NW
OXLC

Naviter Wealth’s Oxford Lane Capital OXLC Stock Holding History

Naviter Wealth’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
-2,966
Closed -$70.3K – 301
2025
Q1 		$70.3K Hold
2,966
– – 0.01% 263
2024
Q4 		$75.2K Sell
2,966
-6,768
-70% -$177K 0.01% 274
2024
Q3 		$255K Sell
9,734
-600
-6% -$16.2K 0.04% 213
2024
Q2 		$280K Buy
10,334
+6,378
+161% +$168K 0.04% 201
2024
Q1 		$100K Sell
3,956
-1,200
-23% -$30.8K 0.02% 226
2023
Q4 		$127K Sell
5,156
-4,031
-44% -$99.3K 0.03% 212
2023
Q3 		$229K Buy
9,187
+1,800
+24% +$46.3K 0.06% 187
2023
Q2 		$179K Hold
7,387
– – 0.05% 222
2023
Q1 		$193K Buy
7,387
+4,751
+180% +$132K 0.07% 181
2022
Q4 		$77.2K Buy
+2,636
New +$68K 0.02% 188

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

Naviter Wealth's OXLC Position: Q2 2025 in Review

Naviter Wealth sold out of Oxford Lane Capital (OXLC) in Q2 2025, closing a stake of 2,966 shares — an estimated $70.3K sold.

Naviter Wealth first reported a position in OXLC in Q4 2022 and held it in 10 quarters. The position peaked at $280K in Q2 2024. 149 funds tracked by Wall St. Rank hold OXLC as of Q2 2025.

  • Naviter Wealth reported no remaining Oxford Lane Capital position as of Q2 2025 after selling out during the quarter.
  • Naviter Wealth sold 2,966 Oxford Lane Capital shares in Q2 2025, an estimated $70.3K.
  • Naviter Wealth first reported a position in Oxford Lane Capital in Q4 2022 and held it in 10 quarters.
  • Naviter Wealth's Oxford Lane Capital position peaked at $280K in Q2 2024.
  • 149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.