RJA
OXLC

Raymond James & Associates’s Oxford Lane Capital OXLC Stock Holding History

Raymond James & Associates’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
2024
Q3 		$891K Buy
34,018
+1,954
+6% +$52.7K ﹤0.01% 2763
2024
Q2 		$869K Buy
32,064
+3,010
+10% +$79.3K ﹤0.01% 2721
2024
Q1 		$738K Buy
29,054
+1,078
+4% +$27.7K ﹤0.01% 2803
2023
Q4 		$691K Buy
27,976
+683
+3% +$16.8K ﹤0.01% 2746
2023
Q3 		$681K Sell
27,293
-372
-1% -$9.58K ﹤0.01% 2695
2023
Q2 		$669K Sell
27,665
-2,489
-8% -$63.6K ﹤0.01% 2738
2023
Q1 		$789K Buy
30,154
+3,060
+11% +$85.3K ﹤0.01% 2619
2022
Q4 		$687K Buy
27,094
+4,556
+20% +$118K ﹤0.01% 2663
2022
Q3 		$583K Buy
22,538
+12,572
+126% +$379K ﹤0.01% 2762
2022
Q2 		$283K Buy
9,966
+3,459
+53% +$113K ﹤0.01% 3274
2022
Q1 		$236K Buy
6,507
+1,949
+43% +$74.9K ﹤0.01% 3574
2021
Q4 		$176K Buy
4,558
+2,024
+80% +$78.7K ﹤0.01% 3737
2021
Q3 		$91K Buy
+2,534
New +$91.9K ﹤0.01% 3844

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James & Associates's OXLC Position: Q3 2024 in Review

Raymond James & Associates increased its Oxford Lane Capital (OXLC) stake by 6.1% in Q3 2024, buying an estimated $52.7K and bringing the position to 34,018 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #2763.

Raymond James & Associates first reported a position in OXLC in Q3 2021 and has held it in 13 quarters since. 123 funds tracked by Wall St. Rank hold OXLC as of Q3 2024.

  • Raymond James & Associates held 34,018 shares of Oxford Lane Capital worth $891K as of Q3 2024.
  • Raymond James & Associates bought 1,954 Oxford Lane Capital shares in Q3 2024, an estimated $52.7K.
  • Oxford Lane Capital made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2763 holding.
  • Raymond James & Associates first reported a position in Oxford Lane Capital in Q3 2021 and has held it in 13 quarters since.
  • 123 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.