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- Insider Trading
- Holders: OXLC, OXLCZ, OXLCN
Oxford Lane Capital Corp. - Preferred (OXLCP)
CUSIP: 691543607
Q2 2024 13F Holders as of 30 Jun 2024
- Type / Class
- Equity / Preferred
- Shares outstanding
- 3,497,364
- Total 13F shares
- 15,200
- Share change
- 0
- Total reported value
- $357,000
- Price per share
- $23.49
- Number of holders
- 1
Quarterly Holders Quick Answers
What is CUSIP 691543607?
CUSIP 691543607 identifies OXLCP - Oxford Lane Capital Corp. - Preferred in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 691543607:
Top shareholders of OXLCP - Oxford Lane Capital Corp. - Preferred (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Eagle Point Credit Management LLC |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
614,138
mixed-class rows
|
$15,351,696 | — | 29 Jun 2021 | |
| Penserra Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
3,006,840
|
$15,274,000 | — | 31 Mar 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
1,067,438
|
$5,422,585 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
876,207
|
$4,451,139 | — | 31 Mar 2024 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
—
class O/S missing
|
744,853
|
$3,784,000 | — | 31 Mar 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
701,373
|
$3,562,977 | — | 31 Mar 2024 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
class O/S missing
|
456,400
|
$2,318,000 | — | 31 Mar 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
367,136
|
$1,865,053 | — | 31 Mar 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
324,463
|
$1,648,000 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
302,758
|
$1,538,011 | — | 31 Mar 2024 | |
| DELPHI FINANCIAL GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
274,974
|
$1,396,868 | — | 31 Mar 2024 | |
| &PARTNERS |
13F
|
Company |
—
class O/S missing
|
263,311
|
$1,337,620 | — | 31 Mar 2024 | |
| VIRTUS ADVISERS, LLC |
13F
|
Company |
—
class O/S missing
|
233,087
|
$1,184,082 | — | 31 Mar 2024 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
—
class O/S missing
|
165,850
|
$842,518 | — | 31 Mar 2024 | |
| Samalin Investment Counsel, LLC |
13F
|
Company |
—
class O/S missing
|
148,461
|
$754,182 | — | 31 Mar 2024 | |
| Arlington Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
148,012
|
$751,901 | — | 31 Mar 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
145,269
|
$737,965 | — | 31 Mar 2024 | |
| Simplify Asset Management Inc. |
13F
|
Company |
—
class O/S missing
|
127,068
|
$645,505 | — | 31 Mar 2024 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
122,871
|
$624,178 | — | 31 Mar 2024 | |
| Founders Financial Alliance, LLC |
13F
|
Company |
—
class O/S missing
|
114,928
|
$583,836 | — | 31 Mar 2024 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
100,324
|
$509,646 | — | 31 Mar 2024 | |
| CastleKnight Management LP |
13F
|
Company |
—
class O/S missing
|
97,000
|
$492,760 | — | 31 Mar 2024 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
96,460
|
$490,018 | — | 31 Mar 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
91,501
|
$464,823 | — | 31 Mar 2024 | |
| Jump Financial, LLC |
13F
|
Company |
—
class O/S missing
|
89,000
|
$452,120 | — | 31 Mar 2024 | |
| Realta Investment Advisors |
13F
|
Company |
—
class O/S missing
|
86,656
|
$440,211 | — | 31 Mar 2024 | |
| RESOURCES MANAGEMENT CORP /CT/ /ADV |
13F
|
Company |
—
mixed-class rows
|
16,200
mixed-class rows
|
$361,000 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
71,034
|
$360,851 | — | 31 Mar 2024 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
—
class O/S missing
|
69,554
|
$353,337 | — | 31 Mar 2024 | |
| Sage Capital Advisors,llc |
13F
|
Company |
—
class O/S missing
|
68,126
|
$346,080 | — | 31 Mar 2024 | |
| BARD ASSOCIATES INC |
13F
|
Company |
—
class O/S missing
|
64,217
|
$326,223 | — | 31 Mar 2024 | |
| Sheaff Brock Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
61,770
|
$313,792 | — | 31 Mar 2024 | |
| Squarepoint Ops LLC |
13F
|
Company |
—
class O/S missing
|
58,995
|
$299,695 | — | 31 Mar 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
55,237
|
$280,604 | — | 31 Mar 2024 | |
| Bridgewealth Advisory Group, LLC |
13F
|
Company |
—
class O/S missing
|
53,627
|
$272,425 | — | 31 Mar 2024 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
53,223
|
$270,376 | — | 31 Mar 2024 | |
| BI Asset Management Fondsmaeglerselskab A/S |
13F
|
Company |
—
class O/S missing
|
52,333
|
$266,000 | — | 31 Mar 2024 | |
| Lido Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
51,372
|
$260,969 | — | 31 Mar 2024 | |
| B. Riley Wealth Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
50,220
|
$250,597 | — | 31 Mar 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
46,530
|
$236,375 | — | 31 Mar 2024 | |
| Prospera Financial Services Inc |
13F
|
Company |
—
class O/S missing
|
44,786
|
$227,522 | — | 31 Mar 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
43,874
|
$222,880 | — | 31 Mar 2024 | |
| Sigma Planning Corp |
13F
|
Company |
—
class O/S missing
|
40,496
|
$205,723 | — | 31 Mar 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
39,655
|
$201,449 | — | 31 Mar 2024 | |
| CFO4Life Group, LLC |
13F
|
Company |
—
class O/S missing
|
38,575
|
$195,961 | — | 31 Mar 2024 | |
| PARK AVENUE SECURITIES LLC |
13F
|
Company |
—
class O/S missing
|
37,579
|
$191,000 | — | 31 Mar 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
36,555
|
$186,000 | — | 31 Mar 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
33,873
|
$172,076 | — | 31 Mar 2024 | |
| TWO SIGMA SECURITIES, LLC |
13F
|
Company |
—
class O/S missing
|
33,603
|
$170,703 | — | 31 Mar 2024 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
—
class O/S missing
|
32,716
|
$166,000 | — | 31 Mar 2024 |
Institutional Holders of Oxford Lane Capital Corp. - Preferred (OXLCP) as of Q2 2024
As of 30 Jun 2024,
Oxford Lane Capital Corp. - Preferred (OXLCP) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
15,200 shares.
The largest 1 holders included
RESOURCES MANAGEMENT CORP /CT/ /ADV.
This page lists
1
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
1
Q2 2024 holders
1
Holder diff
0
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.