Latest Institutional Transactions on Oaktree Specialty Lending Corp (OCSL)
This table provides information on the latest institutional transactions involving Oaktree Specialty Lending Corp (OCSL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.2K- 50.73% |
$205K - $246K
|
33.2K
$514K
|
|
|
Feb 09, 2023
Q4 2022
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-14.1K- 1.92% |
$84.7K - $101K
|
722K
$11.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
953+ 1.36% |
$5.73K - $6.86K
|
71.2K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
67+ 0.4% |
$403 - $482
|
17K
$264K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-292K- 31.08% |
$1.75M - $2.1M
|
647K
$10M
|
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
65.4K+ 1.77% |
$393K - $471K
|
3.76M
$58.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.4K+ 14.08% |
$98.3K - $118K
|
132K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.26K+ 1.91% |
$13.6K - $16.3K
|
121K
$1.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.4K- 25.17% |
$74.4K - $89.1K
|
36.8K
$570K
|
|
|
Feb 07, 2023
Q4 2022
|
Arnhold LLC
|
SELL
|
- |
-29.9K- 30.8% |
$180K - $215K
|
67.2K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85K+ 51.48% |
$511K - $612K
|
250K
$3.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
45.2K+ 21.16% |
$272K - $326K
|
259K
$4.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5.34KNew |
$32.1K - $38.4K
|
5.34K
$82.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
BUY
|
- |
31.7K+ 1.03% |
$191K - $229K
|
3.1M
$48M
|
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.64K+ 28.08% |
$33.9K - $40.6K
|
25.7K
$398K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.3K+ 41.12% |
$314K - $377K
|
179K
$2.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10K- 15.84% |
$60.1K - $72K
|
53.1K
$822K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.29K+ 2.96% |
$19.8K - $23.7K
|
115K
$1.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Bruni J V & CO
|
BUY
|
- |
44.1K+ 0.97% |
$265K - $317K
|
4.57M
$70.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6KNew |
$36.1K - $43.2K
|
6K
$92.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
64+ 2.8% |
$385 - $461
|
2.35K
$36.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.69KNew |
$16.2K - $19.4K
|
2.69K
$41.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1KNew |
$6.01K - $7.2K
|
1K
$15.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.5KNew |
$62.9K - $75.3K
|
10.5K
$162K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.1KNew |
$66.4K - $79.6K
|
11.1K
$171K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-76- 0.43% |
$457 - $547
|
17.4K
$270K
|
|
|
Feb 02, 2023
Q4 2022
|
Waverton Investment Management LTD
|
SELL
|
- |
-139K- 7.88% |
$835K - $1M
|
1.62M
$25.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.34KNew |
$56.2K - $67.3K
|
9.34K
$145K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-400- 0.37% |
$2.4K - $2.88K
|
108K
$1.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.1K- 5.81% |
$91K - $109K
|
245K
$3.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.5K+ 47.73% |
$75.3K - $90.3K
|
38.8K
$601K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10KNew |
$60.4K - $72.3K
|
10K
$155K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
600+ 3.75% |
$3.61K - $4.32K
|
16.6K
$257K
|
|
|
Jan 31, 2023
Q4 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
587+ 2.8% |
$3.53K - $4.23K
|
21.6K
$334K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
42.6KNew |
$256K - $306K
|
42.6K
$659K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.1K- 1.92% |
$84.7K - $101K
|
722K
$11.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
5.98K+ 1.3% |
$35.9K - $43.1K
|
466K
$7.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Triad Investment Management
|
SELL
|
- |
-19.8K- 5.8% |
$119K - $142K
|
321K
$4.97M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
54+ 0.62% |
$325 - $389
|
8.79K
$136K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
20.6KNew |
$124K - $149K
|
20.6K
$319K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
421+ 3.76% |
$2.53K - $3.03K
|
11.6K
$180K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
11K+ 0.27% |
$66.3K - $79.5K
|
4.16M
$64.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
7.4K+ 3.14% |
$44.5K - $53.3K
|
243K
$3.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.7K+ 0.41% |
$10.2K - $12.2K
|
417K
$6.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
2.5K+ 6.79% |
$15K - $18K
|
39.3K
$608K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-63.8K- 9.72% |
$383K - $459K
|
592K
$9.17M
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
65.4K+ 4.12% |
$393K - $471K
|
1.65M
$25.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
335+ 1.99% |
$2.01K - $2.41K
|
17.2K
$266K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
8.6K+ 7.58% |
$51.7K - $61.9K
|
122K
$1.89M
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-14.1K- 1.77% |
$84.7K - $101K
|
784K
$12.1M
|