Security key
691543854
Oxford Lane Capital Corp. - Preferred (OXLCG)
CUSIP: 691543854
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Preferred
- Shares outstanding
- 7,397,600
- Total 13F shares
- 100,000
- Share change
- 0
- Total reported value
- $2,471,500
- Price per share
- $24.72
- Number of holders
- 1
Report period
Q2 2025
Institutions
1
Top holders
1
OXLCG full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Oxford Lane Capital Corp. SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 691543854
Recent filing periods:
Top shareholders of OXLCG - 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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 | |
| Jonathan H. Cohen |
3/4/5
|
Chief Executive Officer, Director |
—
class O/S missing
|
7,824,728
|
$39,749,618 | — | 17 Dec 2024 | |
| Saul B. Rosenthal |
3/4/5
|
President, Director |
—
class O/S missing
|
7,789,887
|
$39,572,626 | — | 17 Dec 2024 | |
| Border to Coast Pensions Partnership Ltd |
13F
|
Company |
—
class O/S missing
|
2,200,000
|
$10,384,000 | — | 31 Mar 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
—
class O/S missing
|
1,364,214
|
$6,439,000 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
1,264,958
|
$5,970,603 | — | 31 Mar 2025 | |
| Realta Investment Advisors |
13F
|
Company |
—
class O/S missing
|
1,250,737
|
$5,903,479 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
971,364
|
$4,584,841 | — | 31 Mar 2025 | |
| IAT REINSURANCE CO LTD. |
13F
|
Company |
—
mixed-class rows
|
180,000
mixed-class rows
|
$4,501,400 | — | 31 Mar 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
659,970
|
$3,115,059 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
614,176
|
$2,898,869 | — | 31 Mar 2025 | |
| DELPHI FINANCIAL GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
596,687
|
$2,816,363 | — | 31 Mar 2025 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
—
class O/S missing
|
536,017
|
$2,530,001 | — | 31 Mar 2025 | |
| INDEPENDENT FINANCIAL GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
427,888
|
$2,019,631 | — | 31 Mar 2025 | |
| Triumph Capital Management |
13F
|
Company |
—
class O/S missing
|
324,971
|
$1,533,863 | — | 31 Mar 2025 | |
| M&T BANK CORP |
13F
|
Company |
—
class O/S missing
|
306,884
|
$1,448,493 | — | 31 Mar 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
289,376
|
$1,366,000 | — | 31 Mar 2025 | |
| &PARTNERS |
13F
|
Company |
—
class O/S missing
|
290,543
|
$1,351,025 | — | 31 Mar 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
283,021
|
$1,335,859 | — | 31 Mar 2025 | |
| Freestone Capital Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
277,165
|
$1,308,218 | — | 31 Mar 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
274,217
|
$1,294,307 | — | 31 Mar 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
256,656
|
$1,211,000 | — | 31 Mar 2025 | |
| Transce3nd, LLC |
13F
|
Company |
—
class O/S missing
|
254,332
|
$1,200,447 | — | 31 Mar 2025 | |
| Founders Financial Alliance, LLC |
13F
|
Company |
—
class O/S missing
|
229,813
|
$1,084,716 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
216,182
|
$1,020,381 | — | 31 Mar 2025 | |
| Samalin Investment Counsel, LLC |
13F
|
Company |
—
class O/S missing
|
198,488
|
$936,867 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
192,778
|
$909,913 | — | 31 Mar 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
—
class O/S missing
|
187,966
|
$887,200 | — | 31 Mar 2025 | |
| Arlington Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
151,357
|
$714,405 | — | 31 Mar 2025 | |
| CHOREO, LLC |
13F
|
Company |
—
class O/S missing
|
145,590
|
$687,186 | — | 31 Mar 2025 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
133,973
|
$632,353 | — | 31 Mar 2025 | |
| Squarepoint Ops LLC |
13F
|
Company |
—
class O/S missing
|
122,376
|
$577,615 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
116,519
|
$549,970 | — | 31 Mar 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
111,663
|
$527,049 | — | 31 Mar 2025 | |
| Buska Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
97,900
|
$462,088 | — | 31 Mar 2025 | |
| CastleKnight Management LP |
13F
|
Company |
—
class O/S missing
|
97,000
|
$457,840 | — | 31 Mar 2025 | |
| Sheaff Brock Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
92,620
|
$437,167 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
89,025
|
$420,197 | — | 31 Mar 2025 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
—
class O/S missing
|
83,064
|
$393,635 | — | 31 Mar 2025 | |
| MONEY CONCEPTS CAPITAL CORP |
13F
|
Company |
—
class O/S missing
|
75,457
|
$356,157 | — | 31 Mar 2025 | |
| CFO4Life Group, LLC |
13F
|
Company |
—
class O/S missing
|
73,410
|
$346,495 | — | 31 Mar 2025 | |
| Sage Capital Advisors,llc |
13F
|
Company |
—
class O/S missing
|
68,663
|
$324,090 | — | 31 Mar 2025 | |
| Prospera Financial Services Inc |
13F
|
Company |
—
class O/S missing
|
67,178
|
$317,103 | — | 31 Mar 2025 | |
| BARD ASSOCIATES INC |
13F
|
Company |
—
class O/S missing
|
63,567
|
$300,037 | — | 31 Mar 2025 | |
| BI Asset Management Fondsmaeglerselskab A/S |
13F
|
Company |
—
class O/S missing
|
62,164
|
$293,000 | — | 31 Mar 2025 | |
| Sigma Planning Corp |
13F
|
Company |
—
class O/S missing
|
57,495
|
$271,376 | — | 31 Mar 2025 | |
| Apollon Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
57,212
|
$270,041 | — | 31 Mar 2025 | |
| Lido Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
51,429
|
$242,749 | — | 31 Mar 2025 | |
| PARTNERS WEALTH MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
46,702
|
$220,433 | — | 31 Mar 2025 | |
| Capital CS Group, LLC |
13F
|
Company |
—
class O/S missing
|
42,802
|
$202,024 | — | 31 Mar 2025 |
Institutional Holders of Oxford Lane Capital Corp. - Preferred (OXLCG) as of Q2 2025
As of 30 Jun 2025,
Oxford Lane Capital Corp. - Preferred (OXLCG) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
100,000 shares.
The largest 1 holders included
IAT REINSURANCE CO LTD..
This page lists
1
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
1
Q2 2025 holders
1
Holder diff
0
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 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.