MCC
OXLC

Money Concepts Capital’s Oxford Lane Capital OXLC Stock Holding History

Money Concepts Capital’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
-12,533
Closed -$263K – 488
2025
Q2 		$263K Sell
12,533
-2,558
-17% -$57.5K 0.02% 393
2025
Q1 		$356K Buy
+15,091
New +$375K 0.03% 331
2023
Q1 		– Sell
-1,324
Closed -$33.6K – 2127
2022
Q4 		$33.6K Buy
+1,324
New +$34.2K ﹤0.01% 1411
2022
Q2 		– Sell
-388
Closed -$14K – 2252
2022
Q1 		$14K Buy
+388
New +$14.9K ﹤0.01% 1783

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $322M AUM 39.45% 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

Money Concepts Capital's OXLC Position: Q3 2025 in Review

Money Concepts Capital sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 12,533 shares — an estimated $263K sold.

Money Concepts Capital first reported a position in OXLC in Q1 2022 and held it in 4 quarters. The position peaked at $356K in Q1 2025. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Money Concepts Capital reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Money Concepts Capital sold 12,533 Oxford Lane Capital shares in Q3 2025, an estimated $263K.
  • Money Concepts Capital first reported a position in Oxford Lane Capital in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Oxford Lane Capital position peaked at $356K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Money Concepts Capital's 13F filing for Q3 2025, filed 4 Nov 2025.