HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing OXLC Share Count | ||||
| JPMorgan Chase & Co. | 991 | 237,953 | +236,962 | +23911.40% |
| Tower Research Capital LLC TRC | 1,229 | 6,550 | +5,321 | +432.95% |
| BNP Paribas Arbitrage SA | 34,373 | 142,700 | +108,327 | +315.15% |
| Jump Financial LLC | 13,038 | 52,500 | +39,462 | +302.67% |
| UBS Group AG | 23,423 | 48,336 | +24,913 | +106.36% |
| CoreCap Advisors LLC | 11,459 | 21,459 | +10,000 | +87.27% |
| Arlington Capital Management Inc. | 88,884 | 154,916 | +66,032 | +74.29% |
| Raymond James Financial Services Advisors Inc. | 10,694 | 16,419 | +5,725 | +53.53% |
| Summitry LLC | 20,000 | 30,000 | +10,000 | +50.00% |
| Samalin Investment Counsel LLC | 104,073 | 141,550 | +37,477 | +36.01% |
| J.W. Cole Advisors Inc. | 23,928 | 31,951 | +8,023 | +33.53% |
| Morgan Stanley | 767,076 | 954,355 | +187,279 | +24.41% |
| Cambridge Investment Research Advisors Inc. | 35,024 | 42,589 | +7,565 | +21.60% |
| Wetherby Asset Management Inc. | 10,000 | 11,700 | +1,700 | +17.00% |
| Coastal Investment Advisors Inc. | 61,835 | 72,349 | +10,514 | +17.00% |
| National Asset Management Inc. | 50,220 | 57,689 | +7,469 | +14.87% |
| Arkadios Wealth Advisors | 10,815 | 12,423 | +1,608 | +14.87% |
| Wedbush Securities Inc. | 325,323 | 371,939 | +46,616 | +14.33% |
| GWM Advisors LLC | 44,632 | 50,498 | +5,866 | +13.14% |
| Citadel Advisors LLC | 785,868 | 869,435 | +83,567 | +10.63% |
| Geneos Wealth Management Inc. | 120,100 | 132,600 | +12,500 | +10.41% |
| Private Advisor Group LLC | 103,694 | 113,572 | +9,878 | +9.53% |
| Kestra Advisory Services LLC | 84,855 | 91,433 | +6,578 | +7.75% |
| Penserra Capital Management LLC | 2,825,664 | 3,035,777 | +210,113 | +7.44% |
| L.M. Kohn & Company | 17,270 | 18,470 | +1,200 | +6.95% |
| BI Asset Management Fondsmaeglerselskab A S | 48,899 | 51,487 | +2,588 | +5.29% |
| Sunbelt Securities Inc. | 971 | 1,022 | +51 | +5.25% |
| Prospera Financial Services Inc | 39,318 | 41,299 | +1,981 | +5.04% |
| AlphaMark Advisors LLC | 914 | 959 | +45 | +4.92% |
| Farther Finance Advisors LLC | 258 | 270 | +12 | +4.65% |
| Wiley BROS. Aintree Capital LLC | 243,188 | 253,191 | +10,003 | +4.11% |
| Belpointe Asset Management LLC | 11,358 | 11,822 | +464 | +4.09% |
| AE Wealth Management LLC | 65,408 | 67,887 | +2,479 | +3.79% |
| AdvisorNet Financial Inc | 53 | 55 | +2 | +3.77% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 12,116 | 12,555 | +439 | +3.62% |
| Park Avenue Securities LLC | 19,371 | 19,971 | +600 | +3.10% |
| D.A. Davidson & CO. | 24,018 | 24,711 | +693 | +2.89% |
| Raymond James & Associates | 136,466 | 139,879 | +3,413 | +2.50% |
| Hilltop Holdings Inc. | 10,350 | 10,600 | +250 | +2.42% |
| Rockefeller Capital Management L.P. | 52,250 | 53,057 | +807 | +1.54% |
| Sheaff Brock Investment Advisors LLC | 61,000 | 61,770 | +770 | +1.26% |
| Vantage Financial Partners LLC | 10,299 | 10,381 | +82 | +0.80% |
| 13F Filers Reporting New Positions In OXLC | ||||
| Hollencrest Capital Management | 0 | 0 | UNCH | 100% |
| Bessemer Group Inc. | 0 | 61,925 | +61,925 | +100% |
| Nomura Holdings Inc. | 0 | 19,375 | +19,375 | +100% |
| Virtu Financial LLC | 0 | 19,103 | +19,103 | +100% |
| Creative Planning | 0 | 13,074 | +13,074 | +100% |
| Allworth Financial LP | 0 | 9,271 | +9,271 | +100% |
| First Horizon Advisors Inc. | 0 | 10,000 | +10,000 | +100% |
| Lido Advisors LLC | 0 | 51,372 | +51,372 | +100% |
| Aptus Capital Advisors LLC | 0 | 86,283 | +86,283 | +100% |
| RSM US Wealth Management LLC | 0 | 12,249 | +12,249 | +100% |
| Foundations Investment Advisors LLC | 0 | 14,243 | +14,243 | +100% |
