Mercer Global Advisors
OXLC

Mercer Global Advisors’s Oxford Lane Capital OXLC Stock Holding History

Mercer Global 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
2025
Q2 		– Sell
-3,408
Closed -$80.4K – 2346
2025
Q1 		$80.4K Buy
3,408
+57
+2% +$1.42K ﹤0.01% 2070
2024
Q4 		$84.9K Sell
3,351
-3,453
-51% -$90.5K ﹤0.01% 2056
2024
Q3 		$178K Buy
+6,804
New +$184K ﹤0.01% 1826
2024
Q2 		– Sell
-6,543
Closed -$166K – 2021
2024
Q1 		$166K Buy
+6,543
New +$168K ﹤0.01% 1815
2023
Q4 		– Sell
-7,480
Closed -$187K – 2070
2023
Q3 		$187K Buy
+7,480
New +$193K ﹤0.01% 1778
2022
Q4 		– Sell
-5,156
Closed -$133K – 1975
2022
Q3 		$133K Buy
5,156
+1,208
+31% +$36.4K ﹤0.01% 1687
2022
Q2 		$112K Sell
3,948
-6
-0.2% -$197 ﹤0.01% 1719
2022
Q1 		$143K Buy
3,954
+18
+0.5% +$692 ﹤0.01% 1768
2021
Q4 		$152K Buy
+3,936
New +$153K ﹤0.01% 1694

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Mercer Global Advisors's OXLC Position: Q2 2025 in Review

Mercer Global Advisors sold out of Oxford Lane Capital (OXLC) in Q2 2025, closing a stake of 3,408 shares — an estimated $80.4K sold.

Mercer Global Advisors first reported a position in OXLC in Q4 2021 and held it in 9 quarters. The position peaked at $187K in Q3 2023. 149 funds tracked by Wall St. Rank hold OXLC as of Q2 2025.

  • Mercer Global Advisors reported no remaining Oxford Lane Capital position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 3,408 Oxford Lane Capital shares in Q2 2025, an estimated $80.4K.
  • Mercer Global Advisors first reported a position in Oxford Lane Capital in Q4 2021 and held it in 9 quarters.
  • Mercer Global Advisors's Oxford Lane Capital position peaked at $187K in Q3 2023.
  • 149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.