BRWM
OXLC

B. Riley Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

B. Riley Wealth Management’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
2022
Q2 		$262 Buy
9,218
+6,726
+270% +$221K ﹤0.01% 576
2022
Q1 		$90K Buy
+2,492
New +$95.8K 0.01% 599

Other funds holding OXLC

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

B. Riley Wealth Management's OXLC Position: Q2 2022 in Review

B. Riley Wealth Management increased its Oxford Lane Capital (OXLC) stake by 270% in Q2 2022, buying an estimated $221K and bringing the position to 9,218 shares worth $262. The position accounts for ﹤0.01% of the portfolio, ranked #576.

B. Riley Wealth Management first reported a position in OXLC in Q1 2022 and has held it in 2 quarters since. The position peaked at $90K in Q1 2022. 76 funds tracked by Wall St. Rank hold OXLC as of Q2 2022.

  • B. Riley Wealth Management held 9,218 shares of Oxford Lane Capital worth $262 as of Q2 2022.
  • B. Riley Wealth Management bought 6,726 Oxford Lane Capital shares in Q2 2022, an estimated $221K.
  • Oxford Lane Capital made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #576 holding.
  • B. Riley Wealth Management first reported a position in Oxford Lane Capital in Q1 2022 and has held it in 2 quarters since.
  • B. Riley Wealth Management's Oxford Lane Capital position peaked at $90K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.