Creative Planning
OXLC

Creative Planning’s Oxford Lane Capital OXLC Stock Holding History

Creative Planning’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
-2,737
Closed -$57.5K – 3987
2025
Q2 		$57.5K Sell
2,737
-424
-13% -$9.53K ﹤0.01% 3504
2025
Q1 		$74.6K Buy
3,161
+203
+7% +$5.05K ﹤0.01% 3296
2024
Q4 		$75K Sell
2,958
-3,512
-54% -$92K ﹤0.01% 3195
2024
Q3 		$170K Buy
+6,470
New +$175K ﹤0.01% 2896
2024
Q1 		– Sell
-2,615
Closed -$64.6K – 2985
2023
Q4 		$64.6K Buy
+2,615
New +$64.4K ﹤0.01% 2624
2019
Q1 		– Sell
-3,340
Closed -$162K – 2073
2018
Q4 		$162K Buy
3,340
+1,194
+56% +$60.6K ﹤0.01% 1549
2018
Q3 		$114K Buy
2,146
+20
+0.9% +$1.09K ﹤0.01% 1770
2018
Q2 		$111K Buy
+2,126
New +$114K ﹤0.01% 1750
2017
Q4 		– Sell
-3,434
Closed -$175K – 1981
2017
Q3 		$175K Buy
3,434
+1,368
+66% +$72K ﹤0.01% 1633
2017
Q2 		$102K Sell
2,066
-20
-1% -$1.07K ﹤0.01% 1983
2017
Q1 		$116K Buy
2,086
+860
+70% +$47.5K ﹤0.01% 1852
2016
Q4 		$64K Buy
1,226
+526
+75% +$28.2K ﹤0.01% 2194
2016
Q3 		$37K Buy
700
+240
+52% +$12.2K ﹤0.01% 2597
2016
Q2 		$19K Sell
460
-1,064
-70% -$47.3K ﹤0.01% 2843
2016
Q1 		$64K Buy
1,524
+900
+144% +$38.3K ﹤0.01% 1921
2015
Q4 		$31K Buy
+624
New +$34.3K ﹤0.01% 2504

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 $322M AUM 39.45% 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

Creative Planning's OXLC Position: Q3 2025 in Review

Creative Planning sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 2,737 shares — an estimated $57.5K sold.

Creative Planning first reported a position in OXLC in Q4 2015 and held it in 16 quarters. The position peaked at $175K in Q3 2017. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Creative Planning reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 2,737 Oxford Lane Capital shares in Q3 2025, an estimated $57.5K.
  • Creative Planning first reported a position in Oxford Lane Capital in Q4 2015 and held it in 16 quarters.
  • Creative Planning's Oxford Lane Capital position peaked at $175K in Q3 2017.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.