reduce -54.3% | 14,788 | $75K |
| Waverly Advisors, LLC | 0.00% | New | 14,726 | $75K |
| Freestate Advisors LLC | 0.08% | Add +5.3% | 14,454 | $73K |
"% 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.