Oxford Lane Capital Ownership | Who Owns Oxford Lane Capital?


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Oxford Lane Capital Ownership Summary


Oxford Lane Capital is owned by 2.69% institutional investors, 4.59% insiders, and 92.72% retail investors. Border to coast pensions partnership is the largest institutional shareholder, holding 0.73% of OXLC shares.

OXLC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockOxford Lane Capital2.69%4.59%92.72%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryAsset Management Stocks33.12%8.74%58.14%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Border to coast pensions partnership1.85M0.73%$9.37M
Wedbush securities1.19M0.47%$6.04M
Morgan stanley885.99K0.44%$4.80M
Coastal investment advisors1.03M0.41%$5.25M
Truemark investments998.13K0.40%$5.06M
Lpl financial530.65K0.26%$2.88M
Geneos wealth management527.20K0.21%$2.67M
Jane street group469.24K0.19%$2.38M
Delphi financial group351.04K0.17%$1.90M
Advisor group406.56K0.16%$2.13M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Coastal investment advisors1.03M2.15%$5.25M
Truemark investments998.13K1.62%$5.06M
Delphi financial group351.04K1.07%$1.90M
Arlington capital management181.20K0.64%$918.68K
Triumph capital management299.87K0.52%$1.52M
Samalin investment counsel149.48K0.38%$810.20K
Founders financial alliance201.46K0.28%$1.02M
Wedbush securities1.19M0.22%$6.04M
Capital cs group30.73K0.20%$155.80K
Border to coast pensions partnership1.85M0.18%$9.37M

Top Buyers

HolderShares% AssetsChange
Truemark investments998.13K1.62%468.70K
Border to coast pensions partnership1.85M0.18%445.00K
Jane street group469.24K0.00%422.59K
Jump financial257.80K0.03%241.28K
Raymond james financial212.78K0.00%212.78K

Top Sellers

HolderShares% AssetsChange
Penserra capital management---3.08M
Citadel advisors154.63K0.00%-912.81K
Jpmorgan chase958.00--301.80K
Virtus etf advisers---275.41K
Millennium management---255.93K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial212.78K0.00%212.78K$1.08M
Susquehanna group, llp124.44K0.00%124.44K$630.90K
Apollon wealth management57.21K0.01%57.21K$290.06K
M&t bank47.89K0.00%47.89K$242.81K
Main street financial solutions31.19K0.02%31.19K$158.15K

Sold Out

HolderChange
Ghp investment advisors-125.00
Triad wealth partners-130.00
Cypress capital-220.00
Fny investment advisers-400.00
Beacon capital management-732.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 2024978.99%11,858,90914.62%522.40%628.77%176.25%
Dec 31, 202389-10,346,1793.37%55.62%573.64%16-

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 2.69%, followed by 4.59% insiders and 92.72% retail investors. The average institutional ownership in Oxford Lane Capital's industry, Asset Management Stocks, is 33.12%, which Oxford Lane Capital falls below.

Who owns the most shares of Oxford Lane Capital?

Oxford Lane Capital’s largest shareholders are Border to coast pensions partnership (1.85M shares, 0.73%), Wedbush securities (1.19M shares, 0.47%), and Morgan stanley (885.99K shares, 0.44%). Together, they hold 1.64% 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?

Coastal investment advisors is Oxford Lane Capital’s biggest shareholder by percentage of total assets invested, with 2.15% of its assets in 1.03M Oxford Lane Capital shares, valued at 5.25M$.

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