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Oxford Lane Capital Ownership | Who Owns Oxford Lane Capital?

OverviewRevenueFinancialsChartTranscripts

Oxford Lane Capital Ownership Summary

Oxford Lane Capital is owned by 4.96% institutional investors, 2.82% insiders, and 92.22% retail investors. Wedbush securities is the largest institutional shareholder, holding 0.50% of OXLC shares.

OXLC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockOxford Lane Capital4.96%2.82%92.22%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryAsset Management Stocks41.71%9.02%49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Wedbush securities1.02M0.50%$5.51M
Morgan stanley885.99K0.44%$4.80M
Lpl financial530.65K0.26%$2.88M
Geneos wealth management494.40K0.24%$2.68M
Jump financial397.66K0.20%$2.16M
Delphi financial group351.04K0.17%$1.90M
Commonwealth equity services350.52K0.17%$1.90M
Cubist systematic strategies315.05K0.16%$1.71M
Truemark investments303.20K0.15%$1.64M
Advisor group274.71K0.14%$1.49M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Delphi financial group351.04K1.07%$1.90M
Arlington capital management141.97K0.67%$769.46K
Truemark investments303.20K0.56%$1.64M
Samalin investment counsel149.48K0.38%$810.20K
Coastal investment advisors257.75K0.27%$1.40M
Founders financial alliance158.10K0.25%$856.89K
Wedbush securities1.02M0.20%$5.51M
Bard associates64.22K0.13%$348.06K
Sage capital advisors80.05K0.12%$433.88K
Geneos wealth management494.40K0.12%$2.68M

Top Buyers

HolderShares% AssetsChange
Geneos wealth management494.40K0.12%328.55K
Cubist systematic strategies315.05K0.01%315.05K
Jump financial397.66K0.04%308.66K
Truemark investments303.20K0.56%303.20K
Wedbush securities1.02M0.20%271.37K

Top Sellers

HolderShares% AssetsChange
Penserra capital management---3.08M
Citadel advisors154.63K0.00%-912.81K
Advisor group274.71K0.00%-426.66K
Jpmorgan chase958.00--301.80K
Virtus etf advisers---275.41K

New Positions

HolderShares% AssetsChangeValue
Truemark investments303.20K0.56%303.20K$1.64M
Invesco232.03K0.00%232.03K$1.26M
Pasadena private wealth47.30K0.06%47.30K$256.38K
Soltis investment advisors37.26K0.02%37.26K$201.93K
Silverleafe capital partners30.61K0.06%30.61K$165.91K

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 %
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-
Sep 30, 2023892.30%10,009,215-0.10%910.46%5510.00%16-15.79%

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 4.96%, followed by 2.82% insiders and 92.22% retail investors. The average institutional ownership in Oxford Lane Capital's industry, Asset Management Stocks, is 41.71%, which Oxford Lane Capital falls below.

Who owns the most shares of Oxford Lane Capital?

Oxford Lane Capital’s largest shareholders are Wedbush securities (1.02M shares, 0.50%), Morgan stanley (885.99K shares, 0.44%), and Lpl financial (530.65K shares, 0.26%). Together, they hold 1.20% 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?

Delphi financial group is Oxford Lane Capital’s biggest shareholder by percentage of total assets invested, with 1.07% of its assets in 351.04K Oxford Lane Capital shares, valued at 1.9M$.

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