LFG
OXLC

Larson Financial Group’s Oxford Lane Capital OXLC Stock Holding History

Larson Financial Group’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
Q4 		– Sell
-454
Closed -$7.69K – 3616
2025
Q3 		$7.69K Buy
+454
New +$8.3K ﹤0.01% 2155
2023
Q4 		– Hold
0
– -$5 – 1881
2023
Q3 		– Hold
0
– – – 1701
2023
Q2 		– Hold
0
– – – 1564
2023
Q1 		– Hold
0
– – – 1546
2022
Q4 		– Hold
0
– – – 1501
2022
Q3 		– Sell
-2
Closed -$60 – 1376
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1271
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1135
2021
Q4 		$0 Buy
+2
New +$78 ﹤0.01% 1153
2021
Q3 		– Hold
0
– – – 934
2021
Q2 		– Hold
0
– – – 898
2021
Q1 		– Hold
0
– – – 905
2020
Q4 		– Hold
0
– – – 819
2020
Q3 		– Sell
-289
Closed -$6.19K – 816
2020
Q2 		$6K Buy
+289
New +$5.86K ﹤0.01% 455
2020
Q1 		– Sell
-200
Closed -$8K – 627
2019
Q4 		$8K Buy
+200
New +$8.88K ﹤0.01% 324

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return