AWS
OXLC

Atria Wealth Solutions’s Oxford Lane Capital OXLC Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-16,613
Closed -$394K – 1773
2025
Q1 		$394K Sell
16,613
-207
-1% -$5.15K ﹤0.01% 1318
2024
Q4 		$428K Buy
16,820
+3,845
+30% +$101K ﹤0.01% 1350
2024
Q3 		$341K Buy
12,975
+4,866
+60% +$131K ﹤0.01% 1439
2024
Q2 		$221K Buy
8,109
+4,622
+133% +$122K ﹤0.01% 1703
2024
Q1 		$89.6K Buy
3,487
+427
+14% +$11K ﹤0.01% 1896
2023
Q4 		$75.6K Hold
3,060
– – ﹤0.01% 1866
2023
Q3 		$76.3K Buy
3,060
+20
+0.7% +$515 ﹤0.01% 1801
2023
Q2 		$73.6K Buy
3,040
+300
+11% +$7.66K ﹤0.01% 1798
2023
Q1 		$71.7K Hold
2,740
– – ﹤0.01% 1781
2022
Q4 		$69.5K Hold
2,740
– – ﹤0.01% 1720
2022
Q3 		$70.8K Buy
+2,740
New +$82.5K ﹤0.01% 1669

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Atria Wealth Solutions's OXLC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Oxford Lane Capital (OXLC) in Q2 2025, closing a stake of 16,613 shares — an estimated $394K sold.

Atria Wealth Solutions first reported a position in OXLC in Q3 2022 and held it in 11 quarters. The position peaked at $428K in Q4 2024. 149 funds tracked by Wall St. Rank hold OXLC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Oxford Lane Capital position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,613 Oxford Lane Capital shares in Q2 2025, an estimated $394K.
  • Atria Wealth Solutions first reported a position in Oxford Lane Capital in Q3 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Oxford Lane Capital position peaked at $428K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.