Advisory Services Network’s Oxford Lane Capital OXLC Stock Holding History

Advisory Services Network’s Portfolio OXLC Stock Details OXLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-45	Closed	-$762	–	3516
2025 Q3	$762	Buy	+45	New	+$823	﹤0.01%	3990
2023 Q2	–	Sell	-27	Closed	-$699	–	2969
2023 Q1	$699	Buy	27 +1	+4%	+$28	﹤0.01%	3677
2022 Q4	$649	Buy	+26	New	+$671	﹤0.01%	3694
2021 Q3	–	Sell	-21	Closed	-$1K	–	2666
2021 Q2	$1K	Buy	+21	New	+$735	﹤0.01%	3488
2021 Q1	–	Sell	-20	Closed	-$1K	–	2607
2020 Q4	$1K	Sell	20 -80	-80%	-$1.97K	﹤0.01%	3170
2020 Q3	$2K	Buy	+100	New	+$2.14K	﹤0.01%	3152
2020 Q2	–	Sell	-80	Closed	-$2K	–	2230
2020 Q1	$2K	Hold	80	–	–	﹤0.01%	2766
2019 Q4	$3K	Buy	+80	New	+$3.55K	﹤0.01%	2774

Other funds holding OXLC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return