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

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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