MA
OXLC

Mutual Advisors’s Oxford Lane Capital OXLC Stock Holding History

Mutual 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
Q3 		– Sell
-3,524
Closed -$63.8K – 1327
2025
Q2 		$63.8K Sell
3,524
-2,279
-39% -$51.2K ﹤0.01% 1162
2025
Q1 		$133K Buy
5,803
+444
+8% +$11K ﹤0.01% 1057
2024
Q4 		$138K Buy
+5,359
New +$140K ﹤0.01% 1048
2020
Q2 		– Sell
-3,050
Closed -$64K – 671
2020
Q1 		$64K Sell
3,050
-319
-9% -$12.3K 0.01% 547
2019
Q4 		$137K Sell
3,369
-497
-13% -$22.1K 0.01% 579
2019
Q3 		$180K Buy
3,866
+125
+3% +$6.32K 0.02% 512
2019
Q2 		$189K Buy
+3,741
New +$194K 0.02% 537

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

Mutual Advisors's OXLC Position: Q3 2025 in Review

Mutual Advisors sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 3,524 shares — an estimated $63.8K sold.

Mutual Advisors first reported a position in OXLC in Q2 2019 and held it in 7 quarters. The position peaked at $189K in Q2 2019. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Mutual Advisors reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Mutual Advisors sold 3,524 Oxford Lane Capital shares in Q3 2025, an estimated $63.8K.
  • Mutual Advisors first reported a position in Oxford Lane Capital in Q2 2019 and held it in 7 quarters.
  • Mutual Advisors's Oxford Lane Capital position peaked at $189K in Q2 2019.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.