| Hohimer Wealth Management LLC | 0 | 28,216 | +28,216 | +100% |
| Coppell Advisory Solutions LLC | 0 | 6,368 | +6,368 | +100% |
| Andina Capital Management LLC | 0 | 45,426 | +45,426 | +100% |
| Cape Investment Advisory Inc. | 0 | 19,873 | +19,873 | +100% |
| Spectrum Wealth Counsel LLC | 0 | 750 | +750 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Cullen Frost Bankers Inc. | 10,000 | 10,000 | UNCH | 0.00% |
| Proequities Inc. | 3,000 | 3,000 | UNCH | 0.00% |
| Wesbanco Bank Inc. | 10,209 | 10,209 | UNCH | 0.00% |
| Tompkins Financial Corp | 16,000 | 16,000 | UNCH | 0.00% |
| Essex Financial Services Inc. | 17,000 | 17,000 | UNCH | 0.00% |
| GHP Investment Advisors Inc. | 125 | 125 | UNCH | 0.00% |
| Thomas J. Herzfeld Advisors Inc. | 163,890 | 163,890 | UNCH | 0.00% |
| Capital Investment Advisors LLC | 11,000 | 11,000 | UNCH | 0.00% |
| One Capital Management LLC | 10,000 | 10,000 | UNCH | 0.00% |
| GPS Wealth Strategies Group LLC | 8,242 | 8,242 | UNCH | 0.00% |
| Bridgewealth Advisory Group LLC | 53,627 | 53,627 | UNCH | 0.00% |
| CastleKnight Management LP | 97,000 | 97,000 | UNCH | 0.00% |
| Tradition Wealth Management LLC | 3,270 | 3,270 | UNCH | 0.00% |
| Eagle Bay Advisors LLC | 1,000 | 1,000 | UNCH | 0.00% |
| Atria Wealth Solutions Inc. | 15,300 | 15,300 | UNCH | 0.00% |
| 13F Filers Decreasing OXLC Share Count | ||||
| Resources Management Corp CT ADV | 1,000 | 5 | -995 | -99.50% |
| Royal Bank of Canada | 260,630 | 53,469 | -207,161 | -79.48% |
| Sigma Planning Corp | 74,226 | 25,480 | -48,746 | -65.67% |
| HRT Financial LP | 198,977 | 100,485 | -98,492 | -49.50% |
| Cubist Systematic Strategies LLC | 145,750 | 81,650 | -64,100 | -43.98% |
| Naviter Wealth LLC | 45,933 | 25,781 | -20,152 | -43.87% |
| Squarepoint Ops LLC | 54,556 | 32,139 | -22,417 | -41.09% |
| Advisor Group Holdings Inc. | 836,833 | 582,160 | -254,673 | -30.43% |
| Bank of America Corp DE | 94,497 | 68,976 | -25,521 | -27.01% |
| Delphi Financial Group Inc. | 357,205 | 274,110 | -83,095 | -23.26% |
| Virtus ETF Advisers LLC | 221,206 | 169,886 | -51,320 | -23.20% |
| Wells Fargo & Company MN | 109,648 | 92,501 | -17,147 | -15.64% |
| Cetera Investment Advisers | 13,840 | 11,781 | -2,059 | -14.88% |
| Beacon Financial Advisory LLC | 15,287 | 13,443 | -1,844 | -12.06% |
| Commonwealth Equity Services LLC | 364,847 | 328,811 | -36,036 | -9.88% |
| Sage Capital Advisors llc | 72,727 | 65,640 | -7,087 | -9.74% |
| LPL Financial LLC | 407,675 | 385,439 | -22,236 | -5.45% |
| Bard Associates Inc. | 67,644 | 64,969 | -2,675 | -3.95% |
| 13F Filers Exiting OXLC | ||||
| Atlas Financial Advisors Inc. | 12,000 | 0 | -12,000 | -100.00% |
| Kingsview Wealth Management LLC | 12,288 | 0 | -12,288 | -100.00% |
| Waddell & Associates LLC | 16,063 | 0 | -16,063 | -100.00% |
| Larson Financial Group LLC | 1 | 0 | -1 | -100.00% |
| Kovack Advisors Inc. | 13,297 | 0 | -13,297 | -100.00% |
| CFO4Life Group LLC | 30,927 | 0 | -30,927 | -100.00% |
| IFP Advisors Inc | 940 | 0 | -940 | -100.00% |
| Gradient Investments LLC | 100 | 0 | -100 | -100.00% |
| Cetera Advisor Networks LLC | 16,879 | 0 | -16,879 | -100.00% |
| Two Sigma Securities LLC | 24,464 | 0 | -24,464 | -100.00% |
| Envestnet Asset Management Inc. | 46,391 | 0 | -46,391 | -100.00% |
| Millennium Management LLC | 18,908 | 0 | -18,908 | -100.00% |
| Mercer Global Advisors Inc. ADV | 37,399 | 0 | -37,399 | -100.00% |
| Calton & Associates Inc. | 20,185 | 0 | -20,185 | -100.00% |
See Summary: Institutional Holders of OXLC
See Details: Top 10 Hedge Funds Holding OXLC
Also See: OXLC Insider Buying
