CIA
OXLC

Capital Investment Advisors’s Oxford Lane Capital OXLC Stock Holding History

Capital Investment Advisors’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
-2,127
Closed -$44.7K – 744
2025
Q2 		$44.7K Buy
+2,127
New +$47.8K ﹤0.01% 697
2025
Q1 		– Sell
-2,336
Closed -$59.2K – 700
2024
Q4 		$59.2K Sell
2,336
-600
-20% -$15.7K ﹤0.01% 654
2024
Q3 		$76.9K Buy
2,936
+736
+33% +$19.9K ﹤0.01% 650
2024
Q2 		$59.6K Hold
2,200
– – ﹤0.01% 630
2024
Q1 		$55.9K Hold
2,200
– – ﹤0.01% 621
2023
Q4 		$54.3K Hold
2,200
– – ﹤0.01% 611
2023
Q3 		$54.9K Hold
2,200
– – ﹤0.01% 591
2023
Q2 		$53.2K Hold
2,200
– – ﹤0.01% 544
2023
Q1 		$57.5K Hold
2,200
– – ﹤0.01% 562
2022
Q4 		$56K Sell
2,200
-10,876
-83% -$281K ﹤0.01% 573
2022
Q3 		$338K Buy
+13,076
New +$394K 0.01% 389

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

Capital Investment Advisors's OXLC Position: Q3 2025 in Review

Capital Investment Advisors sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 2,127 shares — an estimated $44.7K sold.

Capital Investment Advisors first reported a position in OXLC in Q3 2022 and held it in 11 quarters. The position peaked at $338K in Q3 2022. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Capital Investment Advisors reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 2,127 Oxford Lane Capital shares in Q3 2025, an estimated $44.7K.
  • Capital Investment Advisors first reported a position in Oxford Lane Capital in Q3 2022 and held it in 11 quarters.
  • Capital Investment Advisors's Oxford Lane Capital position peaked at $338K in Q3 2022.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Capital Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.