EWA
OXLC

EverSource Wealth Advisors’s Oxford Lane Capital OXLC Stock Holding History

EverSource Wealth 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
2026
Q1 		$68.5K Buy
7,000
+2,700
+63% +$29.7K ﹤0.01% 1666
2025
Q4 		$63K Buy
4,300
+100
+2% +$1.5K ﹤0.01% 1597
2025
Q3 		$71.1K Buy
4,200
+200
+5% +$3.66K ﹤0.01% 1459
2025
Q2 		$84K Buy
4,000
+800
+25% +$18K ﹤0.01% 1301
2025
Q1 		$75.5K Hold
3,200
– – ﹤0.01% 1026
2024
Q4 		$81.1K Hold
3,200
– – ﹤0.01% 977
2024
Q3 		$83.8K Hold
3,200
– – 0.01% 859
2024
Q2 		$88.6K Buy
+3,200
New +$84.3K 0.01% 846

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $4.21B AUM 35.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return