LMKC
OXLC

L.M. Kohn & Company’s Oxford Lane Capital OXLC Stock Holding History

L.M. Kohn & Company’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
-6,540
Closed -$137K – 234
2025
Q2 		$137K Sell
6,540
-4
-0.1% -$90 0.04% 272
2025
Q1 		$154K Buy
+6,544
New +$163K 0.04% 261
2024
Q4 		– Sell
-6,686
Closed -$175K – 286
2024
Q3 		$175K Buy
+6,686
New +$180K 0.04% 270
2024
Q2 		– Sell
-3,694
Closed -$93.8K – 290
2024
Q1 		$93.8K Hold
3,694
– – 0.03% 266
2023
Q4 		$91.2K Buy
3,694
+240
+7% +$5.92K 0.03% 240
2023
Q3 		$86.2K Buy
3,454
+672
+24% +$17.3K 0.03% 232
2023
Q2 		$67.3K Buy
+2,782
New +$71.1K 0.03% 233

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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 $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

L.M. Kohn & Company's OXLC Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 6,540 shares — an estimated $137K sold.

L.M. Kohn & Company first reported a position in OXLC in Q2 2023 and held it in 7 quarters. The position peaked at $175K in Q3 2024. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 6,540 Oxford Lane Capital shares in Q3 2025, an estimated $137K.
  • L.M. Kohn & Company first reported a position in Oxford Lane Capital in Q2 2023 and held it in 7 quarters.
  • L.M. Kohn & Company's Oxford Lane Capital position peaked at $175K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.