MC
OXLC

Moors & Cabot’s Oxford Lane Capital OXLC Stock Holding History

Moors & Cabot’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
-6,100
Closed -$128K – 939
2025
Q2 		$128K Buy
6,100
+30
+0.5% +$674 0.01% 839
2025
Q1 		$143K Buy
6,070
+1,170
+24% +$29.1K 0.01% 823
2024
Q4 		$124K Buy
4,900
+300
+7% +$7.86K 0.01% 845
2024
Q3 		$121K Buy
+4,600
New +$124K 0.01% 840

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 $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

Moors & Cabot's OXLC Position: Q3 2025 in Review

Moors & Cabot sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 6,100 shares — an estimated $128K sold.

Moors & Cabot first reported a position in OXLC in Q3 2024 and held it in 4 quarters. The position peaked at $143K in Q1 2025. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Moors & Cabot reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Moors & Cabot sold 6,100 Oxford Lane Capital shares in Q3 2025, an estimated $128K.
  • Moors & Cabot first reported a position in Oxford Lane Capital in Q3 2024 and held it in 4 quarters.
  • Moors & Cabot's Oxford Lane Capital position peaked at $143K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Moors & Cabot's 13F filing for Q3 2025, filed 14 Nov 2025.