CA
OXLC

Calton & Associates’s Oxford Lane Capital OXLC Stock Holding History

Calton & Associates’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
Q3 		– Sell
-3,521
Closed -$73.9K – 450
2025
Q2 		$73.9K Sell
3,521
-985
-22% -$22.1K 0.01% 379
2025
Q1 		$106K Buy
+4,506
New +$112K 0.02% 334
2024
Q4 		– Sell
-4,755
Closed -$125K – 256
2024
Q3 		$125K Buy
+4,755
New +$128K 0.05% 232
2023
Q4 		– Sell
-4,037
Closed -$101K – 270
2023
Q3 		$101K Buy
+4,037
New +$104K 0.15% 99

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Calton & Associates's OXLC Position: Q3 2025 in Review

Calton & Associates sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 3,521 shares — an estimated $73.9K sold.

Calton & Associates first reported a position in OXLC in Q3 2023 and held it in 4 quarters. The position peaked at $125K in Q3 2024. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Calton & Associates reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Calton & Associates sold 3,521 Oxford Lane Capital shares in Q3 2025, an estimated $73.9K.
  • Calton & Associates first reported a position in Oxford Lane Capital in Q3 2023 and held it in 4 quarters.
  • Calton & Associates's Oxford Lane Capital position peaked at $125K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Calton & Associates's 13F filing for Q3 2025, filed 7 Nov 2025.