Raymond James Financial Services Advisors’s Oxford Lane Capital OXLC Stock Holding History

Raymond James Financial Services 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
2024 Q3	$414K	Buy	15,784 +1,547	+11%	+$41.8K	﹤0.01%	2751
2024 Q2	$386K	Buy	14,237 +11,175	+365%	+$294K	﹤0.01%	2714
2024 Q1	$77.8K	Sell	3,062 -222	-7%	-$5.7K	﹤0.01%	3255
2023 Q4	$81.1K	Buy	3,284 +1,145	+54%	+$28.2K	﹤0.01%	3151
2023 Q3	$53.4K	Buy	2,139 +4	+0.2%	+$103	﹤0.01%	3148
2023 Q2	$51.7K	Sell	2,135 -27	-1%	-$690	﹤0.01%	3130
2023 Q1	$56.5K	Buy	+2,162	New	+$60.3K	﹤0.01%	3123
2019 Q3	–	Sell	-2,140	Closed	-$108K	–	2906
2019 Q2	$108K	Sell	2,140 -91	-4%	-$4.72K	﹤0.01%	2669
2019 Q1	$110K	Buy	+2,231	New	+$112K	﹤0.01%	2632

Other funds holding OXLC

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors's OXLC Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Oxford Lane Capital (OXLC) stake by 11% in Q3 2024, buying an estimated $41.8K and bringing the position to 15,784 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

Raymond James Financial Services Advisors first reported a position in OXLC in Q1 2019 and has held it in 9 quarters since. 123 funds tracked by Wall St. Rank hold OXLC as of Q3 2024.

Raymond James Financial Services Advisors held 15,784 shares of Oxford Lane Capital worth $414K as of Q3 2024.
Raymond James Financial Services Advisors bought 1,547 Oxford Lane Capital shares in Q3 2024, an estimated $41.8K.
Oxford Lane Capital made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2751 holding.
Raymond James Financial Services Advisors first reported a position in Oxford Lane Capital in Q1 2019 and has held it in 9 quarters since.
123 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.